HealthHub

Interview Assignment: Making a user-friendly patient portal

Goal: Make Patient Portals Intuitive and Easy to Use

I completed this project as a part of an interview assignment for a UX Designer role. The goal of this assignment was to create a personalized, easy-to-use interface where patients can find their medical records. The solution is the initial wireframe of the patient portal.

Project

Interview

Timeframe

20 hours

Tools

Figma, Fillout

Roles

UXR, UX, UI

The Process

This interview assignment valued justifying design decisions. So I invested time doing a mini literature review and making a survey to make sure my design was evidence-based. My deliverables are outlined below.

Lit Review

  • Research

Research

  • Objectives
  • Survey Design

Analysis

  • Tabulate Results
  • Affinity Mapping

Synthesis

  • Survey Insights

Design

  • Inital Wireframe
  • Project Roadmap

Current Patient Portal Usage

Canadians want to access their health info online- but most haven't

While 80% of Canadians want online access to their health information, less than 40% have actually accessed their virtual records, according to the 2023 Canadian Digital Health Survey (1). This highlights a significant opportunity for healthcare providers to develop more accessible patient portals.

Patient Portal Challenges

Patients struggle to find and understand their health records on portals

Research by Carini et al. shows that patients appreciate features like access to lab results and imaging, medical notes, messaging with providers, medication refills, and current medication lists (2).

However, many patients face challenges when using these portals, particularly with navigation and understanding clinical results (3). This suggests a need for improvements in usability and clearer presentation of health information.

Potential Benefits of Improved Patient Portal Design

Portals may improve patients' health outcomes and reduce healthcare spending

According to Graham et al, portal users are more engaged and less likely to have no shows.  Portal users missed 4.5% of their appointments.  In comparison, non-portal users missed 9.5% of their appointments (4).  Some other potential portal benefits include: increased therapy adherence and better health status awareness (3).  Therefore, improving portal quality and access may positively impact patients’ care experience and health spending.

Primary Research

Goal

  • The research goal is to design a web-portal experience where patients can easily access their health records and meet their health needs

Objectives

Research Objectives:

  • Identify what health information patients access
  • Find out if patients understand their health information
  • Identify challenges patients have when using portals
  • Identify what portal features and functionality patient use / want




Selection Criteria

  • Adults (18+) who have used a patient portal before

Study Design

  • 14-question online survey from Oct 8 - Oct 10, 2024
  • There are questions about: demographics, portal usage, benefits, challenges, and desired features
  • question types: a mix of multiple choice, multi-select, short answer, and ranking questions
  • Recruited participants from LinkedIn, a tech Discord group, and via text
  • Used Fillout.com, Figma, and Excel to complete the survey, do affinity mapping, and tabulate results

Sample Interview Questions

A sample of some of the interview questions

  • Do you have any chronic health conditions?
  • Why do you use patient portals?
  • What do you like most / least about patient portals?


Participant Demographics

  • 11 participants met selection criteria and completed the survey out of 17 total respondents
  • 8 Millenials, 2 Gen X, and 1 Gen Z participant
  • 10 Canadians and 1 American participant
  • 4 / 11 participants have chronic health conditions

Analysis

After summarizing interview results (affinity mapping), there was a reoccurring theme. Most participants found it difficult to navigate patient portals. Also, many patients had difficulty understanding clinical notes, diagnostic imaging, and lab tests.  A more detailed summary of participants’ insights is found below.




User Insights

Navigation, complex medical data, and fragmented records frustrate patient portal users

The major themes that shaped participants' patient portal experiences were:

It's Hard to Find Information

"Answers can be difficult to find."

Complex Health Records

"[I want] easier/clearer explanations of results"

Fragmented Health Records

"It's frustrating trying to keep track of 3-4 different portals".

Primary Insight

Poor Navigation: Patients want to easily find their medical records

Interviewees discussed navigating patient portals the most. So I crafted a how might we statement that reflects the participants' needs. The how might we statement is found below.

How might we improve patient portals so they are easy to navigate and engage Canadians in their healthcare journeys?

Patient Portal Wireframe

Improving Portal Navigation with Recent Activity, Notification, and Organized Health Records Sections

To help patients more easily find their health records I added a "Recent Activity" section, added push notifications with a bell icon, and sorted records by health condition on the patient portal home page. Survey results and patient quotes informed my design decisions. I go into more detail in the following section.

Patients Can't Easily Find Recent Updates

Patient Quotes that Inspired the Notification and Recent Activity Sections

  • "[I don't like] having to jump through 500 hoops to see a test result"
  • "Email notifications or a iOS /android app which can send push notifications would be greatly helpful."

Solution > add a notification bell icon, push notifications, and a recent activities section to flag recent updates

Patients Struggle to Navigate Through Their Portals

Patient Quotes That Inspired the "My Health Conditions" Section

  • "[It] can be very cumbersome to navigate to find the information required easily"
  • "[Make portals] easy to use and navigate."

Solution > organize health records by health condition and highlight abnormal results with hexagons (stop signs)

Key Learnings

35% of Respondents Have Never Used a Patient Portal Before

Several respondents did not complete the full survey as they had never used a patient portal before. This information was useful because:

  • It gave me a sense of how commonly patients use portals in my sample of survey respondents
  • It allowed me to see if the percentage of people who have used patient portals in my study is similar to that of other, more rigorous studies (i.e. 35% of my study respondents have never used a portal vs. 60% of Canadian Digital Survey particpants have never accessed their health records online)

Next Steps

Future Sprints: Adding Features to Help Patients Understand Their Health Records

For patients to be more engaged in their health journeys, they need to understand their health records. Some features patients are interested in are: simplified summaries of clinical notes and a chatbot to help understand and sort through their health records.