“I can not get the patient’s chart information quickly or efficiently into the notes for their visit.”

PROVIDER PROBLEM

20+

minutes saved per patient

90%

Provider Adoption Rate

40%

increase in company value

The Team

  • Product Analyst / UX Designer (me!)

  • Scrum Master/Development Manager

  • Product Manager, Clinical

  • 2 Business Analysts

  • Strategic UX Partner

  • 6-8 Developers

Tools

  • Sketch/Figma

  • Atlassian Suite (Trello, JIRA, Confluence)

  • Microsoft Teams

  • Slack

THE SOLUTION

Patient Filters

Increasing provider engagement in documentation by over 50% and achieving a 90% adoption rate, while boosting the company’s value by 40%, we assisted providers with our Patient Filter feature.

Instrumental in the innovation of our provider documentation (“Notes”) application and patient filter features in my first 0 → 1 product development experience, myself and our team needed to deliver the 30+ patient chart pages of information directly to the provider without interrupting the workflow.

Patient Filters bring in structured data from the chart quickly with the touch of a button!

RESEARCH DETAILS

Whiteboarding

Whiteboarding exercises with the Product Manager and the UX team helped us to discuss the intricacies of the features and plan out what we needed to cover and when. This helped us solve the existing problems at the right time, with the right solutions.

Empathy Mapping

I used this method because it helped identify many feature opportunities; it was a user-centered way to discover all the subjective feelings and experiences that doctors have had previously while trying to document a patient visit. This told us a great deal about the future and the problems we could prevent.

1:1 Interviews / Testing

By establishing relationships, fostering trust, and engaging in both user group and one-on-one interview settings, we reached a broader range of voices than only the “loud 10%” of customers who consistently speak up. All of our customers trusted us because they knew their feedback was taken into account, whether or not it was implemented. By conducting surveys, I determined I could reach a wider audience of platform users and learn more about their concerns, feelings, and problems.

How Filters Work

  • 1. Note Templates

    A provider can create a template with filters for their documentation. Creating it with filters will give them refreshable information from 30+ sections of their patient’s chart (reason for visit, vitals, lab results, allergies, problem list, etc.)

  • 2. Use Filters in Notes

    The provider can pull the template into the editor, and the filters will automatically display the selected patient’s specific information.

  • 3. Refreshing a Filter

    All a provider has to do to update the information is right-click on the filter in their note and hit “refresh” to allow any new results or values to display.

    This prevents the user from having to return to the lab results section of the patient’s chart, navigate away from their Note editor, manually recall their lab values, and re-enter them manually.

  • 4. Completed Notes

    Once the note is complete and the provider has electronically signed it, they always have the option to add an addendum or edit the original notes and update their filters.