Accreditation assessment app for medical practices.
Quality Practice Accreditation had an existing product called Connect which had a number of pain points for all users involved. They wanted to streamline their business processes to be more efficient and in turn reduce operating costs.
I had the opportunity to work with Simon Litchfield, a senior UX designer with over 20 years of experience. Our goal was to design for a phase 1 build, focusing on simplifying the business processes for a minimum viable product while addressing the most important user pain points.
Due to time and budget constraints, we chose to use the Element Vue design system. I was also responsible for adapting the Element components to our desired visual design using CSS/HTML.
Quality Practice Accreditation performed surveys and collected feedback from their customers and employees prior to approaching CodeSource. Below are some of the pain points addressed in the phase 1 design.
Phase 1 provided a mvp solution by removing the use of Connect in some of the client's business processes. For example, 'visit scheduling' was moved to use a third party scheduling tool while 'expense tracking' and 'invoicing' were moved to using Xero.
The focus was to design Connect 2 for it's intended users - practice managers.
The registration process was simplified by moving the practice details and accreditation forms after sign up. The original Connect registration required users to fill out a long multi-step form as part of the sign up. The new screen flow allows users to sign up quickly and then add a 'New practice' before proceeding to payment and the next steps (Manage Practice screen).
This screen broke down the accreditation process into 3 steps for practices to complete. This process was overwhelming in the original Connect as practices are required to provide a lot of information in order to be accredited. The 3 steps were made into 3 tabs on the manage practice screen.
We designed the empty states for each of the 3 tabs to include instructional text to help inform and prepare the user.
The assessment is the most important screen for Connect 2. It is where the users would have to work through 123 indicators, filling out the form and performing any actions.
The ui was designed to match the existing accreditation reports all users receive after an assessment. At a glance, the user can see their assessment progress.
The Activity feed was added to provide clarity for all users. Previously Connect had separate 'comment' form fields for each user, which was not visible for every user.