Situation

Case managers routinely assign care providers to patient intake cases. Providers are searched for across multiple databases using approximately two dozen possible criteria. When a provider is found, it is linked to a patient case record.

The purpose of this feature is to capture requirements associated to the ability to perform a Provider search and select a provider when creating an intake submission case. This includes the ability to bring Provider data sources into the intake flow and offer the user different search capabilities for the different types of providers that they would need to complete an intake submission.

Timebox

Six weeks.

Problem

• Overwhelming amount of ways to select providers and filter attributes
• Legacy system is highly unintuitive

Task

• Reimagine the provider intake flow and offer the user flexible search capabilities for the different types of providers to complete an intake submission
• Expert users appreciate a high speed, low friction task flow

Action

• Chunkified a complex interaction to focus the user on simplified tasks to complete
• Developed several concepts to test for efficiency and effectiveness
• Created a new favorites and history feature

My Role

UX | UI | IA

• Design research, wireframes, high fidelity prototypes
• Stakeholder Interviews
• Strategy and information architecture
• Figma design component development

Result

• Higher user satisfaction
• Increased productivity
• Reduced training costs
• Standardized design and development components