Allyfe is a healthcare technology enterprise specializing in patient recruitment and engagement services tailored for clinical trials. Their organizational mission is dedicated to expediting clinical research endeavours through the optimization of patient recruitment processes and the enhancement of patient engagement strategies.
Introduction
When I met Allyfe's CEO, he presented an initial alpha version of the product. The product exhibited an overly complicated user experience, attributed to the involvement of engineers in its development. Anticipating the escalating cost of addressing UX debt, he sought to rectify the situation by assembling an expert team.
Allyfe comprises various modules, and in the forthcoming case study, you will encounter a simplified version of the developments thus far. As of 2023, development remains ongoing, including the design of other modules.
Key Problems
Patient Recruiting The recruitment and onboarding of patients entail a methodical process that relies heavily on paper-based documentation, resulting in a slower pace.
Data Management Managing patient data lacks efficiency as it is often fragmented and challenging to locate.
Communication Communication between patients and researchers exclusively occurs in person, thereby impeding the efficiency of the onboarding process.
The users
Patient Access new treatments while participating in clinical trials.
Researchers & Doctors Onboard new patients to the trial and walk them to the process up to the final step..
Sponsors Wants to have successful trials and oversee the research center KPIs.
Costrains
The health industry is subject to stringent regulations, which impose limitations on how certain user flows must be handled. Consequently, we engaged in iterative discussions with the legal team to validate each flow, ensuring compliance with regulatory requirements.
Process
Project Management
The Allyfe team was working with weekly sprints, we had two calls per week: one to set the sprint goal, and one to review the sprint.
Product Definition
The product was partitioned into distinct "Modules" to achieve overarching macro objectives, including Registration, Onboarding, Scheduling and Meeting, and Informed Consent. Within each module, sets of features were initially delineated as Epics and User Stories. This method facilitated the identification of the tasks required by users and informed the design of user flows to achieve the desired outcomes.
Design
After attaining a comprehensive understanding of the flow, we proceeded to draft wireframes for the screens, followed by the UI design of the key screens. Once these designs were approved and finalized, transition screens and interactions were incorporated. The culmination of this process yielded a prototype that could be tested against potential use cases.
Tests and refinement
Upon completion of each module, we conducted user testing sessions with researchers to assess the user experience.
Solutions
At a high level, the comprehensive process of fully onboarding patients can be distilled into the following streamlined steps: Screening, Qualification, and Signing.
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Within these three overarching steps, several recurring flows emerge, including Self-Evaluation, Scheduling, Profile Enrichment, Meeting, Decision Making, and Messaging.
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Given the modularity of the product, we tried to design each block as auto-consistent and independent as possible. This helps the system to be customizable, and adaptable, without having to define custom exceptions.
Flows
From evaluation to meeting
This is the initial flow that a patient follows after selecting a clinical trial. The users proceed through an automated eligibility flow, where they determine their eligibility for the trials, and it concludes with scheduling a meeting to meet the researcher.
Note: The flow has been simplified to protect Allyfe IP (Intellectual Proprierty).
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Informed Consent
This is the final process that a patient undergoes to become part of a clinical trial. The researcher meets the patient to explain the informed consent, which is then provided for review. Following this, the patients proceed to an assessment, and if it meets the criteria, a final assessment meeting occurs between the researcher and the patient. Subsequent to this meeting, the patient can sign the ICF (Informed Consent Form).
Note: The flow has been simplified to protect Allyfe IP (Intellectual Proprierty).
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Information Architecture
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User Interface - Doctor
Subjects list
The subjects list provides a way to filters patients and apply batch actions such as moving a sub-set of patients to the next onboarding step.It is also a way to access a patient profile.
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subject profile
The subject profile serves as the repository for patient data collection. It grants access to patient details, meeting records, and onboarding status.
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meeting scheduling
The calendar feature facilitates scheduling meetings by enabling patients to select an available date and time for their appointment with the researcher.
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meeting (iCF)
The meeting functionalities allows the doctor to share document, and take notes. A set of features such as the profile enrichment during meetings is also planned to be released.
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messaging
The messaging system is always a one to many. Each patient has his own room, and any researcher in the trial can answer to the patient.
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final consideration
This application is much larger than it seems. Unfortunately, the CEO of Allyfe did not give me consent to publish the entire project, so I could only publish a part of it that outlines the project at a high level. The project is still ongoing, and new features are being added approximately every four months. The last one I worked on was the 'study site activation,' completed in March 2024.
I find that this project has been very challenging in terms of complying with the laws and privacy regulations concerning this sector. Working with lawyers and medical researchers has been an unforgettable experience.