Quality Measures
Streamlining Quality of Care Tracking
Role
- UX Team Manager
- Lead Designer
- Researcher
Team
- 2 UI Developers
- 2 UX Designers
- 1 PM Consultants
- 1 Data Engineer
Tools
- Adobe XD
- Illustrator
- VS Code
Timeline
- 90 Days
- Sept. 2018
(v1.0)
Disjointed Data, Missed Opportunities
The healthcare industry relies heavily on quality measures to evaluate patient care, ensure compliance, and maximize financial incentives. However, despite access to vast amounts of data, primary care providers (PCPs) faced significant challenges in managing and leveraging this information effectively. Fragmented workflows meant that quality care metrics were scattered across multiple, disconnected systems, forcing providers to navigate complex interfaces just to access critical data.
In addition to disjointed systems, PCPs also struggled with manual data processing, spending excessive time consolidating information instead of focusing on patient care. Even when data was available, tools often lacked actionable insights, making it difficult to filter, prioritize, and act on patients efficiently. Without a centralized solution, PCPs could not effectively track metrics, manage patient care, or optimize their performance against quality standards.
The Challenge
Build a Unified Dashboard to Track Quality Care Metrics
Goal: Develop an intuitive platform to access, monitor, and act on quality care data.
Key Improvements
- Centralize Data: Unify fragmented data sources into a single platform.
- Improve Accessibility: Enable easy filtering and prioritization of patients.
- Enhance Actionability: Provide tools to track, monitor, and act on quality measures.
- Support Efficiency: Simplify workflows to save time and reduce manual processes.
Discovery
Understanding User Needs Through Research
Goal: Conduct extensive external and internal research to uncover PCP pain points.
Our UX research engaged PCPs and internal subject matter experts (SMEs) to uncover challenges in accessing and utilizing quality care metrics. Through interviews, workflow analysis, and participatory design, we identified fragmented workflows, manual data processing, and limited actionable insights as major pain points. Providers struggled to consolidate clinical, financial, and patient-level data, making it difficult to track quality performance. Internal research with stakeholders and SMEs ensured the solution was technically feasible and scalable.
This research highlighted inefficiencies while revealing key opportunities for improvement. Users needed real-time filtering to prioritize patients, better visibility into patient details for timely interventions, and a simplified way to manage financial and clinical metrics. These insights guided our approach, shaping a more intuitive, efficient, and scalable experience that aligned with both user needs and business goals.
Key Activities
- User Interviews: Structured discussions with PCPs to understand how they accessed and utilized quality care metrics.
- Workflow Analysis: Mapped out existing processes to identify inefficiencies.
- Participatory Design Sessions: Collaborated & defined an ideal dashboard experience with end users.
Insights
- Real-Time Filtering: Users needed the ability to prioritize patients based on quality measures.
- Workflow Bottlenecks: Fragmented processes created delays in managing financial and clinical metrics.
- Limited Patient Visibility: A lack of patient-level insights prevented timely interventions.
Analysis
Transforming Research into Actionable Features
Our findings revealed the need for a multi-faceted dashboard capable of switching between high-level summaries and detailed patient views. To address these needs, we envisioned a scalable solution that would help PCPs manage metrics, optimize performance, and enhance patient care.
Core Functionality: The dashboard was designed to streamline workflows and improve decision-making through key features.
- Customization: Flexible filters for time, metrics, and patient categories.
- Integration: Consolidation of clinical, financial, and task data into unified workflows.
- Prioritization: Tools to help PCPs identify and act on patients requiring immediate intervention.
Design
Iterative Design Approach
The success of Quality Measures came from a design process that put user feedback, collaboration, and continuous refinement at the forefront. Every decision was shaped by real PCP needs, business goals, and technical feasibility, ensuring the platform was both practical and scalable.
By focusing on continuous improvements, reduce risk, streamline workflows, we created a flexible, user-friendly solution that helps PCPs track, manage, and act on quality care metrics.
Low-Fidelity
Establishing Structure
Wireframe Essential Functionality
- Patient Filtering: Quickly identified patients based on quality metrics.
- Dashboard Views: Separated financial, clinical, and task-based insights.
- Actionable Workflows: Provided easy access to detailed patient panels and reports.
Mid-Fidelity
Enhancing Functionality
Interactive Prototypes Feedback
- Advanced Filtering: Time ranges, patient statuses, and measure-specific data.
- Modular Views: Toggle capability between financial breakdowns, clinical summaries, and task management.
- Actionable Drill-Downs: Seamless navigation from high-level metrics to detailed patient panels.
User feedback guided refinements to filtering options, navigation clarity, and report layouts.
High-Fidelity
Delivering a Polished Experience
Refined for Usability & Efficiency
- Real-Time Data Updates: Ensured metrics always reflected the latest data for accurate tracking.
- Task Management Tools: Enabled PCPs to quickly prioritize and act on critical interventions.
- Patient Panels: Provided detailed breakdowns of patient status, quality measures, and required actions.
User Feedback Improvements
- Enhanced Filtering: Introduced more flexible and intuitive patient filtering for targeted analysis.
- Integrated Reporting: Allowed users to generate reports seamlessly without switching tools.
- Custom Views: Enabled a personalized focus on financial or clinical metrics based on user priorities.
Bringing It All Together
How It Works
The Quality Measures Dashboard streamlines how PCPs track, manage, and act on care metrics by consolidating essential tools into a single, intuitive platform. Designed to fit seamlessly into existing workflows, it ensures that providers can quickly access patient data, track compliance, and make informed decisions without unnecessary complexity.
By integrating these capabilities, the dashboard not only improves day-to-day efficiency but also empowers providers to deliver high-quality care while meeting organizational objectives — all within a system built for speed, accuracy, and ease of use.
Seamless Patient Access
Quickly open patient charts directly from the dashboard for immediate review of medical histories, recent visits, and ongoing treatments—enabling faster decision-making and personalized care.
Integrated Scheduling
Effortlessly arrange appointments, follow-ups, and rescheduling, ensuring organized patient management while reducing wait times and enhancing satisfaction.
Measure Compliance Tracking
Highlights quality measures relevant to each patient, guiding providers on necessary actions to meet compliance standards and improve care quality.
Real-Time Data Entry
Document patient information during consultations, ensuring accuracy and up-to-date records while meeting quality measure requirements.
Customizable Filters
Prioritize patients based on urgency, screening schedules, or specific criteria, allowing providers to focus on critical cases efficiently.
Actionable Insights
Identify intervention opportunities that enhance patient outcomes and financial performance, empowering providers with data-driven decisions.
Impact and Results
Metrics
40%
Reduction in time spent accessing and consolidating patient data.
0%
Faster Task Completion Time
Quality Measures
37%
Increase in user satisfaction ratings over 3 months.
Reflection & Takeaways
This project reinforced the importance of user-centered design and modular components for scalable solutions. By deeply understanding PCP workflows, we delivered a tool that improved efficiency, empowered users, and supported better patient care.
“The Quality Measures Dashboard has transformed how we manage care metrics—it’s easy, intuitive, and saves us hours each week.”
