iPad app Redesign, Medical Charting

Complete redesign for both the UI and workflow of the medical charting app.

  • Industry – Healthcare
  • iOS – Environment
  • Lead Design Manager

Overview

Complete overhaul and redesign of the current iPad medical charting application.

Redesigning the chart had two main goals:
1: Improve the UI layout with new inputs, tools, functionality, and navigation.
2: Simplify the data input workflow to speed up the process of completing the chart. Reduce the cognitive burden for the user.

Team

As lead designer, I oversaw the design efforts of 3 front-end developers and 1 project manager. I also provided additional support to troubleshoot/refine the interface and interactions.

Project Timeline

10 months

Tools

Figma, Zeroheight, Invision

New look, features, & workflows.

50%

Reduction in taps

36%

Reduction in time

Improved click-thru rate

Side-by-side video comparison & click-thru rate improvement

Design Process

Discover

  • Stakeholder and customer interviews
  • Synthesize existing data
  • Full audit of data input workflows

Define

  • Problem statement
  • Metrics for success
  • Establish goals: Modernize, standardize, and improve experience

Develop

  • Low-Fidelity mockups
  • All necessary wireframes
  • Information architecture
  • Navigation, UI patterns, key workflow paths

Deliver

  • Hi-Fidelity mockups
  • Interactive prototypes
  • Guidelines to support user stories and development
  • Documentation & style guides

Who are the users & current issue

Users

Medical staff, nurses, technicians and specialists.

“Clunky, Not Intuitive, Slow”

User Survey Feedback

Key findings

Users didn’t speak as fondly of the product as stakeholders did.

Outcome

UI was outdated, performance slow, and workflows did not map to needs well. shifted perspectives on ui, persuading product leadership to pivot from a table format model to utilize more native iOS component inputs and new data grouping experience.

What’s the issue?

The current medical chart app is not an intuitive charting experience with an outdated UI layout, cumbersome workflows with lots of scrolling.

Defining the problem:

  • Design a simplified medical data entry chart work-flow.
  • Create a new chart layout where all new data entries are visually easy to view and expose relevant useful medical information without user input necessary.

Users needs:

  • Improve UI interface, new input patterns and create a clear & simple navigational / heading hierarchy.
  • Simplify data workflows, this would reduce time spent on redundant data entries, boost productivity and efficiency.

Interviews & Feedback

Customer interviews & surveys

The interview process was repeated with Nextech customers from local specialized dermatology clinics to get their perspective on the product and how it met their wants and needs.

Stakeholders & Developers

In order to establish a shared understanding across the team, I interviewed 3 stakeholders, 1 lead technical owner, and 3 team developers for all insights and current issues.

Client/Customer

Stakeholder

Developer

Wireframes

Wireframes, Prototypes

300+ wireframes and Hi-Fi mockups, multiple interactive prototypes were delivered over the course of 10 months. An ongoing process of sprint planning, requirement gathering, designing, validating, iterating, and handoff.

Rapid exploration: You’ll find my desk, or a nearby whiteboard, full of wires & notes.

Design System: Utilize more native iOS components for cleaner ui layout and leverage existing workflow patterns users already are familiar with Apples iPhones and iPads.

Beta Feature Testing

Customer Feedback Checklist

Survey sent out to live customers for testing and feedback gathering. This checklist is to ensure that the newly developed features outlined within this document meet the needs for every practice. Feedback was vital in the development of the design to validate every new feature/function.

Test Case Scenarios List

Results and Metric Findings

Hi-Fidelity Mockups & Prototypes

EMR Charting

Current View

New View

Limited table function

The current table format is limited in function and visual selections. Requires extra clicks to remove or add new selections. Does not allow quick access to jump to the beginning or end of a chart. The biggest user complaints were, that inputs will only allow the user to select one choice, clunky UI, and time-consuming for the user to complete the chart.

New multi-select function and improved visual formatting

When tables are expanded or in edit mode, the rows are featured as tabs on the left-hand side. Indicators will display notifying users that data has been answered for that tab. Navigate through the sections either by swiping through the sections, or by selecting the section at the top.

Answers will be shown per row with bubbles of selected answers. Sentence formatting has been removed so users can easily see what has been answered without having to read through all the text if applicable.

Before & After

Stamping & Image Drawing 2D / 3D

New image stamping tools

Complete re-design of the image capturing feature with new 2D & 3D graphics, tools, and workflow. I combed the legacy input fields and medical information to determine what data users were leveraging and what would be the most relevant and useful for the new layout.

Old Layout

2D Image Drawing

3D Image Stamping

Testing Efficiency

Time & click thru analytics used to gather insights, leveraged

performance and measure customer outcomes.

Style Guides

New components, patterns, and colors were created for the updated UI & workflow of the charting experience.

Successful Delivery

I’m proud to say we drastically improved daily workflow by significantly streamlining the process, increased data efficiency, and most importantly showcased the value discovery research ensures successful desired outcomes.

Key points:

  • Gathering and leveraging user insights is an effective way to shift perceptions.
  • Validating assumptions leads to pivots that benefit our customers.
  • Collaboration is an invaluable tool; working cross-functional with multiple teams enabled us to work in unison. It made the entire process an exponentially more enjoyable one.

Portfolio Work

Nextech Design System

Tropicana Mobile App

Dollar General Design Challenge

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