A B2B Medical Adherence platform to keep track of their patient medicine intake; reducing claims and monitoring improvements on their overall wellbeing.

Overview

CaringUp is a health-tech company that focuses on medical adherence for chronic disease individuals by monitoring their medicine intake as well as helping insurance companies reduce and keep track of their user's medical claims.

Objective

WeCare is still early in its development stage, majority of their features are functional. However, one of the main feature every product should have, they do not, which is the Dashboard page.

Role

Tools

Product Designer

Figma, Figjam, Notion

Project Background

WeCare is the B2B platform for medical institutions to monitor its patients adherence, reducing unnecessary spending for payers and acting as a preventive agent when it comes to the patients health. Additionally, improving their overall lifestyle into healthier one by slowly changing their habits.

Challenge

To design an overview of performance which can be filtered and exported as reports. It will monitor the number of users joining using the company’s voucher with the Premium Membership benefits. Overall, to design a platform that holds the credibility of a health-tech company.

Dashboard

This could be extremely beneficial for the company to oversee their performance, monitor their users, and create preventive plans in one page before even having to go into the details.

Discovery Research

Competitive Analysis

Ornament Health

GoodRx

Ada Health

Detailed analytics, through important indicators - such as; height, heart rate, activity, and sleep quality.

Personalized recommendations from patient’s uploaded data.

Assesses health risks, recommends check-ups, and stores medical updates.

Expensive yearly subscription, with no other subscription options.

No cross-system synchronization, e.g: Apple Watch, Samsung Smart Watch, etc.

Limited to add 2 doctor’s visit report.

Enables users to compare prescription prices.

Finds the most cost-saving prescriptions and pharmacies.

Provides coupons for free prescription or financial aid helping more than copay.

Not globally acknowledged due to local regulations.

No measurements on how much cost was saved by using this platform.

Might not be covered by insurance.

Actively manages users' health and supports medical professionals to deliver effective care.

AI integration to improve care suggestions.

Comprehensive condition coverage, high-risk & uncommon diseases are not misdiagnosed.

Lack of group coverage, such as; children, pregnant women & mental health patients.

Inconsistency in pricing for prescriptions.

Qualitative Research

Observation Guide

To understand current pain points and challenges by observing daily function and usage, taking notice of how the current system works and how does the user goes around the platform, or troubleshooting certain issues when it comes to the complexity of the platform.

EXECUTIVE SUMMARY

Research Analysis

Pain Points

To change/modify existing habits to take medicine on time, adherence is low below 50%.
Changing behavior towards taking medicine as a part of their lifestyle.
Users not updating doctor’s visits or measurements to monitor if their condition has improved or not.
Challenge in measuring how accurate the timing of the medicine intake is.
To cross-check data with the reimbursement of medicine invoice claims.

Goals

To change behaviors and habits toward medicine intake as a part of their lifestyle.
Awareness and education service by sending push notifications of new posts.
To understand the 5W+1H by monitoring trends and fluctuations in statistics.
To invite more users to download and use the mobile app by giving out personalized. vouchers with benefits given by the business.
Analytics to report compliance, percentage adherence, vouchers & campaign tracking.

RESEARCH DIRECTION

Feature Priorities

Business Goals

Expects to be a tool that reduces cost.
Reduce health costs, medical, and hospitalization.
To track and show how many vouchers were used and when.
The key understanding is to improve lifestyle and change habits.
Parameters to help users oversee their overall well-being and create comprehensive health data.
Analytics to combine compliance monitor, percentage of adherence, voucher & campaign tracking.
To see their users' medical adherence and see how it can help them save cost.

User Goals

To change behaviors and habits towards medicine intake as a part of their lifestyle - esp. to those dependent on it.
Awareness and education services, sending them inbox in-app, have a survey builder for more direct feedback.
All of the features or widgets in the platform should answer the users' questions (5W+1H). E.g: a bar chart to see trends and their fluctuations.
To track the efficiency and redemption of vouchers, does it help improve conditions when users have access to premium features.

Technical Consideration

All statistics of medicine intake as an overview and not too bombarded with data.
Track their patients' healthcare by having data that is populated by each patient daily.
To make what the clients need without too many features.
Specific medicine regime medicine for cancer and added customization if they have specific diseases.
Integration with the clients' independent channel to track voucher distribution and redemptions.

As a summary of the conducted research, two personas were created from the user behavior gathered during the interview.
These two personas represent the type of users who will be using the platform and how they will behave when using the platform features.

Affinity Map

Meet The Personas

Silvia has been working for health insurance companies for 5 years, it is almost a year since she moved to her new company. She discovered CaringUp and has been on the discovery period for 3 months.

The database is there but it's overwhelming for her to see all the databases. She is all over the place and values productivity and efficiency in her life professionally and personally.

MOTIVATION

BEHAVIOR

GOALS

To work with near-future results and want to know what she can do better to improve her performance.

To get a better pay from the company by meeting her KPI.

To fast-track her career into her dream position as Director of Marketing.

Works dynamically and enjoys spending time with people.

Likes to discuss new things and from there she can decide if she’s interested or not.

Enjoys her break time, as she works ambitiously; when it's time for a break she tunes off.

To lead a team of her own one day.

To develop a standardized system when it comes to reporting and delivering projects or assignments.

To have a comfortable working place that matches her pace.

Dion has been working in the healthcare industry for most of his life. He is aware he might not be as tech-savvy as the new generation but still open-minded to new ways.

He knows the hospital he working at is using CaringUp, but doesn’t know how it works as his team usually takes care of it for him. He would like to be more hands-on, but it seems the learning curve is a bit too high.

MOTIVATION

BEHAVIOR

GOALS

To improve hospital performance is every aspect possible.

To reduce costs when it comes to regular patients.

He values the importance of analytics instead of jumbled-up numbers with no summary.

Likes to be updated to know what’s happening and what can help the business improve.

Manages his time to relax in the middle of work so it doesn’t stress him out.

He works as needed and likes to do meetings in-person.

To foster a working environment that his team accepts and can adapt to easily.

To figure out how to easily communicate with the younger generation.

Task Flow

Low Fidelity Prototype

Exhibit I - Sign In

Exhibit II - Dashboard

Exhibit III - Sidebar Menu

Brand Identity

High Fidelity Prototype

Customizable Dashboard

For users to view important analytics depending on their focus and priorities.

Compliance Monitor

Summarizing patients medical compliance through their medicine regiment check-ins.

Patients Alert

Identifying patients statistics between Critical, At Risk and Normal for preventive measure, if applicable.

High Fidelity Prototype

A cleaner and solid login page design to greet new and returning users.

Dashboard

Default layout of the dashboard is customizable depending on the users priorities and focus.

Sidebar Menu

To navigate around the platform, this also reduces the amount of clicks for quicker access as well as lowering the learning curve.

Patients Database

A cleaner and simplified version of the patients database, with color-coded categories for overview.

Usability Test Plan

Research Objective

To observe how users go around the platform, what they find most functional and see how the newly improved platform along with the added new features help them to work more efficiently.

Research Method

Semi-structured interview with 5 participants who have used this service in their daily workflow. They are also selling this platform to B2B users who need to monitor their patients' medical adherence.

Usability Testing Results

Success Matrix

Was the user able to navigate around the platform easily?

Were there any challenges when it comes to understanding the dashboard widgets?

Any feedback or comments to improve the overall user experience?

Insights & Feedback

The function of each feature could be re-evaluated to see if it is necessary.
The sizing and colors could be adjusted for certain elements, such as; increase statistics should be green and decrease statistics should be red.
Possibility of customization of widget placements.
Sizing should be adjustable for any size, right now it is not up to 1:1 scale.
The calendar pop-up view, if a date is selected — how would that look like?

Next Steps

Following the first round of testing, the next steps would be to iterate and design for features beyond the MVP.

Not every page can provide all information — define the perimeter and filter output content.

Search bar to be specified on each page.

Preferably for a desktop and iPad.

Responsive site for different devices.

Is there a separate view for the calendar other than through the dashboard?

Design calendar pop-up view.

Key Takeaways

Small Changes, Big Results.

Understanding buttons and widget placement would help increase productivity. One of the users mentioned that the ability to edit widgets can improve performance and create preventive measures for critical patients.

Keep It Stupid & Simple [The Kiss Method]

There were features and interactions that I was going to add to the prototype, however understanding the user varies when it comes to a new platform, I had to reduce features or steps that might be confusing or a little too hard to understand. This is where I made it my mission to every product I made to have a low learning curve.

Do Quick Fixes

Of any features, if there is an easier way to complete a task — I would focus on that iterations, rather than creating a whole new feature that doesn’t guarantee task completion and a low learning curve.

Home

take me here

take me there

Home

Overview

Project Background

Dashboard

This could be extremely beneficial for the company to oversee their performance, monitor their users, and create preventive plans in one page before even having to go into the details.

Discovery Research

Competitive Analysis

Ornament Health

GoodRx

Ada Health

Enables users to compare prescription prices.

​

Finds the most cost-saving prescriptions and pharmacies.

​

Provides coupons for free prescription or financial aid helping more than copay.

​

Not globally acknowledged due to local regulations.

​

No measurements on how much cost was saved by using this platform.

​

Might not be covered by insurance.

Qualitative Research

Observation Guide

To understand current pain points and challenges by observing daily function and usage, taking notice of how the current system works and how does the user goes around the platform, or troubleshooting certain issues when it comes to the complexity of the platform.

EXECUTIVE SUMMARY

Research Analysis

Pain Points

To change/modify existing habits to take medicine on time, adherence is low below 50%.

Changing behavior towards taking medicine as a part of their lifestyle.

Users not updating doctor’s visits or measurements to monitor if their condition has improved or not.

Challenge in measuring how accurate the timing of the medicine intake is.

To cross-check data with the reimbursement of medicine invoice claims.

Goals

To change behaviors and habits toward medicine intake as a part of their lifestyle.

Awareness and education service by sending push notifications of new posts.

To understand the 5W+1H by monitoring trends and fluctuations in statistics.

To invite more users to download and use the mobile app by giving out personalized. vouchers with benefits given by the business.

Analytics to report compliance, percentage adherence, vouchers & campaign tracking.

RESEARCH DIRECTION

Feature Priorities

Business Goals

Expects to be a tool that reduces cost.

Reduce health costs, medical, and hospitalization.

To track and show how many vouchers were used and when.

The key understanding is to improve lifestyle and change habits.

Parameters to help users oversee their overall well-being and create comprehensive health data.

Analytics to combine compliance monitor, percentage of adherence, voucher & campaign tracking.

To see their users' medical adherence and see how it can help them save cost.

User Goals

To change behaviors and habits towards medicine intake as a part of their lifestyle - esp. to those dependent on it.

Awareness and education services, sending them inbox in-app, have a survey builder for more direct feedback.

All of the features or widgets in the platform should answer the users' questions (5W+1H). E.g: a bar chart to see trends and their fluctuations.

To track the efficiency and redemption of vouchers, does it help improve conditions when users have access to premium features.

Technical Consideration

All statistics of medicine intake as an overview and not too bombarded with data.

Track their patients' healthcare by having data that is populated by each patient daily.

To make what the clients need without too many features.

Specific medicine regime medicine for cancer and added customization if they have specific diseases.

Integration with the clients' independent channel to track voucher distribution and redemptions.

As a summary of the conducted research, two personas were created from the user behavior gathered during the interview. These two personas represent the type of users who will be using the platform and how they will behave when using the platform features.

Affinity Map

Meet The Personas

MOTIVATION

BEHAVIOR

GOALS

To work with near-future results and want to know what she can do better to improve her performance. To get a better pay from the company by meeting her KPI. To fast-track her career into her dream position as Director of Marketing.

Works dynamically and enjoys spending time with people. Likes to discuss new things and from there she can decide if she’s interested or not. Enjoys her break time, as she works ambitiously; when it's time for a break she tunes off.

To lead a team of her own one day. To develop a standardized system when it comes to reporting and delivering projects or assignments. To have a comfortable working place that matches her pace.

MOTIVATION

BEHAVIOR

GOALS

To improve hospital performance is every aspect possible. To reduce costs when it comes to regular patients. He values the importance of analytics instead of jumbled-up numbers with no summary.

Likes to be updated to know what’s happening and what can help the business improve. Manages his time to relax in the middle of work so it doesn’t stress him out. He works as needed and likes to do meetings in-person.

To foster a working environment that his team accepts and can adapt to easily. To figure out how to easily communicate with the younger generation.

Task Flow

Low Fidelity Prototype

Exhibit I - Sign In

Exhibit II - Dashboard

Exhibit III - Sidebar Menu

Brand Identity

High Fidelity Prototype

As a summary of the conducted research, two personas were created from the user behavior gathered during the interview.
These two personas represent the type of users who will be using the platform and how they will behave when using the platform features.

To work with near-future results and want to know what she can do better to improve her performance.

To get a better pay from the company by meeting her KPI.

To fast-track her career into her dream position as Director of Marketing.

Works dynamically and enjoys spending time with people.

Likes to discuss new things and from there she can decide if she’s interested or not.

Enjoys her break time, as she works ambitiously; when it's time for a break she tunes off.

To lead a team of her own one day.

To develop a standardized system when it comes to reporting and delivering projects or assignments.

To have a comfortable working place that matches her pace.

To improve hospital performance is every aspect possible.

To reduce costs when it comes to regular patients.

He values the importance of analytics instead of jumbled-up numbers with no summary.

Likes to be updated to know what’s happening and what can help the business improve.

Manages his time to relax in the middle of work so it doesn’t stress him out.

He works as needed and likes to do meetings in-person.

To foster a working environment that his team accepts and can adapt to easily.

To figure out how to easily communicate with the younger generation.

Was the user able to navigate around the platform easily?

Were there any challenges when it comes to understanding the dashboard widgets?

Any feedback or comments to improve the overall user experience?