Progress Note Reminder
PER EMPLOYER POLICY, I AM not allowed TO SHARE DESIGNS for this project
PROJECT DETAILS
OBJECTIVE
Remind clinician and front desk admin users, during appointment-setting, that Progress Notes must be completed every 6 appointments/14 days
PROBLEM WE'RE SOLVING
Clinicians need a way to be notified when mandatory Progress Notes are due so that they can schedule an appointment that allows enough time to complete the additional work required.
ROLE
Co-lead - Research, UX Design, Testing
TOOLS
Google Forms (survey), Lucky Orange (survey invite), Sketch & PowerPoint
RESEARCH, DESIGN & TESTING
Using a Lucky Orange pop-up, we were able to send willing users to a survey to establish the best approach and placement of a Progress Note reminder. Through their feedback, we learned that the best placement for this reminder was inside of the appointment modal, opened when they begin to schedule an appointment. They also responded positively to seeing a high-level tally of appointments/days until the next Progress Note was due on the Appointments page for their patient. Additionally, users were given an A/B test of designs with an overarching 'winner' for each option.
