symplr: Delegated Credentialing

How might we create a Delegated Credentialing workflow that makes it simple for delegates to complete the credentialing process on behalf of a physician?

Context

My Role: Lead UX/UI Designer
Company: symplr
Time: 3 months
Result: Delegated Credentialing ✨ Happy physicians
Proposed Impact: Faster credentialing for physicians, clear communication between physicians and delegates, intuitive workflow for delegates, more time for patients
Problem

Currently, Physicians do not have the ability to delegate the credentialing process in Provider Portal. Without the help of delegates throughout the credentialing process, it is slowing down the speed at which physicians can complete their credentialing, ultimately delaying their start date at a new hospital, or taking up their time on administrative tasks.
Solution

An intuitive and accessible delegated credentialing workflow. A workflow that benefits both physicians and delegates, making the credentialing process smoother and more efficient.

Internal Interview Insights

“We are nervous about all the time and number of engineers this new build is going to require.”
“Let’s start this build with a walking skeleton version that we can get into the hands of clinical trial personnel as soon as possible and then go from there.”
“This Form Builder needs to incorporate all of the current capabilities that we offer when we build the forms internally as well as the offerings of our top competitors.”
“Let’s find a middle ground and focus on building something that meets the needs of the Form Designers, test it with users, and then discuss scaling and future versions.”