Electronic Health Record (EHR) Portal
To establish successful data transfer solution in healthcare domain which can provide healthcare data to end users with ease.
Problem Statement
EHR portal mainly focuses on gathering the past medical data of an applicant from multiple data source at one place to generate collective data report in readable format...patient shares his data with us by connecting his portal to share data. There is a possibility that patient may have a data already available in pdf or any other format for few data sources which he may want to add in the data report which our tool generates from multiple vendors.
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All health data can be accessed from one platform that connects online and offline sources.
Background of Problem Space
Base: US Healthcare system
Basic Terms
Patient: The person who visits doctor for any kind of counselling, wellness check-up or to get treated for symptom of an illness is called patient.
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Provider: Doctor who provides treatment to the patient and charge to their insurance company for payment.
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Payer: The insurance company who covers patients for any disease or illness and pay to the doctor when a claim arises.
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Guarantor/Subscriber: The person who has the insurance policy is Guarantor/ Subscriber. A patient visit a doctor may be covered under someone else’s policy, e.g. – a child or spouse under father/husband’s policy.
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Practice: A place where service are performed sometimes it is same as the name of the doctor, e.g.- Mark spencer clinic.
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Patient demographic Information: Some specific information that needs to create patients account in doctor’s system. Such as name, sex, address, date of birth and insurance information.
US Health Care Process Flow- Revenue cycle management
Important US Health Care Law
The major research questions are:
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Who are the leading stakeholders?
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What are the major pain points of different stakeholders?
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What is the major workflow?
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What are the use cases?
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What could be the motivation of stakeholders to use such portal
Use Case
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Develop new underwriting capabilities and solutions through the use of comprehensive, structured health data. With this platform, unstructured health data can be ingested and processed from EHR networks, HIEs, patient portals, pharmacies, laboratories, and offline retrieval partners into normalized data outputs to inform underwriting decisions.
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With Medical Evidence Optimization, health data can be turned into information.
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By delivering the right health information at the right time, underwriting teams make better decisions faster and customers have a better experience.
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By utilizing this platform, you can create custom reports that integrate data sources from across all electronic health records networks into a single and consistent format.
It is possible to tailor each report to a particular use case.
Major Role in this Platform
Persona
Health Intelligence Platform
EHR portal work flow – Patient
EHR portal work flow – Patient
Requirement highlights
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Product Name - The product name will be Synodex Connect® EHR. Synodex Connect is a registered mark of Synodex
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Grounding Page – The grounding page is open Internet and therefore the login and password should not be exposed on the first page. There should be room for advertising copy about the company and product and a LOGIN button or request for information on the cover page. The LOGIN should then take you to a secure webpage after username, password and 2FA. 2FA is required to access these screens.
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Client/User – A client will be a company. A user will be an authorized user for that company. The client will need an Administrative Login in order to manage users within the organization. At the very least the Administrator for each Company Client would need to see the list of authorized users and potentially the information being ordered and delivered.
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Client should just be called Company and authorized user, User. Avoid the terms Insurance and Underwriter
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After Login, the grounding page should be a queue of Orders for that Company/User. The Synodex Administrative login would see a Queue of all Companies, All Users
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After seeing the Queue, selection of an item would bring you to the record of an individual patient – for insurance clients, we call them Applicants
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The Applicant Queue, would have a list of medical sources being queried for information and information about the status
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To start a New Order, we would need a button that says “New Order”.
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The New Order, will need to bring up a matrix to fill out the medical sources being requested – doctors, hospitals, labs etx – or other available aggregators…There should be a lookup function if we have established access already
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Within the Queue, there needs to be a Complete and Pending grouping Completed, would have completed reports that can be downloaded
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Pending – would have a completeness % status – like 50%
EHR Portal Work flow
Design Process
The steps of the design process and how to use them.
Paper Prototype
This is an experimental phase, and the aim is to identify the best possible solution for each of the problems
Low Fidelity Wireframes
Low fidelity wireframes give designers and programmers an idea of where images, text, buttons, and interactive elements might be placed.
EHR portal an overview
High Fidelity Wireframes
High fidelity wireframe is a realistic prototype that closely resembles the final design of a project. It can include typography, colors, images, icons, and buttons.
Dashboard
Dashboard provides cumulative statistical data, order related information and navigation options
including settings
Applicants list
From the search box on the top right corner, the user can search for the applicant
using the name or SSN (social security number)
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From the add applicant button on the top right corner user can add/create
new applicant to the list
Applicant registration-basic information
Here users need to add basic details of the applicant like health insurer, medical provider, and third party data upload of the applicant.
Health insurer details addition
Fill details with Health insurer
Medical provider details addition
Fill details with Medical Provider
Upload third party data
Fill details with MUser can upload external data in pdf, csv etc.edical Provider
Applicant list with added entry
A newly added applicant will be seen in the applicant list.
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Users can still modify, delete or place an order for this newly added applicant
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Place new order for an applicant
To do so, the user can click on the place new order button from the Applicant screen or from the orders screen
On the place new order screen, the user needs to select the applicant and date range for which data needs to be fetched, data source such as Lab or hospital from which the data needs to be fetched, service type, and wait for criteria for data retrieval
Available data sources will be auto-populated, the user can either select or add new datasource if not part of the current list
Preview order
Once the order is created before final submission user can still review the order
on this screen
Once the user clicks on submit, an order will be created
Order list with latest order placed
The user can view and track all orders on this screen
The orders for which requested data has arrived will have status as Completed and
will be shown in green
Users can click on Completed status and will be redirected to the report page
Users can click on the Order ID link to see the detailed order status information for
each data source
Order status
Preview order status
View report
User can view the report for completed orders
The report will have a smart representation of all the necessary information related
to the applicant which will be easy to read and meaningful
GOAL
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To fulfill the need for data screening/data reporting tools for insurance companies​
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For further assessment, all the medical information about the applicant must be collected in one place
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A unified healthcare data format (FHIR) will be created by combining data from associated healthcare data providers (hospitals, laboratories, pharmacies, insurance companies, etc.) into the applicant's records.
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The data report must be generated in a human-readable format (PDF) based on the data acquired.
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To share FHIR data on request, to other vendors/entities in a secure way
SOLUTIONS
With this platform, data can be transformed into actionable intelligence, which speeds up underwriting and creates a better customer and distributor experience. Provides comprehensive access to digital health data by combining all health data sources
Using the health data search and connection tool, patients can find and connect their records easily and authorize third parties to access their health information.
Access to Electronic Health Records (EHR) simplifies the process of selling policies and enhances customer satisfaction.
Based on this scenario and request from our client, we updated our design with a Third-party data upload option where the patient can upload his available data which can be transformed and added to a final data report
There are chances that the patient might have changed his/her address in the last 5 years multiple times, in order to get the list of nearby hospitals, we have added fields for past address records where the patient can add 5 addresses and when he will search for the data source (his hospital) in order to fetch data, the nearby hospital list gets pops up based on the combination of service period and address
My learning
In my experience, healthcare products should be designed not only according to what people want but also according to what doctors struggle with and what treatments and tools patients need.
Additionally, I learn how the US healthcare system works on a systemic level.
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Limitation and future scope
Health care is an exciting field where we can hear personal stories and read topics that we are not exposed to in everyday life; it is a field where we can make an impact on people's lives. For user experience researchers, working in the healthcare industry can be challenging due to ethics procedures, limited access to participants, and emotional demands.
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Further features can be added to our platform in the future, such as wearable network coverage and support for fitness apps and devices. As a result, patient data can be gathered more quickly.