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Health Tech
Director of Product Design
Led Tebra's EHR redesign, integrating AI to transform clinical documentation. Spearheaded roadmap from concept to launch, driving healthcare UX innovation.
Industry
Industry
Health Tech
Health Tech
Health Tech
Headquarters
Headquarters
Newport Beach
Newport Beach
Newport Beach
Founded
Founded
2021
2021
2021
Company size
Company size
1000+
1000+
1000+
About The Company
Tebra is a digital healthcare technology company formed through the merger of Kareo and PatientPop, designed to modernize healthcare practices by offering an all-in-one practice success platform. It provides comprehensive services that drive practice success and modernize every step of the patient journey, supporting over 100,000 healthcare providers. The platform includes features like clinical and financial management tools, a user-friendly EHR, online patient engagement solutions, and analytics on practice growth and revenue. With its focus on enhancing the patient experience and improving practice efficiency, Tebra aims to streamline operations for healthcare providers with its innovative solutions, making it a significant player in the digital healthcare landscape.
About The Company
Tebra is a digital healthcare technology company formed through the merger of Kareo and PatientPop, designed to modernize healthcare practices by offering an all-in-one practice success platform. It provides comprehensive services that drive practice success and modernize every step of the patient journey, supporting over 100,000 healthcare providers. The platform includes features like clinical and financial management tools, a user-friendly EHR, online patient engagement solutions, and analytics on practice growth and revenue. With its focus on enhancing the patient experience and improving practice efficiency, Tebra aims to streamline operations for healthcare providers with its innovative solutions, making it a significant player in the digital healthcare landscape.
Director of Product Design, Clinical
Pioneer AI-Powered Healthcare Solutions
I spearhead the development of revolutionary AI-driven clinical documentation systems, transforming healthcare delivery. Leading a strategic 2-year roadmap from proof-of-concept to full implementation, I've achieved near-human accuracy in AI-generated notes and significantly reduced documentation time, projecting substantial daily time savings for providers.
Drive Strategic Vision and Executive Alignment
As a key strategic leader, I champion design-driven initiatives at the executive level, securing resources through data-driven ROI presentations. My contributions have led to increased design team resources and influenced corporate strategy, ensuring design's central role in business success.
Cultivate World-Class Design Teams
I build and lead high-performing, often globally distributed design teams, fostering a culture of innovation and continuous learning. My leadership has resulted in the development of forward-thinking digital health products and next-generation design systems, accelerating product development significantly.
Lead Cross-Functional Innovation
Orchestrating collaboration across product, engineering, and clinical stakeholders, I ensure seamless integration of design thinking throughout the product lifecycle. This approach has led to transformative solutions, such as redesigned telemedicine platforms that significantly increased virtual visits and patient satisfaction.
Elevate User-Centric Design Through Research
By integrating robust user research methodologies, I've driven notable improvements in product usability and customer satisfaction. This user-centric approach has resulted in dramatic increases in user engagement, retention rates, and premium conversions across various platforms.
Director of Product Design, Clinical
Pioneer AI-Powered Healthcare Solutions
I spearhead the development of revolutionary AI-driven clinical documentation systems, transforming healthcare delivery. Leading a strategic 2-year roadmap from proof-of-concept to full implementation, I've achieved near-human accuracy in AI-generated notes and significantly reduced documentation time, projecting substantial daily time savings for providers.
Drive Strategic Vision and Executive Alignment
As a key strategic leader, I champion design-driven initiatives at the executive level, securing resources through data-driven ROI presentations. My contributions have led to increased design team resources and influenced corporate strategy, ensuring design's central role in business success.
Cultivate World-Class Design Teams
I build and lead high-performing, often globally distributed design teams, fostering a culture of innovation and continuous learning. My leadership has resulted in the development of forward-thinking digital health products and next-generation design systems, accelerating product development significantly.
Lead Cross-Functional Innovation
Orchestrating collaboration across product, engineering, and clinical stakeholders, I ensure seamless integration of design thinking throughout the product lifecycle. This approach has led to transformative solutions, such as redesigned telemedicine platforms that significantly increased virtual visits and patient satisfaction.
Elevate User-Centric Design Through Research
By integrating robust user research methodologies, I've driven notable improvements in product usability and customer satisfaction. This user-centric approach has resulted in dramatic increases in user engagement, retention rates, and premium conversions across various platforms.
About The Project Example
Business Goal
Our goal is to create a state-of-the-art, user-friendly platform for healthcare providers and patients. By integrating AI, optimizing workflows, and ensuring adaptability across specialties and organization sizes, Tebra aims to improve efficiency, reduce provider burnout, and enhance patient outcomes. This redesign will simplify and improve healthcare delivery and management, setting a new standard for EHR systems.
User Goal
The user goal of the Tebra EHR redesign project is to provide healthcare professionals with an intuitive and easy-to-use system that supports their workflows, reduces administrative tasks, and enhances patient care. The redesign aims to improve the user experience by enabling faster and more accurate documentation, streamlining patient information management, and facilitating better clinical decision-making, ensuring high user satisfaction and engagement.
Process
The process involved incorporating user feedback to improve usability, integrating advanced technology to streamline workflows, and ensuring scalability to accommodate various specialties and practice sizes. The goal was to enhance clinical operations, reduce administrative burdens, and improve patient care, creating an adaptable and user-friendly system for healthcare professionals.
My Role
I led the team to identify healthcare providers' key needs and challenges and crafted a strategic vision to address these through innovative design and technology. I spearheaded user research to deeply understand clinical workflows and directed a cross-functional team to integrate AI and technological advancements for improved usability and efficiency. My hands-on approach included developing prototypes, gathering user feedback, and refining the design to ensure our solution met the highest standards of usability and effectiveness.
About The Project Example
Business Goal
Our goal is to create a state-of-the-art, user-friendly platform for healthcare providers and patients. By integrating AI, optimizing workflows, and ensuring adaptability across specialties and organization sizes, Tebra aims to improve efficiency, reduce provider burnout, and enhance patient outcomes. This redesign will simplify and improve healthcare delivery and management, setting a new standard for EHR systems.
User Goal
The user goal of the Tebra EHR redesign project is to provide healthcare professionals with an intuitive and easy-to-use system that supports their workflows, reduces administrative tasks, and enhances patient care. The redesign aims to improve the user experience by enabling faster and more accurate documentation, streamlining patient information management, and facilitating better clinical decision-making, ensuring high user satisfaction and engagement.
Process
The process involved incorporating user feedback to improve usability, integrating advanced technology to streamline workflows, and ensuring scalability to accommodate various specialties and practice sizes. The goal was to enhance clinical operations, reduce administrative burdens, and improve patient care, creating an adaptable and user-friendly system for healthcare professionals.
My Role
I led the team to identify healthcare providers' key needs and challenges and crafted a strategic vision to address these through innovative design and technology. I spearheaded user research to deeply understand clinical workflows and directed a cross-functional team to integrate AI and technological advancements for improved usability and efficiency. My hands-on approach included developing prototypes, gathering user feedback, and refining the design to ensure our solution met the highest standards of usability and effectiveness.
The Problem
We tackled the problem of updating our outdated decade-old Electronic Health Record (EHR) system, which lacked user-friendly task flows that align with the current mental models of healthcare providers. The old system's inflexibility and its inability to adapt to the nuanced workflows of modern medical practice resulted in a substantial administrative burden on providers, causing inefficiency and dissatisfaction. Our goal was to develop a solution that not only modernizes the infrastructure but also introduces customizable task flows that match the way today's doctors work. This enhances usability, reduces time spent on administrative tasks, and ultimately improves the standard of patient care. This project aims to create an EHR system that is both advanced in its capabilities and highly responsive to the needs and expectations of healthcare professionals across various specialties.
The Problem
We tackled the problem of updating our outdated decade-old Electronic Health Record (EHR) system, which lacked user-friendly task flows that align with the current mental models of healthcare providers. The old system's inflexibility and its inability to adapt to the nuanced workflows of modern medical practice resulted in a substantial administrative burden on providers, causing inefficiency and dissatisfaction. Our goal was to develop a solution that not only modernizes the infrastructure but also introduces customizable task flows that match the way today's doctors work. This enhances usability, reduces time spent on administrative tasks, and ultimately improves the standard of patient care. This project aims to create an EHR system that is both advanced in its capabilities and highly responsive to the needs and expectations of healthcare professionals across various specialties.
Discovery
In the discovery phase of the project, we investigated the problems healthcare providers faced with our current EHR system. We interviewed a wide range of healthcare professionals to understand their daily tasks, challenges, and specific needs. This helped us identify the inefficiencies and shortcomings of our existing system from the users' perspective.
At the same time, we analyzed other EHR systems to find out what features were popular and effective. We also explored how artificial intelligence is changing healthcare, aiming to use AI to improve our system and stay ahead of technological advancements. This phase was crucial for understanding how to make our EHR system more efficient and user-friendly for healthcare providers.
Discovery
In the discovery phase of the project, we investigated the problems healthcare providers faced with our current EHR system. We interviewed a wide range of healthcare professionals to understand their daily tasks, challenges, and specific needs. This helped us identify the inefficiencies and shortcomings of our existing system from the users' perspective.
At the same time, we analyzed other EHR systems to find out what features were popular and effective. We also explored how artificial intelligence is changing healthcare, aiming to use AI to improve our system and stay ahead of technological advancements. This phase was crucial for understanding how to make our EHR system more efficient and user-friendly for healthcare providers.
What We Learned From Discovery
User Frustrations with Outdated Interfaces
We learned that healthcare providers were significantly hindered by our EHR’s outdated interface, which was not in tune with their current workflows, leading to inefficiencies and dissatisfaction.
Need for Customization
Feedback highlighted a strong demand for greater customization options within the EHR, allowing healthcare providers to tailor the system to fit the specific needs of their practices and specialties.
The Impact of AI on Healthcare
Our research into AI's role in healthcare revealed its transformative potential, from automating routine tasks to providing advanced analytics for better clinical outcomes, emphasizing the need to integrate AI capabilities into the redesign.
What We Learned From Discovery
User Frustrations with Outdated Interfaces
We learned that healthcare providers were significantly hindered by our EHR’s outdated interface, which was not in tune with their current workflows, leading to inefficiencies and dissatisfaction.
Need for Customization
Feedback highlighted a strong demand for greater customization options within the EHR, allowing healthcare providers to tailor the system to fit the specific needs of their practices and specialties.
The Impact of AI on Healthcare
Our research into AI's role in healthcare revealed its transformative potential, from automating routine tasks to providing advanced analytics for better clinical outcomes, emphasizing the need to integrate AI capabilities into the redesign.
Competitive EHR Features
The competitive analysis underscored the importance of features such as mobile access, seamless integration with other healthcare systems, and enhanced security measures, setting a benchmark for our redesign efforts.
Lack of Intuitive Task Flows
A critical insight was the absence of intuitive task flows in the existing system, which failed to mirror the mental models of modern healthcare providers, complicating their daily routines instead of simplifying them.
Evolving Healthcare Regulations
Understanding the evolving landscape of healthcare regulations was crucial. It became clear that our redesign needed to not only comply with current standards but also be adaptable to future regulatory changes to ensure longevity and relevance.
Competitive EHR Features
The competitive analysis underscored the importance of features such as mobile access, seamless integration with other healthcare systems, and enhanced security measures, setting a benchmark for our redesign efforts.
Lack of Intuitive Task Flows
A critical insight was the absence of intuitive task flows in the existing system, which failed to mirror the mental models of modern healthcare providers, complicating their daily routines instead of simplifying them.
Evolving Healthcare Regulations
Understanding the evolving landscape of healthcare regulations was crucial. It became clear that our redesign needed to not only comply with current standards but also be adaptable to future regulatory changes to ensure longevity and relevance.
UX Design
In our comprehensive EHR redesign, we focused on improving the clinical note-taking process during patient consultations. We began by conducting detailed user research to understand the frustrations and needs of healthcare providers. This revealed the need for a more intuitive and streamlined note-taking process.
We developed smart templates, AI-powered diagnostic suggestions, and voice-to-text capabilities to make note-taking more efficient and less intrusive. Iterative testing with healthcare providers helped refine these features to meet real-world needs.
The redesigned note-taking feature now integrates seamlessly with the patient encounter workflow, allowing providers to access comprehensive patient information easily. This improvement supports our broader goal of enhancing EHR usability, helping providers deliver high-quality care and reducing administrative burdens.
UX Design
In our comprehensive EHR redesign, we focused on improving the clinical note-taking process during patient consultations. We began by conducting detailed user research to understand the frustrations and needs of healthcare providers. This revealed the need for a more intuitive and streamlined note-taking process.
We developed smart templates, AI-powered diagnostic suggestions, and voice-to-text capabilities to make note-taking more efficient and less intrusive. Iterative testing with healthcare providers helped refine these features to meet real-world needs.
The redesigned note-taking feature now integrates seamlessly with the patient encounter workflow, allowing providers to access comprehensive patient information easily. This improvement supports our broader goal of enhancing EHR usability, helping providers deliver high-quality care and reducing administrative burdens.
Testing
During the prototype and user testing phase, we focused on refining the designs for annual visits and clinical notes. We created interactive, high-fidelity prototypes that demonstrated the new features, including streamlined note-taking and improved visit workflows. These prototypes allowed us to simulate real-world use.
We conducted user testing with healthcare providers using scenarios that mirrored typical annual visits. This helped us gather valuable feedback on usability, efficiency, and workflow integration.
Providers appreciated the user-friendly design and smart features, which made documenting visits easier. Their feedback also highlighted areas needing improvement, guiding us to make specific enhancements. By incorporating this input, we aimed to exceed expectations, addressing daily challenges and making the EHR system more efficient and user-friendly. This process emphasized the importance of user involvement to ensure the final product meets their needs effectively.
Testing
During the prototype and user testing phase, we focused on refining the designs for annual visits and clinical notes. We created interactive, high-fidelity prototypes that demonstrated the new features, including streamlined note-taking and improved visit workflows. These prototypes allowed us to simulate real-world use.
We conducted user testing with healthcare providers using scenarios that mirrored typical annual visits. This helped us gather valuable feedback on usability, efficiency, and workflow integration.
Providers appreciated the user-friendly design and smart features, which made documenting visits easier. Their feedback also highlighted areas needing improvement, guiding us to make specific enhancements. By incorporating this input, we aimed to exceed expectations, addressing daily challenges and making the EHR system more efficient and user-friendly. This process emphasized the importance of user involvement to ensure the final product meets their needs effectively.
UI Design
The UI design for the documentation process was created to improve the user experience for healthcare providers. We developed a clean, intuitive interface that minimizes clutter and streamlines access to essential features. To simplify clinical note input, we included customizable templates and smart fields that adapt to user preferences and previous interactions. AI-driven suggestions for diagnosis and treatment were added to make documentation quicker and more accurate. This design aimed to reduce the time healthcare providers spend on administrative tasks, allowing them to focus more on patient care.
UI Design
The UI design for the documentation process was created to improve the user experience for healthcare providers. We developed a clean, intuitive interface that minimizes clutter and streamlines access to essential features. To simplify clinical note input, we included customizable templates and smart fields that adapt to user preferences and previous interactions. AI-driven suggestions for diagnosis and treatment were added to make documentation quicker and more accurate. This design aimed to reduce the time healthcare providers spend on administrative tasks, allowing them to focus more on patient care.
The Solution
The redesigned EHR system has revolutionized the clinical documentation process, making it an integral and streamlined part of the overall EHR experience. With a user-centric design, the new system features smart templates and AI-powered suggestions that simplify and enhance the accuracy of clinical notes. Voice-to-text functionality further boosts efficiency, allowing providers to concentrate more on patient interaction. The system's architecture ensures seamless access to comprehensive patient data, supporting informed clinical decisions. This redesign addresses previous inefficiencies and frustrations while positioning the EHR for future scalability and adaptability to evolving healthcare needs, representing a significant advancement in clinical documentation technology.
The Solution
The redesigned EHR system has revolutionized the clinical documentation process, making it an integral and streamlined part of the overall EHR experience. With a user-centric design, the new system features smart templates and AI-powered suggestions that simplify and enhance the accuracy of clinical notes. Voice-to-text functionality further boosts efficiency, allowing providers to concentrate more on patient interaction. The system's architecture ensures seamless access to comprehensive patient data, supporting informed clinical decisions. This redesign addresses previous inefficiencies and frustrations while positioning the EHR for future scalability and adaptability to evolving healthcare needs, representing a significant advancement in clinical documentation technology.
Final UX & UI Designs
Intuitive Navigation
The final UX design introduced a more intuitive navigation system within the EHR, enabling providers to quickly access different sections of a patient's record. This improvement, exemplified by the streamlined process for entering and reviewing clinical notes, significantly reduces the time spent searching for patient information, making the documentation process more efficient.
Smart Templates & Autocomplete
Smart templates and AI-driven autocomplete features are standout improvements in the final UI design. These features learn from each provider's habits and preferences, customizing the documentation experience. For instance, when documenting a common condition like diabetes, the system suggests relevant ICD-10 codes and common medication options, streamlining the documentation process.
Voice-to-Text Capability
The integration of voice-to-text technology allows providers to dictate clinical notes directly into the system, facilitating hands-free documentation. This feature not only speeds up the note-taking process but also enables providers to maintain eye contact with patients, improving the patient-provider interaction during consultations.
Final UX & UI Designs
Intuitive Navigation
The final UX design introduced a more intuitive navigation system within the EHR, enabling providers to quickly access different sections of a patient's record. This improvement, exemplified by the streamlined process for entering and reviewing clinical notes, significantly reduces the time spent searching for patient information, making the documentation process more efficient.
Smart Templates & Autocomplete
Smart templates and AI-driven autocomplete features are standout improvements in the final UI design. These features learn from each provider's habits and preferences, customizing the documentation experience. For instance, when documenting a common condition like diabetes, the system suggests relevant ICD-10 codes and common medication options, streamlining the documentation process.
Voice-to-Text Capability
The integration of voice-to-text technology allows providers to dictate clinical notes directly into the system, facilitating hands-free documentation. This feature not only speeds up the note-taking process but also enables providers to maintain eye contact with patients, improving the patient-provider interaction during consultations.
Seamless Integration of Patient Data
Enhancements in the UI design have made patient data—from lab results to past visit notes—more accessible and better integrated into the documentation workflow. Providers can now easily reference a patient's complete medical history while documenting, ensuring more accurate and comprehensive clinical notes.
Customizable Documentation Workflow
The project introduced a highly customizable documentation workflow, allowing providers to tailor the EHR interface and functionalities to their specific needs. For example, pediatricians can customize the growth chart feature for quick access during patient visits, enhancing the relevance and utility of the EHR system across various specialties.
Advanced Data Visualization
The new UI design incorporates advanced data visualization tools that make it easier for providers to interpret complex patient data at a glance. For instance, interactive charts and graphs display a patient’s lab results over time, allowing providers to quickly assess trends and identify potential health issues without sifting through pages of raw data. This feature supports more informed clinical decisions and enhances the overall efficiency of patient consultations.
Seamless Integration of Patient Data
Enhancements in the UI design have made patient data—from lab results to past visit notes—more accessible and better integrated into the documentation workflow. Providers can now easily reference a patient's complete medical history while documenting, ensuring more accurate and comprehensive clinical notes.
Customizable Documentation Workflow
The project introduced a highly customizable documentation workflow, allowing providers to tailor the EHR interface and functionalities to their specific needs. For example, pediatricians can customize the growth chart feature for quick access during patient visits, enhancing the relevance and utility of the EHR system across various specialties.
Advanced Data Visualization
The new UI design incorporates advanced data visualization tools that make it easier for providers to interpret complex patient data at a glance. For instance, interactive charts and graphs display a patient’s lab results over time, allowing providers to quickly assess trends and identify potential health issues without sifting through pages of raw data. This feature supports more informed clinical decisions and enhances the overall efficiency of patient consultations.
Workflow Summary
1. Understanding the Problem and Initial Research
Objective Identification:
We saw that our decade old EHR system didn't fit well with how healthcare providers work today. Our goals were to make the system easier to use, bring in modern technologies like AI, and ensure it matched healthcare providers' workflows better. Setting these targets early was key to guiding the project and making sure the new design would meet the changing needs of the healthcare sector.
Market and User Research:
We focused on understanding the market and gathering insights directly from users. By analyzing user feedback, conducting a competitive analysis, and looking at how AI and new technologies are changing healthcare, we identified key issues with the old system and what healthcare providers expect from an updated EHR. This research helped us pinpoint providers' main challenges, such as difficult documentation and the need for more tailored workflows. These findings laid the groundwork for our redesign, aiming to greatly enhance the documentation process.
2. User Research and Feedback
Extensive Interviews:
To better understand the issues we initially found, we conducted thorough research with healthcare professionals. This included interviews, surveys, and watching them work to gather detailed information on their day-to-day challenges, what they need from an EHR system, and their ideal features. This step was crucial for getting a clear picture of healthcare providers' real needs, making sure our redesign was based on what users actually experience and want.
Market Research:
Alongside talking to users, we also did in-depth market research. This helped us see the big picture, including what's new in healthcare tech, what our competitors are doing, and the latest needs of doctors and patients. This market insight was key to shaping our redesign strategy, making sure we stay in line with industry trends and the future of healthcare.
3. Prototype Development
Rapid Prototyping:
We quickly moved to create prototypes, turning our ideas into something we could actually test and interact with. These early versions were a big change from old EHR systems, with easier navigation, helpful features for writing notes, and a design that could work for many different healthcare fields and office sizes.
Workflow Summary
1. Understanding the Problem and Initial Research
Objective Identification:
We saw that our decade old EHR system didn't fit well with how healthcare providers work today. Our goals were to make the system easier to use, bring in modern technologies like AI, and ensure it matched healthcare providers' workflows better. Setting these targets early was key to guiding the project and making sure the new design would meet the changing needs of the healthcare sector.
Market and User Research:
We focused on understanding the market and gathering insights directly from users. By analyzing user feedback, conducting a competitive analysis, and looking at how AI and new technologies are changing healthcare, we identified key issues with the old system and what healthcare providers expect from an updated EHR. This research helped us pinpoint providers' main challenges, such as difficult documentation and the need for more tailored workflows. These findings laid the groundwork for our redesign, aiming to greatly enhance the documentation process.
2. User Research and Feedback
Extensive Interviews:
To better understand the issues we initially found, we conducted thorough research with healthcare professionals. This included interviews, surveys, and watching them work to gather detailed information on their day-to-day challenges, what they need from an EHR system, and their ideal features. This step was crucial for getting a clear picture of healthcare providers' real needs, making sure our redesign was based on what users actually experience and want.
Market Research:
Alongside talking to users, we also did in-depth market research. This helped us see the big picture, including what's new in healthcare tech, what our competitors are doing, and the latest needs of doctors and patients. This market insight was key to shaping our redesign strategy, making sure we stay in line with industry trends and the future of healthcare.
3. Prototype Development
Rapid Prototyping:
We quickly moved to create prototypes, turning our ideas into something we could actually test and interact with. These early versions were a big change from old EHR systems, with easier navigation, helpful features for writing notes, and a design that could work for many different healthcare fields and office sizes.
4. Wireframing and Design:
With a clear direction established through prototyping, the team embarked on detailed wireframing and design refinement. This process involved creating detailed blueprints for each aspect of the redesigned EHR system, paying close attention to user interface layout, interaction design, and visual aesthetics. Wireframes served as the skeletal framework for the final UI design, ensuring that every element—from data entry fields to navigation menus—was positioned to enhance usability and facilitate a more efficient documentation workflow.
5. Testing and Refinement
User Testing:
We moved into user testing, where healthcare workers tried out our prototypes in situations like those they face every day. This step helped us see if our ideas worked in real life, making sure the new EHR met what users really needed. The feedback was key, showing us what worked well and what needed more work, like making some parts of the system faster or documentation easier.
Prototypes and Roadmap Development:
We updated our designs, making sure each version was better in terms of function, ease of use, and overall experience. This cycle of making changes and retesting helped us steadily move toward what we and the healthcare providers imagined. At the same time, we created a clear plan for the rest of the project, which helped us set and manage timelines and keep everyone informed about what was coming next and when.
6. Final Product Delivery
Throughout the design process, we worked closely with the engineering team, sharing updates in batches. This approach ensured that by the time we completed the design phase, we only had a few final pieces to hand over. Collaborating closely with engineering from start to finish exemplifies the agile methodology in action, allowing for seamless integration and timely adjustments based on ongoing feedback and development needs.
4. Wireframing and Design:
With a clear direction established through prototyping, the team embarked on detailed wireframing and design refinement. This process involved creating detailed blueprints for each aspect of the redesigned EHR system, paying close attention to user interface layout, interaction design, and visual aesthetics. Wireframes served as the skeletal framework for the final UI design, ensuring that every element—from data entry fields to navigation menus—was positioned to enhance usability and facilitate a more efficient documentation workflow.
5. Testing and Refinement
User Testing:
We moved into user testing, where healthcare workers tried out our prototypes in situations like those they face every day. This step helped us see if our ideas worked in real life, making sure the new EHR met what users really needed. The feedback was key, showing us what worked well and what needed more work, like making some parts of the system faster or documentation easier.
Prototypes and Roadmap Development:
We updated our designs, making sure each version was better in terms of function, ease of use, and overall experience. This cycle of making changes and retesting helped us steadily move toward what we and the healthcare providers imagined. At the same time, we created a clear plan for the rest of the project, which helped us set and manage timelines and keep everyone informed about what was coming next and when.
6. Final Product Delivery
Throughout the design process, we worked closely with the engineering team, sharing updates in batches. This approach ensured that by the time we completed the design phase, we only had a few final pieces to hand over. Collaborating closely with engineering from start to finish exemplifies the agile methodology in action, allowing for seamless integration and timely adjustments based on ongoing feedback and development needs.
From The Blog
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Being a product designer is often portrayed as a glamorous career full of creativity, innovation, and beautiful designs. While that may be partially true, the reality is…
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Designing a product is a multifaceted journey that involves more than just creative flair. It requires meticulous planning, strategic thinking, and seamless execution…
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In the dynamic world of product development, design cannot thrive in isolation. The most successful projects are those where designers work closely with product managers…
Establishing Design Standards and Practices
Design standards and best practices are crucial for ensuring consistency and quality across products. They serve as the backbone of a cohesive and efficient design process…
From The Blog
Mastering Product Design Workflows: A Comprehensive Guide for Success
A product design workflow is the backbone of any successful design project. It’s the series of steps that take a design from an initial idea all the way to a final, user-ready product…
The Trials of Being a Product Designer: Navigating the Ups and Downs
Being a product designer is often portrayed as a glamorous career full of creativity, innovation, and beautiful designs. While that may be partially true, the reality is…
Managing the Design Process End-to-End
Designing a product is a multifaceted journey that involves more than just creative flair. It requires meticulous planning, strategic thinking, and seamless execution…
The Art of Cross-Functional Collaboration
In the dynamic world of product development, design cannot thrive in isolation. The most successful projects are those where designers work closely with product managers…
Establishing Design Standards and Practices
Design standards and best practices are crucial for ensuring consistency and quality across products. They serve as the backbone of a cohesive and efficient design process…
From The Blog
Mastering Product Design Workflows: A Comprehensive Guide for Success
A product design workflow is the backbone of any successful design project. It’s the series of steps that take a design from an initial idea all the way to a final, user-ready product…
The Trials of Being a Product Designer: Navigating the Ups and Downs
Being a product designer is often portrayed as a glamorous career full of creativity, innovation, and beautiful designs. While that may be partially true, the reality is…
Managing the Design Process End-to-End
Designing a product is a multifaceted journey that involves more than just creative flair. It requires meticulous planning, strategic thinking, and seamless execution…
The Art of Cross-Functional Collaboration
In the dynamic world of product development, design cannot thrive in isolation. The most successful projects are those where designers work closely with product managers…
Establishing Design Standards and Practices
Design standards and best practices are crucial for ensuring consistency and quality across products. They serve as the backbone of a cohesive and efficient design process…
Trusted by Professionals
Trusted by Professionals
Discover what my previous colleagues and clients have to say about our work together.
Discover what my previous colleagues and clients have to say about our work together.
Discover what my previous colleagues and clients have to say about our work together.
Jay is one in a million. This is a leader who inspires big ideas and has the ability to coordinate all the cross-functional teams required to build them. I have witnessed Jay’s top-notch workshopping abilities, bringing together the right blend of perspectives and distilling OKRs, guiding ‘How Might We’ discussions, and synthesizing the complex needs of the business with Design, Product, and Dev.
Jon Santana
IX Group Lead,Director at Kaiser Permanente
Jay was my UX Lead for care delivery at Kaiser, and an absolute joy to work with. He made an immediate impact upon joining, despite the complexity and breadth of the product area, which included anything related to accessing care (member landing page, scheduling, medical history, pharmacy, etc.).
Veronica Seo
Head of Product, Consumer Health at Truepill
Jay is one of the most significant mentors I’ve had the privilege of working with in my career for several reasons.
First and foremost, he always believed in me. He believed in my ability grow as a leader and work through difficult problems.
Pamela Morejón
Product Design Manager at Collective Health
Jay has been the key to my success in my UX journey thus far, and I cannot emphasize that enough. The heart of service in Jay is what makes him a passionate mentor and designer. The way Jay values human-centered design is not only evident in his digital work/products, but also in the way he interacts with people.
Shiela Prado
UX Designer/Researcher and Product Designer
I worked with Jay Trainer as my mentor during my career transition into UI/UX design. Knowing nothing about the field, I was incredibly nervous. From our first call, he was engaged and provided great feedback for my work. He helped me begin thinking like a designer and all of that effort resulted in 3 strong portfolio pieces.
Andreé Wallace
Associate Manager, User Experience at ICF Next
Jay is one in a million. This is a leader who inspires big ideas and has the ability to coordinate all the cross-functional teams required to build them. I have witnessed Jay’s top-notch workshopping abilities, bringing together the right blend of perspectives and distilling OKRs, guiding ‘How Might We’ discussions, and synthesizing the complex needs of the business with Design, Product, and Dev.
Jon Santana
IX Group Lead,Director at Kaiser Permanente
Jay was my UX Lead for care delivery at Kaiser, and an absolute joy to work with. He made an immediate impact upon joining, despite the complexity and breadth of the product area, which included anything related to accessing care (member landing page, scheduling, medical history, pharmacy, etc.).
Veronica Seo
Head of Product, Consumer Health at Truepill
Jay is one of the most significant mentors I’ve had the privilege of working with in my career for several reasons.
First and foremost, he always believed in me. He believed in my ability grow as a leader and work through difficult problems.
Pamela Morejón
Product Design Manager at Collective Health
Jay has been the key to my success in my UX journey thus far, and I cannot emphasize that enough. The heart of service in Jay is what makes him a passionate mentor and designer. The way Jay values human-centered design is not only evident in his digital work/products, but also in the way he interacts with people.
Shiela Prado
UX Designer/Researcher and Product Designer
I worked with Jay Trainer as my mentor during my career transition into UI/UX design. Knowing nothing about the field, I was incredibly nervous. From our first call, he was engaged and provided great feedback for my work. He helped me begin thinking like a designer and all of that effort resulted in 3 strong portfolio pieces.
Andreé Wallace
Associate Manager, User Experience at ICF Next