User Journeys¶
Document Purpose: This document describes concrete workflow scenarios showing how different users interact with Entheory.AI during their daily work.
Overview¶
User journeys map the step-by-step interactions between clinical users and the Entheory.AI platform. Each journey highlights key screens, data touchpoints, and decision points.
Related Documentation: - Personas – User profiles and needs - Clinical Workflow Overview – High-level workflow mapping - UI Use Cases – Detailed UI specifications
Journey 1: New Patient Workup¶
Persona: Dr. Aditi (Medical Oncologist)
Trigger: New patient referred with suspected cancer
Duration: Initial consultation + follow-up over 2-4 weeks
Step-by-Step Flow¶
┌──────────────────────────────────────────────────────────────────────────────┐
│ NEW PATIENT WORKUP JOURNEY │
├──────────────────────────────────────────────────────────────────────────────┤
│ │
│ DAY 1: FIRST CONSULTATION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 1. Patient Registration │
│ └── Coordinator creates patient record [APPT-001] │
│ └── ABHA ID captured or generated │
│ └── Referral documents scanned and OCR'd [PROC-001] │
│ │
│ 2. Pre-Consultation Review (Dr. Aditi) │
│ └── Opens patient in Entheory.AI [UI-002] │
│ └── Views OCR'd referral letter with extracted findings │
│ └── Sees "No previous records" (new patient) │
│ │
│ 3. During Consultation │
│ └── Starts audio recording [CAP-001] │
│ └── Takes history, examines patient │
│ └── Orders: CT scan, biopsy, blood work │
│ └── Stops recording [CAP-002] │
│ │
│ 4. Post-Consultation │
│ └── Reviews AI-generated SOAP note [DCT-001] │
│ └── Edits and approves note [DCT-002] │
│ └── Orders placed in EMR, synced to Entheory.AI │
│ │
│ DAYS 2-14: WORKUP PHASE │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 5. Lab Results Arrive │
│ └── HL7 message ingested [ING-004] │
│ └── Results appear on timeline [UI-003] │
│ └── Critical values trigger alert [ALR-001] │
│ │
│ 6. Imaging Complete │
│ └── DICOM study received [ING-006] │
│ └── Linked to patient bundle [IMG-009] │
│ └── Radiology report OCR'd and parsed │
│ │
│ 7. Pathology Report Arrives │
│ └── PDF uploaded by coordinator │
│ └── OCR extracts text [PROC-003] │
│ └── NER extracts: tumor type, grade, TNM [ONC-001, ONC-002, ONC-003] │
│ └── IHC panel parsed [ONC-005] │
│ │
│ DAY 14+: STAGING & PLANNING │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 8. Case Presented to Tumor Board │
│ └── Case packet auto-generated [ONC-050] │
│ └── Dr. Aditi presents with unified view │
│ └── Board recommends treatment plan [ONC-052] │
│ │
│ 9. Treatment Planning Consultation │
│ └── Opens complete workup summary [ONC-070] │
│ └── Reviews staging: e.g., "Stage IIIA NSCLC" │
│ └── Selects chemo regimen [ONC-020, ONC-021] │
│ └── Schedules first cycle [APPT-008] │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
Key Screens¶
| Screen | Purpose | Use Case |
|---|---|---|
| Patient Overview | Summary of new patient + referral | UI-002 |
| Timeline | Chronological workup progress | UI-003 |
| Lab Results | Blood work with reference ranges | UI-004 |
| Imaging Viewer | CT/MRI with lesion measurement | IMG-011 |
| Note Review | AI-generated SOAP note | DCT-001 |
Value Delivered¶
- Time Saved: ~15 min per consultation (data gathering + documentation)
- Data Completeness: 100% of workup data unified before tumor board
- Quality: Standardized TNM extraction, no manual staging errors
Journey 2: Tumor Board Case Preparation¶
Persona: Rajesh (Tumor Board Coordinator)
Trigger: Weekly tumor board meeting scheduled
Duration: Day before + during meeting
Step-by-Step Flow¶
┌──────────────────────────────────────────────────────────────────────────────┐
│ TUMOR BOARD PREPARATION JOURNEY │
├──────────────────────────────────────────────────────────────────────────────┤
│ │
│ DAY BEFORE MEETING │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 1. Review Pending Cases │
│ └── Open Tumor Board queue [ONC-051] │
│ └── See 8 cases scheduled for Friday board │
│ └── Cases auto-routed based on diagnosis + staging │
│ │
│ 2. Check Completeness (per case) │
│ └── System flags: "Missing PET scan for Case #3" │
│ └── Alert: "Genomics report pending for Case #5" │
│ └── Rajesh follows up with departments [ONC-075] │
│ │
│ 3. Generate Case Packets │
│ └── Click "Generate Packet" for each case [ONC-050] │
│ └── System compiles: │
│ ├── Patient summary (age, diagnosis, stage) │
│ ├── Key imaging findings with measurements │
│ ├── Pathology summary + biomarkers │
│ ├── Genomics summary (if available) │
│ └── Current medications + labs │
│ └── Export as PDF or share link to board members │
│ │
│ 4. Pre-Meeting Review │
│ └── Board chair reviews packets │
│ └── Flags questions for presenting physician │
│ │
│ DURING MEETING │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 5. Case Presentation │
│ └── Presenting physician opens patient timeline │
│ └── Shows imaging comparisons [ONC-078] │
│ └── Displays lab trends for tumor markers [ONC-031] │
│ │
│ 6. Discussion & Decision │
│ └── Multidisciplinary discussion │
│ └── Rajesh records recommendation in system [ONC-052] │
│ └── "Proceed with carboplatin/pemetrexed x4 cycles" │
│ └── "Re-stage with PET after cycle 2" │
│ │
│ POST-MEETING │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 7. Recommendation Distribution │
│ └── Recommendations saved to patient record │
│ └── Treating physician notified [NOTIF-001] │
│ └── Patient coordinator schedules follow-up │
│ │
│ 8. Compliance Tracking │
│ └── System tracks if recommendation implemented [ONC-053] │
│ └── Alert if treatment not started within expected window │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
Key Screens¶
| Screen | Purpose | Use Case |
|---|---|---|
| Tumor Board Queue | List of pending cases | ONC-051 |
| Case Packet View | Compiled summary for presentation | ONC-050 |
| Imaging Comparison | Side-by-side study comparison | ONC-078 |
| Recommendation Entry | Record board decisions | ONC-052 |
Value Delivered¶
- Time Saved: 40-50 min per case (from manual packet compilation)
- Completeness: System flags missing data before meeting
- Accountability: Recommendations tracked to implementation
Journey 3: Follow-up Visit with Longitudinal Review¶
Persona: Dr. Aditi (Medical Oncologist)
Trigger: Patient returns for cycle 4 of chemotherapy
Duration: 15-minute consultation
Step-by-Step Flow¶
┌──────────────────────────────────────────────────────────────────────────────┐
│ FOLLOW-UP CONSULTATION JOURNEY │
├──────────────────────────────────────────────────────────────────────────────┤
│ │
│ PRE-CONSULTATION (2-3 min) │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 1. Open Patient Timeline [UI-003] │
│ └── Immediately see: "Last visit: 3 weeks ago, Cycle 3 completed" │
│ └── Patient timeline shows complete cancer journey │
│ │
│ 2. Check "Changes Since Last Visit" [ONC-071] │
│ └── New items highlighted: │
│ ├── ✅ Labs from 2 days ago (pre-chemo) │
│ ├── ⚠️ Neutrophils at 1.2 (low, but above threshold) │
│ ├── ✅ Weight stable (+0.5 kg) │
│ └── ✅ No new imaging │
│ │
│ 3. Review Lab Trends [UI-004] │
│ └── Hemoglobin trending down: 11.2 → 10.8 → 10.3 │
│ └── Consider adding iron/EPO │
│ └── Tumor marker (CEA) trending down: Good response │
│ │
│ DURING CONSULTATION (10 min) │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 4. Patient Discussion │
│ └── Audio capture running [CAP-001] │
│ └── Discuss: fatigue, nausea (Grade 1), appetite │
│ └── Review CEA response with patient │
│ │
│ 5. Treatment Decision │
│ └── Labs adequate for Cycle 4 │
│ └── Continue current regimen, no dose modification [ONC-022] │
│ └── Order supportive care (antiemetic adjustment) │
│ │
│ 6. Stop Recording [CAP-002] │
│ └── ASR processes audio → transcript [PROC-006] │
│ └── NLP structures into SOAP note [NLP-101] │
│ │
│ POST-CONSULTATION (2-3 min) │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 7. Review & Approve Note [DCT-001] │
│ └── AI draft: │
│ S: "Tolerating chemo well, mild nausea, some fatigue" │
│ O: "Vitals stable, labs reviewed..." │
│ A: "Responding to therapy, continue current plan" │
│ P: "Cycle 4 today, recheck labs cycle 5, CT after cycle 4" │
│ └── Quick edit: Add note about anemia discussion │
│ └── Approve and push to EMR [EMR-202b] │
│ │
│ 8. Schedule Follow-up │
│ └── System suggests: "CT scan due after Cycle 4" [ONC-025] │
│ └── Order CT staging scan │
│ └── Schedule 3-week follow-up [APPT-008] │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
Key Screens¶
| Screen | Purpose | Use Case |
|---|---|---|
| Changes Since Last Visit | Highlight new data | ONC-071 |
| Lab Trend Chart | Visualize hemoglobin, tumor markers | UI-004 |
| Treatment Timeline | Cycle history and response | ONC-024 |
| Note Review | AI-generated SOAP note | DCT-001 |
Value Delivered¶
- Time Saved: 8-12 min (pre-consultation review + documentation)
- Quality: Trends automatically visualized, nothing missed
- Proactive Care: System reminds about restaging scan
Journey 4: Chemotherapy Day Care (Nursing)¶
Persona: Nurse Priya (Oncology Nurse)
Trigger: Patient arrives for scheduled chemo infusion
Duration: 2-4 hours
Step-by-Step Flow¶
┌──────────────────────────────────────────────────────────────────────────────┐
│ CHEMO DAY CARE NURSING JOURNEY │
├──────────────────────────────────────────────────────────────────────────────┤
│ │
│ PATIENT ARRIVAL │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 1. Patient Check-In │
│ └── Verify identity via ABHA ID or wristband │
│ └── Open patient in Entheory.AI [UI-001] │
│ │
│ 2. Pre-Chemo Safety Check │
│ └── System displays current protocol: "Carboplatin AUC5 + Pemetrexed" │
│ └── Cycle number clearly shown: "Cycle 4 of 4" │
│ └── Check labs flagging: │
│ ├── ✅ ANC: 1.8 (> 1.5 threshold) - OK for chemo │
│ ├── ✅ Platelets: 145 (> 100 threshold) - OK │
│ └── ⚠️ Hemoglobin: 10.3 (low, but acceptable) │
│ └── System confirms: "Labs CLEARED for Cycle 4" [ONC-032] │
│ │
│ 3. Document Vitals │
│ └── Enter: BP 120/80, HR 72, Temp 36.8, Weight 68 kg │
│ └── Weight tracked for dose calculation │
│ │
│ DURING INFUSION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 4. Medication Verification │
│ └── Scan medication barcode │
│ └── System verifies: Right patient, right drug, right dose │
│ └── Drug-drug interaction check [PHRM-002] - No alerts │
│ │
│ 5. Infusion Monitoring │
│ └── Document start time │
│ └── Monitor for reactions every 15 min │
│ └── If reaction occurs: │
│ ├── Document in adverse event log [ONC-023] │
│ └── Alert oncologist if severe │
│ │
│ 6. Administer Pre-Medications │
│ └── Antiemetics, steroids per protocol │
│ └── Document administration times │
│ │
│ POST-INFUSION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 7. Completion Documentation │
│ └── Document end time, total volume │
│ └── Record patient status at discharge │
│ └── Provide patient education materials │
│ │
│ 8. Schedule Next Cycle │
│ └── System suggests next date based on regimen [APPT-008] │
│ └── Book appointment + labs 2 days prior │
│ └── Send reminder to patient [NOTIF-002] │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
Key Screens¶
| Screen | Purpose | Use Case |
|---|---|---|
| Protocol Display | Current regimen + cycle | ONC-020 |
| Lab Clearance | Safety thresholds check | ONC-032 |
| Adverse Event Log | Document reactions | ONC-023 |
| Vitals Entry | Quick vitals documentation | (Mobile-friendly form) |
Value Delivered¶
- Safety: Automated lab clearance prevents chemo on unsafe patients
- Efficiency: Protocol display eliminates chart hunting
- Compliance: All administration times logged for audit
Journey 5: Remote Follow-up (Telemedicine)¶
Persona: Dr. Aditi (Medical Oncologist) + Patient Rohan
Trigger: Scheduled telemedicine follow-up
Duration: 10-15 minute video consultation
Step-by-Step Flow¶
┌──────────────────────────────────────────────────────────────────────────────┐
│ TELEMEDICINE CONSULTATION JOURNEY │
├──────────────────────────────────────────────────────────────────────────────┤
│ │
│ PATIENT PREPARATION (Rohan) │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 1. Receive Appointment Reminder │
│ └── WhatsApp/SMS reminder 24h and 1h before [NOTIF-002] │
│ └── Link to join video consultation │
│ │
│ 2. Upload Documents (if any) │
│ └── Patient uploads recent external lab report via app [ONC-080] │
│ └── OCR processes document │
│ │
│ DOCTOR PREPARATION (Dr. Aditi) │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 3. Pre-Consultation Review │
│ └── Open patient timeline [UI-003] │
│ └── See patient-uploaded lab report now in timeline │
│ └── Review changes since last visit [ONC-071] │
│ │
│ DURING VIDEO CONSULTATION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 4. Start Consultation [TM-002] │
│ └── Video call initiated │
│ └── Audio recording starts (with consent) [TM-008] │
│ └── Screen share: show patient their lab trends │
│ │
│ 5. Clinical Discussion │
│ └── Discuss symptoms, side effects │
│ └── Review imaging results together │
│ └── Patient asks questions about prognosis │
│ │
│ 6. E-Prescription [TM-003] │
│ └── Prescribe supportive medications │
│ └── Drug interaction check [PHRM-002] │
│ └── Generate digital prescription │
│ └── Send to patient's preferred pharmacy │
│ │
│ POST-CONSULTATION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ │
│ 7. Documentation │
│ └── ASR transcribes consultation [PROC-006] │
│ └── SOAP note generated [NLP-101] │
│ └── Dr. Aditi reviews and approves [DCT-001] │
│ │
│ 8. Follow-up │
│ └── Schedule next appointment (in-person for restaging) │
│ └── Patient receives summary via ABHA PHR app │
│ └── Reminder for next visit sent [NOTIF-007] │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
Key Screens¶
| Screen | Purpose | Use Case |
|---|---|---|
| Video Consultation | Integrated video + EHR view | TM-002 |
| E-Prescription | Digital Rx generation | TM-003 |
| Patient Upload | Receive external documents | ONC-080 |
Value Delivered¶
- Access: Patient avoids travel (critical for cancer patients)
- Continuity: Same longitudinal record available remotely
- Efficiency: E-prescription sent directly to pharmacy
Related Documentation¶
- Personas – Detailed user profiles
- Clinical Workflow Overview – High-level workflow mapping
- Oncology Use Cases – All oncology workflows
- Telemedicine Use Cases – Remote consultation
- UI Use Cases – Frontend specifications
Document Owner: Clinical Product Team
Last Updated: 2024-12-09
Next Review: Post-pilot (based on real user feedback)