Cardinal Health CSMP (Controlled Substance Monitoring Program)
UX Design
Introduction
The opioid crisis of the last two decades has brought heightened awareness to the pharmaceutical industty.
Cardinal Health, in cooperation with the federal government, drove design and security enhancements to the end-to-end workflow.
The CSMP Dashboard -- and Threshold Change Requests (pharmacies requested modications to their allotted quota) were designed explicitly to ease the transition, educate the user for self-serve, all within legal requirements and in a secure cloud environment.
Roles performed:
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User research and requirements gathering to identify key areas requiring enhanced improvements
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Ensure all legal requirements are incorporated into the user journey
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Iterative design prototypes to drive towards optimal user experience
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Document and deliver to development and stakeholders all required assets and ensure their proper implementation
CSMP Dashboard Highlighted on Cardinal Health
The mission-critical nature of this work was delivered upon with tremendous success.
The CSMP Portal -- the dashboard from which a user has full visibility and can take immediate action as needed. All tools and paths are accessible to the user from this simple, yet powerful tool.
Cardinal Health prominently showcases the dashboard UI and functionality on their site.
CSMP Dashboard : Default
CSMP Dashboard : Default
The main hub. Users have access to important new links, have the ability to add, remove and modify users and track the progress of all the activities their pharmacy has ongoing.
CSMP Dashboard : Pharmacy Selected
The number of users in a pharmacy family can be vast. Providing dynamic, easy to use filtering and sorting presents the information needed.
CSMP Dashboard : Action Button Selected
User testing informed the design that there were 3 primary filtering use cases. Surfacing these -- separate from the main filtering experience -- provided a productivity boost that was a big win.
CSMP Dashboard : Null Results
User testing did show that with as rich a filtering toolkit, over-restricting searches could result in limited, unsatisfying, or even null data sets.
Inline messaging and prominent "Clear filters" were essential.
Threshold Change Requests
The layers of security incorporated at multiple stages of various pharmacy processes required a very proactive interface. One that informed the user exactly what stage in the process there request was currently.
Users were informed what, if anything, was required from them at the current time.
The Threshold Change Request view is arrived at via the Events dashboard on the CSMP Portal.
Breadcrumbs inform the user where they and can easily return.
Sample 1: Step Status: "Action Required"
Sample 2: Step Status: "In Progress"
