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        <article-title>2Q WKH 5HTXLUHPHQWV IRU &amp;RRSHUDWLYH $VVLVWDQFH LQ WKH 0HGLFDO 'RPDLQ</article-title>
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      <contrib-group>
        <contrib contrib-type="author">
          <string-name>L. Ardissono</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>A. Di Leva</string-name>
          <email>dileva@di.unito.it</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>G. Petrone</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>M. Segnan</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>M. Sonnessa</string-name>
          <email>sonnessa@di.unito.it</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Dipartimento di Informatica, Università di Torino</institution>
          ,
          <addr-line>corso Svizzera 185, TORINO</addr-line>
          ,
          <country country="IT">Italy</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>$EVWUDFW In this paper we introduce an extension of the PARADIGMA (PARticipative Approach to DIsease Global Management) approach to take into account the home healthcare assistance service. PARADIGMA defines and disseminates a common methodology and optimized protocols (Clinical Pathways) to support service functions directed to patients and individuals on matters like prevention, post-hospitalization support and awareness. Specifically, PARADIGMA will provide a platform of information services - user oriented and optimized against social, cultural and technological constraints - supporting the Health Care Global System in a continuous improvement process.</p>
      </abstract>
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      <title>-</title>
      <p>
        ,QWURGXFWLRQ
This paper discusses the extension of PARADIGMA to take into account the home
healthcare assistance service. PARADIGMA aims to develop and demonstrate an
Internet based reference framework to share scientific resources and findings in the
treatment of major diseases [
        <xref ref-type="bibr" rid="ref1 ref2">1,2</xref>
        ]. This approach results in:
 reduction of costs in the health care environment by means of improvement of
performances (diagnosis and therapy pathways, hospitalisation, etc.);
 redirecting of services and capabilities towards the consideration and care of the
overall needs of the patient-person and not only focusing on the purely medical
needs of the clinical-case;
 creating a network of care structures, aimed to compare schemes and experiences in
medical practice, for continuous information exchange and improvement;
 increasing patient satisfaction by providing, in less time, the best practice and more
complete assistance to take care for the whole needs related to a patient’s disease;
 enhanced synergy under the organisational, cultural, informative and formative point
of view, enhancing the quality of care processes and, most of all, the quality of a
patient’s life.
      </p>
      <p>PARADIGMA chooses to concentrate on a set of themes (basic diseases) that have a
great relevance in the community: 1) Prophylaxis of thrombo-embolism, 2) Infant
death reduction, 3) Colorectal cancer treatment, and 4) Improvement of performance
in intensive care. The PARADIGMA Consortium comprehends 26 partners of 10
different Countries structured in 4 Competence Groups (one for each basic disease)
and 9 Pilot Sites. Each Competence Group will formalize, for its specific disease, an
integrated multi-disciplinary assistance plan, created to solve specific clinical
problems, minimize incorrectness in medical practice and reduce related cost. They define
the best sequence of actions to treat patients with specific clinical conditions,
enlarging the attention from the clinical case to the patient and his complex needs of
assistance. The Pilot Sites will be asked to describe their context and working conditions
and to define their requirements in terms of information services and decision support
tools.</p>
      <p>
        The PARADIGMA architecture (see [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]) will be extended to support the development
of healthcare assistance services, which manage clinical pathways at the patient’ s
home in a personalized and context-dependent way. The extended architecture is
designed to assist the interaction with the hospital personnel and relies on Web Service
composition standards [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] and Autonomous Agents techniques [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ] to integrate
distributed applications in a personalized service.
      </p>
      <p>The outline of the paper is as follows. Sect.2 deals with the PARADIGMA’ s project
structure and Sect.3 introduces the Navigator Architecture. Sect.4 illustrates the Home
Healthcare Service requirements. Lastly, Sect.5 contains some conclusions.</p>
      <p>
        7KH 3URMHFW )UDPHZRUN
PARADIGMA’ s objective is to support Disease Management improvement, focusing
on needs and characteristics of patients, workforce and structures. Three basic
knowledge repositories (Figure 1) have been implemented, starting from context
descriptions (which provide a formalisation of the “as is” reality of pilot sites) and user
requirements (which provide a set of possible use scenarios) [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]: 1) a structured
dictionary of concepts, the 2QWRORJ\ for Disease Management Systems description, 2) a set
of &amp;OLQLFDO 3DWKZD\ 6FKHPDWD (CPS) which specify scientific, technological,
organizational and human aspects of medical practice related to the diseases, and 3) a set of
/RFDO UHSRVLWRULHV, which contain patient’ s data and pilot site specifications.
Then, functional and system specifications have been used for the implementation of
the 1DYLJDWRU, which provides a set of disease oriented and context adaptive services,
based on a user friendly “navigation” of the ontology, the clinical pathway schemata
and the information stored on the local repositories.
      </p>
      <p>Context Description
User Requirement Def.</p>
      <p>Clinical Pathways Def.</p>
      <p>Ontology Definition</p>
      <p>
        The PARADIGMA framework will make provision for suitable user interfaces both to
input data (electronic forms, questionnaires, guided interviews, etc.) and to navigate
(user and context oriented interfaces, customized functionalities, aimed training, etc.)
the framework itself.
The PARADIGMA Navigator can be seen as a knowledge-based computing
environment for [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]: 1) PRGHOLQJ: eliciting of clinical informal process descriptions, and their
conversion into formal process models; 2) DQDO\VLV: evaluating static and dynamic
properties of a pathway model (consistency, completeness, internal correctness,
traceability); 3) VLPXODWLRQ: enacting pathway models in order to validate the flow of
intermediate tasks and to evaluate process statistics; 4) YLVXDOL]DWLRQ: providing users with
graphic pathway models that can be viewed, traversed, and animated; 5) FRQWH[W VSHFL
ILFDWLRQ: describing any single Pilot Site (PS) context (activities, resources and
organizing elements related to a clinical pathway); 6) ORFDOL]DWLRQ: a clinical pathway is
imported in a local PS context evaluating all the possible execution patterns that are
compatible with local resources; 7) H[HFXWLRQ: at run time, the "best" execution pattern
(which is compatible with the state of resources at that time) is selected (resolving
step); then a workflow engine reads patient data and implements actions specified in
the pathway.
      </p>
      <p>
        In PARADIGMA these activities are supported by iGrafx (see [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]), a tool for business
process modeling and simulation. The model used to describe a pathway is based on a
set of basic modeling elements, which are displayed in Figure 2.
      </p>
      <p>Activity</p>
      <p>Decision</p>
      <p>Start/Sto
link</p>
      <p>Department
)LJ</p>
      <p>Basic Modeling Elements
An DFWLYLW\ is a step in the workflow, which represents the clinical pathway. Each
activity is specified by a set of parameters that describe its Inputs, Resources, and
Outputs, its duration, its related costs, its capacity and scheduling of resources.
Modeling elements are connected with OLQNV, which describe the control flow. An
activity is placed into a 'HSDUWPHQW (represented as a “ swimming lane” ), which
performs the activity. For instance, the workflow depicted in Figure 3 shows the clinical
pathway describing blood treatment and includes a treatment of emergencies (the
patient is taken to the hospital).</p>
    </sec>
    <sec id="sec-2">
      <title>A1:Blood Test</title>
    </sec>
    <sec id="sec-3">
      <title>A2:Blood data analysis</title>
      <p>Start</p>
      <p>End
)LJ</p>
      <p>A simple pathway specifying blood management and emergency treatment.
[OK-next test]</p>
    </sec>
    <sec id="sec-4">
      <title>A3:Go to hospital</title>
      <p>cond
[critical]
The goal of our work is to develop in the Navigator framework a service that offers
the following facilities to the user at the patient’ s home:
 Given the clinical pathway to be applied, the service specifies the pending deadlines
and the actions to be taken next. Moreover, the service facilitates the execution of
such actions by automatizing the activities that can be carried out via Web. For
instance, suppose that the patient’ s blood has to be frequently tested and that the date
of the next check up is set given the results of the previous one (this is a typical
practice for people treated with blood thinners). Then, the system should alert the
patient when the results of a blood test are available; moreover, if the patient cannot
be easily moved from home to the hospital, the service should request from the
nursery service a nurse to take his blood at home.
 The User Interface acts as a single point of access to the service, regardless the
number of clinical pathways applied to the patient. This means that the active
clinical pathways compete with one another in the management of shared resources such
as the patient’ s clinical record. Moreover, the patient’ s activities have to be
coordinated in order to prevent a scheduling of activities that cannot be carried out in
parallel, and also to optimize the movements from home to hospital, if possible.
 A direct connection between the devices monitoring the patient and his clinical
record is provided to support its real time update.
 The service adapts the instructions presented to the user on the basis of the
following factors:
- User Knowledge: the system will be exploited by users having rather
heterogeneous expertise. However, the user’ s role clearly determines the background that she
is expected to have. Therefore, the service will select the content to be presented on
the basis of this information.
- User capabilities: similar to the previous point, depending on the user’ s role,
different actions will be selected to carry on the clinical pathways. For instance,
suppose that the patient’ s blood pressure becomes very low and a clinical pathway
prescribes to treat him with a drug. If the user interacting with the system is a nurse or a
doctor, the service will suggest to treat the patient as expected; otherwise, the
service will suggest to take the patient to the hospital or to call a doctor, depending on
the blood pressure value.
- Contextual conditions: the patient health state and the presence of devices in the
patient room will be taken into account to choose the most suitable actions to
perform. For instance, if the patient state becomes unstable, an emergency situation is
activated and the service will suggest taking the patient to the hospital. Moreover, if
needed (e.g., the patient cannot be moved to the hospital by car) the service will
activate the emergency team of the hospital and request an ambulance with doctors on
board.</p>
      <p>The previous description suggests managing the active clinical pathways as parallel
workflows whose progress depends on the patient’ s health conditions.
It should be noticed that a direct specification of a clinical pathway, including all the
possible variations, would lead to the definition of very complex workflows. For
instance, for each activity, it would be necessary to specify all the alternative ways to
perform it and the criteria for selecting the one to be applied depending on contextual
conditions and on who is interacting with the healthcare assistance service.
In order to reduce the complexity of the workflows and support the clinical pathway
adaptation, we propose to separate the management of clinical pathways from the
execution of the specific actions associated to their activities. The idea is that each
clinical pathway should be defined as a partial ordered set of generic activities to be
scheduled by a clinical pathway manager module. Each activity could be then
performed in alternative ways, which are declaratively specified and separated from the
clinical pathway specification in order to be analyzed by an activity execution engine.
The activities to be carried out may be performed in different ways. For instance,
activity A1 (Blood test) in Figure 3 can be performed either by taking the patient to
the lab for the test or by having a nurse who goes to the patient’ s home, takes the
blood and carries it to the lab (Figure 4).</p>
      <sec id="sec-4-1">
        <title>A1: Blood test</title>
      </sec>
      <sec id="sec-4-2">
        <title>Blood test 1:</title>
        <p>DSSO FRQGLWLRQ: movable patient
ERG\: - fix appointment with lab;
- notify patient about place
and time of appointment;</p>
      </sec>
      <sec id="sec-4-3">
        <title>Blood test 2:</title>
        <p>DSSO FRQGLWLRQ: non movable patient
ERG\: - fix appointment with lab;
- request nurse at home;
- notify patient about time of arrival of nurse;
- notify nurse about lab;
)LJ</p>
        <p>Alternative ways to perform an activity.</p>
        <p>Moreover, activity A3 (go to hospital) can be carried out by taking the patient to the
hospital by car or by exploiting an ambulance with an emergency team.
During the execution of the workflow, the clinical pathway manager would manage
the workflow at the level of the abstract activities; for each activity, the manager
would exploit an execution engine that selects the actions to be performed (given the
contextual conditions), executes them and returns the results to the clinical pathway
manager. In turn, the execution engine would employ more or less complex techniques
to select the actions to be performed and to execute them. Specifically:
The execution of some actions includes both the invocation of supplier services and
the presentation of detailed instructions to the user. For instance, if the patient can be
taken to the lab, the engine should request an appointment from one of the available
labs and notify the patient about place and time of the appointment. In that case, the
activity should be considered as (successfully) terminated when the patient’ s blood is
taken. The generation of instructions depends on the role played by the user who
interacts with the service. For instance, suppose that the patient cannot be moved from
home to the lab. Then, the system should request that a nurse comes at home at the
specified date. Then, the patient has to be notified about the time of arrival of the
nurse and the nurse must be informed about the lab she has to deliver the patient’ s
blood. The separation of workflow management from action execution supports the
specification of simpler clinical pathways and a high degree of flexibility in their
execution. In fact:
 the specification of alternative ways to perform a certain activity can be isolated
from the main workflow, therefore making the workflow specification concise,
 the activity execution module can be implemented as an intelligent component that
takes information about the user interacting with the service, the patient and the
context of interaction into account in order to select the actions to be performed and the
instructions to present on the user interface, depending on the user’ s role.
We are developing this framework in Java and standard communication/representation
languages. Specifically, the User Interface component is based on XML techniques to
support multi-device access (desk-tops, cell phones, PDA). Moreover, for
specification and management of clinical pathways we selected the BPEL1.1 process language
because it is emerging as a standard in Web Service composition and has some
reference implementations available (e.g., the Oracle BPEL Server).</p>
        <p>&amp;RQFOXVLRQV
The description of the PARADIGMA Project Structure offers an insight in the steps
that can be needed to develop a network based information environment which aim is
to connect the actors at all levels in the Health Care System in order to promote a
“ participative” approach to diseases management.</p>
        <p>We presented a framework supporting the execution of clinical pathways tailored to
contextual conditions concerning the patient and the execution environment. Our
framework manages the main steps of a clinical pathway by abstracting and separately
treating the details affecting the execution of operations in specific contextual
conditions. The separation of workflow management from action execution simplifies the
description of clinical pathways and enhances the flexibility in their execution. In fact,
the description of the different ways to perform an activity can be separated from the
workflow (making the workflow concise) and an intelligent component may be
employed as an activity execution module which selects the best way to perform the
clinical pathways, given the user interacting with the service and the patient state.</p>
      </sec>
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