Mobile Rollout

Year

2022

Client

IncludeHealth

Industry

Healthcare

Role

Prouct Designer

Test Overview

Role & Responsibilities

Test Role

Wireframe Creation

Prototyping

User Testing

Feedback Analysis & Dissemination

UI Design

Quality Assurance

Test Pain Point

Test Pain Point

Test Pain Point

Workflow

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.

VS
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 Original Plan Builder

  • The Original Plan Builder W/ Activity Picker Engaged

  • The Original Plan Builder

  • The Original Plan Builder W/ Activity Picker Engaged

  • The Original Plan Builder

  • The Original Plan Builder W/ Activity Picker Engaged

Verbiage

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.

Goals

In order to ensure that our redesign was successful, we went about setting three goals for the new Plan Builder.

01

Reduce friction and time spent generating plans.

02

Improve understanding and usability of features by enhancing the "protocol" feature and rebranding it as "Templates."

03

Increase the creation and utilization of templates.

03

Increase the creation and utilization of templates.

The Approach

Test Approach

The Redesign

  • The New Plan Builder

  • Newly Placed Catalog

  • Inline Templates

  • Plan Editor

  • Plan Settings

  • New Plan Builder Location

The Redesign

  • The New Plan Builder

  • Newly Placed Catalog

  • Inline Templates

  • Plan Editor

  • Plan Settings

  • New Plan Builder Location

The Redesign

  • The New Plan Builder

  • Newly Placed Catalog

  • Inline Templates

  • Plan Editor

  • Plan Settings

  • New Plan Builder location

  • The New Plan Builder

  • Newly Placed Catalog

  • Inline Templates

  • Plan Editor

  • Plan Settings

  • New Plan Builder location

Results

Test Conclusion

Lessons Learned

Test Lessons Learned

Test Lessons Learned

Test Lessons Learned

Thanks for taking a look! If you're interested in working together, reach out!

Thanks for taking a look! If you're interested in working together, reach out!

Designed & Built by Brady Jacobsen

©2023