Maps Release Sept 2018 (Version 7.2)

This document provides an overview of the features in the Maps 1.0 release. Maps 1.0 delivers three main areas of functionality.:


Administration: These are features for creating and managing organizations, roles, and users.


The Maps Dashboard: This section discusses features available for a call center dispatcher to review patient and provider locations.


The Mobile App: This section describes features available in the companion mobile app. The users of the mobile app are providers such as nurses, social workers and chaplains that travel to patient locations for appointments.



This section describes administrative features available in this release.

Roles and Permissions

The following roles and permissions are now available. Accounts can be customized to meet the needs of each user since multiple roles and permissions can be assigned to the same account.




Administrators can create organizations, control settings for those organizations, create all types of users, and assign managers to individual organizations.


Patients can enter health data to their own account.


Doctors can review patient data.


Nurses can review patient data.


The chaplain specialty can be added to the Nurse role. We will separate the chaplain role from the nurse role in a future release.

Social Worker

The Social Worker specialty is handled in the same manner as the Chaplain. For now, it is added to the Nurse role. In a future release, it will be a separate role.


Managers can create patient and provider accounts for the individual organizations that they manage.


Receptionists have access to the areas of iDialogs that is used when a patient checks in for an appointment, such as administering the symptom and mental health assessments.


The following permissions can be added to an account.


Data Assistant

The data assistant permission allows nurses and doctors to edit preferences and data in a patient account. It is often used to permit a doctor or nurse to add or update a patient’s medications.


The traveling permission allows nurses, chaplains and social workers to have their location reported by the iDialogs mobile app. It is intended for mobile providers who travel to patient appointments.


The dispatcher permission permits command center employees to track the location of mobile providers. It grants access to the maps dashboard.



An organization is a group of connected accounts. The Administrator has the highest level of privileges and can create individual organizations and assign a Manager to those organizations. The Manager has administrative privileges for their individual organization but cannot see data outside the organization. Managers also create users that belong to their organization and assign roles and passwords to those users. If necessary, users can belong to one or more organizations and can switch between the organizations to which they belong.

Role of the Manager

The Manager of an organization has access to the following features:

  • Review, update, and filter all organization members. This includes editing member information, creating avatars, resetting passwords, setting home location, and removing a member from the organization.
  • Add new members to the organization
  • Create and update a profile for the organization
  • Schedule appointments with the Dispatcher permission added
  • Create groups for the organization. The goal of these groups is to assist in tracking a large organization with many providers and patients. Managers can create patient cohorts, groups of staff members, and any other groups that are needed. The groups will appear as filters on reports. Note: The Groups feature is only partially implemented for this release.


Managers can also control how the patient-provider relationships are set up for the organization. There are four options:


Simple Visibility

All patients are visible to all providers with no ability to override or customize.


Connections between providers and patients are manually controlled. The organization manager sets up these connections.


All users are connected with all providers in the organization by default. Users can override and customize these connections.

User Controlled

Users (patients and providers) have full control over setting up their individual connections. This allows for more customization in the connection, but requires action from the patient and provider to set them up.



The Maps Dashboard

The dashboard is the starting point for dispatchers to review locations of patients and available providers. Dispatchers can track the location of mobile providers from the dashboard, as the dashboard updates automatically as the providers move.


In the screenshot below, the icons with faces represent patient locations. In one of the expected usage scenarios, the dispatcher’s goal is to schedule the chaplain (represented by the C1 icon) to see these patients and to work out the optimal order in which they should be seen.



Clicking on a patient or provider on the map shows a summary of information for that user. From the patient summary, the dispatcher will be able to edit patient information, schedule an appointment, or contact the patient.



The information summary for a patient includes:

  • Patient name
  • Patient address
  • Patient date of birth, age, and gender
  • Patient disease category (such as cancer, pulmonary, etc.)
  • Priority (Low or High priority)
  • Living (lets you mark whether the patient is alive or deceased)
  • iDialogs Take-Home Program enrollment (this is a program for patients to track their symptoms and medications that is currently in use at Innovative Care Solutions with Dr. Patel)
  • Medications (if the patient is doing take-home medication tracking, you will be able to review their recent entries)
  • Symptoms (if the patient is doing take-home symptom tracking, you will be able to review their recent entries)
  • Flag (this shows recent important events that have occurred with this patient)


From the provider summary, the dispatcher will be able to edit the information for a provider, schedule an appointment, contact the provider, and set the provider’s location.


The information summary for a provider includes:

  • Name and title
  • The provider’s access privileges in iDialogs
  • The provider’s specialty. Specialties include Cancer Specialist, Cardiac Specialist, Chaplain, COPD Specialist, Social Worker, and Volunteer. Additional specialties can be added as needed.
  • Whether the provider is currently on duty
  • Most recent location


Filtering the Map

There are multiple filters available for a dispatcher to customize the map’s display:

  • Dispatchers can choose whether to view patients only, staff only, or both.
  • If the patients are tracking symptoms, dispatchers can filter the map to show which patients have recently reported distress for a particular symptom, such as pain.
  • Dispatchers can filter patients by disease type, whether they are alive or deceased, and whether the patient is high or low priority for an appointment.
  • Dispatchers can filter patients by demographics and groups.
  • Dispatchers can filter staff by whether they are currently on duty and their specialty.


The mobile app is for providers who travel to patient locations. Providers will log into the app when they start their shift. The app then tracks their location in real-time and displays it on the dispatcher’s dashboard. The dashboard shown below shows the chaplain C1 that was mentioned in the example above. You can see that the chaplain’s location has changed from the location in the earlier example since she is on her way to an appointment.



In later releases, the following features will be added:

  • Specific directions to the patient’s location
  • Auto-recording of the visit start time and end time
  • Review of the provider’s schedule in calendar view