Project: UpToDate Maintenance of Certification (MOC) Feature
Summary: In the past, when UpToDate users redeemed their CME credits (see CME case study), they were on their own when it came to submitting those credits for maintenance of their certifications. Working with the American Board of Internal Medicine (ABIM) as a starter authority, we implemented a new feature where clinicians could submit credits electronically from within the UpToDate system, a small but extremely convenient additional option for users. We designed this feature from scratch, simultaneously mapping out the single ABIM-only solution and a scaled future scenario where user could submit to multiple board authorities. For business reasons, upper management opted to build this new feature within the desktop-only legacy site and not within the responsive app, so the PM and I took extra care to architect functionality that could be gracefully updated in the future. This was an extremely complex project that involved a considerable amount of technical limitation. Additionally, though it was its own separate workflow, MOC had to function smoothly as an extension of the existing and problematic CME workflow, which at the time had not yet been redesigned. This feature marked new levels of successful collaboration between teams and was extremely well-received by appreciative users.
My Responsibilities: Information Architecture, User Testing, Wireframes, Mockups, Development Liaison and UX QA during the build phase
Worked With: Editorial Staff (internal), American Board of Internal Medicine (external), Product Manager, Web Development team, Platform Development team, QA
Focus: User Testing
Like CME, the wireframes and mockups for the end product are visually minimalist and quite dry, and that project already demonstrates how I handled the layers of a complex multi-step interface. So instead, I’ll showcase how I handled user testing for MOC. After wireframes were solidified and approved by stakeholders, I built a testing prototype in Balsamiq (the department was experimenting with different prototyping tools at this time and this was our Balsamiq trial project) and we tested the various subflows of MOC with users. My testing plan and prototype workflow are mapped below.