Objective

The client asked Intouch to streamline the process of managing, updating and submitting paper-based PDRs (Patient Data Reports) at pharmacies that administer Brand X injections. These pharmacies are known as Local Care Centers (LCC). A patient data report (PDR) is a medical record that includes patient information and the injections they receive the LCC. The pharmacy sends the PDR via fax for remuneration.

The client wanted a digital solution to manage the PDR process. Therefore, Intouch conducted an innovation lab with the client team and stakeholders. The outcome of the innovation lab was a prototype of a password protected portal and patient database where LCC medical staff could create, manage and submit PDRs online. Working from innovation lab findings, I was the lead on wireframe development and presented the wireframes to the client team.

PHASE 1 - PORTAL CREATION

The first phase of wireframe development was building the initial portal pages based on the prototype which consisted of several main sections:

My Patients (patients of that particular LCC location)

Patient details (individual patient information, PDR history)

Patient Data Reports (management of PDRs, PDR creation, view PDR submission status, etc.)

New Patient Data Report (injection information, patient information, prescriber information)

Resources (documentation and training information for LCC staff)

Dashboard (PDR alerts, patient missed injection alerts, etc.)

User Management (creation and management of different roles and their associated permissions within the portal)

PHASE 1 OUTCOME

The launch of the portal was successful and well received by the client team and the LCC staff. LCC staff was happy to use a system that was quicker and more efficient than the former paper-based submission process. Due to the success of the first phase, the client was eager to continue to expand the capabilities of the portal.

PHASE 2 - APPOINTMENT MANAGEMENT

The second phase of the portal included the addition of an appointment management system. This system allowed LCC users to manage incoming appointment requests from patients. An additional appointment management portal was created for patients and caregivers to request an injection appointment.

PHASE 2 - OUTCOME

Ultimately, the client did not launch the appointment management portion of the portal.

PHASE 3 - PAYMENT SETTINGS & W-9

The third phase of the portal focused on payment information. A new section of the portal called "Payment Settings" was made for super-admins, such as district coordinators, to manage remittance information for the various pharmacy locations they oversaw. The objective of this phase was to create a faster and more efficient reimbursement method. Instead of mailing checks, the pharmaceutical company would make a direct deposit to the LCC.

I presented the following wireframes to the client: