Meet the Ultimate Medical Office Management

Case Study
Healthcare
Management

Meet the Ultimate Medical Office Management

Case Study
Healthcare
Management

Overview

The Client:

Bloom Dental Group is a dental care office, based in California. They approached me and wanted to explore the possibilities of a new SaaS product in the dental software area. They felt like existing products weren’t as robust and couldn’t fully support all aspects of their practice.

The Product:

Bloom Dental is a powerful medical SaaS platform that helps dental practices of all sizes manage their business. Regardless of whether you run a small dental office or a multi-location practice, the platform is fully customizable to your needs with the quick business onboarding process. The front-staff are empowered with all the tools they need to optimize the dental office efficiency and create the best experience for patients, while dental practitioners can perform and document complex clinical exams and procedures.

The Challenge:

The large amounts of data and complex clinical functionality requirements have caused existing products to become overly complicated. Their significant usability problems lead to a decrease in dental practice efficiency and user speed (and, therefore, satisfaction). The objective was to empathize with the different user roles and assist them in accomplishing all of their individual goals while keeping the UI intuitive and straightforward.

My Role:

This project took place between November 2017 and March 2018. I was hired as a Lead UX Designer by Bloom Dental Group through the Toptal freelance network. I was responsible for the research, user interviews, prototyping and visual design.

Goals:

- Improve the dental practice efficiency and maximize return on investment.

- Improve client interaction and increase customer satisfaction.

- Create a product centered around the users workflow that fits perfectly in their daily routines and common practices.

- Make the product easy to use, but still keep it fully customizable and scalable between smaller dental offices and multi-location practices.

Research

Discovery:

My first step was to interview the stakeholders and get to know their processes, business objectives and expectations about the project.

User interviews:

I wanted to get a better understanding of potential users regarding:

  • Background and environment
  • Job requirements, processes and tools
  • Pain points within their role and processes
  • Opportunity areas within their profession

Main questions:

  • What does their job entail?
  • What processes do they follow to get work done?
  • What successes do they have in their routines?
  • What pain points do they have in their routines?
  • What do they use in their work?

Key Findings:

  • In healthcare UX, the stakes are high. When we overload healthcare professionals or give them the wrong information or the right information in the wrong order, we pose a risk to the person receiving treatment. Users complained that screens in existing products are cluttered — unorganized, overloaded and busy.
  • Users complained about the lack of consistency and poor navigational structures throughout existing products, which cause errors and decreases learnability and memorability.
  • There is no single product that combines all needed functionality with a user friendly interface. Users shared that they still have to perform some of their tasks manually (such as taking notes, writing reports or maintaining email IDs or WhatsApp numbers for appointment reminders).
  • We were able to define the main user types: Dental Practitioner, Dental Assistant, Front-staff and Patient. It became apparent that each of them has different responsibilities and goals. This meant that the design process must take their workflow in consideration and enhance their experience.

User Personas:

Dental Practitioner
Dental Assistant
Front Staff
Patient

Planning

User stories:

To communicate what the users’ intentions and motivations are I started writing user stories:

Dental Practitioner's User Stories
Dental Assistant's User Stories
Front Staff's User Stories
Patient's User Stories

Features planning:

From the research, user interviews and user stories emerged feature ideas that would achieve all of the different user goals.

  1. Patient overview — will be used to review medical history and treatment plan before each visit.
  2. Imaging section — will be used by the dental assistant to perform all the necessary imaging and x-rays
  3. Exams section — will be used by the dental practitioner to perform all the exams before recommending treatment.
  4. Doctor’s report card — will be used by the dental practitioner to present the diagnosis and recommendations to the patient.
  5. Procedures section — will be used by the dental practitioner to perform all necessary treatment procedures.
  6. Appointments section (Calendar) — will be used to manage and update the patient appointments.
  7. Patients section — will be used by the front-staff to manage all patients.
  8. Billing and insurance section — will be used by the front-staff to manage all insurance claims and chase payments.
  9. Reports (Analytics) — will be used to analyse the practice activity.
  10. Messaging section — will be used to communicate with patients.
  11. Patient Portal — will be used by the patients to sign forms, access their treatment plan, contact the dental office and schedule appointments.
  12. Office settings — will be used by the front-staff to manage the office.

Information architecture and flows:

Clinical procedure architecture
Patient experience architecture

Prototyping

Paper sketches:

Paper sketches are a great tool to discuss functionality early on with the stakeholders and make sure the prototype will perform as expected by the professionals. We went back and forth quickly going through different ideas on paper before I proceeded to create digital low fidelity prototypes.

Low fidelity:

Low-fidelity prototyping is a quick and easy way to translate high-level design concepts into testable artifacts and ensure the design concept works as intended. Their first and most important role is to check and test functionality rather than the visual appearance of the product.

‘Office Settings’ wireframe
‘Appointments section (Calendar)’ wireframe
‘Patient’s Overview’ wireframe

High(er) fidelity:

Fully functional prototypes helped us visualize all the elements and functionality of our end product prior to production.

Next steps

Development and Quality Assurance:

Once the design was finished it was time to hand it off to developers with a UI Kit and style guide that contains detailed information about typography, color palette, and elements (buttons, inputs, etc.). In the process we will go back to test the live version and work together with the developers to improve where needed.

Product launch:

When the product is ready to launch we should continually test and refine the product as time goes on and add new functionality as new needs arrive.

Overview

The Client:

Bloom Dental Group is a dental care office, based in California. They approached me and wanted to explore the possibilities of a new SaaS product in the dental software area. They felt like existing products weren’t as robust and couldn’t fully support all aspects of their practice.

The Product:

Bloom Dental is a powerful medical SaaS platform that helps dental practices of all sizes manage their business. Regardless of whether you run a small dental office or a multi-location practice, the platform is fully customizable to your needs with the quick business onboarding process. The front-staff are empowered with all the tools they need to optimize the dental office efficiency and create the best experience for patients, while dental practitioners can perform and document complex clinical exams and procedures.

The Challenge:

The large amounts of data and complex clinical functionality requirements have caused existing products to become overly complicated. Their significant usability problems lead to a decrease in dental practice efficiency and user speed (and, therefore, satisfaction). The objective was to empathize with the different user roles and assist them in accomplishing all of their individual goals while keeping the UI intuitive and straightforward.

My Role:

This project took place between November 2017 and March 2018. I was hired as a Lead UX Designer by Bloom Dental Group through the Toptal freelance network. I was responsible for the research, user interviews, prototyping and visual design.

Goals:

- Improve the dental practice efficiency and maximize return on investment.

- Improve client interaction and increase customer satisfaction.

- Create a product centered around the users workflow that fits perfectly in their daily routines and common practices.

- Make the product easy to use, but still keep it fully customizable and scalable between smaller dental offices and multi-location practices.

Research

Discovery:

My first step was to interview the stakeholders and get to know their processes, business objectives and expectations about the project.

User interviews:

I wanted to get a better understanding of potential users regarding:

  • Background and environment
  • Job requirements, processes and tools
  • Pain points within their role and processes
  • Opportunity areas within their profession

Main questions:

  • What does their job entail?
  • What processes do they follow to get work done?
  • What successes do they have in their routines?
  • What pain points do they have in their routines?
  • What do they use in their work?

Key Findings:

  • In healthcare UX, the stakes are high. When we overload healthcare professionals or give them the wrong information or the right information in the wrong order, we pose a risk to the person receiving treatment. Users complained that screens in existing products are cluttered — unorganized, overloaded and busy.
  • Users complained about the lack of consistency and poor navigational structures throughout existing products, which cause errors and decreases learnability and memorability.
  • There is no single product that combines all needed functionality with a user friendly interface. Users shared that they still have to perform some of their tasks manually (such as taking notes, writing reports or maintaining email IDs or WhatsApp numbers for appointment reminders).
  • We were able to define the main user types: Dental Practitioner, Dental Assistant, Front-staff and Patient. It became apparent that each of them has different responsibilities and goals. This meant that the design process must take their workflow in consideration and enhance their experience.

User Personas:

Dental Practitioner
Dental Assistant
Front Staff
Patient

Planning

User stories:

To communicate what the users’ intentions and motivations are I started writing user stories:

Dental Practitioner's User Stories
Dental Assistant's User Stories
Front Staff's User Stories
Patient's User Stories

Features planning:

From the research, user interviews and user stories emerged feature ideas that would achieve all of the different user goals.

  1. Patient overview — will be used to review medical history and treatment plan before each visit.
  2. Imaging section — will be used by the dental assistant to perform all the necessary imaging and x-rays
  3. Exams section — will be used by the dental practitioner to perform all the exams before recommending treatment.
  4. Doctor’s report card — will be used by the dental practitioner to present the diagnosis and recommendations to the patient.
  5. Procedures section — will be used by the dental practitioner to perform all necessary treatment procedures.
  6. Appointments section (Calendar) — will be used to manage and update the patient appointments.
  7. Patients section — will be used by the front-staff to manage all patients.
  8. Billing and insurance section — will be used by the front-staff to manage all insurance claims and chase payments.
  9. Reports (Analytics) — will be used to analyse the practice activity.
  10. Messaging section — will be used to communicate with patients.
  11. Patient Portal — will be used by the patients to sign forms, access their treatment plan, contact the dental office and schedule appointments.
  12. Office settings — will be used by the front-staff to manage the office.

Information architecture and flows:

Clinical procedure architecture
Patient experience architecture

Prototyping

Paper sketches:

Paper sketches are a great tool to discuss functionality early on with the stakeholders and make sure the prototype will perform as expected by the professionals. We went back and forth quickly going through different ideas on paper before I proceeded to create digital low fidelity prototypes.

Low fidelity:

Low-fidelity prototyping is a quick and easy way to translate high-level design concepts into testable artifacts and ensure the design concept works as intended. Their first and most important role is to check and test functionality rather than the visual appearance of the product.

‘Office Settings’ wireframe
‘Appointments section (Calendar)’ wireframe
‘Patient’s Overview’ wireframe

High(er) fidelity:

Fully functional prototypes helped us visualize all the elements and functionality of our end product prior to production.

Next steps

Development and Quality Assurance:

Once the design was finished it was time to hand it off to developers with a UI Kit and style guide that contains detailed information about typography, color palette, and elements (buttons, inputs, etc.). In the process we will go back to test the live version and work together with the developers to improve where needed.

Product launch:

When the product is ready to launch we should continually test and refine the product as time goes on and add new functionality as new needs arrive.