UX Case Study:
CareLogic EHR

Why Examine the EHR?
A major point of frustration among behavioral health service clinicians and supervisors is using electronic health record systems effectively.
This case study will examine the current implementation of CareLogic EHR within a non-profit Mental Health Clinic setting. I will then design and recommend changes to how this EHR has been implemented, using UX design principles.
What is CareLogic EHR?
CareLogic is a web-based electronic health record (EHR) system designed specifically for behavioral health and human services organizations.
CareLogic states their configurable EHR software empowers providers with a suite of clinical, administrative and financial capabilities including: scheduling, intake, treatment planning, service documentation, ePrescribing, consumer engagement, billing and reporting.

Design Process
User Persona: Clinician
Goals:
Focus on helping clients and providing quality clinical work.
Pain Points:
Feels consistent pressure to make sure things are done on-time and meets regulatory agency guidelines.
Documentation feels like "work about work," rather than an integrated part of clinical services.
Feels like the tools that are a part of the EHR are inadequate to track and keep up with documentation and regulatory deadlines.
User Flow & Task Analysis
Style Guide
Next Steps
Reflections
Research is an indispensable part of the UX design process.
This project began as a UX redesign case study and transformed to more of a UX audit with recommendations. User interview combined with market research brought to light gaps in my understanding of the overall problem. Had I continued with my own initial assessments of what the problems were, I would have put forth solutions that were inadequate to meet the needs of the business using the product as well as the clinicians experiencing frustrations with the product.
Allow real humans (i.e. actual users) to inform design choices.
How a product is "supposed" to work isn't always how a product is actually used in real-life scenarios. Observing how a user interacts with a product can inform next steps to improvements with design.