Creating a Visual, Powerful Assessment Tool for Providers

Equip’s assessments tool, integral to both patient care and billing workflows, was severely underutilized. Providers avoided the page due to its clunky navigation, excessive scrolling, and buried critical assessments. These design flaws caused:

Low provider engagement: Providers avoided the tool because it was cumbersome to use and didn’t surface actionable insights.

Increased time burden: Providers had limited time to navigate poorly organized data before virtual sessions.

‍‍Data missingness and billing bottlenecks: Overwhelming text, closed accordions, and excessive scrolling made it harder to prepare or use the tool efficiently.

Payor compliance, revenue flow, and operational efficiency

Audited the EHR design and identified key usability issues in the Assessments feature. Shadowed 12 providers to observe workflows and validated hypotheses through interviews and usability testing.

Key insights: Assessments were buried, navigation was inefficient, and providers viewed them as tasks rather than tools to track progress or support claims.

I focused on improving usability, engagement, and helping providers see the core value of the Assessments feature.

Key changes: Surfacing critical assessments based on provider roles, adding line graphs for trends, and implementing expandable sections for detailed histories. Overdue assessments were highlighted with alerts, while a new sidebar navigation reduced clicks and scrolling. Tooltips paired clinical terms with plain language, streamlining workflows and saving providers time.

The redesigned tool launched successfully and addressed both provider and business needs:

20% increase in completion rates: Providers engaged more actively with assessments due to improved usability and proactive alerts.

15% increase in provider satisfaction scores: Feedback highlighted reduced frustration and the tool’s ability to save time during session prep.

Stronger payor compliance and billing efficiency: Consistently completed assessments can streamline claims submissions, reducing billing delays and administrative burden.

Enhanced patient outcomes: Providers now use the tool to quantify progress and share insights with patients and families, boosting engagement and trust.