San Agency Center

We chose to only conduct tests for ease of use and speed primarily due to time constraints, here are some key findings

• How much time was saved for patient intake process? (From live observations)
• Average person took 2-3 minutes versus the 10-15 minutes from previous method.
• How likely were you able to easily find your input fields in expected places? (From survey)
• 93% accuracy using 10 random fields and asking users to find which tab it belong to. Some additional feedbacks we got was “highly improved”, “clean”
• How much time was saved to schedule patient with staff? (From live observations)
• Average person took 1-2 minutes versus the 6-8 minutes from previous system.

• Weren’t always sure where to find certain information
• System is too slow
• Takes too long to intake patients

• One integrated system that’s WCAG AA 2.0 Compliant
• Patient System
  • Quicker and more effective patient intake process
  • Manage/edit patient information accordingly
  • Filter patient by name, phone number, and ID
  • Research and sort all my patient records as needed
• Scheduling System
  • Easily view daily and weekly schedules of staff
  • Schedule patients to matching and qualified staff
• Payer Management System
  • Store and Intake Payer/Insurance provider’s information
  • Research and sort all payer’s records as needed
  • Filter Payer by name, phone number, and ID

• The Business Analysts and I recorded over 100 fields provided from SME’s who were well versed with the existing system and industry
• After being able to actually view some of the agency’s staff in action it was clearly things weren’t group according to how they actually use them, so we took some time to really concentrate on content organization
• I limited the number of fields per group to 6 for at least the intake of patient information to prevent cognitive overload
• Also spent sometime to understand definition of all the data points to regroup them according to what was the most important and absolutely required to complete the intake step as quickly as possible

• For the management screen, the user claimed that they needed to see as much as possible, but our brains have limitations, due to screen size I asked them for top 10 fields they wish to see with the assumption they would be more productive and quicker in their workflow
• They also thought breaking the fields in separate pages would slow them down, but I assumed it would increase speed if they’re seeing just a few fields at a time, and since it’s AA Compliant keyboard functionalities will be in full effect
• The numerical representation of Medications, Referrals and Payers wasn’t what the client was initially seeking but the actually values, but since these were dynamic and we were limited on space, I suggested the number would give them a quick read to help them figure which patient records to update.

• Filter would be elastic instead of separated fields
• We provided a filter to quickly get to new patients, so when the remainder of the intake has to be completed the user can quickly get to it. The number of new patients was also shown so they get a preview of their expected workload.
• Integrated typeahead for certain fields using a suggested learning that grows based on all users inputs within the agency
• Scheduling now had a “matching” algorithm which only qualified staff members would match to a patient