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Simplifying healthcare analysis...

Updated: 3 days ago

Take a look at a risk adjustment and provider insights solution designed to make one of the most difficult healthcare analytic processes easy.


Instant Insights was a very unique project. I was given the task of creating a full UX layout, while also creating an accompanying website to educate, inform and highlight all the features and abilities of a product... that hadn't been built yet. This was a very interesting ask. The deadline was tight and the resources were tighter. This project was meant to serve as a presentation to a board of directors for consideration of funding.


It was decided that instead of a traditional PowerPoint, mock-ups and proposals, we'd create a fully immersive experience by creating a website, promotional videos, Interactive app mock-ups and other eye-catching content to create interest and support for the product.


Instant Insights is an application designed to assist with the complicated process of risk adjustment within the healthcare field. Mainly for providers and company analysts, the purpose of this application was to reduce the dependency on cumbersome applications like Excel and Microsoft Access, and increase the ability to see summarizing metrics at a glance, drill into inquiries and access the content quickly and easily.


As one of the most difficult processes in healthcare, this initiative was not easy, from a planning and building perspective. With so many apprehensive key leaders, it was essential to create a presentation and product that immediately excites and sparks interest in new and better ways of completing associated tasks and responsibilities.


There were strict design parameters such as predefined colours, fonts and other non-negotiables combined in a rudimentary design book. There was also a fast-approaching deadline which reduced the delivery time to six weeks. nonetheless, the parameters or challenges became pillars of design. They formed the basic asks, and once satisfied, allowed us to spend the remaining time cultivating the message and visual effects to create instant buy-in and support.


There were two divisions within the program, provider insights and risk adjustment. Although risk adjustment is the main component, provider details and insights were essential as well in determining the next steps, actions and such for these processes. As a result, two workflows were created that were vastly different, yet needed consistency in usage and overall understanding. The goal was to create unique experiences that aligned with each other through cohesive actions, flows and visuals that would ultimately allow the user to perform multiple actions within one app.


We utilized numerous strategies for the planning and execution of this project. Behavioral research was conducted, focusing on Tree Testing, A/B testing and Analytics (Healthcare). Due to technology and confidentiality constraints, eye tracking and click analytics were not available. A fair amount of Qualitative research was carried out, by usability testing and field studies. Although I wanted to gain more insight into day to day tasks and procedures via Dairy studies, given the limited time available, the attitudinal research was comprised mostly of interviews and card sorting. Finally our quantitative research featured quite a few surveys (Mostly internal) and five second-testing. Normally I'd push for more testing as well as constant iterations to meet the MVP (Most Viable Product) and project deadlines.


When it came to the actual UX, at the time of this project, I was a presentation specialist. Although I had an interest in UI/UX design, my professional skills were only present in regards to strategy and development. Unfortunately the UX team at the time was not able to communicate the vision the Technical Product Owner at the time had in mind. After my success with a few projects involving infographics and presentations, I was asked to create a UX that would "wow" the board of directors with something they've never seen at the organization before.


I immediately began to research "How to design a UX Dashboard" and was completely overwhelmed with a multitude of videos, articles and suggestions. Although it was overwhelming at first, I was able to create a plan of action, including a vast amount of research, consulting best practices and associates in the field as well as online course and creative brain breaks to spark creativity and innovation. As a fan of the traditional methods, I prefer to use pen and paper. I draw, sketch, cut, paste, rip up, tear apart and start again until I get a solid foundation. While creating the foundation, I prefer to utilize a super lo-fi mock up in order to get honest and actionable feedback quickly.


I learned when really nice, super realistic mock ups were created and presented, they did not receive authentic feedback due to the finality of the image and people's desire not to offend or "back track" with edits. While most fast-paced senior leadership was initially opposed to this seemingly rudimentary process, within time, ideas were being created from all members of the team, quick suggestions and an overall impactful flow of ideas were presented and applied. After all this content was taken into consideration, I first pass mock up was created to gain interest in the project, but also explore all the possibilities and options available to visualize this cutting edge analytics software.


I created the above initial UI to present to the team and was met with huge success. The technical product owner loved the contrast and modern aesthetic. This project was meant to take our organization into the next phase of healthcare analytics. The team as a whole was extremely excited. However I quickly learned the "ins and outs" of UX and product design. When we met with the development team, they quickly informed us that this design was not feasible by any means. Beyond the UX itself, the features and functionalities we proposed were extremely complicated and would require huge amounts of data repositories, security criteria and healthcare algorithms which required constant update along with other legal ramifications.


I was quickly discouraged, but learned very quickly, that this was simply apart of the process. The next steps were to sit down with the development team and understand all their requirements, restrictions, and other vital information needed to evolve the current iteration of the UI/UX. After tons of meetings, tutorials and trial and error with Power BI, C++ and frantic YouTube searches, we were able to create an updated version that met our tech requirements and capabilities.



The new UI was based on multiple perspectives and aspects not just the customer and users. As a result, we created simpler UI/UX that was easier to produce, maintain, while also offering a more fluid and intuitive feel for the users. Our unexpected obstacle resulted in a total update that improved our product considerably.


The final output was a fully immersive experience. We created a website, Instant Insights , to highlight the entire final project and proposed output. The website, designed and built by me, features proposed images and videos of the product in use, functional Invasion App mock ups (Private Access) as well as content reviewing the product features and functionality. A brief Infomercial was made to promote and explain the product as well.


Many important lessons were learned from this project. This was my first opportunity to build a complete UI/UX as well as assist in the strategy and development of a multi-million dollar initiative. Being able to work on all aspects from brainstorming to presenting to the board, granted me valuable experience and opportunities that inspired me to continue down the path of design. Although I don't consider myself solely a UX designer, I pride myself of the time and dedication I've spent learning about the discipline. It's thought-processes, techniques, and practices and inspired the way I look and work in other fields of design and art. This design driven development allows my ideas and aspirations to achieve far larger levels than I could ever imagine.


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