Plan your digital health design project
This section can help you see the big picture and build design leadership.
The information of this page is based on:
1. Wang, T., Zhu, H., Qian, S., Giunti, G., Goossens, R., & Melles, M. (2024). Designing digital patient experiences: The digital health design framework. Applied ergonomics, 119, 104289.
2. Wang, T., Qian, S., Zhu, H., Goossens, R., Giunti, G., & Melles, M. (2022, November). Building Understanding of Experience Design in Digital Health: Preliminary Results Based on Semi-Structured Interviews. In International Conference on Healthcare Systems Ergonomics and Patient Safety (pp. 317-331). Cham: Springer Nature Switzerland.
Process
Steps
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Meet your clients and design team (if any) to discuss your design tasks and project requirements. Design tasks could be very specific or super broad:
- Completing a specific design task
- Addressing a daily problem
- Improving the patient experience.
Project requirements need clarification early on:
- Expected project duration, cost, and stakeholders
- User, technical, legal, and business requirements
- Risks, ethical, and technical constraints
Here is a task and requirement template.
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A plan gives you and your stakeholders a comprehensive understanding of project complexity and provides you with a dialogue that breaks down divisions. To make your own project plan, start with:
- Building your team.
- Considering time management.
- Distributing design tasks.
- Determining methodology
- Setting milestones and indicators.
You can use tools such as Miro, Notion, gantt chart to create your project plan.
Tips
-
At this stage, you need to involve:
- Clients: purchasers and managers, hospitals, businesses, or the public sector.
- Designers: UX designers, engineers, programmers, medical, policy, and marketing experts.
Other optional stakeholders…
- Users: healthcare providers who utilize digital health systems as work tools to deliver care services, and patients who receive care services.
- Others: some stakeholder groups (e.g., insurance companies) did not actively participate in the design process directly, their potential influence on future collaborations was acknowledged and considered.
-
At this stage, you might meet challenges…
- Contextual Challenges refer to healthcare system challenges a designer should consider prior to fieldwork. Includes adapting to complexity, dealing with documentation, and attuning to restrictions.
- Managerial Challenges refer to the collaborative atmosphere a designer should create throughout the whole design process. Includes managing relations, building understanding, and communicating design value.
Other potential challenges…
- Practical Challenges: reaching agreements, involving end-users, and making design decisions. These refer to a prescriptive action for a designer to take when working in the field.
- Commercial Challenges: providing evidence, implementing solutions, and establishing business models. These refer to a business value for a designer to add at the end of the design process.
-
DS1/DS2/DS3/DS4/DS6/DS7
You can address the above challenges by using…
- DS1: Embrace a holistic perspective and system thinking through a literature review and market analysis.
- DS2: Establish an actionable plan with clear milestones. Structured, adjustable, and measurable steps will help you track and reflect on your progress effectively.
- DS3: Foster visionary and strategic design leadership and authority. Empower your team with design thinking and align your design approaches with long-term project goals.
- DS4: Promote collaboration and co-creation inclusively and with empathy. Include your collaborators and stakeholders, listen to their stories, observe their behaviors, and uncover their needs.
- DS6: Make visualizable, tangible, and testable designs. Communicating visually and making things tangible and testable can help you gather feedback and validate ideas.
- DS7: Utilize storytelling techniques. Incorporate examples and metaphors to effectively convey a message to your target users and engage them emotionally.
Other potential strategies…
- DS5: Emphasize iteration (iterate within a phase, between phases, or across phases). You can continuously improve and refine your design by embracing an iterative design process.
- DS8: Prioritize equitable experiences. Have you heard about the Buckets Effect. Listening to different voices, balancing diverse needs, and providing a comparable experience for multiple stakeholders will help you reduce implementation obstacles.
Steps
-
To identify design problems and uncover design opportunities, conducting desk or field research is recommended:
- Desk research, literature review, and market analysis
- Observations, interviews, questionnaires, and co-creation
Notably, you do not always need to take all recommended design steps; instead, using your design intuition may help you speed up.
Potential outputs could be:
-
See it, say it, and solve it". You can frame and prioritize the design problem and generate an overarching design goal by using methods like:
- Self-inquiry
- Group discussion
- Co-creation
Our webpage Understand Patient can help to facilitate this step.
Tips
-
At this stage, you need to involve:
- Users: healthcare providers who utilize digital health systems as work tools to deliver care services, and patients who receive care services.
- Designers: UX designers, engineers, programmers, medical, policy, and marketing experts.
Other optional stakeholders…
- Clients: purchasers and managers, hospitals, businesses, or the public sector.
- Others: some stakeholder groups (e.g., insurance companies) did not actively participate in the design process directly, their potential influence on future collaborations was acknowledged and considered.
-
At this stage, you might meet challenges…
- Contextual Challenges refer to healthcare system challenges a designer should consider prior to fieldwork. Includes adapting to complexity, dealing with documentation, and attuning to restrictions.
- Practical Challenges: reaching agreements, involving end-users, and making design decisions. These refer to a prescriptive action for a designer to take when working in the field.
- Managerial Challenges refer to the collaborative atmosphere a designer should create throughout the whole design process. Includes managing relations, building understanding, and communicating design value.
Other potential challenges…
-
Commercial Challenges: providing evidence, implementing solutions, and establishing business models. These refer to a business value for a designer to add at the end of the design process.
-
DS1/DS2/DS3/DS4/DS5/DS6/DS7/DS8
You can address the above challenges by using…
- DS1: Embrace a holistic perspective and system thinking through a literature review and market analysis.
- DS2: Establish an actionable plan with clear milestones. Structured, adjustable, and measurable steps will help you track and reflect on your progress effectively.
- DS3: Foster visionary and strategic design leadership and authority. Empower your team with design thinking and align your design approaches with long-term project goals.
- DS4: Promote collaboration and co-creation inclusively and with empathy. Include your collaborators and stakeholders, listen to their stories, observe their behaviors, and uncover their needs.
- DS5: Emphasize iteration (iterate within a phase, between phases, or across phases). You can continuously improve and refine your design by embracing an iterative design process.
- DS6: Make visualizable, tangible, and testable designs. Communicating visually and making things tangible and testable can help you gather feedback and validate ideas.
- DS7: Utilize storytelling techniques. Incorporate examples and metaphors to effectively convey a message to your target users and engage them emotionally.
- DS8: Prioritize equitable experiences. Have you heard about the Buckets Effect. Listening to different voices, balancing diverse needs, and providing a comparable experience for multiple stakeholders will help you reduce implementation obstacles.
Other potential strategies…
- DS5: Emphasize iteration (iterate within a phase, between phases, or across phases). You can continuously improve and refine your design by embracing an iterative design process.
- DS8: Prioritize equitable experiences. Have you heard about the Buckets Effect. Listening to different voices, balancing diverse needs, and providing a comparable experience for multiple stakeholders will help you reduce implementation obstacles.
Steps
-
You are expected to provide solutions to the pre-defined problem. Seeking inspiration from different sources and co-designing with different people will be helpful.
- Brainstorming
- Co-creation
- Prototyping (wireframe)
Our webpage Understand Patient can help to facilitate this step.
Here is a design guideline checklist.
-
You are expected to provide evidence-based and validated solutions. Using yourself, your colleagues, or stakeholders as experts to assess and prioritize your design concepts against pre-defined evaluation criteria, such as usefulness:
- Self-evaluation
- Agile test
- User test
- Usability test
Our webpage Evaluate Experience can help to facilitate this step.
Here is an evaluation plan and an evaluation checklist template.
Tips
-
At this stage, you need to involve:
- Designers: UX designers, engineers, programmers, medical, policy, and marketing experts.
- Users: healthcare providers who utilize digital health systems as work tools to deliver care services, and patients who receive care services.
Other optional stakeholders…
- Clients: purchasers and managers, hospitals, businesses, or the public sector.
- Others: some stakeholder groups (e.g., insurance companies) did not actively participate in the design process directly, their potential influence on future collaborations was acknowledged and considered.
-
At this stage, you might meet challenges…
- Contextual Challenges refer to healthcare system challenges a designer should consider prior to fieldwork. Includes adapting to complexity, dealing with documentation, and attuning to restrictions.
- Managerial Challenges refer to the collaborative atmosphere a designer should create throughout the whole design process. Includes managing relations, building understanding, and communicating design value.
Other potential challenges…
- Practical Challenges: reaching agreements, involving end-users, and making design decisions. These refer to a prescriptive action for a designer to take when working in the field.
- Commercial Challenges: providing evidence, implementing solutions, and establishing business models. These refer to a business value for a designer to add at the end of the design process.
-
DS1/DS2/DS3/DS4/DS5/DS6/DS7/DS8
You can address the above challenges by using…
- DS1: Embrace a holistic perspective and system thinking through a literature review and market analysis.
- DS2: Establish an actionable plan with clear milestones. Structured, adjustable, and measurable steps will help you track and reflect on your progress effectively.
- DS3: Foster visionary and strategic design leadership and authority. Empower your team with design thinking and align your design approaches with long-term project goals.
- DS4: Promote collaboration and co-creation inclusively and with empathy. Include your collaborators and stakeholders, listen to their stories, observe their behaviors, and uncover their needs.
- DS5: Emphasize iteration (iterate within a phase, between phases, or across phases). You can continuously improve and refine your design by embracing an iterative design process.
- DS6: Make visualizable, tangible, and testable designs. Communicating visually and making things tangible and testable can help you gather feedback and validate ideas.
- DS7: Utilize storytelling techniques. Incorporate examples and metaphors to effectively convey a message to your target users and engage them emotionally.
- DS8: Prioritize equitable experiences. Have you heard about the Buckets Effect. Listening to different voices, balancing diverse needs, and providing a comparable experience for multiple stakeholders will help you reduce implementation obstacles.
Steps
-
You are almost there! Collaborate with graphic designers, engineers, or programmers to finalize your product, and don't forget to double-check its usability.
- Teamwork
- Usability test
-
Considering the business model earlier can help you onboard your end-users and show your work to the real world smoothly at this stage. Don't lose connections with your clients, and be prepared for follow-up maintenance and iteration:
- Collect end-users' feedback
- Monitor system usage data
Tips
-
At this stage, you need to involve:
- Clients: purchasers and managers, hospitals, businesses, or the public sector.
- Designers: UX designers, engineers, programmers, medical, policy, and marketing experts.
Other optional stakeholders…
- Users: healthcare providers who utilize digital health systems as work tools to deliver care services, and patients who receive care services.
- Others: some stakeholder groups (e.g., insurance companies) did not actively participate in the design process directly, their potential influence on future collaborations was acknowledged and considered.
-
At this stage, you might meet challenges…
- Contextual Challenges refer to healthcare system challenges a designer should consider prior to fieldwork. Includes adapting to complexity, dealing with documentation, and attuning to restrictions.
- Managerial Challenges refer to the collaborative atmosphere a designer should create throughout the whole design process. Includes managing relations, building understanding, and communicating design value.
- Commercial Challenges: providing evidence, implementing solutions, and establishing business models. These refer to a business value for a designer to add at the end of the design process.
Other potential challenges…
-
Practical Challenges: reaching agreements, involving end-users, and making design decisions. These refer to a prescriptive action for a designer to take when working in the field.
-
DS1/DS2/DS3/DS4/DS5/DS6/DS7/DS8
You can address the above challenges by using…
- DS1: Embrace a holistic perspective and system thinking through a literature review and market analysis.
- DS2: Establish an actionable plan with clear milestones. Structured, adjustable, and measurable steps will help you track and reflect on your progress effectively.
- DS3: Foster visionary and strategic design leadership and authority. Empower your team with design thinking and align your design approaches with long-term project goals.
- DS4: Promote collaboration and co-creation inclusively and with empathy. Include your collaborators and stakeholders, listen to their stories, observe their behaviors, and uncover their needs.
- DS5: Emphasize iteration (iterate within a phase, between phases, or across phases). You can continuously improve and refine your design by embracing an iterative design process.
- DS6: Make visualizable, tangible, and testable designs. Communicating visually and making things tangible and testable can help you gather feedback and validate ideas.
- DS7: Utilize storytelling techniques. Incorporate examples and metaphors to effectively convey a message to your target users and engage them emotionally.
- DS8: Prioritize equitable experiences. Have you heard about the Buckets Effect. Listening to different voices, balancing diverse needs, and providing a comparable experience for multiple stakeholders will help you reduce implementation obstacles.
TOOLS