Foundational
Research
In order to identify the core problems with the current intake process, we needed to understand it inside and out.
I developed a generative research plan to provide our team with a detailed look at the following areas:
The People
Understand each role involved in the intake
process to understand their tasks, workflow, pain points, requirements, and surrounding context. The ProcessObserve the intake process from beginning
to end for multiple types of patients. The InformationUnderstand the flow of information through the
intake process; what is it, what form does it take,
where does it come from, how does it change
hands, who is responsible for what, how does
it get where it’s going.
Research
In order to identify the core problems with the current intake process, we needed to understand it inside and out.
I developed a generative research plan to provide our team with a detailed look at the following areas:
Understand each role involved in the intake
process to understand their tasks, workflow, pain points, requirements, and surrounding context.
to end for multiple types of patients.
intake process; what is it, what form does it take,
where does it come from, how does it change
hands, who is responsible for what, how does
it get where it’s going.
It was important to me to involve the whole team in the process of turning the raw data into meaningful insights so we could be completely aligned on what we would build. I led a workshop that helped us identify the major pain points in the current process and translate them into our main areas of opportunity.
Areas of Opportunity
-> Product Requirements