Client Profile
All workflows in the Unite Us app center around the client. However, our users are often inundated with large and complex lists of tasks, without clear tools to manage those workflows. This project explores how we could better guide users in their client care journey workflows. These designs have served and continue to serve as directional inspiration for how our client profile can potentially look, and are currently undergoing user testing.
Role
Lead UX Designer
DEFINE
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In determining how to direct the user on the “Next Best Action”, I first set out to indicate the points in the workflow that required an indicator of user action - labeled N.B.A on the diagram. Next I divided this workflow into the major product offerings our app provides into 4 main categories: Client ingestion, Screening, Enrollment, and Providing Services.
In this complexity, one thing was clear to me - all workflows center around the client. So I decided we needed to center our design initiative on the Client’s profile page, and work on how we could indicate next steps there.
Our Client profile is packed with information, but it lacks direction on what actions the user needs to take for the client in getting them care.
My main goal was to highlight the Social Needs identified for the client. If the priority of our users is in getting clients care, this data point would serve as a center piece to the tasks required for the user.
My second goal was to provide a simple visual of the client’s care status. This needed to be flexible, however, because of the many user types involved and constant variability in the client’s needs.
DESIGN
The design above is a concept of what could eventually support our users in better contextualizing their workflows. The primary concern for me was consolidating information into Social Needs (Housing, Food, Transportation in the left panel of the design). This enhancement would not only be a clear indicator to care managers of the client’s care status, but also allows us to greatly simplify the profile with reduced tabs and navigation requirements. Other enhancements include task management, notification integration, and time tracking.
