Company: The Advisory Board Co.
Role: Lead UX Designer
Responsibilities: Research, User Testing, UX Design, UI Design
Goal: Redesigning of new referral form processing UI and UX.
Duration: 6 months
Perhaps one of the most complex parts of the Crimson Medical Referral software, the referral "form" was a complex UI that combined submission and processing flow, multi-user communication, multiple statuses, call logging, attachments and much more. I was very excited to tackle this complexity and come with an elegant solution that would impact the daily lives of medical referral coordinators across the country.
The original form followed an accordion pattern considered as best practices at the time.
Over time, with the addition of new clients, new features and the development of more complex processing workflows the form became a pain point for many of our users.
In addition the development team was also pushing for a refactoring of the code.
Gradual addition of business rules have introduced a lot of complexity to the Interactions and code.
The new design reduced steps while maintaining existing business rules.