Connect 2

Accreditation assessment app for medical practices.

Connect 2 is a web application for managing medical practice accreditations. I'm currently working on this project for CodeSource's client, Quality Practice Accreditation.

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.

User Pain Points

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.

Practice Managers

  • Registration took too long and not very user friendly. Users were not sure how to complete the form and could not complete it without assistance from Qualty Practice Accreditation employees.
  • Self assessment was too overwhelming, long and had no visual indication of progress to completion.
  • Reporting - could not understand which report was what. Issues with inconsistent terminology.
  • Resources - could not find the relevant resources (e.g. fact sheets, webinars) while filling out the self assessment.
  • Navigation was confusing, users could not find where things were.

Quality Practice Accreditation Employees
  • Surveyors could not see what other surveyors were marking on the assessment form.
  • Surveyors could not see what the practice manager filled out on their self assessment.
  • Surveyors could not use the assessment form on tablets (no responsive design).
  • Time consuming for admins to mark self assessment as there was no filtering and visual flagging.
  • Admin had to troubleshoot as their view of the screens were different to the practice manager's view.

Connect2 screen flow

Screen Flow

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).

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.

Assessment Tab

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.

Connect 2 is an exciting project where I learned not all business proccesses have to be 'digitised' in order to be efficient. The use of whiteboarding workshops with the client and CodeSource team helped everyone involved be on the same page. Focusing on the product's intended users allowed us to design a phase 1 build that could be shipped in a short time while still being a minimum viable product and addressing the user's needs.
Back to home