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LHR Presentation Strategy

Purpose: Define how to present the Longitudinal Health Record in Kulcare's UI, considering different user roles, workflows, and information needs.

Design Principles

1. Patient-Centric Organization

  • Organize around the patient, not visits
  • Show the "big picture" first, details on demand
  • Highlight what's clinically important NOW

2. Context-Aware Density

  • Dashboard view: High-level summary
  • Problem view: Deep dive on one condition
  • Timeline view: Chronological narrative

3. Role-Based Relevance

  • Show what each practitioner type needs most
  • Don't overwhelm with irrelevant data
  • Allow customization without requiring it

4. Actionable Information

  • Highlight items needing attention
  • Show trends, not just current values
  • Connect data to decisions

Presentation Modes

Mode 1: Summary Dashboard (Default)

The primary LHR view showing key health metrics at a glance.

+------------------------------------------------------------------+
| PATIENT SUMMARY: John Doe (52M)               Health Score: 78/100 |
+------------------------------------------------------------------+
|                                                                    |
| +------------------+ +------------------+ +------------------+     |
| | ACTIVE PROBLEMS  | | CURRENT MEDS     | | RECENT VITALS   |     |
| | 3 conditions     | | 5 medications    | | BP: 138/88 (!)  |     |
| | - Hypertension   | | - Lisinopril     | | HR: 72 bpm      |     |
| | - T2 Diabetes    | | - Metformin      | | Wt: 85kg (+2)   |     |
| | - Hyperlipidemia | | - Atorvastatin   | | Last: Dec 24    |     |
| | [View All]       | | [View All]       | | [View Trends]   |     |
| +------------------+ +------------------+ +------------------+     |
|                                                                    |
| +------------------+ +------------------+ +------------------+     |
| | ALLERGIES        | | ACTIVE EPISODES  | | UPCOMING        |     |
| | 2 known          | | 1 active         | | Jan 2: Follow-up|     |
| | - Penicillin     | | - Diabetes Mgmt  | | Jan 15: Labs due|     |
| | - Sulfa drugs    | |   (6/12 visits)  | |                 |     |
| |                  | | [Open Episode]   | | [Schedule]      |     |
| +------------------+ +------------------+ +------------------+     |
|                                                                    |
| +--------------------------------------------------------------+  |
| | RECENT ENCOUNTERS                            [View Timeline] |  |
| | Dec 24 - Diabetes Follow-up (Dr. Smith) - BP high, adj meds  |  |
| | Dec 10 - Lab Review - HbA1c 7.2% (improved)                  |  |
| | Nov 28 - Routine Check (Dr. Smith) - Started metformin       |  |
| +--------------------------------------------------------------+  |
+------------------------------------------------------------------+

Key Elements:

  • Health Score prominently displayed
  • 6-card layout for quick scanning
  • Flags/badges for abnormal values
  • Quick links to deeper views

Mode 2: Timeline View

Chronological view of all clinical events.

+------------------------------------------------------------------+
| PATIENT TIMELINE: John Doe                    Filter: [All v]     |
+------------------------------------------------------------------+
|                                                                    |
| 2024                                                               |
| ----                                                               |
|                                                                    |
| Dec 24  [Encounter] Diabetes Follow-up                            |
|   |     Provider: Dr. Smith                                        |
|   |     BP: 138/88 | HbA1c discussed | Metformin dose increased    |
|   |     [View Full Encounter]                                      |
|   |                                                                |
| Dec 10  [Lab Result] Metabolic Panel                               |
|   |     HbA1c: 7.2% (improved from 7.8%)                           |
|   |     Fasting Glucose: 142 mg/dL                                 |
|   |                                                                |
| Nov 28  [Encounter] Routine Check                                  |
|   |     Provider: Dr. Smith                                        |
|   |     Started: Metformin 500mg BID                               |
|   |     Problem Added: Type 2 Diabetes                             |
|   |                                                                |
| Nov 15  [Medication] Lisinopril dose increased                     |
|   |     10mg -> 20mg (BP not controlled)                           |
|   |                                                                |
| Oct 20  [Encounter] Annual Physical                                |
|         Provider: Dr. Smith                                        |
|         New diagnoses: Hypertension, Pre-diabetes                  |
|                                                                    |
+------------------------------------------------------------------+

Key Elements:

  • Clear chronological ordering
  • Event type icons/badges
  • Expandable details
  • Filterable by event type

Mode 3: Problem-Centric View

Deep dive on a specific condition and all related data.

+------------------------------------------------------------------+
| PROBLEM DETAIL: Type 2 Diabetes                                   |
| Status: Active | Severity: Medium | Onset: Nov 2024              |
+------------------------------------------------------------------+
|                                                                    |
| +----------------------+  +------------------------------------+  |
| | TREND: HbA1c         |  | RELATED MEDICATIONS                |  |
| |                      |  | - Metformin 1000mg BID (active)    |  |
| |  8.0 |    *          |  |   Started: Nov 28, 2024            |  |
| |  7.5 |       *       |  |   Increased from 500mg: Dec 24     |  |
| |  7.0 |          *    |  |                                    |  |
| |      +------------>  |  | DISCONTINUED:                      |  |
| |      Oct  Nov  Dec   |  | - None                             |  |
| +----------------------+  +------------------------------------+  |
|                                                                    |
| +--------------------------------------------------------------+  |
| | RELATED ENCOUNTERS                                            |  |
| | Dec 24 - Follow-up: Dose adjustment, diet counseling          |  |
| | Nov 28 - Initial: Diagnosis, started metformin                |  |
| | Oct 20 - Pre-diabetes identified at annual physical           |  |
| +--------------------------------------------------------------+  |
|                                                                    |
| +--------------------------------------------------------------+  |
| | CARE PLAN                                                     |  |
| | Goal: HbA1c < 7.0% by March 2025                              |  |
| | Progress: 7.8% -> 7.2% (on track)                             |  |
| | Next Steps:                                                   |  |
| | - Continue current medications                                 |  |
| | - Recheck HbA1c in 3 months                                   |  |
| | - Dietitian referral                                          |  |
| +--------------------------------------------------------------+  |
+------------------------------------------------------------------+

Key Elements:

  • Trend visualization for key metrics
  • All related medications grouped
  • Encounter history filtered to this problem
  • Care plan and goals if defined

Mode 4: Episode View (Planned)

View for program-based care (therapy, physio, etc.)

+------------------------------------------------------------------+
| EPISODE: Post-ACL Rehabilitation                                  |
| Type: Physiotherapy | Status: Active | Progress: 5/12 sessions   |
+------------------------------------------------------------------+
|                                                                    |
| [===========>                    ] 42% Complete                   |
|                                                                    |
| +------------------+ +------------------+ +------------------+     |
| | TREATMENT GOALS  | | RECENT PROGRESS  | | NEXT SESSION    |     |
| | 1. Full ROM      | | ROM: 95 -> 110   | | Dec 28, 10am    |     |
| |    [75% done]    | | Strength: +15%   | | Provider: PT    |     |
| | 2. Return to run | | Pain: 4 -> 2     | |                 |     |
| |    [40% done]    | |                  | | [View Details]  |     |
| +------------------+ +------------------+ +------------------+     |
|                                                                    |
| +--------------------------------------------------------------+  |
| | SESSION HISTORY                                               |  |
| | #5 Dec 24 - ROM exercises, quad strengthening, ice            |  |
| | #4 Dec 17 - Added resistance, stationary bike introduced      |  |
| | #3 Dec 10 - Progressed to weight-bearing exercises            |  |
| | #2 Dec 3  - Gentle ROM, pain management                       |  |
| | #1 Nov 26 - Initial assessment, treatment plan created        |  |
| +--------------------------------------------------------------+  |
|                                                                    |
| +--------------------------------------------------------------+  |
| | MEASUREMENTS OVER TIME                                        |  |
| | [Chart showing ROM progression across sessions]               |  |
| +--------------------------------------------------------------+  |
+------------------------------------------------------------------+

Key Elements:

  • Progress bar showing completion
  • Treatment goals with progress
  • Session history specific to this episode
  • Measurements trending within episode

Role-Based Views

General Practitioner / Family Doctor

Primary Need: Complete patient context for diagnosis and coordination

Default View: Summary Dashboard

  • All active problems visible
  • Recent encounters from all providers
  • Medication reconciliation view
  • Referral status tracking

Emphasized:

  • Health score and trends
  • Preventive care gaps (immunizations, screenings due)
  • Care coordination notes

Specialist (Cardiologist, Endocrinologist, etc.)

Primary Need: Deep dive on their specialty area

Default View: Problem-Centric

  • Filter to relevant conditions (e.g., cardiac conditions)
  • Specialty-specific labs trending (e.g., lipid panels)
  • Related medications only

Emphasized:

  • Specialty-specific assessments
  • Prior specialist notes
  • Treatment response over time

Therapist / Psychologist

Primary Need: Session continuity and treatment progress

Default View: Episode View

  • Current therapy program details
  • Session notes from previous visits
  • Assessment scores over time (PHQ-9, GAD-7)

Emphasized:

  • Treatment goals and progress
  • Mood/symptom tracking
  • Safety plans

Physiotherapist

Primary Need: Functional assessments and exercise progression

Default View: Episode View

  • Current rehab program
  • ROM/strength measurements trending
  • Exercise progression history

Emphasized:

  • Physical measurements
  • Functional goals
  • Pain levels over time

Dietitian / Nutritionist

Primary Need: Nutritional assessments and meal plan adherence

Default View: Episode View

  • Nutrition program details
  • Weight/BMI trending
  • Lab values (glucose, lipids, vitamins)

Emphasized:

  • Anthropometric measurements
  • Dietary assessments
  • Metabolic labs

Primary Navigation

Patient Search
     |
     v
Patient Selected
     |
     +-- Quick Actions: [New Encounter] [Schedule] [Message]
     |
     +-- LHR Dashboard (default landing)
           |
           +-- Tab: Summary (dashboard view)
           +-- Tab: Problems (list + detail view)
           +-- Tab: Medications (timeline view)
           +-- Tab: Vitals (trend charts)
           +-- Tab: Labs (results + trends)
           +-- Tab: Encounters (timeline view)
           +-- Tab: Documents (file list)
           +-- Tab: Episodes (if any exist)

Drill-Down Pattern

Summary Dashboard
     |
     +-- Click "Hypertension" problem
           |
           v
     Problem Detail View
           |
           +-- Click "Dec 24 Encounter"
                 |
                 v
           Encounter Detail View
                 |
                 +-- [Back to Problem] [Back to LHR] [View Full LHR]

Cross-Reference Pattern

Any view should allow quick access to related items:

  • From medication: See related problem, see prescribing encounter
  • From encounter: See all problems addressed, medications prescribed
  • From problem: See all related medications, encounters, episodes
  • From lab result: See ordering encounter, trend with previous results

Information Density Guidelines

Dashboard Density

  • High-level metrics: Numbers, badges, trend arrows
  • Lists: Max 3-5 items with "View All" link
  • Alerts: Prominent but not overwhelming
  • Target: Scannable in 10 seconds

Detail View Density

  • Full context: Complete information for that entity
  • Related items: Links to connected data
  • History: Chronological changes
  • Target: Complete picture in 60 seconds

Timeline Density

  • Event summaries: One-line descriptions
  • Expandable details: Click to see more
  • Visual grouping: By date, by type
  • Target: Scan 6 months in 30 seconds

Visual Design Guidelines

Color Coding

ElementColorUsage
Normal/HealthyGreen (#10B981)Within range, resolved, improving
WarningAmber (#F59E0B)Approaching limits, needs attention
CriticalRed (#EF4444)Out of range, urgent, active problem
Chronic/OngoingBlue (#3B82F6)Long-term conditions, stable
Neutral/InfoGray (#6B7280)Historical, informational

Status Badges

  • Active: Red badge - needs ongoing management
  • Resolved: Green badge - completed/cured
  • Chronic: Blue badge - ongoing but stable
  • Improving: Teal badge - positive trend

Trend Indicators

  • Improving: Green up arrow
  • Stable: Gray horizontal dash
  • Worsening: Red down arrow
  • Unknown: Gray question mark

Implementation Recommendations

Phase 1: Enhance Current Dashboard

  1. Add allergies to summary cards
  2. Add episode summary card (even if empty state)
  3. Improve problem-medication linking display
  4. Add care plan summary when exists

Phase 2: Add Missing Views

  1. Create Problem-Centric view
  2. Create full Timeline view
  3. Enhance lab results with trending

Phase 3: Episode Integration

  1. Create Episode view layout
  2. Add episode grouping to encounter history
  3. Add episode filter to vitals/measurements

Phase 4: Role-Based Customization

  1. Save default view preferences by role
  2. Allow quick switching between views
  3. Specialty-specific data emphasis

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