Medical Tourism Info Center: One-Stop Resource for Doctors, Patients, and Facilitators

The goal of this project is to design a better accounting and reporting dashboard to present information about the patients and their medical tourism packages to other stakeholders quickly and clearly.

Company

PulseProtocol

 

Role

Product Designer

 
 

Project Milestones

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Previous Solution

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Problem & Opportunities

How might we help the stakeholders work more efficiently by presenting the information they need? - What do they need?

 
 

Interviews

I conducted several interviews with different stakeholders to understand what information they care about the most. Before embarking on the design, understanding the user's needs is always the first step for building the right experience.

 
 

  • - Building Bridges between doctors and patients

    - Sending medical packages and quotes to patients

    - Helping doctors collect patient medical documents- Checking in with patients and arranging trips for them

  • - Keep track of every patient’s medical treatment

    - Ask for all the required test results and evaluation forms before preparing for the surgeries

    - Keeping records of all the transactions

  • - Keeping track of every patient’s medical treatment

    - Making sure that all the care groups get paid on time

    - Keeping records of all the transactions

 

How I collect the insights

I made a big spreadsheet that includes all the information we have about the patients and their medical trips. During the interviews, I asked each stakeholder to mark the terms they need to know when they are working. For example, as a medical facilitator, Teresa needs to check the blue terms when she is helping a patient.

 
The names and details showed above is not real.

The names and details showed above is not real.

 
 

Challenges

There are too many columns to be included in one desktop screen size table. I came up with two solutions to solve this problem.

  • The first one is to make the table horizontally scrollable and keep the "patient name" stuck to the left as the first column.

  • The second solution is to customize the content for each stakeholder. They can only see the details that matter to them. This will help cut down the amount of information and keep the design of the table more focused.

 
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Design Handoffs

I adopted the second approach to improving the design of the table. I gave up on the first one because some stakeholders are not used to horizontal scrolling when they use a mouse instead of a trackpad. It could also be distracting for users to focus on one cell/column when the table is too big.

 
 
 
 
 

Pulse admin’s view

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Medical facilitator’s view

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Interactions

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Doctor’s view

Only show the doctor’s patients (For example, for Dr.Max Greig, he can only see his own patients)

Only show the doctor’s patients (For example, for Dr.Max Greig, he can only see his own patients)

 
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Pulse admin’s view

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Interactions

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Doctor’s view

The doctor's view only shows the information about their patients and the revenue their care groups have made.
 

Facilitator’s view

Medical facilitator's view only shows their patients and revenue.
 
 

Outcomes

  1. The new table has been actively used by 81 doctors, 84 care groups, medical facilitators, and Pulse admins that serve 768 patients since its implementation.

  2. Medical facilitators have been focusing on their assigned patients and helping prepare their medical trips more efficiently.

  3. The treated page helped keep the records of all the transactions and ensure that each Pulse partner gets paid on time.