Case study 02Patient engagement

HealthGrid

Patient engagement before, during and after care, with no login. A text link, a check-in tablet and a family feed.

  • RoleCreative Director, UX/UI Design Lead
  • TimelineUntil the May 2018 acquisition
  • PlatformTablet, phone and text link
  • OutcomeAcquired by Allscripts, 2018
9:00 AMMemorial Family PracticeText messageToday 9:00 AMMemorial Family PracticeYour visit summary from today is ready.No app or password needed.link.example/v/8f2aLink works for 96 hours. Reply STOP to opt out.TAP THE LINK
CareNotifyTMSelect the type of information to be disclosedChoose what may be shared with your care team.Discharge SummaryPathology ReportEKG/EMG/EEG ReportLaboratory ReportOtherProgress/Physician NotesHistory & PhysicalConsult ReportOperative ReportNEXT
Phone
Tablet

This is the live product. Click anything to take over.

01The gap

A door nobody walked through.

The barrier was never the content. It was the front door.

Patient portalfour steps before the informationFind the inviteCreate an accountVerify who you areLog inText linkone tapYour visit
~30%
portal use, hospital-owned practices
10–15%
physician-owned practices
1
tap. No password, no download.
96 hrs
the secure link stays valid
Client hospital CareNotify patient FAQ

Illustration. Portal figures as stated by Allscripts at the May 2018 announcement.

02The approach

Remove the step, not the content.

No login. No account.
01

Delete the front door.

No login. No account. I held the line.

To the phone already in hand
02

Use the channel they already have.

Push it to the phone in their hand.

One decision per screen
03

One decision per screen.

A long form split into small screens. I argued for it.

Nexttoo smallBig targets. Short words.
04

Design for the least confident person.

The most stressed person in the waiting room.

03The journey

One visit. Four moments.

More to carryCalmerCheck-inWaitingShift changeGoing home
01

Check-In

Rushed. One decision per screen.

02

CareNotify

Anxious. The seven questions they would phone to ask.

03

CareNarrative

Hurried. A record cheaper than a conversation.

04

Discharge

Tired. A text, one tap, a plain-language summary.

A design model, not measured data. Allscripts later called this span pre-care, point-of-care and post-care.

04How I knew

Ask both sides of the same silence.

FamiliesClinical staffgapTwo sides of one silence
01

Two-sided interviews.

Families waited on hold. Nurses knew, with no time to fix it.

Seven questions, not seventy
02

Seven questions, not seventy.

Seven live feeds, each a question families already phoned in.

EMRHL7FeedOnly what the EMR really sends
03

Written against real HL7.

Against Cerner’s messaging. A feed that cannot be filled reliably is worse than none.

Abandoned check-insRejected claimsPayment completionSignals from real deployments
04

Client sites as the lab.

Abandoned check-ins, rejected claims and payments told us more than satisfaction scores.

Method as documented in my CareNotify and HandOff Notes specifications.

05App 01 · Check-In

Nineteen screens is a feature, not a flaw.

Registration was a clipboard. The goal was never a prettier form.

ArriveChecked in

Try five of them on the tablet at the top

19
single-purpose screens in the flow
CareNotify Interface Specification
13
paper forms replaced per check-in
Miami Children’s, value sheet
6
legal captures, each time-stamped
CareNotify Interface Specification
~90%
of tablet check-ins paid by card
BayCare, value sheet
  • Consent is the coreThe least exciting screens, the most valuable to compliance.
  • Payment before the exitCollected while the patient is still there.
  • End on a questionA one-tap survey. Every check-in becomes data.

Customer figures are from HealthGrid’s own value sheet: client-reported, not attributable to interface design alone.

06App 02 · CareNotify

Built for the family in the waiting room.

A chronological feed, not a dashboard. A worried person is checking whether the last hour was okay.

9:00 AMCareNotifyTMRoom 412 · livePhysician: Dr. Kyle JonesVisit Date: TodayCare teamToday, 7:00 AMDay nurse: Kelley, RNOn shift until 7:00 PMAttending: Dr. JonesRounds at 10:30 AMAlso on this screenMedications administeredViewEncountersViewLab ordersViewDietView
Seven live feeds. Synthetic data.

Who is looking after them right now?

  • Native appFamily, during an admission. Live over HL7.
  • SMS linkPatients, before and after. Nothing to install.
  • In-visit videoA secure consult, plus education.
43%
of patients added family as messaging recipients
HealthGrid infographic
9:00 AMCareNotifyTMJulia Brown, 79Physician: Dr. Kyle JonesVisit Date: 08/01/2015Attending physician
In-visit video.

Zero accounts was a UX decision: trust at a glance, with a visible phone number for a human.

07App 03 · CareNarrative / HandoffNote

The handoff is where the story gets lost.

At shift change, what one caregiver knows has to reach the next. CareNarrative made it a record, not a conversation.

  • Voice memo, first-classTyping mid-shift is a fantasy. A memo takes seconds.
  • Tasks carry a name and a dateAn owner and a date, or it is a wish.
  • A notes feed, not a documentSigned, dated, searchable.
HandoffnotesJonathan Gordon5Current Shift PatientsJhon Smith03524873102009129 Longford - Terrance Co, Dublin2Adrin Demian03524873102009129 Longford - Terrance Co, Dublin2Joseph Cooper03524873102009129 Longford - Terrance Co, Dublin1Roger West03524873102009129 Longford - Terrance Co, DublinZachary Curtis03524873102009129 Longford - Terrance Co, DublinPhilip Meyer03524873102009129 Longford - Terrance Co, DublinFind a patient...Adrin DemianMale, 27 years oldliving in Dublin, IrelandPatient: 61836791Room: 523 AAdmitted date: 23 Feb, 2014New NoteSearch in the notes...Notes FeedOrder by DateClinical stateFri, 20 June - 11:54 AMNam posuere laoreet libero viverra posuere.Duis et risus tincidunt, ullamcorper.Dr. Dennis KnightOutcome of surgeryThu, 19 June - 08:12 AMNam posuere laoreet libero viverra posuere.Duis et risus tincidunt, ullamcorper.Dr. Larry GarrettLaboratory testsThu, 18 June - 13:35 PMNam posuere laoreet libero viverra posuere.Duis et risus tincidunt, ullamcorper.Dr. Bruce HopkinsBlood testOximetryTests for DiabetesRecord TitleThu, 18 June - 11:50 AM0:002:15New Note ExampleSaturday, 21 June - 15:34 PMJonathan GordonBold TextLorem ipsum dolor sit amet, consectetur adipiscing elit. Posuere laoreet liberoviverra posuere. Duis et risus tincidunt, ullamcorper arcu ut, iaculis leo. Vestibulumante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Fusce estlectus, cursus nec neque non, posuere consequat urna. Ut sem arcu, consequat necVoice memoThu, 19 June - 08:12 AM0:131:12To-do List TitleThu, 19 June - 08:19 AMBlood test for DiabetesNurse Helen KelleyFri, 20 JunAsk about sleep disordersOximetryNotify Care Team:2 People TaggedDelete NoteEdit

Choose a patient, tick a to-do, play the memo. Synthetic data.

Built for Internet Explorer 8 tablets against Cerner HL7, per my October 2014 specification. Joint Commission on hand-off communication: Sentinel Event Alert 58, 2017.

08App 04 · Discharge

The forgettable minute decides everything.

Tired, sometimes medicated, asked to absorb it all in minutes. Discharge gave the conversation a second chance.

40–80%
of medical information forgotten immediately
97%
chose discharge instructions on mobile
HealthGrid infographic
53%
of elderly patients engaging by mobile
HealthGrid infographic
Discharge to first texttypically within36 hrsSecure linkstays valid for96 hrs
  • Close enough to be relevantOnce they are home and calmer.
  • One card per topicSummary, education, records. One action each.
  • As much detail as they want“More” opens the full list.
  • A designed failureExpired links explain why and offer a new one, or a person.

Try it on the phone at the top

Free to the patient; standard rates apply; reply STOP to opt out. Timings: a client hospital’s CareNotify patient FAQ. Infographic figures are HealthGrid-reported, not attributable to interface design alone. WCAG applied to cognition, not just colour.

09Brand & system

One company, four products, everything it showed the world.

Booth, brochure and app had to look like one company. One person owned it all.

meeting patients where they are

Booth-style panel in the brand yellow.

  • IdentityLogo suite, plus the CareNarrative mark.
  • CollateralCRM brochure, CareDocuments, value sheet.
  • Trade showsHIMSS 2016 and HIMSS 2018.
  • FilmThree product films and the CareNotify explainer.
BayCareCareSpotTenetOne headerswappedEverythingelse the same

BayCare, CareSpot and Tenet variants swapped the header and nothing else. Colours illustrative.

#0BB4ECHeader, action
#EEF9FDCard footers
#F5F5F5Section bars
#6A6A6AReading text
#FFC905Collateral, booth
#535842Wordmark on yellow
#73B843Infographics
#E6E6E6Empty controls

Colours sampled from shipped screens and my collateral, not a brand guide. Layouts redrawn as vector.

10Judgement

What I’d defend, and what I’d change.

Small screens, each time-stamped
Defend

Splitting the flow into small screens.

It kept a stressed person oriented and made six legal captures legible.

Zero accountsreached patients a portal never did
Defend

No account, ever.

Why it reached patients a portal never did.

CareNotifyCopay and outstanding balanceCREDIT / DEBITWhite on button 2.40:1Heading on surface 2.20:1WCAG AA needs 4.5:1 for text this size.
Change

I shipped cyan with white labels.

White on cyan is 2.4 to 1; AA needs 4.5. I would deepen it for text.

Per customernear-duplicate setscolourtypespaceOne systemwith a token layer
Change

I designed per customer, not per system.

Near-duplicate screen sets. At care.ai I built tokens first.

Contrast computed from sampled hex values, WCAG 2.1 formula.

11Outcome

Acquired by Allscripts.

Allscripts already had a portal. It wanted patients who never used one, reached through contact details a practice already held.

$60M + $50M
cash, plus a three-year earn-out tied to revenue
15,000+
providers
350+
hospitals
70%
revenue growth in 2017
  1. 3 May 2018Acquisition announced
  2. 21 May 2018Acquisition completed
  3. March 2019Veradigm investor materials: FollowMyHealth at 17 million patients in 2018; “40 million and growing” with HealthGrid.
  4. August 2022Veradigm: FollowMyHealth is cloud-based, mobile-first, for before, during and after the visit.
  5. January 2023Allscripts becomes Veradigm.

I have not verified how much of the HealthGrid line runs today, and do not claim it does.

Results, as published by HealthGrid

$1.2M
projected annual saving from electronic check-in
Miami Children’s, value sheet
36%
fewer rejected claims over two months, against the prior four months
Community Health Systems, value sheet
7.9 of 9.0
overall patient experience (limited data)
HIMSS booth panel, KLAS 2017

Client-reported, from collateral I designed. Not attributable to interface design alone.

What I took from it

  • Remove the step, not the content
  • Reach beats features
  • One owner is a strength until it is a bottleneck

The best front door is no door.

Sources: Allscripts, Fierce Healthcare, Becker’s Hospital Review, MobiHealthNews, Veradigm, Kessels 2003, Joint Commission. Product screens are reconstructions I drew for this page, using synthetic patient data. Accessibility: WCAG 2.1 AA targeted, keyboard operable demos, motion off under reduced-motion.