Role & Responsibilities
Feedback Analysis & Dissemination
The existing workflow required users to create a client(patient) profile before initiating a plan, contrary to prevailing HEP (Home Exercise Program) workflows. This was due to the fact that we require plans to be attributed to singular patients for billing, however we were able to delay the creation of a client until plan save in order to match the in-clinic flow of our therapists.
Screen Real Estate
The Plan Builder and "Activity Drawer" showcased a limited number of activities, making it challenging for PTs to find, modify or browse activities effectively, especially on smaller laptop screens.
The "protocols" feature, which referred to pre-selected activity collections for quick plan generation, was not intuitive language for physical therapists. This coupled with the fact that protocols were not accessible through the plan builder led to low usage of this feature.
In order to ensure that our redesign was successful, we went about setting three goals for the new Plan Builder.
Reduce friction and time spent generating plans.
Improve understanding and usability of features by enhancing the "protocol" feature and rebranding it as "Templates."
Designed & Built by Brady Jacobsen