Making Pennsylvania home care accessible

Patriot Home Care helps many in need for at home healthcare. Their current system for hiring at home healthcare providers was all in office with only paper records. Our job was to help reduce hiring time as well as create a digital method for onboarding, tracking, and scheduling employees and consumers.

Skip to Solution

Client
Patriot
Timeframe
4 Months
Service
Digital Product Creation
Tools Used
  • Figma
  • Miro
  • Apple Pages
  • Google Sheets

Project Overview

Patriot Home Care is the leading provider of Home Care Services across the state of Pennsylvania and has expanded into Delaware. Their mission is to provide superior service to all of our clients and unmatched benefits to employees at 9 locations. Patriot needed a way to upload and view documents for clients quickly as well as collect information from employees and consumers. Everything was done with physical papers that were not digital. Documents were also disorganized that they were having trouble keeping track or loosing important document. They desperately needed a single source of truth that the appropriate team members had access to.

‍

Challenges

There were a few challenges during this project. Since there were many forms in different formats, we needed to make those all identical for our back end system to put in consumers answers correctly and look uniform as a saved document. Some information was constantly changing. The client would send us updated forms often which delayed release of the product.

‍

Goals:
‍Create applications to help onboard new employees and organize and maintain the massive amount of information that needed to be gathered. The applications also had to be HIPAA compliant.
Requirements

Patriot needed a digital tool to:

  1. HR intake application with onboard/ testing for potential employees for in home healthcare service
  2. Create a dashboard to manage and review current employees and consumers
  3. Tablet interface for in home consumer signatures
  4. HIPAA Compliant

Process

First we needed to understand all users and their goals. We had a briefing session to go over these. During the discovery phase I led stakeholder interviews, requirements & constraints gathering, design reviews, and journey mapping.

Once we had all users identified and applications outlined, we then started collecting documents needed for the employee intake forms. We needed to make sure we had all of the most up to date forms, organize, and create uniform documents for final output. These forms could be downloaded at a later time for review in a standard format.

Next we moved onto wires and user flows for all products. This included the employee intake form as well as the admin dashboard and management pages.

Identifying Audience and Sketching Out Their Current Process
Patriot Dashboard User Flow and Criteria

Finally once wires were signed off, we could apply patriot branding. We did not create every page since this was a quick deadline and needed to reserve time for our developer to have enough time to create the final products. Development hand off included Figma files with annotations as well as in person meetings to describe the intended flows and interactions.

Final Product/ Solution

Three applications were created via lo fi wires:

  1. HR intake application with responsive design
  2. Employee dashboard for super users
  3. Consumer signature for in home patient care
No items found.

Insights/Benefits

By creating these applications, Patriot could now location information at the touch of a button. They can now manage employees faster and see in real time how someone is doing on an intake form in office or remote. Having accurate and easily accessible helped organize their process and in tern helps those that they provide healthcare.

Get in touch and let's talk about your project

Product Designer at your service. Let's start something awesome together. Send me a message!