Clinical Inbox Buckets

Clinical Inbox Buckets allow nurses, doctors and admin staff to customize their inbox structure for themselves. It allows work manager’s to set up work for their team. Ultimately, helping all users wodo-ers and work managers to complete work faster.

Project Scope

This project will start with the behavior change hurdle of moving users to a new way of consuming clinical inbox tasks.

Introducing the basic functionality for creating, editing, deleting, and sharing buckets with the ultimate goal of expanding into using AI accelerators and advanced sharing capabilities.
This entire case study is representative of multiple quarters of work, from research onsite to final and future iterations.

My Role

Sole UX designer on a scrum team consisting of 4-5 developers. Actively participated in review cycles with design and product leadership, along with a close partnership with the department’s development architect.
Responsible for the entire design process from research to final execution and iteration. Engaged in weekly UX critiques to update peers on project status and gather feedback along the journey.
Collaborated closely with Product Owners and Tech Leads to align design with product goals and user needs. Working together to create multiple slices of work.

Desk Research

The initial research for this project began by gathering in-house resources from standard collection methods, including Athena’s annual Net Promoter Score survey and the Voice of the Customer open forum, where customers expressed their frustrations and desires for the product. Through these avenues, I was able to pull together relevant data around the current experience with the Clinical Inbox.

N = 39

Learning 1: Users desire buckets to be custom and specific to their office.

Learning 2: Users express frustration with prioritizing their buckets.

N = 21

Concept Validation

Using a standard methodology from the Design Operations arm, I stood up a Concept Validation test. I created a 2-minute video of a prototype walking through high-level changes from the current inbox experience with a voice-over. Design Operations supports the recruitment of users and provides a standard survey for participants to answer.

Learning 1: Users are concerned about what happens to work routing and the current task assignment override rules.

Learning 2: Users expressed a desire to keep the oversight page and not loose the ability to monitor many worklists at a time.

Here is a prototype showcasing the work-doer experience without the option to share worklists. This highlights the changes in layout and navigation from the current experience, along with the ability to create new buckets and pin them in the navigation.

Concept Validation Prototype

Problem Statement

Users of athena’s product range from doctors to administrative managers. The way the organize, monitor and accomplish tasks from the clinical inbox varies greatly by user. This project seeks to address these challenges by developing a more flexible folder system for the clinical inbox and customized way to do accomplish work.

Defining Scope

Within the last month one user at Landus came to the insights page almost every business day - 32 times with multiple visits per day

User Flows

Column Configuration and Sorting per User

Design

Here is a prototype showing the work do-er experience without the ability to share worklists.

Prototype

Results

Within the last month one user at Landus came to the insights page almost every business day - 32 times with multiple visits per day

Alpha | Beta Interviews

Next Slice

Hiding Buckets

Give users the ability to hide and retrieve buckets. Enabling work do-ers to manage their work vs. being prescribed to the way work managers want work to be organized and executed.