Health Coaching for Digital Health Platform

YEAR

2019-2020

ROLE

Design Lead

Company

Discovery Health

A healthcare practitioner holding up an ipad displaying the Health Coaches app on the Discovery Digital Health Platform.

Overview

Introducing Health Coaches, a groundbreaking digital health service on Discovery Health's Digital Health Platform (D2HP), designed to provide personalized remote health coaching for members seeking to achieve their health goals and embrace sustainable lifestyle changes.

Services

• Design leadership and strategy
• Project management
• Team management and training
• Workshop facilitation
• User research and interviews
• Product usability testing
• Stakeholder collaboration and communication
• UX/UI design

Deliverables

• Discovery workshops documentation
• User stories and user journeys
• Wire-frames
• Interactive prototypes
• Design review & usability testing reports
• Finalised UI designs for various digital products & feature sets on the platform

Discovery logo in white next to an ipad displaying the the Health Coaches app dashboard.

Client

Discovery Health, South Africa's largest health insurer serving over 3.5 million members, offers various health plans and a digital wellness program, Discovery Vitality. Despite a suite of preventive health services, member utilization was low, leading to greater instances of illness and more expensive medical care. To encourage proactive health care, Discovery Health embarked on creating a digital health platform, with the Health Coaches product as the pioneering offering.

Product

Health Coaches, the inaugural product on Discovery Health's Digital Health Platform (D2HP), offers premier remote health coaching for members, especially those managing life-altering health events. This service, accessible via the Discovery Health app or website, provides personalized coaching and guidance from certified health coaches.

Users

The core set of users of the Health Coaches product are health coaches tasked with guiding Discovery Health members through life-changing health events. Coming from diverse health-related fields, they are qualified and accredited professionals who conduct motivational interviews, assist in goal-setting, track progress, educate members on their health conditions, and facilitate referrals to relevant interventions. They use the Health Coaches product to manage clients and provide personalized guidance. Recognizing the unique needs of health coaches was critical to crafting a user-centric Health Coaches product.

UX designer standing in front of whiteboard showing UX strategy work.

Research & insights

In the Health Coaches project, our research approach centered around contextual inquiry and task analysis, focused on our primary users: the health coaches. Our methods allowed for a deeper understanding of user needs, increased product usability, and reduced development costs.

Our initial face to face usability testing sessiones were transformational, instilling an empathetic understanding of the health coaches' role in patients' healing journeys, which informed our approach throughout the project. From the insights gathered, we prioritized platform features that promoted seamless communication and collaboration among members, coaches, and doctors, and equipped health coaches with effective patient management tools.

UX designer working on their laptop.

My role

As the Lead UX Designer on the Health Coaches project, I reported directly to the deputy CIO of Discovery Health and played a crucial role in the success of the product. My responsibilities encompassed defining and executing design strategy, as well as onboarding, training, and managing junior and intermediate designers on the platform team.

Throughout the design process, I facilitated design workshops, high-level problem-solving sessions, user research, user interviews, and product usability testing. Collaborating with business analysts, developers, internal healthcare practitioners, and stakeholders, I established a collaborative and iterative design approach to ensure the highest quality output within tight deadlines.

MVP Feature Set

Patient Management

Enable health coaches to access and manage a list of eligible members, view member profiles, and access summaries and dashboards for each member.

Health Coaches UI of Patient Management showing patient list and patient overview.

Scheduling

Allow health coaches to schedule appointments and view their schedules to help them plan and manage their workflow effectively.

Tablet showing the scheduling UI for Health Coaches app.

Communication

Facilitate various communication channels (voice, asynchronous chat, and video) between members, coaches, and doctors, initiated by either the coach or the member.

Health Coaches Chat UI

Patient Health History

Access to Health History and Compliance: Provide coaches with access to the member's pertinent health history and their compliance with set pathways per condition when communicating with the member or their doctor.

Health Coaches Electronic Heath Record UI.

Note-taking & Feedback

Enable coaches to take notes during their interactions with members, which can be shared with the member's doctor when needed. Track or record interactions between coach and member, with the ability for the coach and doctor to trigger actions based on coaching session outcomes.

Health Coaches Notes UI.

Dashboard & Metrics

Equip coaches with a dashboard that displays key metrics for all members they are guiding, along with drill-downs to assess each member's progress along pathways and aid in planning their workflow and scheduling.

Tablet showing Health Coaches dashboard UI.

Iterative design process

We adopted a robust, two-week sprint design process for the Health Coaches project, merging comprehensive techniques with collaborative feedback. In week one, our focus was on refining design concepts with our internal team and healthcare consultants, tailoring solutions to meet user expectations and align with the healthcare context. Week two involved collaborating with our development team for technical reviews and task allocation, followed by a final review with business and product stakeholders to ensure strategic alignment. Through regular meetings, design reviews, and retrospectives, we ensured consistent team updates, feedback incorporation, and process improvement. This in-depth and collaborative approach was instrumental in delivering a user-centric product, catering to both health coaches and patients.

Lessons & reflections

Our Health Coaches design process yielded invaluable insights and reinforced key lessons:

  1. Iterative design's role as a success catalyst: Continuous refinement of the product in response to user feedback and evolving requirements yielded an effective solution for healthcare professionals and patients.
  2. Collaboration's role in fueling innovation: A synergistic partnership among designers, developers, and stakeholders was integral to the alignment of technical and business goals, resulting in a comprehensive solution.
  3. The transformative impact of feedback: Incorporating stakeholder input at each stage of development played a critical role in shaping the product, ensuring it addressed user needs and improved patient outcomes.
  4. User-centric design's positive impact: Direct engagement with users provided invaluable insights, enabling us to create a solution that addressed their challenges and improved their lives.

Reflections from the project highlighted the value of direct user interaction, efficacy of iterative design methodologies, and the necessity of striking a balance between structure and adaptability in the design process. The Health Coaches project underscored the importance of iterative design, collaboration, and user-centric principles in making a significant impact in the healthcare sector.

Conclusions

Guiding the Health Coaches project as a Senior Design Lead, I led a transformative digital health service that supports millions. The project showcases my adeptness in complex UX projects, utilizing user-centric design, teamwork, and iterative processes. These experiences will fuel my future digital health endeavors, driving innovation and meaningful change.

As an experienced design lead, I specialize in developing impactful, user-centric solutions. If your team needs a committed professional to advance your digital product design and strategy, I'd be delighted to explore how my skills can contribute. Let's connect and discuss creating impactful digital experiences together.