The Next Era of Insight

Taking the Therapist's experience into the modern world

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The Challenge

Insight EMR is a customizable physical therapy EMR software. Designed for (and by) therapists to work with a single patient record, simple charting and a comprehensive content library. The goal is to start with the therapist user experience with a focus to modernise the aesthetic and increase therapists time with patients.

What are we solving?

The focus was to speed up visit documentation time for the therapist and increase therpaist one-on-one time with the patient. The faster the therapist can document the more time they can spend with their patient which increases patient retention. Does our current product accomplish this? What do our users love and hate about our current product's visit documentation?

My Role

I lead the design of the therapist features on InsightGO. I created UI solutions, user flows, prototypes, UI specs and lead the user research efforts. As a result of my and the rest of the team's efforts we launched InsightGO pilot in 11 months and rolled out to all of our customers in 16 months.

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User Flows

36

Features

10

User Pages

With insightGo, documentation has never been simpler. Designed for the way therapists work. Clinicient’s InsightGO software delivers a faster and smarter way to document completely and compliantly on the go. Document at the point of care from anywhere at any time using your preferred device.

Don't Overwhelm

Focus is at the task at hand. Everything else is one click away.

Automate Everything

The user should not worry about compliance, the system will worry for them.

Deliberately Designed

Systemic anticipation of immediate needs and long term goals

User Reserch Findings

What information to show the therapist about the appointment

Hypothesis:

Therapist would like to know when things are due for this appointment or how many appointments until something is due. Such as FRL, Plan of Care, progress report and PQRS.

User Research Results:

As long as the visit document enforced them to enter and update when due, they don’t need that information in the appointment details. Also, therapists don't look at the appointment details, they live on the visit document area of the application so the details should live there.

Soluton:

Display the data that needs to be entered or updated in the visit document and have application enforce the rules during sign off. After more research, users are used to the old application that did alert them in the visit document but yet these alerts went unnoticed. So the solution needed to be more elegant.

Predetermined Clinical Content answers

Hypothesis:

Since this is how Insight EMR does it, our customers love it and that it speeds up their documentation.

User Research Results:

Therapist do not like it because most of the time to defaulted answer isn’t the one they want to use resulting in it slowing their workflow down. Also can result in wrong results entered when therapists don't go back to change the default answer. User would prefer to not use defaults.

Soluton:

After more research, the default clinical content answers are settings entered by the admin and could be changed to be more accurate. But having such negative feedback from users on this feature we decided to not carry it forward. This lead to more research on copy forward clinical content that had some of the same bad user interactions. We changed that behavior by using a different text color for copied forward clinical content answers.

Bruce is still enjoying the Scheduling details, and really likes the Recent section in the Add Cliniction Content window. He estimates he has signed off on 30-40 visits in the web so far. He likes the Sign Off Process, especially because its "very simple" and only requires to "put in a second or two". Bruce finds Insight Web to be a lot more responsive, whereas the Insight EMR "can bog down at times".