COVID-19 Testing Platform for Employers

Please Excuse the Secrecy

The images are blurred for legal reasons. The product is on the market now. I hope you see enough to get a sense of the UI.

COVID Platform - Blurred Image

B2B + B2B2C
Responsive Web App

Background

This medical company adapted their laboratory for COVID-19 testing to help meet the huge demand for COVID-19 testing. Employers were interested in keeping their workforce safe by providing testing and directing COVID positive employees to self-quarantine and if necessary, seek medical help. To get-to-market ASAP, we leveraged existing products and features.

We were given the task of leveraging a recently built product to help expand the availability of COVID-19 testing and management of test results.

The Users

The platform has 4 user groups. Largest to smallest are:

  1. Employees (a.k.a patients)
  2. Medical staff
  3. Employers (e.g. HR)
  4. Internal uses (e.g. super admins, support)

Each user group has access to data and features specific to their needs. In the product section I dig deeper into each user group.

The non-internal users are generally not tech people. Their jobs are focused on human interaction and providing health care. Expected daily app usage is at most one hour.

User needs:

These are in the Product section.
B2B User Needs
Employee User Needs

Problem + Goals

We needed to create a flexible and scalable MVP with many unknowns such as virus symptoms, testing, employer needs and legal boundaries.

Goals included:

  • Make it easy for B2B portal users to see employees of high risk and who need testing.
  • Provide a quick and easy path for employees to take the questionnaire, get a test, and get results.
  • Leverage existing resources and products.
  • Incorporate third-party APIs.
  • Have flexibility in user roles and medical data access.
  • Get to market ASAP.

The Product

There are two parts of this platform:

  1. The B2B portal for medical staff, HR and internal staff
  2. The patient portal

I'll present this product in the chunks below.

Chunk Notes
High level flows These describe how the data, patient and specimens flow through various platforms and how all platforms are connected.
Design system This product was an extension of an existing product we created. I simply extended the component set and incorporated the branding.
Mocks I kept the UI simple. The B2B user facing product is essentially a SPA with tabular data. The patient facing product is minimally designed for low daily usage on a smartphone.

Flows

This product incorporated platforms from various teams and companies. I created, maintained and presented flows which describe each parties' role and how their product fits in the COVID product experience. I gathered user needs from sales team members in conversation with potential buyers.

Employer Onboarding to Lab Results

The flow below describes the journey from the patient (employee) and medical provider view. From the patient view the basic steps are:

  1. My employer provides COVID-19 testing.
  2. I take a recurring assessment.
  3. If I'm at risk I'm asked to self-isolate and get a testing kit.
  4. I do the COVID test.
  5. I get lab results.

This flow was used to show each team's specific role in the journey. Each team is represented by their own lane and color.

Highlevel flow of the platform and third parties

Patient PCR Testing

Due to many unknowns and constant discoveries, I created separate flows for distinct parts of the main journey. This let us focus on flows with higher priority and fewer unknowns.

The flow below only focuses on the experience a patient has when they are directed towards PCR COVID-19 testing.

Annotations
  1. The X-axis is phase, e.g. Receive specimen, run COVID test
  2. Each team's steps are placed in their respective lane
PCR Testing work flow

Additional flows I created and maintained were:

  1. Employee sign up and risk assessment
  2. Serology testing
  3. Retesting and returning to work

Design System

Once the flows were 60-70% established, I mocked UI for handling the numerous user tasks and cases. Given a tight deadline and the fact we were leveraging a recently created product, I made a kit to ensure consistency between two products and marketing content.

Below is a sample of the kit.

Design system example - Typography
Design system example - Modals
Design system example - Spacing
Design system example - Toasts

Mocks

B2B Portal

The B2B portal had the largest scope. It was designed to be scalable and flexible to accomodate the various user roles below.

Role Main tasks/needs Show PHI?
HR/Employer I need to check who is at risk.
I need to see who shouldn’t come to work.
Depends on client
Provider (medical professionals) I need to order COVID-19 testing.
I need to give test results to patients.
Yes
Super users I need to see what’s going on at Account X.
I need to help Account Y.
I need info about a lab test.
Depends on user
PHI = Protected health information

Employee List

A B2B user sees a list of employees with high risk after logging in. These employees require action.

Annotations
  1. Employees are organized in three categories: high risk, low risk and deactivated. Categorization is based on the employees assessment results or inaction.
  2. The user sees a simple list of employee records. Each employee requires action.
UI showing a table of high risk employees

I sometimes add notes such as: requirement references, API notes, and whether the content or feature is a future item. It made presenting much more efficient.


COVID-19 Testing

Medical users (e.g. physicians) and super admins can see a list of test orders to make, and a list of test results. A physician user's main tasks are to create test orders, and to disclose test results.

Annotations
  1. Users may navigate to a list of test orders to create and a list of test results.
  2. Content includes: risk level, risk reason, risk assessment results and recommended test (a future consideration).
Table of people who need COVID testing

Profile View

Clicking on an employee's name leads to a view containing additional information including: more personal info, work info, contact info and historical data (e.g. past assessments and testing results).

Annotations
  1. Employees with high risk are flagged by an alert.
  2. I noted which data is hidden for specific user roles.
  3. Certain user roles have access to support tools such as sending a reset password email.
Profile view of an employee

Metrics View

We provided a simple set of metrics which answers questions such as:

  • "How many employees are high risk?"
  • "Are more people getting sick over time?"
  • "How many people have missed or skipped the assessment?"
Metrics view

Mocks Cont.

Employee (Patient) Portal

Employees accessed the assessment and their COVID-19 test results in a separate portal. Expected daily usage was under 5 minutes for most cases. We expected most users to access the portal while at work on their phones.

Note - The risk assessment (i.e. questionnaire) was designed and developed by another team and company.

Role Main tasks/needs
Employee I need to sign up.
I need to take the COVID-19 risk assessment.
(If high risk) I need instructions on receiving a testing kit.
I need to get my COVID-19 testing results.
I need to know when and how to return to work.
Sign Up

HR asks employees to register at a unique URL. During sign up employees provide some personal info, work info, contact info and give consent.

Employee sign up flow

Employee Portal

The user can access their assessment after logging in. They may also access general COVID-19 information, testing results, and historical data.

Annotations - Based on infection rates, the majority use case is as follows:
  1. User logs in to begin or resume their daily assessment.
  2. User completes assessment (note - another team and company did the assessment).
  3. User either gets a green or red banner. Green means they're OK and can show this while entering the work site.
COVID employee portal home
COVID risk assessment on mobile phone
Employee portal - completed assessment

The employee portal was designed as a responsive web app. Certain tasks, such as opening testing results in PDF format, are easier on desktop.

Desktop version of employee portal

Outcome

No Takeaways?

We completed the MVP version shortly before my contract ended. The product is currently on the market.

I hope it’s saving lives and keeping people employed.

Closing

ROLE

I was the sole product designer on a small remote team. I took on more PM responsibilities due to the circumstances.

I created and maintained large workflows involving numerous parties, APIs and data sources. I also tried to collect and maintain product requirements.

RETROSPECTIVE

Looking back this was a fun challenge and I'm glad to have helped. We completed the MVP requirements and design shortly before my contract ended. It was fun learning about virology and COVID testing.