Wellness Checklist

Designing a personalized checklist that encourages patients to proactively manage their healthcare in the Patient Care Journey App.

Role: Product designer
Team: Front End Engineer, Backend Engineer
Skills: Prototyping, UI design, interaction design, content design.
Deliverables: Feature developed in an internal testing environment.
Tools: Figma, Confluence, and Google Suite.
Timeline: 5 days

Design Challenge

Health screenings and preventative appointments are frequently skipped by patients. Not only are these missed opportunities for providers to engage with their patient population, but patients also miss out on timely preventative care. For Tendo, a startup software company serving patients and healthcare providers, it is a top priority to engage patients in their care and facilitate healthcare services through the Patient Care Journey app.

How might the Patient Care Journey app, a hub for provider health services, facilitate preventative health care visits and screenings?

How it started:

Patient Care Journey App
Pictured below: a desktop view of the patient care journey app featuring to-do cards, care team, upcoming appointments and a shortcuts menu. This landing screen would serve as a starting point for introducing a way for patients view preventative healthcare visits like annual wellness visits and seasonal immunizations.

Brainstorm and Ideation

Going into this design challenge, I thought about our goal of engaging with Tendo’s patient users and connecting them to their provider’s healthcare services. Given this starting point, the solution should:

  • Prompt users to save information about their preventative care.

  • Empower users to take ownership of their care.

  • Connect patients to preventative health care visits or screenings.

  • Be personalized to the user.

  • Be easy to find from the home screen.

Low Fidelity Design Exploration

I created low fidelity wireframes of a desktop modal that would prompt users to save a responses about their last preventative health visits. This stored information could later remind users to take an action like scheduling their annual physical.

After conferring with my team of two engineers to review the low fidelity wireframes, we thought about next steps and how implement the design as a high fidelity prototype. A few questions that came up were: 


  • Where are inputs from the user saved?

  • Where would the modal for the wellness profile launch from?

  • How can we show progression?

  • Can we reuse or repurpose existing components to speed up development?

By leveraging the checklist and card components already in the design system, the next iteration of the preventative care prompt could be more feasible to implement while helping connect users to prompts for preventative health services.

Wellness Checklist

Instead of a wellness profile which prompted users with a set of questions to complete, I opted for a checklist concept. This is because the checklist design would allow me to leverage existing components in Tendo’s design system. Doing so would ensure that the developers could build the feature in the time given (3-days).

Left: Wellness Checklist low-fidelity card design. Right: high-fidelity card design using components from our design system.

Annual Wellness Question Prompt

The recommendation for most adults is to visit their doctor once a year for an annual wellness visit. We included this item under the wellness checklist. The user is prompted to answer a simple yes or no question: “Have you had your annual visit this year?” If the answer is no, the user is asked, “Would you like to schedule your annual wellness visit.” The user can then continue to schedule by connecting them to the existing appointment scheduling flow.

Flu Shot Prompt
A second component of the Wellness Checklist is the flu shot. The CDC recommends the influenza vaccine for adults every year to help prevent hospitalization and reduce the severity of the seasonal flu. The wellness checklist prompts patients to note whether they have taken their flu shot or not.

Closing Thoughts

Opportunity for User Engagement
I walked through the Wellness Checklist feature during Tendo’s company hack-a-thon presentations. Given the challenges in engaging users with the Tendo patient care journey app, the Wellness Checklist could serve an important role in reminding and prompting users to get essential preventative health care visits. The Wellness Checklist my team and I developed was personalized to each user. For example, when users are adult women they see the additional checklist item recommendation to obtain a cervical cancer screening. The two personas we developed the feature for was for healthy adults between ages 18-65 and adult women ages 18-65.

Limitations

  • The feature was designed and built for the web app or desktop version of the Patient Care Journey app. We did not adapt the design for mobile.

  • Only a few use cases or checklist items were included in the feature. In the future, the Wellness Checklist could expand to include other types of preventative health services like breast cancer and colorectal cancer screenings to match user profiles that meet specific risk or demographic factors. Additionally, we could also consider what health care providers would want to prompt their users to see in the Wellness Checklist, thus, making the checklist customizable according to each health care provider.

  • We did not test the feature with users given the time constraints of the hack-a-thon but in the future it would be useful to assess the features usability and make improvements.

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