A 10-person team re-imagined an existing outpatient care product as a wholistic set of tools allowing health systems to scale care coordination across multiple settings. This new product integrated with other inpatient and payment products in a way that its predecessor had been unable to do.
I joined 8 developers and one dev lead to take charge of visual and usability design. I began by researching user processes and their existing tools to built a picture of "real work". I engaged developers and product stakeholders in envisioning a more wholistic workflow and generated prototypes to validate designs (this user research also informed the Care Director redesign efforts happening simultaneously). I collaborated with development to build an extensive usability & design style guide to empower team members in making effective design decisions.
Upon release, CDP provided immediate support for collaborative care coordination. 30% of existing customers are rapidly adopting this integrative solution. These customers have reduced utilization by 40%, increased active program participation, and improved patient experience.
TimeDoc Health | TDH Initiatives | Care Director | Experience Transformation | Additional writing on CDP
Qualitative Research
Copying and pasting between multiple tools
Creating their own templates in Word
Creating their own task list in Excel
Duplicating efforts by writing on paper and transcribing into computer
Late-career, in their 40's or older & primarily female
Incredibly devoted to patient health & preventing readmissions
Unable to read small type on screen
Experiencing wrist pain
Consolidate user data
All notes consolidated across users to uncover themes
Flow model allows better visualization of user journey and highlights common breakdowns
Create personas
Heuristic evaluation
I examined the product one heuristic at a time to specify how Care Director needed improvement in each of these areas:
Vision Sessions
Jobs-to-be-done
Sketching
Wireframe
Hash out the possibilities for each screen.
Discuss how these choices will work for personas. Will Not-tech-savvy Nora understand this? Will this make Resouceful Rebecca's work easier? Will this help Empathetic Emily to see what she needs to easily so she can do patient care?
I primarily use these with just the immediate development team to work through the details and flesh out requirements.
Interactive prototype
Get the full feel for the user flow.
Validate design with development team.
Present to additional stakeholders. Since this product integrates with other patient care tools, the interactive prototype was validated with other product teams to ensure consistency.
I recruit 5-10 users from an advisory board consisting of customers willing to participate in product imrpovement. Our participants join in a Webex call and are given keyboard and mouse control so they can directly interact with the UI.
A variety of roles are sought for most testing. In the case of CDP we really were only focusing on Care Coordinators and Managers.
I am in charge of setting the test objectives, writing the test plan, create at least 3 different presentations of test results depending upon the audience.
Successful or failed assumptions are a clear benchmark to reference when making follow-up design recommendations.
CDP was being developed in tandem with the UI uplift for the legacy Care Director toolset. I was not given legal clearance to test CDP directly because it was a new product.
But, since I was also updating Care Director to match this new product, I evaluated CDP's interaction models as part of the user testing our existing product. This allowed me to validate and update designs before CDP went live.
Spring 2019
The CDP care coordination home page was housed as a window within the Sunrise EHR. Since Sunrise had a complicated and visually VERY LOUD interface the look and feel needed to be muted and carefully call attention to the most important items (e.g. overdue tasks). It's more grey than I would have preferred. But, if you imagine this screen surrounded by a 3-ring circus, the grey becomes a welcome and legible reprieve.
To address users' accessibility issues seen in our research the base font size was set larger, and the interface was tested to ensure that it both could be controlled entirely from the keyboard & would not break if the browser font size were increased.
Late 2019
CDP had to adapt to multiple screen sizes. For this reason the sprawling data tables were abandoned for cards that could easily wrap & stack depending upon window size and still provide an at-a-glance snapshot. I also knew that this footprint would be easily replicated as CDP's capabilities grew. I also hoped that eventually users would be able to reorder the cards as they saw fit or drag and drop between CDP and the EHR.
In late 2019 - early 2020 CDP was expanded to include additional patient information. The project went smoothly despite an entirely new team of developers taking on the work because they were easily able to reuse the standards and styles to integrate more patient data.