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HealthMED Inc.

"Where health, medicine, and technology meet to fight disease through organized data."

Case Study

Role

Product Operations Associate

Teams

  • Implementation

  • Account Management

  • Support

Problem

Product release of new EMR patient portal 

  • MVP expected mid-November 2018

  • Due in 100 client offices by January 2019
  • Internal and External training required
  • Holidays mean fewer working days

Proposed Solution

Agile method for rollout

​Planned Training Resources

  • Online FAQ

  • Strategic Email campaign

  • Print Resources

Start

Week 1

November 13 - 16

4 days

 

  1. Research - Explore MVP
    • Present product to all teams
    • Celebrate major milestone!
  2. Share tasklist (backlog) for sprint
    • volunteers from each team

    • create tester account s

    • self-navigate materials
    • create GIFs(screentogif.com)
    • take notes, provide feedback
    • draft mock press release
    • create GANTT chart
  3. Gather Feedback for Developers/Engineers

Week 2 

November 19-21

3 days

  1. Create Online Resource

    • gather all materials from last week to develop FAQ

    • outline web source with images and GIFs​

  2. Emails

    • Internal ​​Training Introduction

    • External Product Introduction

      • ​​

  3. Finalize and share.

happy thanksgiving!

Week 3

November 26-30

5 days

 

  1. Internal Training Presentation for Support Team

  2. Prepare easy printables for practices to share with patients

    • landing page

    • account set-up

    • introduce features

  3. Begin soft rollout with 25 clients

    1. meetings with directors

    2. emails to practices

    3. notifications to old portal users

Week 4

December 3-7 

5 days

 

  1. Research - Collect feedback from first rollout and share with team

  2. Develop user stories and continue iterating

  3. Rollout additional 25 clients

  4. A/B testing in full swing
  5. Get Data Insights involved now

 

 

End

Week 5

December 10-14

5 days

 

  1. Rollout to additional 25 clients
  2. Evaluate process and make changes with Implementation
  3. Check in with Support for ongoing themes
  4. Brainstorm, reevaluate, create, finalize and implement

Week 6

December 17-21

5 days

  1. Rollout to final 25/100 clients

  2. Plan meetings with client directors to gather insights from Account Management

Happy Holidays!!

Week 7

December 26-28

3 days

 

  1. Expected for all 100 practices to have implemented EMR

  2. Prepare for shutdown of old patient portal - send notifications/emails

  3. Full shift expected by 31st

 

Happy New Year!

Week 8

Jan 2-4

3 days

  1. Press Release announcing full launch & rollout

  2. Begin Post launch Research - Collect feedback from A/B testing

  3. Shut down old portal

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