Patient Profile
Process Overview
The patient profile is the central spoke of the CareTend user experience. For this reason, the patient profile is very important. Many domains interact with the patient profile: administrators, pharmacists, accounting, shipping, etc. The patient profile design needed to be solidified and built in away that makes changes to it later easy. The overall process for this project can be understood in 3 phases:
- What has been designed already?
- What patterns exist int he WellSky ecosystem?
- Explore Opportunities
- Customer validation
What has been designed already?
When I was onboarded, I inherited a number of design files designed by a number of different designers. Sadly, a design system was not established and used in a strategic way to make the work scalable. Due to this, repeated elements are not consistent across the designs. The best example of this is the navigation patterns that the pages utilize. Below are the various Figma files and two wireframes. Before I joined, the files were disorganized and the content spread out across files and hard to find. My first step was to make sense of these and asses their current state.
What patterns exist in the WellSky ecosystem?
WellSky has grown through the acquisition of other products. We as designers are working to align our product styling and interaction patterns. The below examples showcase a variety of primary, secondary, and tertiary navigation. Some of these products are simpler, Care Coordination, and others are more complex, Transfusion.
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Explore Opportunities
In order to determine the most aligned approach to navigation, I explored a horizontal and vertical navigation. CareTend has a few locations that necessitate tertiary navigation.
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After laying out some possible screens, I determined that a primary navigation within the header, and a secondary vertical navigation on the left would be most appropriate for our users workflows. A known challenge of horizontal navigations is that they are not responsive friendly. With the interest in responsive design, existing pattern in transfusion, the secondary vertical navigation is a safe bet for our design.
Using children components from our design system, I established a local component for the patient profile CareTend navigation. This has made making changes to the navigation much easier.
Customer Validation
The patient profile which leveraged the left vertical navigation was presented to two different customer focus groups (I know focus groups are controversial,) and the feedback was really great. It confirmed our design and gave us some great feedback for improving the design (reorganizing the navigation stack, which was easily changed with the local component.)
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