Document Release
Internship case study on automating the manual release of Genome Medical's patient documents which got shipped Jan 2021.
At a glance
patient document release was a roadmap item in which I delivered an end-to-end solution that focused on simplifying the user flow by designing multiple features focusing on releasing documents automatically GM’s EHR system
My Role
Lead product designer working directly with the PM
Team
Me ( Product Designer), one PM, one senior frontend manager, and one senior backend manager
Methods
User flows, Interaction Design, sprint design, Product analysis, Visual Design, Enterprise design, User scenarios
Timeline
Oct-Dec 2020
Problem
Patient documents were manually released to patients and referring providers/programs which was a labor-intensive process for Genome Medical’s Clinical Team along with potential HIPAA risks if the patient documents are accidentally sent to the incorrect patients. Patients on the other hand had difficulty accessing their clinical documents due to the manual request and delivery process.
My Role
I was the main designer for this project working directly with the PM along with the senior front-end and backend engineers. I focused on simplifying the user flow of the document release experience by designing multiple features focusing on releasing documents through our EHR system, enhancing the clinical team user experience working with documents, and re-designing the patient-facing experience so patients can view their documents on their accounts.
Project Outcome
As of now, the project went live with the first MVP of GM’s EHR automatic document release which included error-proofing features to reduce HIPPA risks. The enhanced patient portal document list also went live. Finally, I provided a revamped high-fidelity design to enhance the clinical team experience when working under the documents tab. Due to the limited scope of this project, these suggestions will be applied in future roadmap items.
If you are interested in more details, please reach out to me and I can send you a detailed pdf version.
My takeaways
Effective Communication
Projects can get messy and scope can get redefined which can be overwhelming. Nonetheless, effectively communicating with main stakeholders is key to align expectations, conquer limitations and meet deadlines. My advice is to put yourself in the stakeholder’s shoes and empathize with them- just like you would for a user. Always ask questions and find out their values and pain points for the project.
Go Above and Beyond
After understanding the baseline requirements, always seek to exceed expectations. Think about how you can future-proof your design when new features get introduced to yours. Try to identify, prioritize and resolve your main project. But if time permits, optimize other experiences along the process.
