Persona Dashboard Exploration
Background
The dashboard for Practice Fusion’s main product “EHR” (Electronic Health Record), has served as a central location for each user type to review their account setup progress. Typically, someone like an office manager at a medical practice would interact with this screen to start their day. However, once the account is set up, the screen is no longer relevant or useful for the users’ day to day tasks and goals. Customers over the years have complained this screen is ‘wasted space’ after their account is setup; they often ignore the screen and click elsewhere to start their day.
Screenshot of existing dashboard
Goal
Take half a day to reimagine a dashboard based on a persona for the product, that would allow the user do their job more efficiently.
Team
2 Designers (including me)
Key stakeholders: Design and Research team
Timeline
1/2 day
Research
My partner and I utilized an existing persona for the user type we were designing for, “Angie Montoya”.
Ideation
To kick off the design process, my partner and I did a post it exercise making a list of what our persona, "Angie” (an office manager at a medical practice), would do when she is at the office, and what her goals are.
Main tasks
View list of scheduled patients
View billing reports to see how the business is doing
Ensure the staff and business is running seamlessly
Opportunities
Help/education/notification center
Where to accomplish particular workflows in the EHR
Make recommendations on key workflows
Provide insight and point to tools to manage and act on those insights
Provide tips, new features, tutorials, new webinars, updates
Upcoming calendar events for staff
Combination of a dynamic feed + alerts that have actionable buttons/links to create tasks
Identified tasks and goals
Final Design
After my partner and I decided on what goals and needs would be useful for the dashboard, I came up with the visual design. The concept is largely based on showing a default of cards with content that a typical office manager at a practice would find useful, but giving them the flexibility to add, move, or remove content. This would also be more of a snapshot showing the health of the business, their tasks, and what actions they can take using the quick links provided (users have expressed how difficult it can be to find specific areas of the product either because they do not know where to find it, or it takes too many clicks to get there.)
