Kaizen represents a comprehensive EHR practice management solution designed for private practitioners who strive to foster significant connections with their clients. Kaizen offers a web-based platform that integrates all the systems and tools that mental health wellness professionals rely on in their daily practices
Kaizen
Role
UX/UI Designer
Duration
Dec 2022 - present
Tools
Figma
As a UX/UI designer at Kaizen, I had the opportunity of working alongside researchers, developers and project managers to create a user-friendly solution that empowers practitioners to streamline their workflow and enhance client relationships
My role was to solely design the account settings and messaging feature of the platform for both desktop and mobile
My Role
Existing EHR solutions often lack comprehensive integration and user-friendly features, hindering practitioners' ability to streamline their workflow and enhance client relationships effectively. There is a need for a reliable and consolidated web-based platform that seamlessly combines essential tools and systems, improve client engagement, and provide high-quality care
Problem
MY team’s goals were to measure the SWOT between competitive platforms and align the results with the values of the stakeholder. Through better understanding of the strengths and weaknesses of existing sites, we aim to design a platform that is curated for said problems
Research goals & methods
How might we better connect therapists and their clients so both parties can complete successful sessions?
Research
A total of 15 EHR / EMR platforms were compared with features that were viewed as a top priority in Kaizen’s design developments
Out of the 15, 7 were chosen to be made into a chart to be compared
Competitive Analysis
To understand motivations and needs of users, the research team came up with user stories and acceptance criteria for each feature. Because my contribution regards account settings and messaging features, I will focus on the results for such
Feature Requirements
Having a HIPAA compliant and encrypted direct messaging function will allow therapists and clients to communicate any logistics in between appointments. Additionally, this can help be a communication tool if a client is having issues with video call or getting to an in person appointment
Currently, many EHR platforms do not allow for notifications to be customized for clients/patients. In addition, clients may want to add a profile information or other specific information to their account to make it feel more personable. This may help them feel more like a person and less like a number while receiving treatment
With the user stories, an acceptance criteria was created as a guideline for specific design features. This is to ensure that the user’s boundaries are defined and aligns the team with a common goal
Design
After weeks of team meetings, the first draft of desktop designs were created. Taking all research and criteria requirements in mind, I designed these low fidelity wireframes on figma. Here are two main frames:
First Round of Designs
Messaging
SOS button placed at the bottom of messaging tab so users are able to seek urgent professional help
all necessary personal information can be accessed and edited here
Account settings
option to view attachment history allows for all necessary documents to be viewed in one page
simple messaging page with enough whitespace so users can efficiently send and receive messages
ability to edit profile image for more customization
Throughout the whole process, team members were required to make updates to a collective style guide based on their own individual designs so that the overall platform would be consistent
Visual Identity
Test & Iterate
A cognitive walkthrough was performed by the research team in which users pointed out errors in the design system as well as updates in user interfaces. Feedbacks were taken into consideration and designs were iterated into high-fidelity wireframes
Desktop Updates
Messaging
The SOS button was moved from the message text bar to the main navigation bar so that the button could be accessed at any point of the platform
Account Settings
Option to omit insurance information or upload insurance card was added for convenience. After the user uploads a photo of their insurance, the information will automatically be inputted into settings
With the desktop in mind, mobile wireframes were designed for full high-fidelity. Frames were created to be accessible for android, since Kaizen is planning on launching for Google Play before App Store
Final Mobile Designs
Reflect
This was my first UX/UI project where I was able to work in a professional collaborative setting. I’ve felt a sense of imposter syndrome because everyone on my team has more experience in UX than me and I haven’t even finished my bootcamp yet. Despite this, my co-workers have showed me nothing but patience and willingness to collaborate. I’ve learned some valuable skills that would not have been taught in a condensed academic bootcamp, and I hope to continue to grow as a designer as I continue working in this project
Some of my learnings include:
Be realistic 😓
It was so easy to get ahead of myself and create unrealistic designs that were not possible for developers to create at the time. But through collaboration and detailed communication, I was able to make adjustments that are suitable for developers and still meet PM requirements
Always ask questions 🙋🏻♀️
The best part of working in a team setting (I believe) is that you’re able to get direct feedback from others. For example, I was able to see other designers’ wireframes and ask “hey, how did you create this cute squiggle in your design?” and not only receive an answer but also an in-depth tutorial on how to create it. As a beginner UX designer, asking is the best way to grow your skillsets, and I aim to continue asking
There is still a lot more to explore with Kaizen as a team
We are currently in the process of conducting the second round of usability testing for both desktop and mobile devices. Once we receive feedback results from the design team, we will continue to make edits and eventually hand off our designs to the development team
Our next steps are to continue developing the existing sites for updated UI systems and begin the next phase of designing Kaizen+, a premium plan to Kaizen
Moving Forward
View my other case studies
Second Home
Downtown Women’s Center