Goals & Action Plan
The goals and action plans feature was designed for clinicians to set up tailored programs for patients based on their specific needs. Through the Noteworth companion app, patients can record and report their progress to their clinician.
Clinicians had to manually set up patient goals without any parameters set. This lead to inaccurate data, incomplete information and a longer process overall.
During initial meetings, the product team and I spoke about the core functionality needed for this feature. We needed to design an intuitive system that allowed clinicians to manage the patient's health by setting up goals, action steps to achieve those goals and flags to differentiate the types of goals (pending, active, inactive). We also had to make sure that the designs would work for the patient app as well. When I did competitive analysis, I found a lot of inspiration from form builders and accordions.
Design a system that allows clinicians to set patient goals and add action steps to achieve it. Patients will also have the ability to suggest goals and report any barriers to their clinician.
When I began iterating, the main issue I ran into was making sure the content would fit the viewport. I knew I wasn't going to get everything above the fold but I attempted to design a layout that had most of the content within view. The images below were some of the first iterations I designed.
In the end, I designed an accordion style form that allowed clinicians to create any amount of goals and nest the necessary action steps within. Using an accordion design pattern, it helped save space on the patient mobile app.
The client asked to use a preset list of goals to help categorize the information on the backend and reduce the mistakes creating custom titled goals.
Patients were able to submit goals that clinicians can verify and activate. These goals would be categorized as pending prior to approval.
Clinicians had the ability to quickly change status of goals by using a dropdown.
Once we were in the final design phase, I wrote Read-me documentation for engineering, project managers, and stakeholders to reference when reviewing designs.
The patient mobile app was easier to design since most of the app was read only. The only interaction on the patient side was submitting a new goal, leaving notes, or submitting feedback.