Home Health Enterprise Scheduling
Adding an enterprise level scheduling capability for home health agencies
2018 - 2019
My Role
Sr UX Designer
The Team
PM, PO, 4 Engineers, 1 QA
In an effort to gain new B2B customers and greatly increase market share, an electronic health record company in the Home Health industry identified a complex scheduling opportunity to pursue.
For the discovery phase of our research I conducted four design thinking workshops and several contextual inquiry / user observation sessions to gain insights, witness pain points and identify opportunities.
Results of the design thinking scheduling discovery workshops.
Jobs To Be Done
I used the JTBD framework to synthesize all of our research. The focus centered around the Scheduler, Care Providers, and their jobs to be done.
Flow charting a client scheduling process.
Vetting Designs
Initial concepts were shown to multiple stakeholders, SMEs and a number of current and prospective clients. Both day views and week views of employee schedules have been received extremely well.
In house schedulers immediately saw the benefits of a seemingly busy schedule page, such as:
Identify gaps in employee schedules
Easily drag and drop appointments from one employee to another
Manipulate multiple filters to alter data display and save filter sets.
See who’s schedule is blocked
Day view of the Master Schedule
Week view of Master Schedule
Week view of Master Schedule with an Appointment Status filter applied.