Automating routine health maintenance

Project overview

This is a prototyping sprint I led that resulted in increased screening and vaccination rates at several primary care practices in a large health system.

Challenge

• Most people in the U.S. are overdue for at least one preventive screening or vaccine
• Closing these care gaps will lead to better health, but time and resources limit primary care providers’ ability to close these care gaps
• The challenge was to find new way to engage patients in preventive care while freeing up provider and staff time

Approach

Our core project team consisted of Research & Development, MyChart patient portal team and primary care physicians. We also consulted with many groups including front office staff, the Healthy Planet team, medical group leadership and IT leadership.

I led the prototype design work in Miro, XD and Figma. Working with our primary care physicians and MyChart team, we created a self-service wizard that allowed patients to address their preventive care tasks outside of a visit with their PCP. This used automated workflows that would send notifications to patients when they are overdue for a screening or vaccine, place any necessary orders and direct patients into scheduling. Using an iterative sprint cycle approach, we released 4 versions of the prototype.

Outcomes

• The prototype resulted in nearly 20% of patients completing at least one overdue preventive care task
• The sprint laid the groundwork for portal automations to be scaled system-wide and an organizational annual goal focused on increasing screenings and vaccines through automation
• The project was presented to health systems across the country at Epic’s UGM conference

Please note that due to proprietary information, certain project details and specific data cannot be publicly disclosed in this portfolio.