From VOC data we knew that creating Psychotherapy Notes was going to be a revenue driver and differentiator for our product.
The process for this project was straightforward. We started with discovery research by interviewing providers (n=8) and asking them about how they currently take notes and how psychotherapy notes could help them in their workflow. We then dove into their mental models to better understand their expectations and how this would integrate contextually within the broader EHR.
We discovered that what providers wanted was a way to take a historical view of the patient without having to sign all that information into a note. We also discovered that providers were already doing this but in a more laborious way, usually by hand or via a different section of the note. The resulting design was simple and minimal allowing providers to add their thoughts outside of a clinical note but also allowing them to reference or edit a psychotherapy note within other clinical notes while keeping both separate.