Complete Intake Forms

Market: Family Health Managers

Scenario: A 42-year-old Family Health Manager needs to complete intake forms for a medical appointment. She schedules an appointment, fills out medical history forms online, submits them, reviews the information with her provider during the appointment, and completes the visit, hoping for an efficient and informative experience throughout the process.

Average Difficulty: Medium (20-30% Range)

22 Outcomes 10% to 58% Difficulty

Research Insights

The research highlights that Family Health Managers find scheduling appointments and filling out forms relatively straightforward, but face challenges when submitting forms and reviewing them with providers. Key areas of difficulty include transferring medical records, providing general information when details are unknown, and accessing forms during appointments. There's a strong desire for efficient, secure, and user-friendly processes throughout the intake experience.

Job Steps

1. Scheduling an appointment

2. Filling out forms

3. Submitting forms

4. Reviewing forms with provider

5. Complete appointment with provider

Themes Identified

• Streamlined Appointment Scheduling: Focus on improving appointment booking methods, quality of time options, and reducing technical errors.
• Efficient Form Management: Emphasis on decreasing form completion time, improving form accessibility, and reducing redundancy for returning patients.
• Enhanced Provider Interaction: Need for clearer communication during appointments, improved form access during visits, and increased one-on-one time with providers.

Recommendations

• Implement a user-friendly online portal for seamless appointment scheduling and form completion.
• Develop a secure system for easy transfer of medical records between providers.
• Create a mobile-responsive design for forms to improve readability on various devices.
• Implement a save-and-resume feature for incomplete form submissions.
• Provide real-time confirmation when providers receive and review submitted forms.

Cautions

• Avoid implementing complex technical systems that may lead to errors during appointment scheduling.
• Don't require exact dates for all medical history information, as this can be difficult for patients to recall.
• Avoid creating a system that requires returning patients to re-enter previously provided information.
• Don't neglect the importance of data security and patient privacy in the design of the intake process.
• Avoid designing a system that doesn't allow for easy access to forms during and after appointments.