5 MIN READ • PRODUCT DESIGN

3 Strategies for Building a Successful Design and Clinical Partnership

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Product Design @ Codex Health: 3 Strategies for Building a Successful Design and Clinical Partnership

Introduction

In the healthtech world, a strong partnership between design and clinical teams is not just important – it’s essential. At Codex Health, this collaboration has been pivotal in creating products that drive better patient outcomes while aligning with business priorities. Working closely with the clinical team has provided us with invaluable insights, enabling us to design solutions that meet the needs of two key user groups:

  1. Patients who use Allie to provide health data.
  2. Clinicians who rely on Foresight to monitor and interpret patient health data.

This article explores how clinicians contribute to product design at Codex Health and outlines three strategies we use to foster a successful design-clinical partnership.

The Role Clinicians Play in Product Design at Codex

Clinicians Are Users

At Codex Health, clinicians are not just collaborators. They’re also end users of our products. Our goal is to build tools that streamline their workflows, improve efficiency, and help them identify the right patients to care for. 

Clinicians Are the Voice of the Patient

Clinicians act as a direct link to our patients and are able to provide unique insight into both how patients experience our products and the patient’s lived experiences with their conditions. By listening to clinicians, we gain a better understanding of:

  • What is the patient experience with our app
  • More importantly, what is the patient experience living with their condition

Strategies for Product Design and Clinical Collaboration

To build a strong partnership with our clinical team, we’ve implemented three key strategies that have proven to be highly effective:

Strategy 1: Weekly Sync Meetings

Weekly sync meetings are the foundation of our collaboration. These sessions encourage a shared agenda where both sides contribute, emphasizing a two-way partnership, and ensure the clinical team is as integral to the software development process as anyone else.

Key benefits of weekly syncs:

  • Help bridge knowledge gaps between designers and the lived experiences of patients.
  • Provide an opportunity to discuss how products are performing and brainstorm ideas for improvement.
Strategy 2: Co-Design Sessions

Involving clinicians in the product design process ensures our solutions are grounded in real-world use cases. During co-design sessions, we:

  • Conduct user research by asking open-ended questions to learn about their workflows and patient experiences.
  • Collaboratively review in-progress designs, allowing for quick feedback and iterative improvements.
  • Validate final designs to ensure they meet clinical needs before implementation.

These sessions ensure that clinicians are active contributors, using their expertise to enrich the design process.

Strategy 3: Clinical Shadowing

Shadowing clinicians provides product designers with a unique learning opportunity to observe how our products are used in practice. All members of the company are encouraged to shadow clinicians during patient appointments and key workflows.

For clinicians, openness to shadowing is critical, and for designers, observing real-world use allows us to:

  • Gain deeper insights into the challenges and opportunities within their workflows.
  • Brainstorm fixes and features to improve the product

Conclusion

Building a successful design and clinical partnership requires clinicians who are willing to collaborate, provide feedback, and share their expertise. At Codex Health, we’re fortunate to work with clinicians who embrace these roles and actively contribute to the product development process. They help shape our solutions, propose innovative ideas, and understand the intricacies of software development. Without them, our product would not be what it is today. 

By implementing three key strategies like weekly sync meetings, co-design sessions, and clinical shadowing, we’ve fostered a partnership that leads to improved patient outcomes and products that align with business goals. Together, we’re designing the future of healthcare technology.

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