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Original file line number Diff line number Diff line change
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---
title: "Patient flowchart"
description: "Exclusion Criteria for enrollement"
lead: ""
date: 2023-03-11T12:29:14+01:00
lastmod: 2023-03-11T12:29:14+01:00
draft: true
images: []
menu:
docs:
parent: "operating"
identifier: "exclusion-criteria"
weight: 150
toc: true
mermaid: true
---

<!DOCTYPE html>
<html>
<head>
<title>Page Title</title>
<style>
#flowchart {
display: none;
}
</style>
<script>
function toggleFlowchart() {
var x = document.getElementById("flowchart");
if (x.style.display === "none") {
x.style.display = "block";
} else {
x.style.display = "none";
}
}
</script>
</head>
<body>
<button onclick="toggleFlowchart()">Recruitment Process Flowchart</button>

<div id="flowchart" style="display: none;">

## PROFILING PROCESS
**Patient profiling & Risk of exclusion**

```mermaid
graph TB



%% Change the color of the link
AStep1<==>Link1<==>ProfilingAStep1
AStep3<==>Link2<==>ProfilingAStep5
AStep5<==>Link3<==>ProfilingAStep2
AStep6<==>Link4<==>ProfilingAStep6
AStep7<==>Link5<==>ProfilingAStep7
AStep8<==>Link6<==>ProfilingAStep8

Link1((=))
Link2((=))
Link3((=))
Link4((=))
Link5((=))
Link6((=))



subgraph Patient Profiling
ProfilingAStep1((Step 1: <br>Exclusion Criteria))
ProfilingBStep1a(Profiling Click on <br>Exclusion criteria)

ProfilingAStep1-->ProfilingBStep1a
ProfilingBStep1a--Step1a<br>Insert <br>Dexterity-->ProfilingGStep1a
ProfilingBStep1a--Step1b<br>Insert <br>MoCA-->ProfilingGStep1b
ProfilingBStep1a--Step1c<br>Insert <br>MoCA-->ProfilingGStep1c

ProfilingGStep1a{Profiling Dexterity <br> Score < 4?}
ProfilingGStep1b{Profiling MoCA <br> Score > 18?}
ProfilingGStep1c{Profiling MoCA <br> Score > 26?}

ProfilingGStep1a--YES-->ProfilingYesStep1a(Do MoCA <br>questionnaire)
ProfilingGStep1a--NO-->ProfilingNoStep1a(Risk of<br> exclusion)

ProfilingNoStep1a-->Exclude1aa(Exclude)
ProfilingNoStep1a-->NoExclude1aa(Go Ahead)

ProfilingGStep1b--YES-->ProfilingYesStep1b(Assess <br>Cognitive <br>Disorders)
ProfilingGStep1b--NO-->ProfilingNoStep1b(Risk of<br> exclusion)

ProfilingNoStep1b-->Exclude1bb(Exclude)
ProfilingNoStep1b-->NoExclude1bb(Go Ahead)

ProfilingGStep1c--YES-->ProfilingNoActionStep1c(No action)
ProfilingGStep1c--NO-->ProfilingActStep1c(Activate Cognitive <br> Disorders tab,<br> then go to step 8)

Exclude1aa-->ProfilingAStep2
NoExclude1aa-->ProfilingAStep2
Exclude1bb-->ProfilingAStep2
NoExclude1bb-->ProfilingAStep2

ProfilingYesStep1a-->ProfilingAStep2
ProfilingYesStep1b-->ProfilingAStep2
ProfilingNoActionStep1c-->ProfilingAStep2
ProfilingActStep1c-->ProfilingAStep2

ProfilingAStep2((Step 2:<br>Medical History))
ProfilingAStep2-->ProfilingBStep2(Click on Medical History<br>then on<br>General Information)

ProfilingGStep2{TRUE?}


ProfilingBStep2--Check<br>Substance abuse-->ProfilingGStep2
ProfilingBStep2--Check<br>Brain injury-->ProfilingGStep2
ProfilingBStep2--Check<br>Hearing Loss-->ProfilingGStep2
ProfilingBStep2--Check<br>Uses Hearing Aids-->ProfilingGStep2
ProfilingBStep2--Check<br>Cognitive Issue-->ProfilingGStep2
ProfilingBStep2--Check<br>Weight Loss-->ProfilingGStep2
ProfilingBStep2--Check<br>Depression/Anxiety<br> Disorder-->ProfilingGStep2

ProfilingGStep2-->ProfilingYesStep2(YES)
ProfilingGStep2-->ProfilingNoStep2(NO)

ProfilingYesStep2--Substance abuse<br>Brain injury<br>-->ProfilingRiskStep2(Risk of<br>exclusion)
ProfilingYesStep2--Hearing Loss-->ProfilingHearingLoss(Activate <br>Hearing Loss tab)
ProfilingYesStep2--Uses <br> Hearing Aids-->ProfilingHearingAids(Dectivate <br>Hearing Loss tab)
ProfilingYesStep2--Cognitive<br>Issue-->ProfilingCognitiveIssue(Activate <br> Cognitive Disorders tab<br>Go to step 8)
ProfilingYesStep2--Weight Loss-->ProfilingWeightLoss(Activate Frailty tab,<br> Go to Step 9)
ProfilingYesStep2--Depression Disorder <br> Anxiety Disorder-->ProfilingDisorders(Activete <br> Mental Disorder tab<br> Go to step 7)

ProfilingNoStep2-->ProfilingNoActStep2(No action)

ProfilingNoActStep2-->ProfilingAStep3((Step 3: <br> Life Habits))

ProfilingRiskStep2-->RiskExclude2(Exclude)
ProfilingRiskStep2-->RiskNoExclude2(Go Ahead)
RiskExclude2-->ProfilingAStep3
RiskNoExclude2-->ProfilingAStep3

ProfilingHearingLoss-->ProfilingAStep3
ProfilingHearingAids-->ProfilingAStep3
ProfilingCognitiveIssue-->ProfilingAStep3
ProfilingWeightLoss-->ProfilingAStep3
ProfilingDisorders-->ProfilingAStep3

ProfilingAStep3-->ProfilingBStep3(Click on Medical History <br> then on Life Habits)
ProfilingBStep3--Insert Habits-->ProfilingCStep3{Falls>0?}
ProfilingCStep3--YES-->ProfilingYesStep3(Activate <br> Balance Disorders tab)
ProfilingCStep3--NO-->ProfilingNoStep3(No action)

ProfilingYesStep3-->ProfilingAStep5
ProfilingNoStep3-->ProfilingAStep5

ProfilingAStep5((Step 5: <br>General <br>Questionnaires))
ProfilingAStep5-->ProfilingBStep5(Click on<br>Medical History <br> then on Questionnaries)
ProfilingBStep5--Insert GDS-->ProfilingGDSStep5{GDS>=12?}
ProfilingBStep5--Insert IADL-->ProfilingIADLStep5{IADL<=2}

ProfilingRiskStep5a(Risk of<br>exclusion)
ProfilingRiskStep5b(Risk of<br>exclusion)
ProfilingRiskStep5a-->RiskExclude5a(Exclude)
ProfilingRiskStep5b-->RiskExclude5b(Exclude)
ProfilingRiskStep5a-->RiskNoExclude5a(Go Ahead)
ProfilingRiskStep5b-->RiskNoExclude5b(Go Ahead)


ProfilingNoActStep5a(No action<br>Go to step 9)
ProfilingNoActStep5b(No action<br>Go to step 9)

ProfilingGDSStep5--YES-->ProfilingRiskStep5a
ProfilingIADLStep5--YES-->ProfilingRiskStep5b
ProfilingGDSStep5--NO-->ProfilingNoActStep5a
ProfilingIADLStep5--NO-->ProfilingNoActStep5b

RiskExclude5a-->ProfilingAStep6
RiskNoExclude5a-->ProfilingAStep6
RiskExclude5b-->ProfilingAStep6
RiskNoExclude5b-->ProfilingAStep6
ProfilingNoActStep5a-->ProfilingAStep6
ProfilingNoActStep5b-->ProfilingAStep6

ProfilingAStep6((Step 6:<br>Mental Disorders))
ProfilingAStep6-->ProfilingBStep6(Click on Mental Disorders<br>then on Questionnaires)
ProfilingBStep6--Insert GDS-->ProfilingCStep6{GDS>=12?}
ProfilingCStep6--YES-->ProfilingYesStep6(Risk of<br>exclusion)
ProfilingCStep6--NO-->ProfilingNoStep6(No action<br>Go to step 9)

ProfilingYesStep6-->RiskExclude6(Exclude)
ProfilingYesStep6-->RiskNoExclude6(Go Ahead)

RiskExclude6-->ProfilingAStep7
RiskNoExclude6-->ProfilingAStep7
ProfilingNoStep6-->ProfilingAStep7

ProfilingAStep7((Step 7:<br>Cognitive Disorders))
ProfilingAStep7-->ProfilingBStep7(Click on Cognitive Disorders<br> then on Questionnaires)
ProfilingBStep7--Insert GDS-->ProfilingCStep7{GDS>=12?}
ProfilingCStep7--YES-->ProfilingYesStep7(Risk of<br>exclusion)
ProfilingCStep7--NO-->ProfilingNoStep7(No action<br>Go to step 9)

ProfilingYesStep7-->RiskExclude7(Exclude)
ProfilingYesStep7-->RiskNoExclude7(Go Ahead)

RiskExclude7-->ProfilingAStep8
RiskNoExclude7-->ProfilingAStep8
ProfilingNoStep7-->ProfilingAStep8

ProfilingAStep8((Step 8:<br>Frailty))
ProfilingAStep8-->ProfilingBStep8(Click on Frailty<br>then on Questionnaires)
ProfilingBStep8--Insert EFS-->ProfilingCStep8a{0<=EFS<=5?}
ProfilingBStep8--Insert EFS-->ProfilingCStep8b{12<=EFS<=17?}

ProfilingCStep8a--YES-->ProfilingYesStep8a(Deactivate<br>Frailty tab)
ProfilingCStep8a--NO-->ProfilingNoStep8a(Go to Step 8b)
ProfilingCStep8b--YES-->ProfilingYesStep8b(Risk of<br>exclusion)
ProfilingCStep8b--NO-->ProfilingNoStep8b(No action <br>Go to step 9)

ProfilingYesStep8b-->RiskExclusion8b(Exclude)
ProfilingYesStep8b-->RiskNoExclusion8b(Go Ahead)

RiskExclusion8b-->ProfilingAStep9
RiskNoExclusion8b-->ProfilingAStep9

ProfilingYesStep8a-->ProfilingAStep9
ProfilingNoStep8a-->ProfilingAStep9
ProfilingNoStep8b-->ProfilingAStep9

ProfilingAStep9((Step 9:<br>Patient Profiling))
ProfilingAStep9-->ProfilingBStep9(Click on Assessments<br>then on <br> Modify a Patient's profile)

ProfilingCStep9{TRUE?}

ProfilingBStep9--Hearing<br>Loss-->ProfilingCStep9
ProfilingBStep9--Balance<br>Disorders-->ProfilingCStep9
ProfilingBStep9--Cardiovascular-->ProfilingCStep9
ProfilingBStep9--Mental<br>Disorders-->ProfilingCStep9
ProfilingBStep9--Cognitive<br>Disorders-->ProfilingCStep9
ProfilingBStep9--Frailty-->ProfilingCStep9
ProfilingBStep9--Back Pain-->ProfilingCStep9

ProfilingCStep9--->ProfilingYesStep9(YES)
ProfilingCStep9--->ProfilingNoStep9(NO)

ProfilingYesStep9--Hearing Loss<br>Balance Disorders<br>Mental Disorders<br>Cognitive Disorders<br>Frailty<br>Back Pain-->ProfilingNoActStep9(No action)
ProfilingYesStep9--Cardiovascular-->ProfilingActStep9(Activate <br>Cardiovascular tab)
ProfilingNoStep9---->ProfilingDisStep9(Disable tab)

%% set linkStyle
linkStyle default interpolate linear

style ProfilingAStep1 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep2 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep3 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep5 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep6 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep7 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep8 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;
style ProfilingAStep9 fill:#255, stroke:#FFFFFF,stroke-width:2px, color:#000000;

end
```

</div>

</body> </html>
10 changes: 7 additions & 3 deletions content/en/docs/operating/baseline-assessment/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -420,8 +420,8 @@ To fill a questionnaire, click on +ADD to open the tab, select the responses and
**If the GDS score is >= 12, the dashboard will generate an alert for you to consider excluding the patient.**
**If the IADL score is <=2, the dashboard will generate an alert for you to consider excluding the patient.**

## Patient profiling

<<<<<<< HEAD
During the Baseline Assessment, a profiling functionality is available for the users to confirm which comorbidities will be monitored. There is an orange button in the lower right corner which opens a form, where the proposed profile of the patient is shown: select/unselect the comorbidities to be monitored, then click on ACCEPT. Consequently, the specific assessment tabs will be activated according to the selection.

<figure id="Pic 44a" >
Expand All @@ -436,10 +436,10 @@ During the Baseline Assessment, a profiling functionality is available for the u

**Note: this tab is provided to confirm the ascertained conditions or disable one or more tabs, except the Cardiovascular diseases which must be confirmed here to open the related tab**.

The Patient profiling algorithm and the risk of exclusion factors are illustrated in a flowchart [here](https://github.com/Smartbear-Unimi/sb-ui-doc/blob/12-exclusion-criteria/content/en/docs/operating/exclusion-criteria/Flowchart.md).

The Patient profiling algorithm and the device allocation are described in more detail at the [Patient profiling]({{< ref "docs/operating/patient-profiling/index.md" >}} "Patient profiling") page.


<!--
## Hearing Loss {#hearing_loss}

Tick the Hearing Loss condition, or uses hearing aids in the tab Medical History, then confirm the patient's profile to activate the Hearing Loss tab. Click on the HEARING LOSS button to open the tab.
Expand Down Expand Up @@ -718,3 +718,7 @@ Tick Weight Loss in Medical History, then confirm the patient's profile to activ
**Note: the EFS score can impact on the patient profiling or be a risk of exclusion factor.**
**If the EFS score is <=5, the Frailty tab is deactivated.**
**If the EFS score is => 12 and <=17, the dashboard will generate an alert for you to consider excluding the patient.**
-->



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