Kareo Treatment Plans

When developing a research plan, the first thing I always ask my team is “What is it that we want to learn?” I document all our questions as well as assumptions that need to be validated. Based on this list, I evaluate the most appropriate research methods to help us answer the questions we write down.

Based on the questions we had, we did the following:
- Conducted 7 customer interviews to understand their current treatment planning process
- Sent a survey to help us understand needs when it came to documenting treatment
- Met with Sales reps to understand what prospect customers’ asks

Because of a lack of treatment plan note type / template providers don't have the proper tools to build a structured and coherent treatment plan or an easy way to review a it during the patient visit. During a typical visit therapists will document progress / adjust it if necessary to satisfy the demands of HMOs, managed care companies, third-party payers, and state and federal agencies. Because of the lack of Treatment Plans providers and patients also don't have the ability to electronically sign a it or get alerted when it's time review on update the treatment plan.

Iterating by creating multiple prototype versions was essential to making sure we got the treatment plans feature right due to the complexity of some patients treatment and the time commitment from our engineers.