top of page
2.jpeg

Navigating With Ease

Enhancing user navigation and streamlining triggered elements.

UX Designer

Project Overview

Working on multiple assessments daily can be overwhelming and time-consuming. The need to navigate through the platform to address assessments and related triggered needs can be tiresome. With this feature, I will streamline the workflow and improve user efficiency. 

My Role: UX Designer
Team: Product Owner, Developers, UX Designers, UX Researcher
Client: Centene Corp.
Tools: Figma, FigJam, Jira, Google Meet, Miro
Project Duration: 4 Weeks

Project Goal

Simplify the process for users to identify and navigate to the specific assessments or needs that have been triggered.

My Approach

After meeting with the product owner to understand the requirements and why that feature is needed, I planned to create a feature that will work well now and in the future.​

  • Created diverse wireframe solutions to address the problem.

  • Collaborated with developers to gain insights into any potential technical challenges.

  • Conducted peer reviews to identify and address errors, ensure platform consistency, and enhance structure, flow, and readability.

  • Ensure alignment with design system guidelines for component consistency. 

  • Facilitated design handoff to team members, including developers and the product owner. 

01

Proto-Persona

Navigation persona 1.jpeg

Sarah Jackson
Occupation: Care Manager
Age: 45
Location: New Orleans, LA

About:
Sarah is a Care Manager using the TrueCare Cloud platform to conduct assessments for members enrolled in programs like Medicare and Medicaid, aiming to understand their healthcare-related and daily living needs. However, she frequently faces challenges in knowing what the completed assessment triggered additional assessments and/or needs.

  Goals:

  • A better way to learn what additional assessments and/or needs that need to be completed.

  • Save time by efficiently accessing and managing assessment results and related information.

"Knowing what additional assessments and needs are triggered from the assessment I just completed would give me the ability to provide timely and targeted support to our members."

  Challenges:

  • Difficulty navigating through the platform to access trigger assessments or needs.

  • She needs to wait for her manager to share what assessments or needs were triggered.

02

User Flows

Current Flow:

Current landing page.jpg

When using the assessment platform, Sarah begins by going to the landing page to start an assessment. After completion, she returns to the landing page to review the completed assessment.

Sarah is notified by her manager of assessments that need completion, and Sarah adds them to the member page. To view and address triggered needs, Sarah accesses the IMPR platform.

New Flow:

Screenshot 2024-02-05 at 12.07.17 PM.png

The updated flow mirrors the existing one but with a key enhancement. Now, when Sarah completes an Assessment, she is directed to view the completed assessment. From there, she can easily access trigger elements and navigate to related assessments or needs.

03

Sketches and Wireframes

My goal for this design is to give Sarah the ability to:

  • Identify the triggered assessments or needs.

  • View the overall score of the completed assessment.

  • Understand what triggered these assessments or needs.

I explored several questions and considerations that are crucial for refining and optimizing Sarah's experience which are:

  • Is there a preferred order for displaying triggered assessments and needs (e.g., alphabetical order, score, priority)?

  • Should the organization be based on prioritization or the sequence in which they need to be completed?

  • Is it beneficial to communicate to users what triggered a specific assessment or need?

  • Should only the title of the assessment be clickable for navigation to the tasks that need completion?

  • Should I include pagination for the triggered element scroll to manage larger volumes of triggered assessments?

element triggered sketches.jpeg

Right-side navigation possible design solution:

Sketches:

Wireframes:

Information Side Panel 1.jpg
Information Side Panel 3.jpg
Information Side Panel 2.jpg

The image above displays different solutions for the right navigation on the completed assessment view screen, arranged from left to right. I have selected the first option as the ideal solution for the problem, considering its benefits for Sarah.

  • The first option is crafted to provide Sarah with information about the triggered element, including what triggered it and the associated score.

  • The second option focuses on informing Sarah about the triggered elements. To access the assessments or needs, she will need to navigate either to the landing page or the IMPR platform.

  • The third option offers a link to the assessments and needs along with its name.

First Iteration:

Iteration 1.jpg

This iteration allowed Sarah to identify what assessments were triggered by what question and answer. To navigate to that specific assessment, she will need to click on the card. 

Second Iteration:

Page Template-1.jpg

Offering Sarah the ability to directly navigate to the specific question that triggered the assessment provides a better user experience. Additionally, including the 'play' button for navigating to the triggered assessment is more user-friendly compared to clicking on the card.

Final Iteration:

3

Final iteration.jpg

Moving the navigation to the left side will be best due to a previous right-side navigation. This adjustment would allow Sarah to review the completed assessments in PDF format on the right side while exploring triggered elements on the left.

  Key Features: 

  • Fixed 'Assessments' and 'Needs' tabs for easy access while scrolling.

  • Seamless switching between tabs for efficient navigation.

  • Individual scrolling for triggered elements and PDF files ensures an organized view.

  • Clickable 'play' button on triggered element cards for quick navigation.

These features will provide a user-friendly and interactive platform for viewing completed assessments and related triggered elements.

04

High-Fidelity Prototype

Sarah will now have:

  • Immediate access to triggered elements from the completed assessment.

  • Seamless navigation to trigger needs and assessments, enhancing the overall user experience.

  • Clear visibility of complete triggered element scores and section scores.

  • The ability to understand and navigate to the question and section triggered additional elements.

  • Enhanced flexibility with the option to scroll both the left navigation and the PDF separately, ensuring a smoother and more tailored user interaction.

Reflection

Knowing that my idea will assist Sarah in her daily tasks is truly priceless. During this project, I scheduled meetings and led workshops with developers, designers, and product managers. This helped me learn various methods for creating a user-friendly experience, ensuring effective navigation, and providing essential information about triggered assessments.

Effective communication was key in meeting all requirements and delivering a useful tool. Collaborating with our research team, I gathered feedback on the feature's usefulness, which was very encouraging. Users appreciated the platform's user-friendliness and efficiency.

 

Hearing how valuable this feature will be for daily tasks is immensely gratifying. This project has strengthened my leadership, collaboration, and communication skills.

Looking ahead, my next steps include:

  • Incorporating feedback into the design.

  • Updating the current platform with the improved version.

  • Facilitating a smooth handoff to the developers for implementation.

bottom of page