BRIEF OVERVIEW
As someone who previously worked closely with healthcare providers, form functionality and quality is a key factor to keeping clients satisfied and engaged. At the time, our forms were basically similar to word documents with the added touch of a drag and drop builder - this was something I refused to accept.
APPROACH
The plan laid out
1
Research
Learn how Form.io builder works through official guides. Understand each component functionality.
2
Testing
Create forms and attempt to build test case forms. Revise forms based on mind map.
3
Rollout
Releasing the forms into our onboarding process and maintain strict tracking to ensure smooth implementation.
4
Documentation
Laid the tracks to ensure improvements could be sustained even after my departure.
SPEAKING TO OUR CLIENTS
I interviewed 30+ clients from differing industries during weekly meetings
With my BAU (business-as-usual) clients, who's main services offered varied from Aesthetic Medspas, Wellness centers, Optometrists, Surgery centers, etc, I gathered their feedback regarding what they would love to see in their EMR forms. All these data points + ones from sales demos were organized into categories.
The top four main complaints/feedback were:
DEFINING FEATURES
5+ hours of reviewing Form.io documentation and constantly re-writing JavaScript code, I was able to get us to four key features that I wanted to present to my Directors.
Any formulas can now be integrated into any component. Worry no more for providers having to calculate BMI on their own!
COMPONENT BLOCKS
FINALIZED FORMS
Auto-calculated BMI & Weight Loss metrics
Input values for goal weight, current weight, and height to see the calculations done instantly.
Prescription Pad made Digital!
Input values for goal weight, current weight, and height to see the calculations done instantly.
Personalized Treatment Plan
Input values for goal weight, current weight, and height to see the calculations done instantly.
Surgical Consultation Note
Input values for goal weight, current weight, and height to see the calculations done instantly.
REFLECTING BACK
🤍
Trust your users!
Gathering user feedback and organizing it to provide useful data significantly aided in how I approached the project.
Even if it was just one client mentioning a request, I noted it down to ensure accurate tracking in case this request would become more common in the future.
🥊
Knowing when to diverge from Status Quo
Our forms process was one that was not touched for over a long time. Even though there was no official assignment or task, I took on the task on myself and through research, experimenting and implementing feedback (external and internal) it led to the significant growth of our product and improved market penetration!
