OPTUM’S Assessment Builder
An enterprise software application used to build clinical assessment workflows to guide and ensure a smooth interaction between clinicians and their patients/members.
An enterprise software application used to build clinical assessment workflows to guide and ensure a smooth interaction between clinicians and their patients/members.
OPTUM needed to enable medical subject matter experts to confidently develop and manage a large library of Assessment Workflows.
These Assessment Workflows are used by clinicians to assist in interviewing patients, with respect to prescribed treatment plans and general well-being.
Create a relaxed and positive dialog between the interviewer and the patient by minimizing the cognitive workload for the clinician.
We interviewed 16 clinicians (registered nurses), as well as a dozen in-house medical specialists to understand the needs, tasks, and mindset of the user.
While performing our user study, we discovered three key areas to focus our design efforts:
Consolidate information and workflow. Each study subject expressed a strong desire to distill the number of 'screens' they switch between, during the course of conducting an assessment.
Eliminate surprises within the work-flow. Each sub-task within an assessment should be expected or anticipated, with changes to common assessment sections made visibly obvious, prior to the start of the patient/member interaction.
Design around a toolbox and template pattern. The current Assessment Library struggles with redundancy; tribal knowledge is required to avoid duplicating existing assessment elements.
Summary review for Sr. Management detailing study results, with clinician interviews and observation foot-notes.
A study-driven persona catalog, use cases and prioritized task lists.
Concept sketches, iteratively developed with in-house BA and IT teams.
High-fidelity wireframes and visual language sets, illustrating design and task flow for key use cases.
Working WPF application prototype, subsequently completed and shipped by UnitedHealth Group development assets.
WIREFRAMES
Based on the functional requirement to maintain "questions", as opposed to creating new questions from scratch.
Catalog traversal replaces search function and implicitly provides the association of category, vs. a separate step, and avoids redundancy.
WIREFRAMES
Building a new Assessment from previously approved question using a Palette Pattern.
That is, using a palette of approved questions, answers and information elements in an Assessment Builder role.
WIREFRAMES
Managing and/or building new Assessments by locating, then copying and pasting approved questions, answers and information items.
Shows an example of searching for existing content, then dragging-and-droping elements into the Assessment flowchart.
An embedded wizard is used for branching and scoring options.