Elevating Healthcare Survey Management: The CAQH Initiative

Innovative design and user-centric approaches converge in a compelling proof of concept, offering stakeholders intelligent survey management capabilities..

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Empowering User Flexibility: Two wireframes depicting alternative methods for editing surveys, showcasing both a standard interface and intuitive drag-and-drop functionality for seamless customization.

Client

At CAQH, a non-profit shaping healthcare standards, I designed and implemented a robust Data Portal Survey Management Platform. The goal was to empower stakeholders with an intuitive system for survey management and validate its feasibility through high-fidelity prototypes.

Roles and Responsibilities

As the lead UX designer, creative director, and project manager, responsibilities involved diving into user insights through usability tests and interviews. Conducting product discovery interviews aligned stakeholder insights with user needs, contributing to an iterative refinement process based on evolving feedback and project requirements.

Timeline

The project advanced through well-defined phases, encompassing initial planning, client interviews, the development of a style guide, and iterative wireframing, all unfolding over multiple weeks.

    • Week 1: Project Planning
    • Weeks 2 - 5: Client Interviews & Interview Takeaways
    • Weeks 6 - 8: Style Guide, Design System & Component Library
    • Weeks 9 - 12: Iterative Wireframes
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    Navigating Complexity: Charting the user journey through a complex interface, this wireframe illustrates a streamlined flow designed to enhance usability and efficiency.

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    Unraveling Complexity: This wireframe contrasts the simplicity of table editing mode with the intricate layers of complexity that arise within the interface, highlighting the challenges of managing extensive data sets.

    Challenges, Constraints, and Solutions

    Overcoming the challenges posed by remote work, restricted portal access, and communication hurdles required innovative solutions. We streamlined processes, initiated client education efforts, and optimized collaboration environments for more efficient workflows.

    • Project focused on delivering an innovative survey management platform
    • Adaptive strategies implemented to overcome remote work challenges and limited portal access
    • Streamlined user research through weekly client video call walkthroughs
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    Primary Goals and Objectives

    The primary goal was to create a robust Data Portal Survey Management Platform. This involved crafting an intuitive system for stakeholders to manage survey components effortlessly, aiming to deliver a compelling demonstration for platform validation.

    Problem Statement

    Multifaceted challenges involved remote work constraints, limited client portal access, and overcommunication issues. Navigating these complexities required strategic communication, alternative tools, and innovative approaches to efficient user research.

    Remote Work Impact

    Challenges stemmed from remote work constraints affecting UX analysis and collaboration efficiency.

    Limited Client Portal Access

    Grappling with limited access to the client portal complicated comprehensive UX analysis and stakeholder journey reconstruction.

    Overcommunication Struggles

    Grappling with limited access to the client portal complicated comprehensive UX analysis and stakeholder journey reconstruction.

    Adaptation to Design Challenges

    The absence of a physical portal archive, limitations on InVision, and the need to balance multiple communication channels added complexities, highlighting the importance of design consistency within a micro design system.

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    Streamlining Development: Preparing a component flow to expedite the assembly process, ensuring seamless integration of wireframes and accelerating development.

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    Outcome

    The culmination of this effort resulted in deliverables that went beyond expectations—high-fidelity mockups, prototypes, and a meticulously crafted Figma design system. These contributed to an improved user experience and a streamlined collaboration process for stakeholders.

    Lessons Learned

    Key takeaways included the importance of innovative user research methodologies, the efficiency gained through optimized communication channels, and the proactive role of UX evangelism in ensuring project success.

    • Leveraged innovative user research approaches for deeper insights.
    • Consolidated communication channels, simplifying collaboration across various platforms
    • Prioritized efficiency through streamlined UX processes and tool incorporation
    • Emphasized design consistency within the micro design system.
  • Wrapping up the project, I successfully provided CAQH with an intuitive survey management platform. The handoff included user flows, high-fidelity mockups, and a Figma-based micro design system. In reimagining UX research, I implemented innovative methods, streamlined communication, and introduced an efficient UX process, contributing to the project's overall success.