Rule Builder for Healthcare SaaS Interoperability

The Project: InteleOrchestrator (IO) provides radiologists with a list of exams to read. Once the physician selects an exam to read, IO opens other programs to the patient data for that exam. The IO product manager asked me to design a feature that let users set which software opened based on exam data.
My Role: UX Researcher. I collaborated with a UI/UX Designer for the high-fidelity prototype.
Timeline: 2024
Approach: There were existing rule builders in other software (e.g. ServiceNow). From previous research, I knew administrator users of IO would be comfortable with Boolean logic.
The Methods:
Design Research to pull from existing rule builders
Wireframing to communicate proposed layout and behaviour
Internal stakeholder interviews to understand organizational goals and needs our customers were reporting
1:1 user interviews to understand the current implementations, workarounds, and edge cases
Thematic analysis to derive high-level feature requirements
Moderated usability testing to understand where the design could be further refined
The Deliverables:
Research findings presentation for Product Management leadership
Validated prototype with end users through several rounds of usability testing
Acceptance Criteria for front-end development of feature implementation
The Outcomes:
New partnerships with cross-functional teams for future research
Feature prototype was well-received at an international trade show