Kareo

EHR Patient Importer

Background

The Patient Demographic Import feature enables practices to efficiently import all patient demographic information through one, simple process.

The import process involves preparing a data file, uploading it, matching field labels, and validating the import results.

Role

  • Usability Testing
  • Visual Design
  • User Experience Design

Summer 2013

Process

The objective for this project was to redesign the Import Patient Demographics tool. The success rate per users for importing patient demographic data was very low (50%) given variations in data format and an inability to recognize such formats by the app.

Old Patient Importer
Old Patient Importer

During the product discovery phase, I researched other services' importing UI. Mailchimp, Campaign Monitor, and Constant Contact each had their own unique way of importing and field mapping data.

Research

New Designs

I worked closely with the product manager and engineers, user tested, and iterated many times before coming up with the final designs below. We decided to use the "drag and drop" method to upload and map the data. This resonated well with users during the user test.

Upload Document
Upload Document
Drag & Drop and Review
New Kareo Website
Success Success
Error