Helder Leal

London

eConsult® - Smart Inbox

End-to-End Design (2022)

Project Duration

12 Months


Services Provided

Research, UX/UI Design, Prototyping, User Testing




Introduction


eConsult is a digital triage and online consultation platform that allows NHS GP practices to better understand the needs of their patients. By collecting rich, safe and structured patient information, patients can be better supported to get the right care at the right time and in the right place.







The Challenge




Faced with the challenge of transforming a traditional PDF-based consultation system into an interactive, efficient digital solution, the goal was to streamline patient consultations, enhance clinical decision-making, and revolutionise how healthcare professionals communicate with patients.




All the provided data in this eConsult is fictitious and is intended solely for design and testing purposes.





Initial Brainstorming and Ideation


Through user interviews and shadowing sessions, we gained deep insights into the daily challenges faced by healthcare providers. This informed our ideation phase, where we brainstormed solutions from both patient and clinician perspectives.




Our initial approach involved mind mapping and UX sketching to prioritise and refine features.





Discovering and Prioritising Design Opportunities


In our discovery phase, we identified key opportunities for improving the eConsult application. We prioritised enhancements using a need-confidence matrix, focusing on the introduction of a two-way messaging system. This feature aimed to automate patient-provider communication, reducing the need for time-consuming emails and calls.




Feature Mapping





There are occasions when the GP needs more information from the patient after they submit their eConsult. This was when we discovered we needed a feature to “Allow the patient to reply once”.





There was no easy way to communicate with the patient other than sending an email or calling them, which was time-consuming. To address this issue, we aim to introduce a new feature called "Two-Way Messaging" that would automate the process and make it more efficient.





Project Duration

12 Months


Services Provided

Research, UX/UI Design, Prototyping, User Testing




Introduction


eConsult is a digital triage and online consultation platform that allows NHS GP practices to better understand the needs of their patients. By collecting rich, safe and structured patient information, patients can be better supported to get the right care at the right time and in the right place.







The Challenge




Faced with the challenge of transforming a traditional PDF-based consultation system into an interactive, efficient digital solution, the goal was to streamline patient consultations, enhance clinical decision-making, and revolutionise how healthcare professionals communicate with patients.




All the provided data in this eConsult is fictitious and is intended solely for design and testing purposes.





Initial Brainstorming and Ideation


Through user interviews and shadowing sessions, we gained deep insights into the daily challenges faced by healthcare providers. This informed our ideation phase, where we brainstormed solutions from both patient and clinician perspectives.




Our initial approach involved mind mapping and UX sketching to prioritise and refine features.





Discovering and Prioritising Design Opportunities


In our discovery phase, we identified key opportunities for improving the eConsult application. We prioritised enhancements using a need-confidence matrix, focusing on the introduction of a two-way messaging system. This feature aimed to automate patient-provider communication, reducing the need for time-consuming emails and calls.




Feature Mapping





There are occasions when the GP needs more information from the patient after they submit their eConsult. This was when we discovered we needed a feature to “Allow the patient to reply once”.





There was no easy way to communicate with the patient other than sending an email or calling them, which was time-consuming. To address this issue, we aim to introduce a new feature called "Two-Way Messaging" that would automate the process and make it more efficient.





Project Duration

12 Months


Services Provided

Research, UX/UI Design, Prototyping, User Testing




Introduction


eConsult is a digital triage and online consultation platform that allows NHS GP practices to better understand the needs of their patients. By collecting rich, safe and structured patient information, patients can be better supported to get the right care at the right time and in the right place.







The Challenge




Faced with the challenge of transforming a traditional PDF-based consultation system into an interactive, efficient digital solution, the goal was to streamline patient consultations, enhance clinical decision-making, and revolutionise how healthcare professionals communicate with patients.




All the provided data in this eConsult is fictitious and is intended solely for design and testing purposes.





Initial Brainstorming and Ideation


Through user interviews and shadowing sessions, we gained deep insights into the daily challenges faced by healthcare providers. This informed our ideation phase, where we brainstormed solutions from both patient and clinician perspectives.




Our initial approach involved mind mapping and UX sketching to prioritise and refine features.





Discovering and Prioritising Design Opportunities


In our discovery phase, we identified key opportunities for improving the eConsult application. We prioritised enhancements using a need-confidence matrix, focusing on the introduction of a two-way messaging system. This feature aimed to automate patient-provider communication, reducing the need for time-consuming emails and calls.




Feature Mapping





There are occasions when the GP needs more information from the patient after they submit their eConsult. This was when we discovered we needed a feature to “Allow the patient to reply once”.





There was no easy way to communicate with the patient other than sending an email or calling them, which was time-consuming. To address this issue, we aim to introduce a new feature called "Two-Way Messaging" that would automate the process and make it more efficient.






User Testing (Patient)


Our user testing involved evaluating two prototype pathways to simplify patient-provider interactions.



Prototype Route A


We asked the right questions to get accurate patient information, including high-quality photos whenever required. We aimed to make the process as simple as possible so that our GPs wouldn’t have to request additional information once the eConsult was submitted.





Route A received positive feedback for its clarity and security but lacked detailed photo submission guidance.






Prototype Route B


The submission of poor quality images by patients was causing inefficiencies and diagnostic challenges for GPs, which could potentially slow down the patient treatment process.



Improved photo submission but faced challenges in identity confirmation.




We refined our designs based on this feedback to enhance user compliance and streamline the submission process.






User Testing (GP)



During the testing phase our focus was to clarify key functionalities and enhancements for the platform's interface. The objective was to ask the right questions to help us promote efficient and error-free communication between GPs and patients.


A collaborative Miro board served as the digital canvas for our discovery phase. We identified, categorised, and prioritised potential features and improvements crucial to the GP experience based on the feedback from interviews from internal and external Gps.




Key Insights:

  • Inbox Customisation: We pinpointed the need for a global inbox capable of consolidating all patient responses, equipped with sorting capabilities and patient triage functions to streamline the GP's workflow.


  • Notification System: The importance of a reliable notification system was emphasised, including alerts for new responses and failsafe prompts for unsent messages.


  • Message Management: We considered the necessity of linking incoming messages to previously sent ones for context, and explored the potential to mark messages as 'actioned' similarly to how photos are saved to patient records.



Design evolution



Initially, the product was integrated as a toolbar for Windows on top of EMIS (Medical Information system) software to help healthcare staff easily read, assign, and respond to e-consultations.




We gathered feedback from our user testing sessions and used it to enhance the prototypes and present an improved version to users in the end of the week.




Initially, we envisioned a basic communication tool, but it has evolved into an intelligent inbox web app, which we refer to as the "Smart Inbox."



  • Patient Identification: At the top, the patient's name and eConsult number are prominently displayed for quick reference.

  • Communication Logs: Access to eConsult summaries, direct messages, activity logs, and comments is provided through dedicated tabs, enabling GPs to gain a holistic view of patient interactions.


  • Messaging Thread: The exchange between GP and patient is presented in an intuitive format, complete with time stamps and delivery method indicators.


  • Image Attachments: Critical for diagnostic purposes, the patient's attached images are conveniently viewable directly within the messaging thread.


  • Response Input Area: An uncomplicated input field is included for GPs to draft replies, with an 'Allow patient to reply once' option to maintain focused and manageable communication.



eConsult Rebranding



As our team worked on developing the Smart Inbox the company initiated a rebranding effort using an external agency. This started a transformation aimed to align the platform’s visual identity with its evolved mission and values, ensuring a cohesive and updated brand experience for our users.



New colours


Iconography


Updated Interface



Overcoming Obstacles


One of the major obstacles we faced was ensuring smooth integration of our healthcare system with the existing ones. It was a mandatory requirement to ensure that the correct patient was matched with the health record, and providing the right set of tools for seamless integration proved to be a significant challenge.




The majority of eConsults are matched using the NHS number. However, there are certain cases where patients cannot be automatically matched. In such cases, combining the updated data provided the patient could be matched manually by the admin team using the interface provided.





In certain scenarios, the process of retaining photographic information within an eConsult necessitates a thorough examination by a clinician. The purpose of this assessment is to ensure that sensitive data is not automatically saved within the system.











Design System for eConsult


Parallel to the main project, I took on a critical side role — spearheading the creation and management of a new design system. This system was not just a repository of design components but a living framework that facilitated design consistency across the rebranded eConsult platform.





Collaborating closely with the development team, I ensured that our design language was not only aesthetically pleasing but also technically feasible and scalable. Leveraging the capabilities of Figma, we crafted a comprehensive library of design tokens, UI components, and interaction patterns.




We integrated Storybook to document and showcase our UI components in isolation, providing developers with a clear, interactive reference point for building the front end.





Commitment to Accessibility


In the healthcare sector, where our digital solutions can profoundly impact well-being, ensuring accessibility is not just a feature — it's a fundamental requirement.





From colour Contrast Analysis to Keyboard Navigation and Screen Reader Testing our dedication to inclusivity was paramount. We recognised early on that our platform needed to be usable by everyone, regardless of ability or context.




With just a few clicks, updating colours in Figma would propagate changes across the entire system, streamlining the process and eliminating the need for manual updates, thanks to our integrations with GitHub and Storybook.




Results and Impact


The launch of the Smart Inbox was a defining moment for eConsult and for me as a designer. The feedback from healthcare providers was overwhelmingly positive, with many highlighting the drastic improvement in their communication management efficiency.




But beyond the metrics, the true success of the Smart Inbox lay in its reception by the very people it was designed for — healthcare providers who now have more time to dedicate to their patients, thanks to a tool that understood their needs and works just as hard as they do.




Reflecting on the design journey of the Smart Inbox, it becomes evident that this was more than just a project. It was a mission to create a meaningful difference in the world of healthcare. Every step, from initial research to final user testing, was guided by a commitment to empathy, innovation, and user-centred design.





The Smart Inbox has significantly improved healthcare communication, reducing consultation times by 30% and enhancing decision-making efficiency. Our design system streamlined the development process, ensuring consistent user experiences.



The overwhelmingly positive feedback from healthcare providers underscores the project's success and its contribution to better patient care.


“Extremely quick response time, resulted in an appointment being made the same day which is amazing considering I usually have to wait 5 days just for a call back, very impressed with the service.”

St Austell Healthcare

Kernow

“It is really convenient, to be able to email the question and receive a written reply advising what to do next.”

West Wight Medical Practice

Isle of Wight

“I was very satisfied as I was too unwell to attend the surgery but the econsult service enabled me to get the medication I needed within less than 24 hours.”

Jubilee Street Practice

Tower Hamlets

“Extremely quick response time, resulted in an appointment being made the same day which is amazing considering I usually have to wait 5 days just for a call back, very impressed with the service.”

St Austell Healthcare

Kernow

“I was very satisfied as I was too unwell to attend the surgery but the econsult service enabled me to get the medication I needed within less than 24 hours.”

Jubilee Street Practice

Tower Hamlets

“Extremely quick response time, resulted in an appointment being made the same day which is amazing considering I usually have to wait 5 days just for a call back, very impressed with the service.”

St Austell Healthcare

Kernow

“It is really convenient, to be able to email the question and receive a written reply advising what to do next.”

West Wight Medical Practice

Isle of Wight

“I was very satisfied as I was too unwell to attend the surgery but the econsult service enabled me to get the medication I needed within less than 24 hours.”

Jubilee Street Practice

Tower Hamlets