Patients Followed
Lead designer, research through release · Oct 2019 kickoff – Feb 2020 MVP release
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Overview
A new patient-tracking system built into Signify Health's Episode Connect platform, replacing a manual offline spreadsheet used by the entire care team.
The Problem
Care team users tracked and managed their patients manually in an ad hoc Excel spreadsheet outside the actual product. No two spreadsheets looked the same, and users were duplicating work between the sheet and the platform itself.
What I Did
- Ran 9 discovery sessions and a 50-person mixed-methods survey to understand actual workflow and pain points before designing anything
- Prioritized which patient fields mattered most (length of stay, current location, notes, anticipated discharge) based on ranked user response data, not assumption
- Designed a customizable table view in Episode Connect with follow/unfollow actions, replacing the spreadsheet entirely
- Built in flexibility (sortable, filterable, column visibility saved between sessions) based on the range of user needs surfaced in research
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Outcome
Reduced time spent managing patients by 8.5 hours per week per user. The original spreadsheet was fully sunset, with the entire user group moved onto the new workflow.