ErrorSafe - Error prevention reporting system

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Project Overview

Objective

ErrorSafe is a nursing home error reporting software with a system and portal view that aims to facilitate a more intuitive and easy-to-use error reporting process. This web application is part of a product suite.

View Prototype

Target Audience

Nursing Home administrators, staff, nurses, and internal stakeholders

Timeline

7 Weeks | March - May 2023

Role

UX Designer | Team of 4

Contributions

Design of main web app system in collaboration with mobile companion designers. My direct contributions include: Form filling process design | Form Fields | Submission functionality of OSHA 300, OSHA 301, and Incident reports | Help & resources Page | Resource Article page | Cases Report Repository and Information pages | Forms Repository and Review pages | Document Scanner

Project Statement

ErrorSafe is the result of a 7 week sprint project. As a team of 4, we were able to create a fully functioning prototype of a system capable of generating, creating and processing reports, appending case documentation, populating OSHA and Workers Comp forms along with dashboard analytics. This system also includes innovative features such as AI generated prioritization, document scanning, Erro chatbot assistant, team management and safety tip automation. The team was able  to accomplish a complexly layered system architecture with intuitive functionality and aesthetically appealing visual design.

Project Statement

Reporting errors is fundamental to error prevention. OSHA mandates reporting accidents for regulated industries. Current web-based systems are flawed in system design & usability and underreporting is a major problem.

How might we create a web reporting system for nursing home employees to facilitate the easy, quick, and accurate reporting of incidents, generate feedback to all relevant parties and analyze historical data?

The Problem

Nursing home existing reporting systems tend to be either verbal or paper based, delegated to supervisors, and does not address worker safety. The overall process is too time consuming and leads to underreporting.

  • Accidents: digital systems in place
  • Near misses: Printed forms & Verbal reports

Unmet Needs & Opportunities

The digital systems in place are either flawed in system design or have usability issues. The type of data collected yields insufficient and inaccurate data. There is little opportunity to conduct quantitative analyses for quality improvement. Printed forms also come with their own challenges and pain points. These forms are not easily obtained, and staff must be motivated to find one, fill it in, and then submit to the appropriate manager.

Missing valuable information on accidents and near misses lead to:

  • Inaccurate safety-level indicator of the workplace
  • Inability for administrators to eliminate or prevent accidents from occurring
  • Learning Gap for employees for how to enhance workplace safety

Understanding the Users

Nursing homes are typically 24 hours/day, provide 3 levels of care and have multiple different departments. Error reporting system users have different levels of employees:

  • Certified Nurse Aides (CNA)
  • Certified Medical Aides (CMA)
  • Licensed Vocational Nurses (LVN)
  • Assistant Director of Nursing (ADON) & Director of Nursing (DON)
  • Administrators

These nursing homes typically have multiple departments. These can include but are not limited to Nursing, Housekeeping, Admissions, and Dining Services.

User personas for the system and the portal created empathy between our team of designers and potential users.  It allows us to connect what parts of the system could be frustration points as well as what needed improvement.

Understanding the reporting process

Reporting an incident

  1. Employee or administrator completes and injury or illness report (digitally or physically) for injured party
  2. Submitting the report creates a case
  3. Administrator adds other forms (Workers comp,OSHA 300/301) to the case
  4. If the injury requires medical attention or if the employee requests time off, then a worker compensation form must be completed by the ADON/ Business Manager.

Process

The Challenge
research
Define
Ideate
The Outcome

The Challenge

Design and prototype an incident reporting system (web based, responsive design) for nursing home settings. Provide user specific interface for Report Submission & Analysis. Ensure consistent design language across system and web portal.

System is responsible for report Submission, Processing, and Analysis:

  • Accessing and completing/submitting incident records.
  • Access for credentialed users (login & profile feature)
  • Provide dashboard analytics for reported data/incident reports, identify trends and prompt user for action.

The Solution - ErrorSafe

Week 1 - Project Conception

View Brain writing exercise document

During this week, a brain writing exercise was made in order to generating initial ideas for the project. In collaboration with two other classmates, I was able to expand upon ideas that would late turn into ErrorSafe's innovative features.

Initial Ideas generated from this included a messaging system, a form autofill feature, case priority assignment and including spelling check for users. Thinking more analytically, my preliminary ideas included:

  • Create a DBMS EERD to visualize how data is shared between each system
  • The employee dashboard should have multiple strings of information pulled in a way to clearly identify statuses (think data analytics)
  • A repository for forms already completed should be accessible from home page
  • The users of this system have different language barriers
    • Option to change the system language
    • Translation available
    • Have a “chatbot” of sorts to help them navigate how to fill out forms/ system tutorial

Week 2 - Research

View full research report

Researching other systems allowed me to gain insight into what existing softwares were and set design precedents. Some key pieces of information learned from research include:

Original healthcare practitioner perception: it was thought that they reduced the frequency of error reports.

  • Items elicited perceptions on the likelihood of lawsuits, overall patient safety, attitudes regarding release of incident reports to the public
  • Safety was a high priority across hospitals.

Health care providers are typically devastated and embarrassed by their mistakes that they may attempt to conceal them or defend themselves by shifting the blame to someone or something else.

Benefits of having a standardized reporting process

  1. Permits data to be combined and tracked over time.
  2. Lessens the burden on health care organizations.
  3. Facilitates communication with consumers and purchasers about patient safety.
Design Precedents
  • Hierarchy - Strong visual hierarchy of information presented.
  • Dashboards - Dashboard design should follow principles of contrast, repetition, alignment and proximity.
  • Consistency - OSHA form can be filled out using pdf or excel formats. Transferable formats.

Week 3 - Define

Deliverables : Concept Map / Site Map / User tasks flow

After learning more about what other error reporting softwares existed and gaining more insight into the project, I began to explore the posibilities of the system. One thing I did to better understand how the data relationships should be connected was to create a Database management system Entity relationship diagram (DBMS ERD).

Concept Map
View Concept Map
Site Map

We decide to also include stakeholder actions within this sitemap. These are users that would interact with the system in one way or another (external non departmental admin) without direct form manipulation. Many of their information would be limited to the dashboard view to oversee the high-level details. Some admin in this flow would also have the same system functionality as an Admin except they could not assign a case reviewer.

User Task Flow

This user task flow highlights how the user moves through the admin system to complete tasks. One of the biggest differentiators between the admin and portal system is the ability to track and submit OSHA forms and communicate the status to the form filler. As research discovered there was a need to better understand the reporting process, my team and I created a Help and resources flow consisting of the articles and chatbot.

Week 4 - Ideate

Deliverables : UI flows / Product Suite style guide / Sketches

Sketches

These sketches were the first step in visualizing the processes, and wireframes. The modular design style was utilized throughout the entire system but seemed from sketches. The team had similar approach to keep the design language similar.

From the beginning, I intended to include a progress bar to indicate oh form filling status and case review status. Many iterations on the progress bar were sketched out, edited and discarded. Sketching this out, allowed me to visualize multiple ideas in a quick manor before jumping into Figma.

UI Flows

With the concept map completed, tasks flows understood, sketches to begin preliminary designs done, it was time to start outlining multiple screens using UI flows.

Style Guide

As part of the style guide creation process, the brand "ErrorSafe" was created! The purple colors blended into the identity, the logo and later the wireframe UI design. It was important to establish the priority colors from the very beginning. The also established majority of the iconography from the beginning. We also separated icons to be used only in the Admin system versus the portal.

Week 5 - Wireframing

During this phase, my team and I were able to use the components I created to really hone the layout of the pages and get contextual information on what needed to be present. During this phase of the project, collaboration was key! Hopping on team calls to do live changes and ie ec oherfeedback really contributed the overall successful project outcome.

                                                                                From LoFi --> To HiFi --> To Annotations

Annotated Wireframes
View annotated wireframes

The annotations verbalize interactions captured in the prototype. The would help any future development team quickly understand what was intended to happen on a page without having to click through the fully prototype.

Week 6 - Prototyping

From transitions to micro interactions to animations, the overall system look and feel started to come together!

View Final Prototype

Design

Lessons Learned

Working in a team has its challenges. Agreeing on design choices can be difficult if communication is not present. I tried to incorporate my own way of designing in the project by creating components in Figma. This was a great tool as it allowed seamless design and a way to change every element on the site with one click. However while this was great, teammates would often utilize these as a justification for not designing or contributing to the iterative process. I also learned that not everyone uses this same approch to design. Patience and communication really played a role as other designer would change elements without notice and I have to consistently look to make sure the style stayed the same.

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