NATIVE MOBILE PATIENT PORTAL APP

Empowering patients with self-service health tools

Project

Healera

Stack

Figma, Optimal Workshop, Lyssna

YEAR

2023-24

MY ROLE

User Research

User Persona Development

Information Architecture

Wireframing

UI Design

Usability Testing

Prototyping

The Problem

The Problem

The Problem

Traditional medical records and results confuse patients and fail to adequately communicate critical health information. This results in patients feeling removed from their providers as well as increasing frustration with current portal offerings.

How can we empower patients to feel more in touch with their providers and health status?

User Research

User Research

User Research

To develop a deeper understanding of the target audience and their needs, a diverse group of active patient portal users were recruited for user research interviews.

Affinity mapping was used to identify patterns in the qualitative data, key insights of which are highlighted below:

Quotes

"I like being able to complete tasks on my own, at whatever time is convenient for me."

"Portals feel very administrative to me and I often feel removed from my actual provider."

"In the portal I use now, there are a bunch of buttons that don't work at all when I tap."

"I look at my test results and think: This isn't 'English enough' for me to understand."

Findings

Needs & Goals

  • 24/7 access to self-service tools

  • Messaging feature

  • View test results & explanations

  • Make, modify, & cancel appointments

Behaviors & Attitudes

  • Usage frequency: 3x per month

  • Avoidance of mobile portal use due to poor responsive design

  • Appreciation for independent action

Frustrations

  • Cannot modify existing appointments

  • Confusing test results

Facts

  • No embedded educational content in portals currently used by participants

The data also exposed several user pain points:

Confusing medical jargon

Provider disconnect

Unreliable interfaces

Next, a problem statement was crafted to structure the subsequent design process:

Users need an approachable health portal that contains tailored educational resources and self-service tools because patients lack a consistent platform to adequately address their questions and concerns.

The User

The User

The User

The wants, needs, and pain points discovered were all incorporated into user persona Ruth to etablish greater empathy for the primary target audience.

Ruth served as a critical reference point throughout the design process, ensuring that each feature and flow was designed with users' needs top of mind.

User journeys were outlined to visualize the steps Ruth would take to achieve her goals as a patient, revealing several UX opportunities.

Scenario:

Ruth recently had medical testing done with her primary care provider. She independently reviews the results, which leave her not only confused, but concerned. Ruth wants to reach out to her provider for clarification and to schedule a follow-up.

Information Architecture

Information Architecture

Information Architecture

Primary screens deduced from user persona and flow documentation were incorporated into a sitemap.

Card sort testing was carried out to determine whether the proposed information architecture aligned well with the existing mental models of users.

Digital Open Card Sort

Why Digital?

  • Efficient, user-friendly testing

  • Expedited result analysis

  • Conducted using Optimal Workshop

Why Open?

  • Generated new ideas

  • Uncovered other perspectives

  • Critical feedback in early design stage

Results

Quantitative data revealed that providers and appointments were closely linked by users.

Action Taken

Provider and appointment-related sitemap components were combined into a single category to better align with users' expectations.

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Project Scope

Project Scope

Project Scope

Based on information gathered in user research, three principle features were prioritized for this iteration of Healera:

View test results

Schedule an appointment

Send a message

Iterative Design

Iterative Design

Iterative Design

Once core features were solidified, a series of low-fidelity wireframes were sketched out for each. The low-fidelity nature of this was particularly useful this early on in the design process as it allowed for rapid iteration at very minimal resource cost.

Feedback received in this design round gave rise to mid-fidelity screens that were then incorporated into a clickable prototype.

View test results

Action item buttons have been relocated for easier access

drawer popup

Schedule an appointment

Input fields divided across several screens to minimize visual overload

Send a message

More streamlined to provide the most intuitive experience

View test results

Action item buttons have been relocated for easier access

drawer popup

Schedule an appointment

Input fields divided across several screens to minimize visual overload

Send a message

More streamlined to provide the most intuitive experience

View test results

Action item buttons have been relocated for easier access

Schedule an appointment

Input fields divided across several screens to minimize visual overload

Send a message

More streamlined to provide the most intuitive experience

Usability Testing

Usability Testing

Usability Testing

In-person moderated usability tests were conducted to determine the utility and usefulness of the mid-fidelity prototype.

Results

To assess ease of navigation and task completion for new users

Test Objectives

Are participants able to complete the account creation process with ease?

Are participants able to locate:

  • Their test results and understand supporting information?

  • The appointment scheduling tool and reserve an appointment time?

  • The messaging center and contact their provider?

Methodology

Usability tests were conducted with six participants, aged 18 to 79. This age range was selected for to examine how patients of varying age and familiarity with digital interfaces would interact with the portal.

83% of participants were able to complete all tasks provided

83% of participants were able to complete all tasks provided

Usability Issues

Usability Issues

Participants struggled to find the appointment scheduling tool

EVIDENCE

83% of participants navigated to several incorrect pages, verbally expressing confusion.

REVISION

The navigation bar icon was changed to a calendar to better indicate the page's contents.

Other Revisions Made

  • Onboarding Screens: Added close button, allowing users to opt-out.

  • Appointment Confirmation: Added success screen to more clearly demonstrate that appointment time had been officially reserved.

  • Onboarding Screens: Added close button, allowing users to opt-out.

  • Appointment Confirmation: Added success screen to more clearly demonstrate that appointment time had been officially reserved.

(A high-fidelity prototype developed in light of these revisions can be found below.)

Core Flows In Action

results that
make sense
  • Patients can view their results whenever, wherever.

  • Information and help popups help patients find the explanations they're looking for without ever having to leave the app.

no more waiting
on hold
  • Patients can schedule, modify, and cancel appointments without having to call.

  • No need to wait for business hours or avoid lunch breaks— patients can conveniently take action 24/7.

connect with providers
  • Patients can message their provider directly with questions and concerns at any time

  • Having difficulty putting the situation into words? Patients can send image and video attachments to bolster virtual communication efforts.

Patient-Centered UI

Patient-Centered UI

Patient-Centered UI

Research and testing findings demonstrated that users seek an effortless interface that welcomes them to take action throughout their health and wellness journey.

Finalized aspects of UI were compiled into a style guide to ensure consistency across the Healera platform.

Core Flows In Action

Core Flows In Action

results that make sense
results that
make sense
  • Patients can view their results whenever, wherever.

  • Information and help popups help patients find the explanations they're looking for without ever having to leave the app.

no more waiting on hold
  • Patients can schedule, modify, and cancel appointments without having to call.

  • No need to wait for business hours or avoid lunch breaks— patients can conveniently take action 24/7.

connect with providers
  • Patients can message their provider directly with questions and concerns at any time

  • Having difficulty putting the situation into words? Patients can send image and video attachments to bolster virtual communication efforts.

Final Thoughts

Final Thoughts

Final Thoughts

As the sole designer working on the project, I was able to take on a variety of UX/UI roles and found myself greatly enjoying the evidence-based flow of the design process. There were several key lessons I garnered from my time:

  • When possible, take part in direct user observation while testing. Due to time and other constraints, I decided to utilize digital card sorting tools. While I was still able to draw valuable conclusions from the digital data, I will strongly consider conducting in-person card sorts in the future to get more direct answers as to the "why" behind each decision made.

  • No need to reinvent the wheel! Redesigning a user flow for a feature that users are otherwise familiar with is likely to generate unnecessary UX friction. Instead, utilize existing industry design patterns to reduce the cognitive load of users.

  • Keep all project documentation well-organized. This ensures reliable retrieval and quick reference of materials as needed, promoting well-informed design decisions.