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PACS Redesign Project GE Healthcare Final Report August 1, 2007 Carnegie Mellon University Human-Computer Interaction Institute Team Faculty Advisors Fahd Arshad Brad Myers Shaelyn Clements Susan Fussell Jason Cornwell David Knight Madhu Prabaker Nina Shih

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PACS Redesign Project GE Healthcare Final Report August 1, 2007

Carnegie Mellon University Human-Computer Interaction Institute

Team Faculty Advisors

Fahd Arshad Brad Myers

Shaelyn Clements Susan Fussell

Jason Cornwell

David Knight

Madhu Prabaker

Nina Shih

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PACS Redesign Project – CMU HCII

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PACS Redesign Project – CMU HCII

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Table of Contents

Executive Summary .................................................................................. 9 A Note on Methods...................................................................................................... 10

Themes Guiding Design ...........................................................................13

Themes Arising from the Design .............................................................. 15 Target Hardware Configuration ................................................................................. 17 Basic Functionality ...................................................................................................... 17

Global Interface Elements .......................................................................21 GE Logo System Menu ................................................................................................ 22 Monitor Dedicated to Worklist Browser / Patient Jacket .........................................24 Modal Worklist Browser / Patient Jacket .................................................................. 25 Worklist Browser / Patient Jacket Toggle Buttons ................................................... 27 Current Study Messages (Messages Tab) ..................................................................29 Current Study Notes (Notes Tab) .............................................................................. 30 Current Study Series Preview (Series Preview Tab) .................................................. 32 Current Study Access Log (Access Log Tab) .............................................................. 33 Current Study Demographics (Demographics Tab) .................................................. 35 Current Study Summary (Summary Tab) .................................................................. 37 Top Menu Bar ............................................................................................................. 38 Top Menu Icons ........................................................................................................... 39 Top Menu Study Close ................................................................................................ 41 Current Study Name Dropdown .................................................................................42 Quick Contact Dropdown ...........................................................................................44 Quick Access Toolbar ..................................................................................................46 Progress Meter ........................................................................................................... 48 Message Center .......................................................................................................... 50

Worklist Browser ................................................................................... 55 Worklist Browser Top Menu Bar ................................................................................ 56 Worklist Columns ........................................................................................................ 57 Worklist Right-Click Menu ......................................................................................... 59 Open Study Status ....................................................................................................... 61 High Priority / ER Study ............................................................................................ 63 Open by Another User.................................................................................................64 Study Preview ..............................................................................................................66 Launching Studies ...................................................................................................... 68 Auto-Advance .............................................................................................................. 70 Favorite Worklists ....................................................................................................... 72 Worklist Selector Dropdown Menu ............................................................................ 73 Browse Worklists ......................................................................................................... 75

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Recent Worklists ......................................................................................................... 77 My Worklists ............................................................................................................... 79 Create New Worklist ................................................................................................... 81 Live Worklists ............................................................................................................. 83 Simple Search.............................................................................................................. 85 Advanced Search ......................................................................................................... 87

Patient Jacket .......................................................................................... 89 Current Study Info Bar ............................................................................................... 90 Patient History ............................................................................................................ 92 Dictation Templates ................................................................................................... 96 Dictation Panel ............................................................................................................ 98

Image Viewer ........................................................................................ 101 Current/Prior Study Dropdown ............................................................................... 102 Series Dropdown ....................................................................................................... 104 Image Layout Dropdown .......................................................................................... 106 Study Data Window .................................................................................................. 108 Unified Layout Window ............................................................................................ 110 Scrollbar ..................................................................................................................... 112 Image Viewer Tool Ribbon ........................................................................................ 113 Right-click (pie) menu ............................................................................................... 117 Monitor Region Toolbar ............................................................................................ 121

Prototype Description ........................................................................... 123 Implementation ........................................................................................................ 124 Capabilities ................................................................................................................ 124 Known Issues .............................................................................................................125 Limitations ................................................................................................................. 127

Prototype Scenarios ............................................................................... 131 Scenario One ............................................................................................................. 132 Scenario Two ............................................................................................................. 134

Future Work ......................................................................................... 135

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Executive Summary

This document presents the results of a usability analysis and redesign project

undertaken by a team of graduate students from Carnegie Mellon University.

We worked with GE Healthcare to improve the user experience of GE‟s

Picture Archiving and Communication Systems (PACS). Our team is

comprised of six human-computer interaction students with combined

backgrounds in psychology, cognitive science, information systems and

technology, computer science, and architecture.

PACS workstations are used primarily to assist radiologists and other

clinicians in creating patient reports and diagnosis based on a variety of

medical imaging modalities. The market for PACS systems is extremely

competitive and PACS vendors are trying to find ways to differentiate

themselves in the market place. Radiologists are frequently paid by the

amount of studies that they diagnose, which makes usability and efficiency of

paramount importance. Workflow optimization and ease of use are therefore

key competitive advantages that can make or break a PACS product.

Executive Summary

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Our task for this project was to design an improved user experience for GE‟s

PACS systems. This effort was divided into two related tasks: to locate and

suggest improvements that address usability problems uncovered in the

current GE Centricity RA-1000 product, and to develop design prototypes

that can inform and inspire GE developers of the next-generation PACS.

The first phase of the project, which took place from January through May of

2007, involved extensive analytic and empirical user research to advance our

understanding of PACS, digital imaging, and radiology in general. We began

the research process by constructing a representation of our project

stakeholders‟ interests and refined this into a set of foci that guided our initial

research. In order to broaden our understanding of the domain we analyzed a

slice of the relevant and available scientific literature describing PACS use,

conducted phone interviews with medical professionals who had experience

with PACS, performed a heuristic evaluation of Centricity RA-1000, and

conducted two on-site user observations in which we were able to perform a

total of eleven contextual inquires of PACS users in their normal working

environment. The details of this research are available in our Spring Report,

and so will not be repeated here.

This report will detail the results of the design phase of the project, lasting

from May through July of 2007. It details various features of our design,

which we christened Voxel. To facilitate the use of this document by the user

interface and marketing teams at GE, it has been organized by user-interface

features rather than methodology. We describe each design decision along

with the user data that supported that decision to give the reader an

understanding of the user-driven motivations behind each feature. Lastly, we

describe our prototype, Voxel PACS, and lay out possibilities for future

extensions to this project.

A Note on Methods Because this report is organized by feature and not by method, we have

omitted a detailed inline introduction to each of the methods that we have

employed. Descriptions of each method along with references are available in

Appendix A. The following is a brief description of each method referenced in

this report that should be sufficient to allow somebody unfamiliar with

usability testing methodologies to understand where the cited data came

from.

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Heuristic Evaluation (HE)

Heuristic Evaluation is an analysis of an interface based on a set of common-

sense guidelines developed by usability professionals that all usable interfaces

should conform to. The analysis is conducted individually by several

members of a usability team, which then combines the results into an agreed-

upon set of usability violations and positive qualities encountered. For more

details on Heuristic Evaluation please refer to Appendix A.II.

Concept Validation

Concept Validation is a process of using structured interviews with real users

to validate user needs uncovered during background research. In general,

concepts investigated during Concept Validation are high-level and presented

in a cartoon or simple diagrammatic form. For more details on Concept

Validation, please refer to Appendix A.III.

Think-Aloud Protocol

Think-Aloud usability testing is an empirical technique used to uncover

problems and positive design qualities as real users attempt to perform tasks

using an interface. These tasks can be performed either on a real software

interface, a digital prototype, or a paper prototype, as was done in this case. A

videotape of the tasks is analyzed by a usability team, who look for specific

critical incidents representing failures or successes of the interface. For more

details on Think-Aloud protocol, please refer to Appendix A.IV.

Executive Summary

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Themes Guiding Design

During our data-gathering phase we were able to talk to and observe multiple

radiologists who worked within disparate environments and used a variety of

PACS. Analysis of this data yielded a set of core needs that were not being met

by existing PACS software. In addition, we collaborated with our clients to

extend and prioritize these needs alongside GEs own internal agenda to arrive

at a set of design goals, which included aesthetic considerations as well as

functional requirements.

After prioritization, “Supporting Conversation between Image Stakeholders”

and “Reduce Visual Clutter and Redundancy of Controls” were determined to

be the most interesting to our clients and our design team. These are briefly

described next. Figure 1 presents our prioritized design themes, with the

detailed explanations for each included in Appendix B. For each of the design

elements we present in the following design specification, we attempt to

address which theme or set of themes motivated the design.

Themes Guiding Design

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Figure 1: Prioritization of Design Themes

Supporting Conversation between Image Stakeholders

Collaboration between radiologists, technologists, referring physicians, and

other image stakeholders is fundamental to the diagnostic process. However,

supporting meaningful conversation between the various stakeholders can be

a challenge. As groups increasingly link virtually, and there is less face-to-

face communication, it is vital that PACS continue to recognize the

importance for collaboration and support communication among

stakeholders whether or not they are in the same room.

Reducing Visual Clutter and Redundancy of Controls

Throughout our research we uncovered redundancy in both information and

controls. Some of this redundancy is due to the necessity of integrating

disparate systems into a functional whole. For any piece of data or

functionality, there are likely to be multiple methods and systems that could

be used for retrieval or manipulation. However, PACS itself suffers from a

high degree of redundancy that, according to Hick‟s Law, is likely to lead to

reduced task times and higher error rates.1

1 W. E. Hick. “On the rate of gain of information”. Quarterly Journal of

Experimental Psychology, 4:11-26, 1952.

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Themes Arising from the Design

This design specification lays out each design recommendation, along with

the user data that underlies each recommendation and any associated

tradeoffs or potential problems.

The design recommendations contained in this document are highly

interconnected, so it is difficult to assign a strict prioritization to specific

elements. Furthermore, we are reticent to provide a list of the most

important specific contributions for fear that those that did not make it into

the list will simply be ignored. Instead, we bring out the most important

themes in our design and illustrate how some of our design recommendations

fit in to those themes. It is the themes, and the way these manifest across

multiple interface elements, that should be the important take-away message

from this document. This is certainly an instance of the whole being greater

than its parts.

Note that these themes are related to the initial design themes presented in

the previous section, but shifted emphasis somewhat in response to the

Concept Validation and Think-Aloud data.

Themes Arising from the Design

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Reduction in Visual Clutter

Throughout the design we have attempted to expose PACS functionality

exactly where and when it is necessary and nowhere else. In the existing RA-

1000 system, function buttons are repeated throughout the interface, leading

to visual clutter and increased search time. We have consolidated functional

elements into discrete chunks that are located consistently across the

interface.

One example of this is the Modal Worklist Browser / Patient Jacket (page

25), which cleanly separates the act of searching for a study to diagnose from

the act of diagnosing a study. Another example is the Image Viewer Tool

Ribbon (page 113) that nests tools and commands into functional groups to

present the user with a simple set of categorical options.

Supporting Communication

We have tried to make communication between radiologists, technologists,

and physicians as easy and embedded as possible. Communication tools are

provided in multiple contexts. The Quick Contact Dropdown (page 46)

enables users to find the contact information for or even directly contact any

individual whose name appears in PACS. In the Message Tab (page 29),

located in the preview pane on the Worklist Browser, the Patient Jacket, and

available from every Monitor Region, users can see all messages related to a

given study. The Message Center (page 50) provides a central hub for PACS-

centered email activity.

Powerful Search

Even as we designed with the average user in mind, we observed users

employing sophisticated filtering and search strategies during Think-Aloud

testing. We designed search functionality to be more flexible and responsive

to the average user via Simple Search (page Error! Bookmark not

defined.), while sophisticated users can use Advanced Search (page 87) to

replace worklist functionality altogether, modify worklists on the fly, and to

save a search as worklist for later use.

Simplicity and Efficiency

Wherever we could make frequent tasks faster, clearer, and more efficient, we

did so. The new Right-click Pie Menu (page 117) puts the user‟s favorite tools

and commands within a just a few pixels of the mouse anywhere on the

Image Viewers. The Image Viewer Tool Ribbon (page 113) puts recently

used tools on the edge of the screen for rapid selection, and provides

efficiency improvements when configuring display settings.

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Target Hardware Configuration

Our design is optimized for a three-monitor configuration that does not

require the use of any specialized input hardware, just a standard keyboard

and mouse (see Figure 2). Additional portrait monitors accommodate more

Image Viewers as necessary for other configurations.

We believe there are opportunities for significant gains in efficiency through

the use of specialized and bundled peripheral devices. However, for the

purposes of this project, we deemed the investigation of hardware input

devices out of scope and stuck to the standard mouse and keyboard input.

Figure 2: Overview of Hardware Design Constraints

Basic Functionality

As shown in Figures 3, 4, and 5, our design does not deviate far from the basic

functionality of the existing GE RA-1000 system. The Worklist Browser

displays lists of studies that can be opened and allows for searching /

filtering. The Patient Jacket displays data from an open study along with lists

of relevant prior studies to aid diagnosis. The Image Viewers allow for image

viewing and manipulation.

Themes Arising from the Design

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Figure 3: Worklist Browser

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Figure 4: Patient Jacket

Themes Arising from the Design

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Figure 5: Image Viewer

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Global Interface Elements

A number of design elements were replicated between the Worklist Browser,

Patient Jacket, and Image Viewer interfaces. This section includes a

discussion of these elements. Interface elements were used repeatedly in

order to improve consistency within the interface, as a major source of

violated heuristics in the current Centricity RA-1000 interface were directly

attributable to this problem.

For each design element, we will provide the following: the “Goal” that the

element tries to address; a “Description” of the element‟s location in the

design and its intended behavior; the “Rationale” behind this particular

solution; “Think Aloud Results” if the design idea was tested in any user

sessions; and finally, “Potential Problems” that we can foresee with our

approach.

Global Interface Elements

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GE Logo System Menu

Goal

The goal of the system menu is to integrate a strong brand presence along

with efficient access to system-level functions. Additionally, the system

should support multiple users collaborating during a diagnosis session.

Description

A GE logo is provided at the top left corner of the Worklist Browser and Patient

Jacket interfaces (see

Figure 6). It provides the user with quick access to system-level functionality,

which includes displaying the currently logged-in users, logging off, quitting

the application, or logging in additional users.

Rationale

Applications on both Windows and Mac operating systems provide system-

level functionality in the top left corner menu. This provides a more

conventional quit and logout functionality than the current Centricity PACS

(as captured in the heuristic violations, “HE-067 Unconventional Quit Icon”

and “HE-068 Unconventional Logout Icon”).

Allowing multiple users to be logged into one system simultaneously resulted

from the observation that, especially in teaching facilities, it was common for

an attending and a resident radiologist to collaboratively diagnose a series of

studies together. Currently the system only allows one of them to be logged

for a session. Tracking both as logged in provides more accurate audit trail to

hospital.

Potential Problems

First time users are likely to not recognize the logo as a drop down menu.

Also, this system-level functionality is not provided on the image viewer

displays. However, we feel that this decision is justified because the content of

the menu is not relevant to the act of diagnosis and should not add

unnecessary clutter to the image viewer displays.

Furthermore, we did not fully examine the impact of having the system log in

multiple users simultaneously. Although we believe that this representation is

valuable because it mirrors the way many users actually work, it is still

unclear to us what strategies best address this (e.g. how the system should

combine preferences from the multiple users who are currently logged in,

etc.).

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Figure 6: Expanded System Menu in the upper left

Global Interface Elements

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Monitor Dedicated to Worklist Browser /

Patient Jacket

Goal

The goal of placing the Worklist Browser and Patient Jacket on a dedicated

monitor is to allow us to provide a consistent, stable layout structure, and to

support viewing an opened study‟s images and supporting information

simultaneously.

Description

Either the Worklist Browser or Patient Jacket interface is displayed on the

left landscape-oriented monitor at all times (see Image 2 in Figure 7).

Rationale

During our observations within five hospital environments, we found this to

be the most prevalent monitor configuration employed by diagnosing

radiologists.

Potential Problems

Many referring physicians and emergency rooms utilize a single-monitor

configuration. In this case, a single landscape monitor may need to dipslay

the Worklist Browser, the patient jacket, and the image viewer. This may be

problematic because the user will not be able to view the Patient Jacket and

image viewer interfaces simultaneously. Study data is available from the

image viewer, however, so this is not a major drawback.

Figure 7: Worklist / Patient Jacket location in 3 monitor configuration

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Modal Worklist Browser / Patient Jacket

Goal

The goal of swapping screen realestate between the Worklist Browser and

Patient Jacket is to give the user more space to view Patient Jacket

information (prior reports, dictation, etc.) when dictating or performing a

diagnosis.

Description

The Worklist Browser (, left image) and Patient Jacket (, right image)

operate modally, with only one being viewable at any given time. When a

study is opened from the Worklist Browser, the Patient Jacket interface

slides out and images from the current study as well as any relevant priors are

displayed in the image viewer windows according to the specified hanging

protocol. When a study is closed, completed, or dictated, the Patient Jacket

retracts, exposing the worklist. However, when auto-advance is turned on,

the next study in the worklist is automatically opened, so the user remains in

the Patient Jacket view.

Figure 8: Worklist Browser and Patient Jacket occupy the same space – only one can be shown at a time.

Rationale

Searching for a study to open and interpreting a study for dictation are two

exclusive acts. During the former act, the Patient Jacket does not provide

much additional benefit and during the latter act, the worklist does not

provide much additional benefit. We received a lot of very positive feedback

about this idea from users during concept validation – they loved the

additional screen real estate that a modal design affords. One user actually

was already working in a modal worklist fashion by having a GE Healthcare

Global Interface Elements

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representative set up her worklist on her middle display (left-most image

viewer) while the Patient Jacket and report windows remained active on the

left-most monitor. Lastly, making the Worklist Browser and Patient Jacket

modal supports our primary design theme of reducing visual clutter.

The modal functionality of the worklist addressed several heuristic violations

of the current system:

HE-005 Can Open Case as Two Different Instances

HE-020 Redundant Controls in Work list and Patient Jacket

HE-021 Significant Visual Clutter from Redundant Information and

Controls

HE-024 Inefficient Use of Space in Work list, Patient Jacket, and

Report

Think Aloud Results

All of our Think Aloud sessions exposed this functionality. Users tended to

intuitively understand how it worked and validated that it would benefit their

current workflow – although one user expressed discomfort with the concept

because he was used to viewing the worklist and Patient Jacket

simultaneously.

We explicitly validated that users understood that the Patient Jacket saved its

previous state information when the user moved between the Worklist

Browser and Patient Jacket in Think Aloud 3 (TA 3.2.4).2 This provided

evidence that the user‟s mental model of how this feature worked was aligned

with our design.

Potential Problems

Potential problems exist for use cases in which users need to view

information both in the Patient Jacket and worklist simultaneously. However,

we did not observe this use case during our site visits. Furthermore, while the

user is in the patient jacket, it may take the user longer to switch to a new

worklist than in the current Centricity product because the Worklist Browser

is hidden.

2 We use the abbreviation (TA X.Y.Z) to reference Think Aloud session #X, Scenario #Y, and

Task #Z. Please refer to Appendix A section “Think Aloud Usability Study Results” for a

description of all tasks used in Think Aloud studies.

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Worklist Browser / Patient Jacket Toggle

Buttons

Goal

The goal of these buttons is to provide the user with a fast and easy way to

toggle between the Worklist Browser and the Patient Jacket displays and to

show the user which display they are currently viewing.

Description

Two buttons, „Worklist Browser‟ and „Patient Jacket‟, are located along the

left vertical margin of the landscape monitor. These buttons behave in a

coupled fashion, such that the one which matches the current monitor state is

always selected and can not be clicked on, and the one that doesn‟t match it is

always enabled for selection. While the buttons are visually centered in the

margin, the clickable area on each button extends to the absolute left edge of

the monitor.

Rationale

By presenting these buttons along the absolute left border of the display, we

improve the selection time of both buttons by effectively giving the button

infinite depth.3

Think Aloud Results

In the first and second paper prototypes, the „Worklist Browser‟ button was

labeled „Worklist‟. During the second Think Aloud session, this label caused

confusion for one user. She was viewing the Patient Jacket and wanted to

locate and open a new worklist for All Studies as proscribed by the Think

Aloud task (TA 2.2.5). She thought that the „Worklist‟ button would only

provide access to the worklist she already had open and could not find a way

to access other worklists. To mitigate this confusion we changed the label to

„Worklist Browser‟ – since this change, we have not observed any confusion

with similar tasks.

Potential Problems

When in the Worklist Browser, if a study has not been opened, the Patient

Jacket button will be disabled (since there is no specified Patient Jacket to

toggle to). This breaks the expected toggle behavior. Additionally, when there

is a study open, the user is given no feed-forward from the Worklist Browser

3 This type of increase in efficiency is predicted by Fitts‟ Law, which states that the time to

acquire a target is a function of the distance to and size of the target. Placing targets along

the monitor‟s borders gives a target the impression of infinite depth.

Global Interface Elements

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as to which Patient Jacket will be displayed when the “Patient Jacket” button

is pressed.

Figure 9: Worklist Browser and Patient Jacket Buttons

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Current Study Messages (Messages Tab)

Goal

The goal of study-centered messaging is to enhance study-specific

communication and to provide another communication channel for users

beyond phone and face-to-face.

Description

The Current Study Messages feature provides users the ability to

communicate in an email-like fashion where the focus of the communication

is a particular study. Users can access these messages from the „Messages‟ tab

in the Current Study Info Bar in the Patient Jacket and worklist Study

Preview, or through the integrated Message Center.

Figure 10: Message Tabs

Rationale

Radiologists often communicate to one another through phone and face-to-

face conversation. Providing message functionality frees the user to

communicate without interrupting or disturbing another's workflow. This

supports one of our primary design themes, Supporting Conversation

Between Image Stakeholders. Messages are grouped in the Current Study

Info Bar to provide quick access to relevant messages regarding the current

study. In addition, we found that since this functionality is not available in

Centricity RA-1000, some users were passing study-related messages as study

notes, which was often inefficient.

Potential Problems

Some users may not have a use for integrated messaging. In our research it

was observed that a minority of users expressed that they disliked typing and

preferred voice communication. However, after being exposed to the benefits

of the Integrated Message Center, we believe these users may adopt this new

practice.

Global Interface Elements

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Current Study Notes (Notes Tab)

Goal

The goal of maintaining current study notes is to group all study-related

information that is traditionally carried by attached notes in one location.

This would include, for example, the reason why the study was ordered.

Description

The study notes section includes all tech notes and/or clinical notes that are

attached the study in focus. Users can access these notes through the „Notes‟

tab of the Current Study Info Bar in the Patient Jacket and worklist Study

Preview.

Figure 11: Study Notes Tab

Rationale

While notes exist within the current Centricity RA-1000 product, they are not

presented along with other relevant study information in a manner that is

both unobtrusive and accessible. Providing access to these notes from the

Current Study Info Bar will alert users to view study specific notes upon first

opening a study, again sustaining our primary design theme of Supporting

Conversation Between Image Stakeholders.

Think Aloud Results

In Think Aloud 1, one user commented how she would love to have tech notes

included in the preview. Since this type of data is very important in providing

data relevant to the diagnosis, we added this into the preview pane in our next

iteration. In Think Aloud 2 (TA 2.2.3), users were given a task where they had

to locate a note from the tech. Users were able to effectively locate the note

from the both the Current Study Notes on the Patient Jacket as well as on the

worklist Study Preview expansion. However, one user expressed that he

didn‟t like to lose visibility of important demographic information in order to

see the note. This feedback prompted us to include the Current Study

Summary in next iteration of the interface.

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Potential Problems

We define messages as communication between two distinct users, which

may or may not be study-centric; messages that are study-centric are

presented within the Current Study Messages for those involved in the

communication. Notes are communication to anyone viewing a study about

that particular study. This may initially be confusing to new users and will

need to be addressed during initial training to enable accurate usage of the

two communication features.

Global Interface Elements

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Current Study Series Preview (Series Preview

Tab)

Goal

The goal of Current Study Preview is to provide users the ability to quickly

preview a study‟s series images and to visually identify series of interest.

Description

The Current Study Series Preview tab in the Current Study Info Bar of the

Patient Jacket and worklist Study Preview provides users with a thumbnail

image preview of any series associated with the study.

Figure 12: Study Preview Tab

Rationale

Users may want to preview what they are opening prior to committing to the

act of fully opening a series. Providing this option in the Patient Jacket allows

users to preview various series before opening them individually.

After running this concept through two concept validation sessions, we

decided that using thumbnails for selecting a prior did not effectively

accommodate a core need, primarily due to the loss of screen real estate that

would be incurred. Regardless, since there was some interest, we decided to

further develop the concept during design. The Current Series Preview was

integrated into a tab within the Current Study Info Bar of the Patient Jacket

and worklist Study Preview to mitigate any loss of screen realestate.

Unfortunately, this design concept was not explicitly evaluated during Think

Aloud sessions, so we have little data validating its usability and overall

utility.

Potential Problems

This feature is primarily of benefit to a user previewing the study from the

Worklist Browser; however, we include it in the Patient Jacket to retain

consistency in tabs between the Patient Jacket and worklist Study Preview.

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Current Study Access Log (Access Log Tab)

Goal

The goal of this interface element is provide an audit log to the user. It should

tell the user which other users are currently viewing or have previously

viewed this study or have modified it.

Description

The Current Study Access Log tab in the Current Study Info Bar of the

Patient Jacket and worklist Study Preview provides a detailed list of who has

opened or modified the study in focus. This provides functionality to easily

view what technologist acquired the images or see who is currently viewing

the study.

Figure 13: Study Access Tab

Rationale

When a study is open by another user, radiologists need the ability to know

who is currently viewing the study. Depending on the role of the user, the

radiologist can decide whether to read the study or close it (i.e. if another

radiologist has the study open, the user may not want to continue reading;

however, if a tech has the study open the radiologist can safely continue

reading the study.)

In addition, it is likely that there exist use cases where the radiologist may

need to know which technologist to consult about image acquisition. This

further enhances our design theme of Supporting Conversation Between

Image Stakeholders.

Think Aloud Results

In Think Aloud 3 (TA 3.3.3), users located a study that was open by another

user. In order to expose the access log functionality, we asked these users to

locate the name of the user currently viewing the study. All users were able to

locate the access log without any major difficulties. Most users commented

that this was great information to have available.

Global Interface Elements

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Potential Problems

Although they didn‟t report this to us, users may feel it is a violation of

privacy for the system to record that they have opened a study; however, we

feel that the benefits of this functionality will override any privacy concerns.

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Current Study Demographics (Demographics

Tab)

Goal

The goal of the Demographics tab is to allow users to quickly access patients‟

demographical information.

Description

The Current Study Demographics tab is located in the Current Study Info

Bar of the Patient Jacket and worklist Study Preview. This information

includes patient demographics information such as reason for study, study

time/date, patient location, etc.

Figure 14: Study Demographics Tab

Rationale

Users require quick access to demographic information about the patient and

the current study. Proving this information in a tabbed format allows for a

Reduction in Visual Clutter since this information does not need to occupy

screen real estate when it‟s not being actively used.

Think Aloud Results

In the first and second paper prototypes we omitted displaying the „Reason‟

field on the Summary and Demographics tabs. This was a huge issue with

users, as they felt this information was critical for initiating a diagnosis. All

users wanted to know “why was the patient even here?” As a result we

included this field in the Demographics tab, as well as the Summary tab, in

the third paper prototype.

Users expressed that the information we included within the demographics

seemed correct. Additionally, during Think Aloud 1, one user commented that

he liked that we show where the patient is in the hospital – not knowing this

is a problem he currently has.

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Potential Problems

If a user wants to refer to patient demographics that are not included within

the Summary tab while viewing other information about the current study,

they may need to click between multiple tabs, thereby increasing mouse

activity and adding to cognitive load.

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Current Study Summary (Summary Tab)

Goal

Accommodate individual work practices by presenting a configurable high-

level view of the current study.

Description

The Current Study Summary data is the default tab viewed in the Current

Study Info Bar of the Patient Jacket and the worklist‟s Study Preview. This

information can be customized per user to suit individual work practice.

Figure 15: Study Summary Tab

Rationale

Through our research, we‟ve noticed how unique each individual‟s work

practice is. Providing a customizable summary tab allows each user to

determine what information they need to view by default; thereby making

their individual work practice more efficient.

Think Aloud Results

In our first and second Think Aloud sessions, multiple users suggested that

while much of the information shown within the previously-default

Demographics tab was important, much of it was not incredibly useful in

building an initial understanding of the study. It is very clear to us that this

summary information needs to be customizable to support individual work

practices.

Potential Problems

In order to maximize personal benefit, each user will need to customize their

settings. While this is a one-time task, some users that are less tech-savvy

may not undertake the cost to personalize these settings. For this reason,

more work should be performed to better understand what information

presented in this tab would meet the needs of most users.

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38

Top Menu Bar

Goal

We want users to be able to easily understand that the Patient Jacket and

Image Viewer displays are connected; they both serve to provide information

about the currently open study. Furthermore, common study-related

functionality should utilize a consistent look and behavior whether it is

accessed from the Patient Jacket or Image Viewer.

Description

On the Image Viewer and Patient Jacket, the top menu bar contains the

Current Study Name Dropdown, Top Menu Icons, and Close Current Study

button.

Figure 16: Top Menu Bar

Rationale

Since the Patient Jacket and Image Viewer displays are all study-centric

displays of information, we decided to align their designs as much as possible.

This decision supports one of the primary design themes of Reducing Visual

Clutter through retaining consistency in the interface. Furthermore, because

the visual design of the top menu on the Patient Jacket and Image Viewer are

similar, we reinforce the idea that the entire interface is unified in its support

of the currently opened study.

Potential Problems

The Worklist Browser contains a similar, but subtly different, top menu bar –

mainly, the Worklist Browser does not display the Current Study Name

Dropdown. Having similar but slightly different top menu bars on the

worklist and other displays might be slightly confusing to first-time users,

though we believe the design supports the different use cases that exist

between the selection of a study and the diagnosis of an opened study.

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Top Menu Icons

Goal

Provide the user with the ability to quickly access system-level functionality

that relates to the currently opened study.

Description

Six buttons that enable „Undo‟, „Redo‟, „Print‟, „Save‟, „Mail/Send‟, and

„Dictate/Mark Study Status‟ are presented along the top row of the Image

Viewer, Patient Jacket, and Worklist Browser.

Figure 17: : Top Menu Icons – „Undo‟, „Redo‟, „Print‟, „Save‟, „Mail/Send‟, and „Dictate/Mark Study Status‟

Rationale

The top menu bar functionality is specific to the currently opened study -- the

Study Name Dropdown is presented on the left side and Close Current Study

button is on the right side. Additionally, since „Print‟, „Save‟, „Mail/Send‟, and

„Dictation/Mark Study Status‟ are all functions that relate to the currently

opened study, it is appropriate to place these on the top menu bar.

Furthermore, we‟ve included „Undo‟ and „Redo‟ because these functions apply

to nearly every element in the system, so it is appropriate for them to always

be available and visible.

The menu icons additionally addressed several heuristics violated in the

current Centricity PACS:

HE-008 Save Button Does Not Reflect Whether or Not a Study was

Modified

HE-012 Set Exam Status Button Does Not Reflect Current Setting

HE-042 Work list Editing Does Not Provide Undo/Redo

HE-043 No Undo Functionality for Leveling

HE-045 Image Annotations Cannot be Undone

HE-054 Widget Labels are Truncated

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Think Aloud Results

Initiating a dictation was tested in Think Aloud 2 (TA 2.3.6) and Think Aloud

3 (TA 3.1.6). Although all users were able to correctly identify and utilize the

dictation functionality, most commented that they would prefer to just use

the hardware button on their voice dictation microphone. Printing

functionality was tested in Think Aloud 3 (TA 3.2.7). Users did not have any

difficulty locating and using this, but commented that they almost never

printed themselves -- they typically had a secretary do it. We had tested

marking a study as dictated in Think Aloud 1 (TA 1.1.6, 1.2.7, 1.4.5), but found

that users using a transcription system almost exclusively never performed

this task and instead signed the study from their physical transcription

microphone after reviewing their report. We tested „Saving and Closing‟ a

study in Think Aloud 1 (TA 1.3.7). It seemed most users relied on their PACS

settings to automatically save a study upon closing so we removed this from

further testing.

Potential Problems

The „Save‟ and „Dictate/Mark Study Status‟ buttons also function as a

dropdown menu (if held down). It may be unclear to first-time users that

these dropdowns expose related, but different functionality. For example,

users may not immediately understand that the dictation dropdown contains

options for marking the study verified, unverified, etc. Additionally, these

functions are directed towards the currently open study, so users may be

confused when they use them on an Image Viewer that contains monitor

regions showing priors or on the Worklist Browser where multiple studies

are open. However, simply changing these buttons to inactive to prevent

invalid actions may mitigate many of these potential problems (e.g. when no

study is selected on the worklist, the „Save‟ and „Dictate/Mark Study Status‟

buttons would be disabled).

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Top Menu Study Close

Goal

The goal of this interface element is to allow users to easily close studies.

Description

A close „X‟ button is displayed on the top-right of the Patient Jacket and the

Image Viewer displays. When the user clicks on it the currently study will

either close or close and save, depending on the user‟s saved settings.

Rationale

Since this type of close button is the convention in the Windows operating

system, users will intuitively be able to understand that clicking on it will

close the currently opened study. Additionally, including this study close

button addressed a few heuristics violated by the current Centricity PACS

(HE-007 Save Button Immediately Adjacent to Close Button, HE-022

Redundant Ways to Close Report, and HE-066 Placement of Quit / Logout

Buttons Unconventional).

Think Aloud Results

Closing a study was exposed in Think Aloud 2 (TA 2.1.6, 2.2.8) and Think

Aloud 3 (TA 3.2.8). When asked to close a particular study, nearly all users

immediately located and clicked on the button. Additionally, its importance

was emphasized in the first Think Aloud when the icon was missing and users

explicitly stated that they expected it to be there.

Potential Problems

It is unclear whether the study has been closed and saved, or closed without

saving. This functionality will be set in the user‟s settings; however, there is

no feed forward to remind users of their saved preference.

Figure 18: All monitor windows have a close box for closing the current study

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Current Study Name Dropdown

Goal

The goal of this interface element is to enable users to easily identify which

study is currently open by glancing at the top of the Patient Jacket or Image

Viewer displays. Additionally, this dropdown should allow users to easily

switch between open studies without returning to the worklist.

Description

On the Patient Jacket and Image Viewers, the left side of the top menu bar

displays the name of the currently opened patient and study. When the user

hovers the cursor over the name, a rectangular dropdown region appears

around the name, suggesting dropdown functionality to the user. Upon

mouse click, the dropdown expands displaying all the currently opened

studies, allowing the user to switch to another study if desired.

Figure 19: Clicking on the study name opens a menu of open studies.

Rationale

In support of the major design theme of Reducing Visual Clutter, the current

study name was overloaded with functionality to allow for convenient

switching between currently opened patients. This also addresses a violated

heuristic on the current Centricity design (HE-021 Significant Visual Clutter

from Redundant Information and Controls).

Think Aloud Results

This dropdown menu was explicitly tested in Think Aloud 2 (TA 2.2.7) and

Think Aloud 3 (TA 3.3.7). Although new users did not natively understand

that the current study name functioned as a dropdown that allowed them to

switch to other open studies, the design worked well once they understood

the "labels as dropdowns" metaphor.

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Potential Problems

First-time users may not immediately understand that the name has

associated quick-swap functionality. However, after exposure, users should

quickly understand that the presence of an arrow adjacent to a text item

affords the ability to click and get a dropdown. This widget is heavily used in

Office 2007 as well as Visual Studio 2005.

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44

Quick Contact Dropdown

Goal

The goal of this interface element is to allow radiologists the ability to quickly

communicate with other image stakeholders.

Description

A contact button is displayed adjacent to an individual's name. Clicking on

this button opens a dropdown that allows the user to view this individual's

contact information (phone number/office location), and also enables the

user to quickly send an email, page, or initiate a phone call.

Figure 20: Click on a doctor‟s name to reveal a quick-contact dropdown menu.

Rationale

This implementation is in direct support of one of our primary design themes,

Supporting Conversation Between Image Stakeholders. We found that a

major inefficiency for radiologists was attempting to contact other

stakeholders such as the referring physician, technician, colleague

radiologists, etc. During concept validation we presented this concept to

radiologists and received overwhelmingly positive feedback.

Similar concepts were tested during concept validation and received a less

positive response. The results of interruption-aware instant messaging were

inconclusive. Based on feedback, it appears that some users like the concept

of instant messaging but many believe that it would increase the amount of

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interruptions they may experience during their work. Many users were also

averse to extensive typing.

Think Aloud Results

The quick contact menu was tested in Think Aloud 1 (TA 1.4.3) and Think

Aloud 2 (TA 2.3.5). We were pleasantly surprised to see how intuitive users

found this feature to be; they were able to use this functionality without any

difficulty and expressed very positive feedback on the availability of this

information. However, at one site users reported that currently they wouldn't

use this functionality because it is easier to have a secretary initiate the

communication for them.

Potential Problems

While this feature provides users with more information and empowers them

to not rely on their secretary, it is inevitable that some users will continue to

rely on assistance to initiate contact with colleagues. For this reason, we

believe that adoption will likely vary by location.

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46

Quick Access Toolbar

Goal

Provide the ability to quickly launch applications or tools to support PACS

use. Tools envisioned include: Progress Meter, Message Center, and Web

Browser. The quick access toolbar will provide state information for each

application (such as number of current studies read for Progress Meter and

number of unread messages for Message Center).

Figure 21: Quick Access Toolbar

Description

The Quick Access Toolbar buttons will be located in the bottom left corner of

the Worklist Browser and Patient Jacket monitor. The buttons can be

configured to launch any set of applications, but the default tools include:

Progress Meter: the number of cases read can be visible on the quick

launch button (users can choose to hide this information). Upon

launch more progress statistics and information is available.

Message Center: alerts users to pending messages. The number of

pending messages is visible from the quick launch menu and after

opening the message center the user can read and send messages to

colleagues.

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Web Browser: direct internet access to allow users the ability to

research work related information without leaving the PACS

environment.

Rationale

The lower-left portion of the Worklist Browser and Patient Jacket is an ideal

location for an ambient display; it provides at-a-glance access while

minimizing distraction. Providing the ability to quickly launch supporting

applications and tools supports the design direction of Living on the Network

(supporting and enabling communication between tools and applications).

Think Aloud Results

Users were asked to locate an item on the Quick Access Toolbar in Think

Aloud 3 (TA 3.2.3). Having no exposure to this menu, it understandably took

users some exploration to locate the item. However, after initial exposure,

users were very curious about the toolbar functions and generally expressed

very positive feedback in regards to the functionality it provides.

Potential Problems

The availability of additional information may be distracting for some users.

We advise allowing customization of this toolbar for users who do not wish to

view outside applications or tools.

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Progress Meter

Goal

The goal of the Progress Meter is to provide users with the ability to monitor

work progress and evaluate their personal work method to improve individual

efficiency.

Description

While viewing the Worklist Browser or Patient Jacket, users can customize

their progress meter icon to display the number of studies read during that

work session, average read time per study, etc.

The Progress Meter is a dashboard of additional work statistics compiled for

the user. This may include:

reading history (list of studies read this session)

number of studies read over the past work session, day, week, or

month

total studies read during each time period

average reading time for a study during each time period

total reading time for each time period

average RVUs (relative value units) for each time period

total RVUs for each time period.

Figure 22: Progress Meter in Quick Access Toolbar

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Rationale

The Progress Meter provides users the ability to improve their individual

efficiency by monitoring work practices over a period of time. Having the

ability to track personal workload and efficiency improvements will hopefully

lead to a higher sense of accomplishment and work satisfaction. This supports

Enhancing Efficiency, a design theme identified in our Contextual Inquiry

data.

During concept validation, the concept of a performance dashboard received

positive feedback from all users. One user even proclaimed that productivity

was so critical that this could become the killer feature for PACS.

Think Aloud Results

This functionality was exposed in Think Aloud 3 (TA 3.2.3). Users were very

positive about this feature. However, one user commented that there needs to

be way to customize the shortcut icon to hide the number of studies read;

some users will be sensitive about displaying their progress to anyone who

passes by.

Potential Problems

Having a primary focus on efficiency may lead to a decrease in reading

accuracy; however, we believe professionals recognize the importance of

accuracy and will not discount this in favor of efficiency. Also, since most

radiologists are not salaried but get paid by performance, they have a

significant interest in self-improvement, both in terms of accuracy and speed.

Users also may view this as a „big brother‟ attempt to track their progress. It is

important that this is presented as a self-monitoring tool and not an attempt

by PACS and hospital administrators to audit individual performance.

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50

Message Center

Goal

The goal of the Message Center is to alert users to pending messages without

distracting them from their current task.

Description

The number of pending messages is displayed on the message center icon in

the Quick Access Toolbar. Since the Message Center is located within a quick

glance of the Worklist Browser and Patient Jacket, users are continuously

notified of incoming messages, without forcing them to navigate away from

their current task.

Upon opening the Message Center, users can read messages, reply to

messages, or create new messages. Messages can stand-alone or be attached

to a specific study. This tool enhances communication between users while

maintaining their focus within PACS.

Figure 23: Message Center Icon in Quick Launch Toolbar

displaying two unread messages

Rationale

The Message Center is beneficial as it facilitates communication between

PACS users, supporting one of the primary design themes: Supporting

Conversation Between Image Stakeholders. It will allow users to maintain

their focus within their current task and quickly send related messages to

colleagues who may be busy or unavailable for real-time discussion.

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Think Aloud Results

This feature was exposed to users during a side task of Think Aloud 3. Users

expressed positive affect towards it as a design and mentioned this was not a

feature currently available to them. However, since we didn't test the

Message Center explicitly, it is unclear whether it provides benefit or is

usable.

Potential Problems

Through our research, we have encountered users who dislike typing. These

individuals may have a strong negative reaction to the Message Center, which

promotes exchange of typed messages. Depending on the severity of the

user‟s negative reaction, it might be beneficial to allow users the ability to

turn off messaging functionality and force users to call or page them for

collaboration.

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Web Access

Goal

The goal of Web Access is to provide users the ability to quickly search for

information online, perform web-based research, or launch radiology

websites from within the PACS application.

Description

Conveniently located within the PACS application, users can click on the web

browser icon within the quick access bar to launch an external web

application.

Figure 24: Internet Explorer icon in Quick Launch Toolbar

Rationale

Through our research we observed users needing to look up information on

the Web when encountering an unusual diagnosis. Allowing the user to query

this information without leaving the PACS environment will improve

efficiency and allow them to easily cite sources.

During concept validation, we tested the concept of a unified search. This

concept tested whether users felt the need for easy access to data from many

sources in a single location. This concept did not validate well, the

overwhelming result was: “I just Google it!” Through this validation, we

determined users do not need a new research tool, just merely access to a

standard web browser.

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Potential Problems

We were not able to adequately explore this functionality. We believe that this

feature can be better integrated within PACS. For example, unknown terms

could be right-clicked and to expose functionality to “look up term”. This

could launch specialized radiological tools, like Yottalook.

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Worklist Browser

The following section outlines interface elements that reside on the Worklist

Browser screen.

For each design element, we will provide the following: the “Goal” that the

element tries to address; a “Description” of the element‟s location in the

design and its intended behavior; the “Rationale” behind this particular

solution; “Think Aloud Results” if the design idea was tested in any user

sessions; and finally, “Potential Problems” that we can foresee with our

approach.

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Worklist Browser Top Menu Bar

Goal

The Worklist Browser Top Menu Bar is designed to provide the user with

efficient access to various system and study-centric functions, as well as

frequently used worklists.

Description

The top menu of the worklist includes the GE Logo System Menu, Favorite

Worklist shortcut buttons, as well as several study-centric buttons available

on the Top Menu Bar of the Image Viewer and Patient Jacket („Print‟, „Save‟,

„Mail/Send‟, and „Dictate/Mark Study Status‟.)

Figure 25: Worklist Browser Top Menu Bar

Rationale

This menu provides the user the ability to easily switch between frequently

accessed worklists and also quickly perform study-centric functions without

forcing them to switch to the Patient Jacket or Image Viewer.

Think Aloud Results

Elements of the menu bar were exposed during Think Aloud 3. There were no

issues or confusion about locating the menu bar.

Potential Problems

This Worklist Browser Top Menu Bar is very similar to the Top Menu Bar of

the Patient Jacket and Image Viewer, but includes Favorite Worklist

shortcut buttons instead of the Study Name Dropdown. Having a very

similar, yet different, top menu bar may prove confusing to novice users.

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Worklist Columns

Goal

The goal of the Worklist Columns is to provide users with the data needed to

identify and locate studies.

Description

The worklist displays a list of studies with the following information visible:

Open Status, Priority (routine or high priority), Patient Name, Patient ID,

Last 4 of Social Security Number, Procedure, Modality, Number of Images,

Study Time, and Status. Clicking on any of the column labels will sort the

rows in the worklist in ascending order by that column information. Clicking

on the column label again will sort the worklist items in descending order by

that column information (Figure 26). Right-clicking on any column label will

allow the user to customize which columns are shown (Figure 27). Dragging

column labels will allow the user to rearrange the column order (Figure 28).

Figure 26: Worklist Columns, sorted by Study Time

Figure 27: Right-clicking a column label allows the user to customize the columns displayed

Figure 28: Dragging a column label allows the user to customize the column order

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Rationale

The Worklist Columns represent the primary information needed by users to

locate and identify a specific study. Additionally, the worklist structure and

data addresses usability concerns identified through our heuristic evaluation

(HE-038 Poor Error Prevention on Disabled Column Sort in Work list and

HE-055 No Affordance for Sorting).

Think Aloud Results

We validated that users understand how the worklist is sorted in Think Aloud

1 (TA 1.1.1, 1.1.2). Additionally, multiple users explored sorting to locate

specific studies. This action seemed natural and intuitive to users.

We did not user-test changing the visible columns (Figure 20), or rearranging

the order of the columns (Figure 21), but these modification interactions are

standard for tabular data in most applications.

Potential Problems

Users may require additional information to identify a study; however, in our

research, these columns seem to suffice for the majority (if not all) cases.

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Worklist Right-Click Menu

Goal

The goal of this menu is to allow users the ability to perform study-centric

tasks efficiently from anywhere on the worklist.

Description

When a user right-clicks on a study row in the worklist, they are presented

with a contextual menu that allows them to perform the following functions:

Open Study with Comparisons

Open Study Alone

Print Study

Save Study

Send Study

Mark Study

Bookmark Study

Figure 29: Worklist Right-Click Menu

Rationale

Providing the user the ability to perform study-centric functions from any row

of the worklist will prove more efficient for users, thereby supporting the

design goal of Efficiency. Additionally, since much of this functionality is

available from the context-menu, we can meet our design goal of Reducing

Visual Clutter by eliminating many of the ever-present buttons used in the

Centricity RA-1000.

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Think Aloud Results

No users attempted to right-click on the worklist during Think Aloud 3 (when

this menu was available), so we did not receive any explicit feedback on this

interface element. This result may be due to testing of a paper prototype.

Potential Problems

The menu options are redundant to other functionality found on the Worklist

Browser (e.g. Top Menu Bar); however, since the menu is only presented

upon deliberate action by the user, this should not cause confusion.

Additionally, this makes many actions more efficient since the user can

simply right-click on a previously unselected study and perform an action

upon it instead of first selecting it and then moving to the Top Menu Bar

functionality.

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Open Study Status

Goal

This control provides a visual distinction between open vs. unopened studies.

Description

When a study is open, the eye icon in the first column of the worklist is filled

in and the row text is bolded. Users can click directly on the eye to open the

study in the background (i.e. the study opens, but the worklist stays on top).

Users can also easily view open studies by sorting the worklist by clicking on

the column header.

Also, row background is differentiated to alert users of open studies or

studies open by another user.

Figure 30: Opened Studies are displayed with an eye icon and bold text

Rationale

Users require the ability to differentiate what studies on their worklist are

open, thereby supporting our design theme of enhancing Visibility of Study

State. Also, being able to open multiple studies at once from the worklist

without having to switch back from the Patient Jacket each time better

supports queuing/batching behavior that some users claimed to prefer.

Adding the bold text and eye icon addresses a heuristic violation in the

current version of Centricity (HE-006 There isn‟t a Way to See What Cases

are Open From the Worklist).

Think Aloud Results

This feature was implemented in Think Aloud 2 & Think Aloud 3, but there

wasn't a task that explicitly tested users understanding of it. Despite this,

users seemed to understand implicitly what it was meant to convey. We were

not able to validate that users would understand that clicking directly on the

eye would launch the study in the background without changing the worklist

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view. This type of background loading was done since many users in Think

Aloud 2 commented that they wanted the ability to batch studies to read

through. They felt this would lead to significant gains in efficiency, especially

for plain film studies. On the other hand, this feature is now clearly available

as the Auto-Advance mode.

Potential Problems

Until explained, it may not be obvious to users what the eye icon and bold text

indicate or how the batch opening functionality works.

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High Priority / ER Study

Goal

The goal of this icon is to give users visibility of a study's status and draw

attention to urgent cases.

Description

Including an exclamation point icon in the second column of the worklist

differentiates high priority or ER studies. The user can sort the worklist to

show high priority cases first by clicking on the column header.

Figure 31: High-Priority studies are shown with an exclamation point icon

Rationale

Users need the ability to locate high priority cases and differentiate these

from routine studies; this supports one of our design themes of enhancing

Visibility of Study State.

Think Aloud Results

In our third paper prototype we attempted to assign priority numerically

throughout the list of worklist items. In this design the system would attempt

to automatically determine the optimal order of the studies to be read (i.e.

stat studies would be the highest priority, then in-patients, then out-patients;

within each category they would be weighted by study time, whether pending

messages were attached to it, etc). When we tested this concept in Think

Aloud 3 (TA 3.1.1), we found that for many users worklists had a built-in

priority, which didn‟t need to be explicitly communicated to the user.

Additionally, users espoused that they were fairly good at quickly

understanding which studies were most urgent within any given worklist.

From this feedback, priority was reverted to two categories: high priority (ER)

and routine.

Potential Problems

The exclamation point may not be intuitive to first time users; however, this

should be quickly mitigated with system experience or training.

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Open by Another User

Goal

The goal of this visual treatment is to inform users whether a study is

currently opened by another user before the current user opens it.

Description

When a study is open by another user, the study row in the worklist will have

a unique striped background, like construction tape, to warn other users that

this study is already open and being read by another user.

Figure 32: A study is being actively read by another radiologist

Figure 33: Several studies are being read by other radiologists

Figure 34: When opening a study being ready by another

Radiologist, the top toolbars display the caution stripe in the background on all monitors.

Rationale

Centricity RA-1000 does not alert users that another user is reading a study

until after the study is already open. When this occurs, they are confronted

with multiple warning dialogs that must be individually closed. In order to

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minimize the cost of opening non-available studies, this status should be

displayed to users prior to opening the study. This also supports of the design

goal to enhance “Visibility of Study State”.

In addition, this design decision addresses a heuristic violation in the current

Centricity PACS (HE-004 Warns That Current User Has Currently Open a

Case That the Current User has Opened).

Think Aloud Results

This design treatment was exposed in Think Aloud 3 (TA 3.3.3). This

graphical treatment seemed to be agreeable to our users. One user further

mentioned that it would be nice to see what class of user had opened the file

since users who don't have dictation rights (residents, for example), didn't

actually lock them out. We felt that we didn‟t need to include this information

on the worklist row treatment because it is available within the Access Log

tab of the Current Study Info Bar in the Patient Jacket and worklist Study

Preview.

Potential Problems

Even though a user is aware that a study is open by another user, they are still

permitted to open the study. This could cause problems if two users attempt

to dictate the same study. Additional functionality should be built into the

system to prevent multiple users from dictating the same case and should

warn users from saving changes that may overwrite another users changes.

As long as the system can prevent these errors from occurring, it is beneficial

to allow multiple users to open a study without forcing them to accept

multiple warnings.

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Study Preview

Goal

To provide users with the ability to obtain study related information without

forcing users to open the study.

Description

By single clicking on a study in the worklist, the user receives a preview of

information without committing to opening the study. The preview includes

access to:

study related messages from other users

study related notes

thumbnail preview of series images

access log (users that have accessed the study and who is currently

reading the study if it is open by another user)

patient demographics, and

a summary of this information (each tab is detailed more thoroughly

within Patient Jacket information).

By default the study is opened to display summary data.

From this preview, users have the option to open the study by clicking the

„Open Study‟ button, close the preview (single click on the study again), or

open/preview another study altogether by selecting another item in the

worklist. In addition, from the preview, users have the ability to uncheck the

„Include Comparisons‟ checkbox and open the current study without opening

any prior studies.

Figure 35: An open study preview in the Worklist

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Rationale

Users need the ability to preview study data to view specific information

before committing to opening the study. In most cases it is more efficient to

open studies without viewing the preview information, but providing this

ability will give users an option if information is needed yet opening a study is

not desired.

Think Aloud Results

This functionality was exposed in all Think Aloud sessions (1.1.3, 1.2.1, 1.3.1,

1.3.2, 1.4.1, 2.1.3, 2.2.2, 2.3.1, 3.1.2, 3.3.4). After a short initial exploration,

users were able to understand that single clicking on a study row exposed the

Study Preview pane and that this pane was also replicated on the Patient

Jacket interface. Many users expressed positive affect toward having this

information readily available for each study. The primary feedback received

allowed us to iterate on the default information presented determining that

summary data, which can be customized, should suffice nearly all user‟s

needs.

Potential Problems

The Preview Study data is formatted in tabs, which should contain all

information needed; however, if the desired information is not available in

the summary data, it will take another click for the user to locate the desired

information without fully opening the study.

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Launching Studies

Goal

Users should quickly be able locate the study of interest to them and open it.

Description

Each study is represented as a row in the worklist. When the user hovers over

a row, the background color changes to suggest that it can be manipulated.

When the user single-clicks on a row, the row expands to show the Study

Preview. When the user double-clicks on the study row, the study is opened.

When a study is opened, the study's images are presented on Image Viewers

using a layout determined by the user's hanging protocol. Also, the Patient

Jacket for that particular study replaces the Worklist Browser within the

same physical monitor. (Figure 36, 37).

Rationale

All the PACS we were able to observe represented studies as rows within the

worklist, so we believe this will be a natural concept to existing users.

Additionally, although we understand that there is no explicit affordance for

double-clicking on the study row, we believe that it is a natural action.

Think Aloud Results

Launching studies was exposed in all the Think Aloud sessions we conducted

(TA 1.1.3, 1.2.1, 1.3.1, 1.3.2, 1.4.1, 2.1.3, 2.2.2, 2.3.1, 3.1.2, 3.3.4). For some

users, double-clicking to open the study was very intuitive and the first action

performed without any exploration. Other users first attempted to single-click

on the row, but then were able to launch the study from either double-clicking

(the most common method) or by using the „Open Study‟ button on the Study

Preview pane.

During Think Aloud 1, one user did have some initial difficulty opening a

study; she did not understand that the row was the active element, and not

the individual columns of the row. After a few attempts, she discovered how

to open the study and did not have any further difficulty with this

functionality. The worklist row now changes color to highlight itself when the

mouse is over it. This helps reinforce the idea that the user is selecting an

entire row at a time.

Potential Problems

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There is no explicit affordance for both double and single-click apart from the

hover behavior.

Figure 36: The row highlights on hover

Figure 37: The study preview after a click

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Auto-Advance

Goal

The goal of Auto-Advance is to support more efficient work practices while

minimizing unnecessary RSI-inducing mouse activity.

Description

The Auto-Advance checkbox is located next to the Worklist Selector

Dropdown Menu on the Worklist Browser interface. If it is turned on,

whenever a study is closed, completed, or dictated, the next study in the

active worklist will automatically be opened.

Figure 38: Auto Advance option in the worklist

Rationale

Radiologists often work through a worklist continuously opening the next

available study. Valuable time is lost between reading each study by needing

to familiarize oneself with the worklist and locating the next study to be read.

Opening the next study automatically will save seconds in between each

study, thereby supporting the design goal of enhancing efficiency, and

requiring less mouse movement and clicks from the user.

We attempted to validate this concept during concept validation; however,

the concept „Working Through a Queue‟ did not resonate well with users.

After further research, we confirmed a need for this functionality and altered

the presence of this feature in the design making it an option but not

mandatory.

Think Aloud Results

This functionality was added after Think Aloud 2. Users expressed that this

feature would lead to significant gains in efficiency, especially when

diagnosing plain-film studies and other studies where diagnosis of each study

is relatively fast. This functionality was exposed in Think Aloud 3 (TA 3.2.1,

3.2.2). Two users liked the feature, but one preferred to go through the

studies by selecting each one manually. All liked the ability to turn the feature

off if they didn't want to use it.

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Potential Problems

Initially users may not understand how the Auto-Advance feature works; this

should be explicitly explained during training to allow users to decide

whether the Auto-Advance feature is appropriate for their personal workflow.

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Favorite Worklists

Goal

The goal of these interface elements is to provide the user with the ability to

efficiently jump between their most used worklists. Additionally, these

provide persistent information about how many studies exist within each

worklist.

Description

Five buttons along top edge of the screen provide single-click access to a

user‟s preset favorite worklists. The user can customize these buttons by

right-clicking on them and selecting one of their worklists to replace the

existing favorite.

Figure 39: Favorite Worklist buttons in the Worklist Browser

Rationale

We've observed that for any given day most users have a subset of worklists

that they work on. We chose to limit the number of worklists that can be

added to the favorites bar to allow for maximum visibility of the worklist

name and to keep the clutter to a minimum. All the worklists are still

available from the Worklist Selector Dropdown Menu.

Think Aloud Results

In Think Aloud 2 we asked users to switch to a worklist that was located on

the Favorite Worklists toolbar (TA 2.1.2). The placement and interaction of

this element worked very well. We did not, however, get an opportunity to

validate assigning a new worklist to a button via right-click.

Potential Problems

Some users may utilize more than five worklists frequently and desire

additional worklist shortcuts, which are not available. Also, there is no

affordance to right-clicking a button; conventional buttons are mostly not

customized this way. However, this seems to be another one-time learning

cost, and in any case, we anticipate (based on current work practices that we

observed) that the set of oft-used worklists will remain unchanged.

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Worklist Selector Dropdown Menu

Goal

This menu provides the ability to quickly switch between various worklists,

browse additional worklists, and create new worklists.

Description

The Worklist Selector Dropdown Menu is represented as a persistent

dropdown menu that always displays the currently active worklist (Figure

40Figure 38: Auto Advance option in the worklist. Using the dropdown users

can switch between other worklists that they have saved, access recently used

worklists, browse all worklists, or create a new worklist. If users have a large

number of worklists, a scroll bar appears for scrolling through the list.

Rationale

Users need the ability to easily understand which worklist is currently open,

as well as quickly open a new worklist.

Think Aloud Results

We explicitly asked users to identify the currently open worklist in Think

Aloud 2. All users intuitively understood that this interface element showed

the name of the currently opened worklist. In Think Aloud 2 (TA 2.1.2, 2.2.1)

and Think Aloud 3, we included tasks that tested whether users could switch

to another worklist, browse all worklists, and create a new worklist. We found

that when the user was asked to switch to another worklist that is on their

Favorite Worklists toolbar, they preferred to use these shortcut buttons.

Additionally, most users were able to correctly anticipate that this dropdown

would hold functionality for "Browse All Worklists" and "Create new

Worklists".

Potential Problems

If users create a large number of worklists, the contents of the „My Worklists‟

section may become unmanageable. A solution would be to allow grouping

these into folders, but this would increase the time to select a worklist.

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Figure 40: Worklist Browser with Worklist Selector Dropdown open

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Browse Worklists

Goal

The goal of this element is to provide individuals with the ability to locate

their own worklists, system-wide worklists, and worklists created by other

users.

Description

Users have the ability to locate worklists throughout their institution‟s

network by clicking on the „Browse Work lists‟ option in the Worklist Selector

Dropdown Menu (Figure 41).

Users can search for a specific worklist by name in the search box within the

Browse Worklist box or navigate through the structured menu. The current

structure includes: „Default Worklist for the Facility‟, „Most Used Worklists‟,

„Worklists by User‟, „Worklists by Modality‟, „Worklists by Body Part‟, and

„Worklists by Facility‟. Once users find the worklist they are looking for they

have the option to open the worklist or add it to My Worklists by dragging

and dropping or using the 'Add to My Worklists' button.

Rationale

In each organization, there are often super users who utilize more advanced

features of PACS and work more efficiently than regular users. It is typical for

regular users to learn from these super users and adopt their work practices,

thereby making their own work practices more efficient. Providing the ability

to browse worklists will allow regular users to locate the worklists created by

other users, including super users. Users may choose to add these to their

own worklist or directly utilize them for use. Proving this functionality

supports the design goal of “Learning and Sharing Best Practices”.

This concept of sharing worklists received support during concept validation.

Most users recognized that sharing worklists was a necessary part of their

workflow.

Think Aloud Results

This functionality was initially exposed during Think Aloud 2 (TA 2.2.1). In

this version of the paper prototype design we implemented „Browse Worklists‟

as a sub-menu of the Worklist Selector Dropdown Menu. Although users did

not have too much trouble interacting with the collapsible/expandable

hierarchy, we decided that this was an unnatural element for a dropdown

menu, so we decided to implement it as a floating window. We tested the new

version of this in Think Aloud 3 (TA 3.3.8). The floating window tested well.

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Potential Problems

This feature assumes a general knowledge of the internal hospital‟s worklist

organization structure. In order to fully take advantage of this feature,

individuals will need to name worklists with appropriate names and the PACS

administrator will need to monitor the organizational hierarchy of user-

created worklists.

Figure 41: Browse Worklists Window

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Recent Worklists

Goal

The goal of this interface element is to provide users quick access to, and

support recognition of, recently viewed worklists.

Description

The „Recent Work lists‟ option on the Worklist Selection Dropdown Menu

provides quick access to recently viewed worklists. It further leverages the

principal of “Recognition over Recall”, i.e., users find it much easier to

recognize an item from a set presented to them than being asked to recall it

from scratch.

Figure 42: Worklist Selector Dropdown showing Recent Worklists

Rationale

Users might switch worklists multiple times in a day. Providing a list of

recently viewed worklists will support both recall and access to sporadically

used non-favorite worklists.

Potential Problems

The Recent Worklists feature will contain a limited number of worklists and

may not be as helpful to users who look at many worklists in one day.

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Furthermore, if these worklists are all common to the user, it is likely that

they will more easily accessible through either the My Worklist dropdown or

the Favorite Worklist buttons.

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My Worklists

Goal

The goal of this interface element is to provide users with the ability to create

and manage their own individual worklists 'on the fly' and customize their set

of worklists to meet their workflow practices.

Description

Users have the ability to manage their own worklist options and create

custom worklists specific to their individual needs. From the Worklist

Selector Dropdown Menu, users can click the „Browse Worklists‟ option to

view their list of custom worklists. From this menu users can manage this set

of worklists and add additional worklists or remove worklists as needed.

Additionally, users can select the „Create New Worklist‟ option from the

Worklist Selector Dropdown Menu to create a custom worklist specific to

their individual requirements.

Figure 43: My Worklists in Worklist Selector Dropdown

Rationale

Users have individual needs and often require their PACS administrator to

create custom worklists to meet their specific requirements. Through our

observations, it appeared users did not have enough control to customize

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their worklist selection options. Users complain of 'worklist overload' from

the multitude of selection options across the hospital network. Allowing the

worklist selections to be individual would allow users to self-manage their list

of options and keep the number as reasonable as they would like.

Potential Problems

The burden to appropriately name and manage worklists would fall on the

individual user instead of the PACS administrator. Some users may not want

this responsibility.

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Create New Worklist

Goal

The goal of this interface element is to provide users with more functionality

to individualize their work practice and create the most efficient worklists for

their own needs.

Description

Clicking on the „Create New Worklist‟ item in the Worklist Selection

Dropdown Menu (Figure 44) will open a dialog box for a user to build a new

custom worklist (Figure 45). This dialog box contains the ability to specify a

name for the worklist, indicate text that should be included in the procedure

name, modalities, study date and time range, status, etc.

When the worklist is saved it is added to My Worklists. The worklist can later

be removed in the „Browse Worklist‟ dialog box, which includes a „Remove‟

button.

Rationale

While validating our Sharing Worklist Filters concept, many users

complained that worklists had to be created by PACS administrators. It

became apparent that users need the ability to create and manage their own

worklists without relying on their PACS administrator. This relates directly to

our design goal of Enhancing Customizability.

Think Aloud Results

In Think Aloud 2, users commented that they would really find this feature

useful. We tested this explicitly in Think Aloud 3 (TA 3.3.1). Users were able

to create the worklist requested in the task without any problems. One user

also commented that it was a really nice feature and liked the ability to

customize her set of worklists.

Potential Problems

Some users may not want to learn this functionality and continue to rely on

their PACS administrator to create and manage their worklists. Additionally,

providing this functionality to individual users places the burden to

appropriately name and manage worklists to the users instead of the PACS

administrator. Finally, if radiologists read primarily from their own worklists,

the chance of certain studies falling through the cracks increases. The PACS

administrator would have to ensure that this does not happen.

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Figure 44: Create Worklist item in Worklist Selector Dropdown

Figure 45: Create Worklist Window

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Live Worklists

Goal

The goal of this interface element is to enable the user to quickly access lists

of studies that are bookmarked, open, or have messages attached to them.

Description

By default the user is provided with certain PACS-generated worklists,

including "Opened Studies", "Bookmarked Studies", and "Message Studies"

(Figure 46).

Rationale

The worklist metaphor works very well for browsing and locating specific

studies, so utilizing this concept for Live Worklists obviates the need for users

to learn a new metaphor.

Additionally, the Open Studies live worklist addresses a heuristic violation in

the current Centricity PACS (HE-006 There isn‟t a Way to See What Cases are

Open from the Worklist).

Think Aloud Results

We tested user‟s ability to use the „Open Studies‟ worklist in Think Aloud 3

(TA 3.3.7). Because the task was poorly phrased and was fairly artificial, we

were not able to completely understand whether users could easily find this

worklist. However, when we explained the functionality to users most felt it

was beneficial. One user commented that she would rather access this

information from the Current Study Name Dropdown Menu rather than

move back to the worklist.

Users like the ability to view their currently opened studies from many

locations and wanted the ability to have over 15 studies open at once (15

studies was the administrator-set limit at their location).

Potential Problems

Currently, we do not have a design that allows for managing multiple separate

bookmark worklists, though we observed this need for some users. Also, our

design does not visually differentiate live worklists from other worklists,

which may cause some confusion.

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Figure 46: Worklists update live based on any property,

such as this worklist containing all open studies.

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Simple Search

Goal

The goal of this feature is to allow users to quickly find and access specific

studies by filtering along one data type.

Description

The Live Search box is located in the upper right corner of the Worklist

Browser and provides live filtering of the worklist. This allows users to locate

a study belonging to a specific patient, a study with a certain modality, etc. As

the user types, the worklist filters to display search results in real-time.

Although we have not yet outlined this functionality in detail, we imagine that

a simple syntax can be devised such that power users would be able to use a

specialized, multi-criteria search syntax as with Google searches. This could

possibly include criteria selectors such as “name=xxx” or Boolean operators

such as “-CT“ for inverse searches, etc.

Figure 47: Simple Search finding a study (currently being read by another radiologist)

Rationale

In our research, we observed that users often needed to locate one specific

patient or further filter their worklist to view a group of studies. Providing the

Simple Search feature provides real time feedback to users on search results.

In Centricity RA-1000, users have this ability from the text boxes located

under each column header. In order to simplify the process and Reduce

Visual Clutter, we combined this search functionality into one search box in

the upper right corner of the screen. This is consistent with other applications

and is the standard location for search on many websites. Simple Search is

also very efficient because the user does not have to type the entire search

string; each key they type narrows the results, and in most cases they will

arrive at the desired record before having to type the entire search term.

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Simple Search addresses several heuristic violations in the current Centricity

PACS, including:

HE-021 Significant Visual Clutter from Redundant Information and

Controls

HE-056 Visual Styling of Text Entry Fields is Non-Intuitive

HE-059 Filtering Does Not Work for Substring Searches

Think Aloud Results

In Think Aloud 2 (TA 2.2.5), users had to search through a large worklist to

locate a particular patient (based on the Patient ID#). Many users had

difficulty with this task for two reasons: some users had difficulty

understanding that the search field was a text box, and some users didn't

understand that they could search across column data types from one field

(they were used to entering filter criteria for each worklist column). In our

next iteration we added the text, "enter search terms" into the search text box.

We re-tested this concept in Think Aloud 3 (TA 3.3.2) and found it worked

well for users who needed to filter their worklist using one criterion.

Potential Problems

When users are searching for numerical data, there is likely to be a lot of

'noise' as the system live updates. This noise should be reduced after a few

digits are entered. In addition, this search functionality is not ideal when

searching among multiple parameters, such as modality and patient name –

Advanced Search handles these cases.

Another potential problem with Live Search is that two users expected that,

after they clicked on a worklist column name and clicked a letter, that the

worklist would automatically jump to that row. Currently, we use the

metaphor of “filtering the worklist” rather than the “jump to the item”

metaphor. We believe that the “filtering” action is actually more efficient than

a “jump” action, so this seems to be an acceptable tradeoff.

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Advanced Search

Goal

The goal of Advanced Search is to provide users with the ability to find the

information or study they need when more sophisticated search methods are

required than Simple Search, such as searching among multiple parameters.

Description

In the upper right corner, immediately to the right of the Simple Search box,

there is a button to launch advanced search functionality (Figure 48).

Advanced Search pushes the worklist down and provides the user with the

ability to search among multiple parameters, which have been specialized for

the data type they contain (i.e. patient name is a text field while modalities

are checkboxes).

In addition, Advanced Search allows for an extension of the worklist system.

The fields in Advanced Search are identical to those of worklist creation.

When users activate Advanced Search, the fields are pre-populated with the

search criteria that define the current worklist. As a result, users can expand

the scope of their search as well as refine it. Advanced searches can also be

saved as independent worklist via the ‟Save as a Worklist„ button.

Rationale

The Simple Search box will accommodate most users search needs - allowing

them to quickly and easily locate a specific patient or type of study. However,

Advanced Search provides users the ability to further customize their search

criteria in situations where additional search parameters are required. It

carefully balances customizability and simplicity – a major design goal.

In addition, Advanced Search addresses a heuristic violation in the current

Centricity PACS (HE-059 Filtering Does Not Work for Substring Searches).

Think Aloud Results

This wasn't explicitly tested in a Think Aloud scenario. However, when one

user was performing Think Aloud 3 (TA 3.3.2), she commented on how this

functionality was absolutely critical for her workflow. In particular, she

frequently needed to search along multiple criteria.

Potential Problems

This search feature will take more screen real estate, leaving less room for

worklist items. This is not expected to be an issue since the goal of Advanced

Search is to narrow the number of the items in the worklist.

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Figure 48: Advanced Search

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Patient Jacket

The following section outlines interface elements that reside on the Patient

Jacket screen.

For each design element, we will provide the following: the “Goal” that the

element tries to address; a “Description” of the element‟s location in the

design and its intended behavior; the “Rationale” behind this particular

solution; “Think Aloud Results” if the design idea was tested in any user

sessions; and finally, “Potential Problems” that we can foresee with our

approach.

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Current Study Info Bar

Goal

The goal of this interface eleement is to provide users with relevant

information about the current study while maximizing screen real estate by

utilizing tabs.

Description

The current study information is displayed along the top of the Patient Jacket

screen in a tabbed format (Figure 49). By default, the summary tab displayed,

but users can click among the tab options to view messages related to the

study, notes related to the study, series preview of thumbnail images, access

log, or patient demographics. These tabs exist in the Study Preview pane of

the worklist as well.

Rationale

Users do not need to see every piece of information about the current study at

once. While the summary page contains information typically desired, users

have the ability to view more information without sacrificing additional

screen realestate; this supports the customizability and simplicity design

theme. During design we made sure it was obvious which tab was selected .

This addressed a heuristic violation with the current Centricity RA-1000 (HE-

031 The Selected Tab is Not the Most Prominent).

Think Aloud Results

The tabbed format of the current study info bar was developed in the second

paper prototype. Most users were able to understand that the information for

the current study is presented visually separated from the priors – the current

study information is presented along the top of the screen, while prior

information is presented below it, along the left side. However, a few users

made the mistake of looking at the priors for info about the current study. We

feel the persistence of this type of mistake will be low since once users learn

the change in layout, they are unlikely to make this mistake, and the

additional visual cues provided by a live implementation vs. paper prototypes

should also help.

Potential Problems

If the information sought is not located within the study summary, users

must click another tab to locate this information. To alleviate this issue, we

believe the summary tab should be customized to support individual user

preferences.

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Figure 49: Current Study Info Bar, which contains the same data as the Study Preview

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Patient History

Goal

The goal of this section of the Patient Jacket is to provide users with the

ability to quickly and easily view details about the most relevant prior study in

order to inform diagnosis.

Description

The patient history section of the Patient Jacket displays the list of relevant

priors, which can be changed to “all priors” and potentially other HIS

information – such as “lab results” -- through the Patient History Dropdown

Menu. Information about each prior includes open status, procedure name,

modality, number of images, and study time. The currently selected prior's

report is shown below the list of priors.

Figure 50: Patient History portion of the Patient Jacket

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Rationale

To support diagnosis and dictation, relevant priors and reports must be kept

visible while users view the details about the current study. This information

is located alongside the dictation area to improve the visibility of a prior

report during dictation.

Think Aloud Results

In Think Aloud 1, a user commented that he wanted the ability to view all

priors, even ones the system didn't think were relevant, from the patient

jacket. We heard a similar comment from another user during concept

validation -- “the system thinks it knows what relevant priors are, but it is not

always right.”

During Think Aloud 2 (TA 2.3.3) and Think Aloud 3 (TA 3.2.4), users had to

read the report for one of the open priors. Most users did not have a problem

either locating this report in the Patient Jacket or through the Study Data

Window button on the Image Viewer monitors. However, while not optimal,

one user felt they should be able to detach the report from the Patient Jacket

and drag it over the image viewer to display next to the image.

Potential Problems

Due to screen real-estate limitations, only one report is viewable at a time.

Additionally, if the list of priors is long, users may have to scroll to view all

relevant information.

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Monitor Layout Configuration

Goal

The goal of this interface element is to provide the ability to modify the

display configuration in a simple and affordable manner.

Description

Providing similar functionality as the Image Viewer Unified Layout Palette,

this collapsible section of the Patient Jacket provides visual controls that

enable the user to change the monitor region configuration for each Image

Viewer and the image layout configuration within each monitor region. The

current study and relevant priors are also shown in the Patient Jacket and

can be manipulated in two ways. First, they can be dragged into an existing

monitor region to replace the study shown within that region. Additionally,

they can be dragged to an edge of an image viewer to spawn a new monitor

region with that study shown within it. If the user is not performing much

manual monitor region and image layout configurations, she may choose to

keep this panel collapsed by clicking on the vertical title bar – this will

provide more screen real-estate for the dictation window.

Figure 51: Monitor Layout Configuration Panel

Rationale

We wanted to allow the user to easily reconfigure their entire study display in

a very visual and tangible way. Furthermore, this panel allows for display

reconfiguration sequences to take place (e.g. opening a new monitor region,

displaying a prior within it, and changing the image layout within it).

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This adjustment in design also addresses a heuristic violation in the current

Centricity PACS (HE-030 At the Default Palette Layout, the Image Preview is

Unreadable.)

Think Aloud Results

This functionality was exposed in Think Aloud 3 (TA 3.2.5). Many users found

it more intuitive to use the layout widget on the Patient Jacket than on the

image viewer. Some users also understood that studies could be dragged into

existing regions, which we feel greatly validated that design decision.

Potential Problems

Currently the palette does not have a good way to visually indicate which

monitor regions are linked. Additionally, there is not a way to modify the

linking from the palette.

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Dictation Templates

Goal

The goal of providing Dictation Templates is to expedite dictation for

common reports.

Description

Users have the ability to select from provided dictation templates from the

template dropdown on the upper right corner of the dictation section of the

Patient Jacket.

Figure 52: Dictation Panel with Template Dropdown

Rationale

In our research, it was observed that users often create similar reports

repeatedly. Providing the ability to create, manage, and use templates will

expedite the dictation process in these instances.

During concept validation we tested and received very positive feedback

towards two template concepts, “Templates for Reports as Accelerators” and

“Templates for Reports as Learning Tools”. Additionally, participants

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believed that providing structured reports as learning tools would be

beneficial to other users.

Potential Problems

Unfortunately dictation was out of the scope for our project focus and more

research is needed to adequately develop and implement reporting features,

such as templates.

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Dictation Panel

Goal

The goal of the Dictation Panel is to provide a dictation tool that will work

from within PACS instead of being a stand-alone application.

Description

The Patient Jacket includes a simple dictation section that allows users to

begin dictation, mark study status, mark report status, and view the current

report as it is being dictated. When the user begins dictating, the window will

expand upward, collapsing the Monitor Layout Configuration panel. If

hospital systems choose to purchase a third-party dictation system, that

system will appear in this panel.

Figure 53: Dictation Panel

Rationale

Our CI observations led us to believe that it is very useful to allow users to

view the current report as it is being dictated while concurrently viewing

patient information and prior study information and reports. (During design,

we made sure any buttons did not violate the previously violated heuristic

HE-054 Widget Labels are Truncated.) We placed the window along the

right-side so it would minimize context-switching movements between the

Dictation Window and the Image Viewer monitors.

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Potential Problems

Unfortunately dictation was out of the scope for our project focus and more

user research is needed to adequately design a fully integrated dictation

product.

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Image Viewer

We use the term Image Viewer to refer to the windows that are dedicated to

displaying study image data. Although we believe our design is amenable to

displaying study images on the Worklist Browser / Patient Jacket monitor,

we have optimized it for the standard high-resolution grayscale portrait

monitor. Our design scales to work for most standard image viewer

configurations we observed during site visits (e.g. one to four image viewer

displays), but we believe it is optimal for the two Image Viewer display

configuration. Studies have shown that the two-image viewer monitor

configuration is optimal for standard radiological diagnosis.4

For each design element, we will provide the following: the “Goal” that the

element tries to address; a “Description” of the element‟s location in the

design and its intended behavior; the “Rationale” behind this particular

solution; “Think Aloud Results” if the design idea was tested in any user

sessions; and finally, “Potential Problems” that we can foresee with our

approach.

4 "PACS: A Guide to the Digital Revolution". By Keith J. Dreyer (Editor), David S. Hirschorn

(Editor), James H. Thrall (Editor), Amit Mehta (Editor). Publisher: Springer; 2 edition

(November 17, 2005).

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Current/Prior Study Dropdown

Goal

The goal of this interface element is to effectively communicate whether the

monitor region is displaying the current study or a relevant prior. In addition,

it should allow users to quickly switch between the current study and relevant

priors.

Description

On the left side of the monitor region toolbar the name of the currently

opened study is displayed. When the user hovers the cursor over the name, a

rectangular dropdown region appears around the name. Upon mouse click, a

dropdown appears displaying the current study and all relevant priors,

allowing the user to easily switch the study shown within the selected monitor

region.

Figure 54: Current / Prior Study Dropdown

Rationale

We wanted to simplify the interface and further support our design theme of

Reducing Visual Clutter, so we decided to overload the current study name

with functionality to allow for switching between viewing the current study

and any relevant priors within the selected monitor region. Additionally, this

change addressed the previously violated heuristic (HE-021 Significant Visual

Clutter from Redundant Information and Controls).

Think Aloud Results

The Current/Prior Study Dropdown was tested in Think Aloud 2 (TA 2.2.6).

Overall users did not expect the labels to functions as dropdowns. However,

in the digital prototype we used a mouse hover effect to provide a strong

affordance for this dropdown. Additionally, once a user learns this

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functionality, they will likely not make this mistake again since many

elements in our interface employ the use of this metaphor.

Potential Problems

First-time users may not immediately understand that the study name has

associated quick-swap functionality. However, after initial exposure, users

should understand that the presence of an arrow adjacent to a text item

affords the ability to quick-swap to a similar item.

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Series Dropdown

Goal

The goal of this interface element is to allow users to be able to quickly switch

between series.

Description

The name of the image series that is shown within the monitor region is

shown immediately to the right of the Current/Prior Study Name Dropdown.

When the user hovers the cursor over the series name, a rectangular

dropdown region appears around the name. Upon mouse click, a dropdown

appears displaying all the image series within the currently opened study,

allowing the user to switch the set of images shown within the selected

monitor region.

Figure 55: Series Dropdown

Rationale

In order to simplify the interface and reduce visual clutter we decided to

overload the image series name with functionality to allow for switching

between viewing different image series for a given study within the selected

monitor region. This design supports our design theme to Reduce Visual

Clutter and addresses the previously violated heuristic (HE-021 Significant

Visual Clutter from Redundant Information and Controls).

Think Aloud Results

Overall users did not expect the labels to functions as dropdowns. However,

in the digital prototype we have a hover effect, which we believe provides a

strong affordance. Additionally, once a user learns this functionality, they will

likely not make this mistake again since many elements in our interface

employ the use of this interaction technique.

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Potential Problems

First-time users may not immediately understand that the series name has

associated quick-swap functionality. However, after initial exposure, users

should understand that the presence of an arrow adjacent to a text item

affords the ability to quick-swap to a similar item.

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Image Layout Dropdown

Goal

Users should be able to easily modify the image layout within a selected monitor

region. If a user accidentally attempts to configure the monitor region layout from

this dropdown, they should be able to easily recover.

Description

The layout dropdown displays the current image layout configuration that is

used in the monitor region. When the user clicks on the name, a dropdown

expands which displays options for selecting other image layout

configurations or launching the Unified Layout Panel.

Figure 56: Image Layout Dropdown

Rationale

Users intuitively understand that the monitor region toolbar contains

controls that alter the monitor region window. Additionally, since the name

has an adjacent arrow, users will understand that by clicking on it, they will

expose functionality that will enable them to modify it. Lastly, the inclusion of

the Unified Layout Panel launch button will allow users to quickly escalate

their layout operations if they determine that they may require more or less

monitor regions for the diagnosis.

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Think Aloud Results

This design element was exposed in Think Aloud 1 (TA 1.3.3), Think Aloud 2

(TA 2.1.4) and Think Aloud 3 (TA 3.1.5). In many Think Aloud sessions users

used this dropdown for configuring the monitor region layout while trying to

modify image layout. Once users made this mistake, they immediately

understood that it did not achieve the desired effect. After either locating it

themselves or being shown where the monitor region configuration tools

reside (on the Patient Jacket Image Viewer Tool Ribbon or Unified Layout

Palette) it seemed to make sense to them. However, no users had any

difficulty or confusion utilizing this dropdown for adjusting the image layout.

Potential Problems

The icon for the unified layout panel may not be immediately obvious to new

users. However after clicking on it, the panel is immediately displayed so

users will quickly build the association.

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Study Data Window

Goal

Users should be able to access information relevant to the currently viewed

images from the selected monitor region area.

Description

The Monitor Region Toolbar contains a button that launches the Study Data

Window. This window provides information about the study viewed within

the selected monitor region. The information presented includes the report (if

the study being viewed is a prior) and replicates the relevant information

shown within the Current Study Info Bar in the Patient Jacket. Users can

close this window by clicking the close button in its upper right corner.

Figure 57: Study Data Window

Rationale

By enabling the user to access relevant study information from the monitor

region, we obviate the need for the user to switch their point of reference

between the Patient Jacket display and the Image Viewer. This type of

context switching increases the cognitive burden on the user as well as the

occurrences of errors. We place this information on a floating window, so the

user may move the window to an area that doesn't occlude the relevant

images in the use case where she wants both the study data and images

simultaneously visible.

Think Aloud Results

In Think Aloud 2 (TA 2.2.3), users had an opportunity to use the Study Data

Window to complete the task; no major issues arose during this task. In

Think Aloud 2 (TA 2.3.3) and Think Aloud 3 (TA 3.2.4), users were asked to

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read the report for one of the open priors. Given this task, most users utilized

data in the patient jacket, while only a couple relied on the Study Data

Window. In the first paper prototype, we had previously implemented the

report as a sliding window, which extended from the Monitor Region Toolbar

and could later be detached. During Think Aloud 1 (TA 1.2.4, 1.2.5), we found

that the detaching process was unclear and that the attached state provided

little benefit since it was obscuring the relevant monitor region. Therefore, we

changed the design so that this window is always floating.

Potential Problems

Once opened, users can drag the floating Study Data Window anywhere on

the Image Viewer, potentially within a new monitor region. This might be

confusing for users if the report appears associated with an unrelated prior

study.

Figure 58: Study Data Window Tabs

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Unified Layout Window

Goal

Users should be able to easily modify their display configuration in a simple

and affordable way.

Description

This floating window provides visual controls that enable the user to change

the monitor region configuration for each Image Viewer and the image layout

configuration within each monitor region. The current studies and relevant

priors are also shown in the palette and can be manipulated in two ways.

They can be dragged into an existing monitor region to replace the study

shown within that region. Additionally, they can be dragged to an edge of an

image viewer to spawn a new monitor region with that study shown within it.

Figure 59: Unified Layout Window

Rationale

We wanted to allow to user to easily reconfigure their entire study display in a

very visual and tangible way. Furthermore, this unified panel allows for

display reconfiguration sequences to take place (e.g. opening a new monitor

region, displaying a prior within it, and changing the image layout within it).

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Think Aloud Results

This functionality was exposed in Think Aloud 3 (TA 3.2.5). Many users found

it more intuitive to use the layout widget on the Patient Jacket than on the

Image Viewer. Some users also understood that studies could be dragged into

existing regions, which we feel greatly validated that design decision.

Potential Problems

Currently the palette doesn't have a good way to visually indicate which

monitor regions are linked. Additionally, there isn't a way to modifying the

linking from the palette.

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Scrollbar

Goal

Users should be able to easily advance through the images contained within a

study series. Users should also be able to quickly understand where the

currently viewed image(s) are within the larger displayed series.

Description

Each monitor region contains a vertical scrollbar along the right-side of the

window.

Rationale

The scrollbar allows the user to easily advance through the images within an

open series. It also affords the user with a visual affordance for where the

current image/ image sheet is located within the larger image series.

Think Aloud Results

During Think Aloud 2 (TA 2.2.4), users needed to scroll through the study

images to locate a specific image; there were no issues with this task.

Potential Problems

For especially large image sets, it may be difficult for a user to use the

scrollbar for fine-grained jumps to a specific image. A solution to this would

be to include a text field where the user could input a specific image number

to jump to, within the currently opened series.

We have implemented the cine using the wrap-around metaphor, so that

when the user gets to the end of the series, the first image is shown. This has

not been user-tested and has the potential to confound users. Also, if this

metaphor is explored further, we must decide what the best way is to mark

the transition from the last image in the series to the first. This solution must

scale nicely to n-up layouts.

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Image Viewer Tool Ribbon

Goal

Provide the user with a static location where tools and commands reside.

Description

The bottom menu of all Image Viewers utilizes an inverted ribbon metaphor.

Each tool icon along the bottom row selects the most recently used tool from

that category, but also exposes both alternate tools and operations that are

related to that tool category. The tools located on the right side of the toolbar,

also expose commands that are relevant for the Image Viewer monitor region

displays.

Rationale

Placing the tools along the bottom allows for improved selection time as

predicted by Fitt's Law. Additionally, by categorizing much of the tools and

tool-related operations together, we can greatly reduce visual clutter from the

interface, one of our primary design goals. Since we preserve one-click

selection of the canonical/most frequently used tool within each tool

category, we do not incur the usual costs associated with pushing

functionality down into the sub menu level.

Additionally, this implementation addresses a few heuristic violations

observed in the current Centricity PACS:

HE-044 Rotation Arrows are Similar to Redo / Undo Icons in

Commonly Used Applications

HE-052 State Information Obscures the Widget Type

HE-072 Modal „Invert‟ Tool Widget

Think Aloud Results

Tool selection was exposed in Think Aloud 2 (TA 2.1.5) and Think Aloud 3

(TA 3.1.3, 3.1.4). Using a state-dependent command – one where the image

had to be selected prior to a command being enabled – was exposed in Think

Aloud 2 (TA 2.2.4); selecting a secondary-tool was tested in Think Aloud 2

(TA 2.3.4) and a secondary-command was tested in Think Aloud 3 (TA 3.3.5).

Some users initially had difficulty understanding that some commands were

disabled, but quickly understood that they needed to select an image first

before these commands became active. This problem may also be attributable

to the fact that our paper prototype printed out with poor contrast so viewing

the "disabled" state of a button may have been difficult. There were no issues

with tool selection. Once users in Think Aloud 3 noticed the groupings of

tools, they commented positively on the affordance this clustering offers.

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In previous designs (including the first paper prototype) we had the monitor

region configuration functionality on a top menu bar. We tested this idea in

Think Aloud 1 (TA 1.2.2) and discovered that users had difficulty

distinguishing between the image layout dropdown and the monitor region

configuration. The design was updated to embrace the Ribbons metaphor

introduced by Microsoft Office 2007 and changing monitor region

configuration was tested again in Think Aloud 2 (TA 2.3.2) and Think Aloud 3

(TA 3.2.5). Overall, while users didn't have any problem locating tools along

the bottom of the screen, they often didn't look to the bottom of the screen for

„Monitor Region‟, „Hanging Protocols‟, „Presentation State‟, „Overlays‟, or

„LUT‟ controls. Most users were eventually able to locate this functionality

and were able to use them correctly, but a couple users needed additional

guidance. We feel that learning of the location for system functionality will be

mitigated by an initial training session.

In the first paper prototype much of the functionality (aside from tools) that

currently resides in the lower ribbon (Overlays, LUTs, Presentation State,

etc.) was hidden within an "image" submenu within the monitor region

toolbar. We tested this in Think Aloud 1 (TA 1.3.4) and discovered that users

found it difficult to locate this functionality. This location and icon were not

intuitive and did not efficiently support removing the text overlays from all

open monitor regions (which is a common use case in mammography

diagnosis). This functionality was moved to the lower ribbon in the second

paper prototype design. Manipulating the hanging protocol was tested in

Think Aloud 2 (TA 2.3.2) and Think Aloud 3 (TA 3.2.5) and turning overlays

off was tested in Think Aloud 3 (TA 3.3.5, 3.3.6). While selection of these

elements took longer than for tools or other more common functionality, all

users successfully found the option within the bottom menu ribbon and

comfortable with the design.

In the first paper prototype, the auto-cine tool showed controls that employed

a video player metaphor. One user had difficulty with these tools, so we

subsequently revisited the design; however, the updates to this design have

not been validated.

Finally, many users were unclear what „LUTs‟ and „Presentation State‟ do.

This could be due to the fact that some users commented that they don't use

this functionality frequently.

Potential Problems

It may be difficult for first-time users to understand that the tools along the

bottom region represent categories of tools and operations. Due to lack of

time, we were unable to utilize a technique called card-sorting to perform

label testing. Card-sorting provides empircal data on menu captions and

hierarchy.

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Figure 60: Selection Ribbon Section

Figure 61: Window / Level Ribbon Section

Figure 62: Cine Ribbon Section

Figure 63: Orientation Ribbon Section

Figure 64: Zoom Ribbon Section

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Figure 65: Measure Ribbon Section

Figure 66: Annotation Ribbon Section

Figure 67: ROI Ribbon Section

Figure 68: Overlays Ribbon Section

Figure 69: Monitor Region Ribbon Section

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Right-click (pie) menu

Goal

The goal of this interface element is to allow the user to quickly issue

commands and change the tool they are currently using without distracting

them from their current task. Also, it should allow the user to access the full

monitor region functionality from the context-menu.

Description

When the user right-clicks within a monitor region they are shown a "pie"

menu that displays the seven most common modality-specific tools or

commands along with an option to show more tools.

Left-clicking on one of the seven „pie slices‟ or tools selects the tool and closes

the pie menu. Additionally, the user can simply click and hold the right-

mouse button to show the menu, then move it in a direction and release it to

make a selection. If the user selects the "show all" pie slice, a large floating

palette that shows all tools and operations available to the user replaces the

previously visible pie menu.

Certain commands and tools may not be available based on whether images

are selected or not, or based on the current modality. If the user selects the

„Customize Pie Menu‟ button, the current pie menu slides out and the user is

allowed to customize their current modality-specific pie to utilize the tools

and commands the user feels they use the most.

Rationale

Pie menus are advantageous over traditional context-menus because they

allow for more rapid selection and promote building muscle-memory

routines, which lead to more efficient operations, one of our main design

goals. We believe that the seven most contextually relevant tools will be used

an overwhelming percentage of the time, so they should be accessible without

mouse movement and within two clicks (right-click for the menu, then a left-

click for selection) or one click (right-click and hold for menu, release for

selection).

We show all the available tools and commands on the expanded pie menu

because we don't want to force users to guess where specific tools and

commands are categorized. As a side effect, users will be able to understand

how we've categorized the tools and commands, which will enable them to

better learn the categorization on the bottom Image Viewer Tool Inverted

Ribbon. Customization of the pie menu is important because radiologists tend

to be heterogeneous in terms of their tool and command preferences.

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Additionally, the pie menu design was supported through our concept

validation for context-sensitive tools. During concept validation, participants

agreed that there was a lot of extraneous information around the sides of

images, including many tools that were rarely used. This design also

addressed several heuristics violated in the current Centricity PACS:

HE-075 Cursor Shows Copy When Reassigning Mouse Buttons to

Tools

HE-076 No Feedback About Unavailable Mouse Button Tool

Assignments When Dragging

HE-077 No Dragging Affordance on Default Mouse Tool

HE-078 Buttons Do Not Indicate Whether They Represent Tools or

Commands

Think Aloud Results

Tool selection was exposed in Think Aloud 1 (TA 1.3.5, 1.3.6), Think Aloud 2

(TA 2.1.5) and Think Aloud 3 (TA 3.1.3, 3.1.4). Users were huge advocates of

being able to access all functionality from the right-click menu. Additionally,

users seem to be highly nuanced in regards to what tools should be accessible

through right-click. For this reason, we attempted to make customization

extremely easy and available from the main interface, and not hidden in a

preference window.

One problem with this design was exposed in Think Aloud 1; it currently does

not support quickly returning to the previously used tool. Also, one user

initially expressed dislike for the pie menu instead of a traditional

hierarchical context-menu. After we explained the benefits of the pie-menu,

he claimed to be okay with it.

Potential Problems

The pie menu limits the number of tools or commands quickly available to

seven options. Users may have an initial negative reaction since not all of the

previous options are available through one click; however, once adapted this

should actually make their work practice more efficient. However, during

concept validation and earlier contextual research, we noticed most users

typically use the same few tools repeatedly.

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Figure 70: Pie Menu

Figure 71: Expanded Pie Menu

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Figure 72: Expanded Pie Menu in Customization Mode

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Monitor Region Toolbar

Goal

The goal of the Monitor Region Toolbar is to allow users to quickly

understand and manipulate the type and presentation of image data shown

within each monitor region window.

Description

Each monitor region that exists within the Image Viewer contains a top

toolbar, which contains a Current/Prior Study Dropdown, Series Dropdown,

Image Layout Dropdown, Link Dropdown, and Study Data window. In the

event that a new monitor region is spawned (via the Monitor Configuration

Tool) the Current/Prior Study Dropdown is automatically expanded to

include the additional study. The monitor region also uses a warning pattern

for studies that other radiologists currently have open.

Figure 73: Monitor Region Toolbar

Rationale

We needed to limit the real-estate dedicated to the monitor region area to

maximize the screen area dedicated to study images. Therefore, we limited

the monitor region toolbar to one row. This inherently supports our design

goal to Reduce Visual Clutter.

In addition, the revised monitor region toolbar addresses several heuristic

violations in the current Centricity product:

HE-033 Scrolling Toolbars When Monitor Region is Narrow

HE-052 State Information Obscures the Widget Type

HE-078 Buttons Do Not Indicate Whether They Represent Tools or

Commands

Think Aloud Results

Previously this toolbar contained tool selection functionality. We tested this

design in Think Aloud 1 (TA 1.1.4, 1.3.5, 1.3.6). It did not seem intuitive to

users to utilize the monitor region toolbar for tool selection and in order to

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continue reducing screen clutter and redundancy of controls, tool selection

was moved to the Image Viewer Inverted Ribbon.

Potential Problems

Some monitor region configurations mandate three vertically arranged

monitor regions. Our design may have a potential scaling problem in this

regard since it's likely that all the data on the monitor region toolbar may not

be able to be viewed unobstructed.

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Prototype Description

After reaching a final design through iterative user testing, we created an

interactive prototype. This prototype expresses many of the interactive design

elements which could not be shown in static mock-ups. This section discusses

the implementation of the prototype with respect to its capabilities as they

differ between the prototype and our reference design as presented in the

previous sections.

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Implementation

The prototype was implemented using Microsoft Expression Blend and Visual

C# on the Microsoft .NET 3.0 Framework. We found these tools to be very

powerful because they allowed us to take designs from Microsoft Expression

Design and move them directly into the prototype via the Blend application.

The power of C# to control the logic behind our prototype allowed us to

implement many of the features of a real PACS.

Capabilities

Our prototype includes the following functional capabilities:

Extensible study data is read from JPEG and XML files.

Modal worklist, which switches between worklist view and Patient

Jacket instead of displaying them simultaneously.

Worklists update dynamically when studies get marked Dictated.

Real-time worklist searching using a unified search field for all

columns in the worklist.

Study preview tabs in worklist and patient jacket.

List of priors in the Patient Jacket which also shows the report.

Image viewers which display images in multiple monitor regions and

image layouts.

Functional window/level and cine tools.

Functional cine via mouse wheel scrolling.

Pie menu for quick tool selection available via right-click. Tool

selection is synced to ribbons as appropriate

Expanded pie menu showing all tools, with tool selection synced to the

ribbon toolbar.

Inverted ribbons which are synced for those controls that are

appropriate.

Study data is displayed in a multi-tabbed window with live data.

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Known Issues

There are several known issues with our prototype that will prevent it from

running as we intended which are explained below.

Long Startup Time

Upon startup, our system reads study data and images from files. Because

some of the study sets include several hundred images, it can take upwards of

one minute before the application window appears.

Worklist Window Resizing

The main window which contains the worklist and Patient Jacket is not

designed to be resized and should be kept to the dimensions 1280x1024.

Resizing the window to a different dimension will result in items being

clipped from the window or extra space being shown that was not intended.

Image Viewer Window Placement

Upon startup, the image viewer windows are opened without displaying

studies. In order to place these windows perform the following procedure:

1. Right-click on the window in the task bar and select “Move”

2. The mouse cursor changes to a 4-directional move cursor

3. Use the keyboard directional keys to move the window

4. After using the directional keys the window will be attached to the mouse

5. Position the window using the mouse

6. Left-click to set the window‟s place

Although these windows don‟t have title bars they can be resized like other

windows. By default they are each 1200x1600 but can be stretched or shrunk

to fill the second monitor.

Conflicts with Windows Themes

On Windows XP, the Windows Classic theme sometimes changes how our

skinned controls look and makes some of them inoperable. The rounded

“Windows XP” theme should be used. There is a “Sliver” variation that can be

selected which looks better than the default blue one.

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Also, there is an add-on theme for Windows called “Zune” that looks very

sharp with our grayscale design. However, using this theme causes

checkboxes to appear invisible.

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Limitations

Not all functionality required for PACS was included in the prototype. In

places where we could, we added non-functional elements which help show

how our design would appear. Each of these functional limitations is

discussed briefly in the sub-sections below.

Opening Priors

When opening a study, our prototype places the current study on the left

monitor and the prior on the right monitor. If no priors exist for a study, the

current study is also displayed on the right monitor. The first series of each of

these is always displayed. We know that a real PACS should be more

intelligent in how priors are displayed. However given that this capability

already exists in the current system, we did not spend effort on this for our

prototype. Additionally, there should be a combo box in the list of Priors that

allows users to view EMR and other medical historical data in the priors list

along with studies if they so choose. This has not been implemented in the

prototype.

Elapsed Time Format

Wherever times are displayed, the text should include not only the absolute

time, but also the relative, or elapsed time. In other words, each time string

should end with a parenthetical “(2 hours ag0),” “(yesterday),” “(1 month

ago),” etc.

Additional Worklist Actions

Aspects of our design that did not get included in our prototype are the

“Recent Worklists”, “Browse Worklists”, and “Create New Worklist” actions

which are available from the dropdown above the worklist. Our design

highlights the dialogs that these actions would present to the user.

Advanced Search

The advanced search button located in the top right of the worklist window

displays an advanced search pane; however in our prototype this pane is

simply a non-functional image. On display, the pane should show search

criteria which match the current worklist. Changes to the advanced search

criteria should cause immediate updates to the studies displayed in the

worklist.

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128

Search Operators

In the simple search box, the users should be able to use a simple operator

syntax to quickly enter advanced search queries, in the same way that Google

and Gmail provide this functionality. For example, “name:Abernath

modality:ct” should filter the worklist down to studies with “Abernath” in the

name field and “ct” in the modality field. Additionally, when users fill in an

advanced search, this search syntax should be automatically inserted in the

simple search box. Neither of these pieces of functionality are implemented.

Column Sorting and Editing

The user should be able to click and drag a column in the Patient Jacket or

Worklist Browser to rearrange columns. Additionally, users should be able to

right-click on the columns to see a list of all available columns that can be

toggled on and off. This functionality is unimplemented.

Changing Exam Status

In our prototype, the user can only close the study without changing it or

“Sign and Close” a study, which marks it “Dictated”. In a real system that

employed speech recognition, this status would probably be “Completed”

since there would be no transcriptionist in the workflow. Also, like the current

PACS, we would support the ability to change exam status to any value via a

split button on the patient jacket.

Series Preview

In our prototype, double-clicking on a thumbnail in the series preview opens

that study in the Patient Jacket and image viewers. When this happens, our

default hanging protocol of current study on the left and first series in the

first prior (if any) is displayed. However as is probably obvious, this action

should display the series that is selected in the image viewers.

Monitor Region Highlighting

The prototype does not include a highlight border for the active monitor

region. We had this implemented for the demonstration we gave in

Barrington, but removed it due to some implementation issues. The purpose

of the active monitor region highlight is to help the user identify the currently

active region so that he knows which region certain commands will operate

on. A user can select the active monitor region by giving a region focus. This

can be done by any type of mouse click on a region.

Monitor Region Widget

The Monitor Region Widget is missing several pieces of functionality. Users

should be able to drag priors from the list onto a monitor region, or onto the

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edge of a monitor region to spawn a new region, but none of this is

implemented. Also, while users can modify the number and arrangements of

monitor regions in a monitor, the ability to change the layout within a given

region from this widget is unimplemented.

Study Data Contents

For prior studies, the Study Data window should contain the prior report. In

our prototype this is missing.

Study Data Window Appearance

In order to save time, the floating window which displays study data on a

monitor region was implemented using the same tabbed control we made for

the worklist and patient jacket. In the real system we envision this window

being squarer in shape so that it better fits on monitor regions that span less

than the entire width of the image viewer screen. Additionally, the window

should include the patient and study name in the title bar to help distinguish

windows when there are multiple open.

Quick Change between Sheet and Stack Views

Another feature of the existing system which we did not implement is the

ability to double-click on an image in a monitor region to quickly change to a

1-up or Stack view. However, we propose that cine should be supported in the

stack view after this operation is performed. This is not possible in the

current PACS.

Non-Functional System Capabilities

Several system capabilities such as Print, Save, Messages, and the Dictation

Options which reside at the top of each monitor are not functional. Likewise,

the icons in the Quick Access bar at the bottom left of the worklist and Patient

Jacket are not functional. Both of these are provided to indicate where these

capabilities would be placed on the interface. Undo and Redo are also omitted

completely.

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Keyboard Shortcuts

The system should support single key keyboard shortcuts for all tool

selection, and regular keyboard shortcuts for as many actions as possible.

Although the tools currently have tooltips that suggest what a single key

shortcut could be for that tool, these shortcuts are not implemented.

GE Logo Menu

The GE Logo Menu is currently unimplemented. It should contain a series of

menu items, for exiting the application, signing in new users, etc.

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Prototype Scenarios

In order to best demonstrate the prototype, two scenarios were constructed

which highlight the features of our design that we chose to implement. Our

prototype was designed for our primary persona, Dr. Cliff [Appendix III].

Dr. Cliff‟s main goals are to be extremely efficient and not to let PACS get in

the way of his job. In a demonstration setting, we suggest using these

scenarios to illustrate the features of the prototype.

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Scenario One The first scenario shows a radiologist working through a number of studies. It

highlights the efficiency of our design, enabling the radiologist to quickly

diagnose studies. In the scenario, he utilizes basic tools from the right-click

pie menu.

Features Demonstrated:

1. Modal worklist and patient jacket

2. Study preview in worklist

3. Current study information in patient jacket

4. Right-click contextual pie menu

5. Tool selection in pie menu is synced to inverted ribbon

6. Quick contact menu

Scenario Steps:

1. Dr. Cliff begins with his all exams worklist which shows all exams to be

read.

2. He is assigned to read x-rays for the day so he opens his Body CR

worklist.

3. He enables Auto Advance Studies mode. This tells PACS to open the

next study in the worklist when the current one is dictated and closed.

4. He opens the first study on the worklist. The Patient Jacket replaces the

worklist, and study images are opened on two portrait monitors. The current

study is displayed in the left monitor and the first prior (if there is one) is

shown in the right monitor.

5. Dr. Cliff examines the study by performing window/leveling by selecting

the tool from the right-click contextual pie menu.

6. He looks at all images in all the series. He navigates between series via the

drop down at the top of each monitor region. The scroll bar and mouse

wheel provide means to move to the next and previous images.

7. He discovers a serious problem with the patient and wants to alert the

referring physician. Using the contact menu in the Patient Jacket he

calls the doctor.

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8. After talking to the physician, Dr. Cliff continues with his diagnosis. He

selects dictate from the pie menu. Simulate that speech to text would

appear in the dictation window.

9. After finishing his diagnosis, he signs and closes the report. This action

would also be available via shortcut from his dictation microphone. The next

study opens because the system is in Auto Advance Studies mode.

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Scenario Two The second scenario shows a radiologist at work when he is interrupted by a

colleague. It illustrates how our design lets him quickly locate and switch to

another study. He uses the inverted ribbon to access tools.

Features Demonstrated:

1. Inverted tool ribbon

2. Worklist search

3. Study preview

4. Current study info bar in patient jacket

5. Image layout

Scenario Steps:

1. Dr. Cliff is in the process of reading an x-ray study.

2. He is interrupted by a phone call from a colleague who wants him to look at

an interesting CT case.

3. Dr. Cliff closes the Patient Jacket and switches to his All Exams

Worklist.

4. He locates the study by searching using the patient’s name in the

search box. All but one study is displayed.

5. He opens the study from the worklist.

6. Dr. Cliff selects the cine tool from the ribbon and scrubs to examine the

current study.

7. He views a different prior on a monitor region on the right monitor.

8. He uses drawing and annotation tools from the ribbon. Tools make

cursor change, simulate drawing.

9. He saves the study and leaves it open. Save button is non-functional,

simulate save.

10. Dr. Cliff opens the previous x-ray study.

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Future Work

During our ideation and concept validation exercises, we were forced to

exclude certain design directions due to project time constraints. However, a

number of concepts that we did not pursue validated well with users and

should serve as a jumping-off point for future exploration. These are

described in the subsequent sections.

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Alternative Input Devices

Our solution uses the standard mouse and keyboard to ensure that it

accommodates Centricity PACS‟s entire installed base. Hence we were unable

to suggest significant ergonomic improvements to common, repetitive actions

such as cine and window / level that are currently mouse-driven. We know

that users are experiencing repetitive-stress injuries due to these particular

mouse commands. We observed specific commercial input devices in use at

several facilities, in particular the Roller-Mouse and Shuttle Pro, which can

improve ergonomics.

We feel that there is a significant opportunity to build a custom input solution

that could improve on the available commercial offerings as well as set GE‟s

PACS apart from its competitors.

Intelligent Mouse Defaults

We are confident that our contextual menu and inverted ribbon designs will

improve tool selection time and reduce cognitive load. However, as a group

we brainstormed a further improvement that we were not able to devote

sufficient resources to develop and user-test: intelligent, contextual use of

multi-button mice.

For any given tool, it might make sense to have a set of related tools or actions

bound to unused mouse buttons or mouse events. For example, when the

user has the selection cursor as their primary tool, mouse dragging

functionality is unused. This event could be tied to window / level, as it is the

most common image manipulation. On a multi-button mouse, additional

mouse buttons could be used to toggle between specific tools or commonly

used sets of tools. The mouse wheel button could be used to go directly to the

“Show All” section of the contextual menu, bypassing the initial radial menu.

Since we did not examine these ideas in think-aloud testing, they are not

included in the design specification. However, we believe it would be

worthwhile to further examine the use of clever mouse-button defaults in the

future.

Keyboard and Dictaphone Shortcuts

Throughout our think-aloud testing, we received consistent feedback that

both the current RA-1000 system and our prototype should have keyboard

shortcuts for all exposed functionality. Like the mouse defaults, this was an

idea that we discussed but did not have the opportunity to test. We would,

however, like to make some un-validated suggestions that could be developed

and tested in the future.

Adobe Photoshop and other heavily tool-driven graphics applications use

single-key shortcuts for tool selection. In other words, they use a single letter

key and do not require a modifier key (ctrl, alt, shift, etc) for activation. This

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makes a great deal of sense for PACS applications. The cost of accidental

shortcut activation is low, as tool-selection makes no data changes and is easy

to reverse. Single-key shortcuts are ideal when users do not expect to have

both hands free. For Photoshop, this allows users to keep their mousing hand

on the mouse. In PACS, this would allow users to hold a dictamic or

Dictaphone and still activate the shortcut. Our prototype shows keyboard

shortcuts when buttons in the toolbar across the bottom are hovered over, but

these shortcuts have not been user-tested.

The use of the Dictaphone when not dictating is another area that we left

unexplored. The Dictaphones that we observed had many unused buttons on

them that could potentially be used for general PACS functions. Additionally,

there is a significant opportunity to use voice commands and multi-modal

input to access shortcuts and minimize mouse use. Both would require

significant additional user-testing prior to implementation, but could

significantly improve efficiency and minimize mouse use.