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Last active February 25, 2018 23:09
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Spirit Client Meeting 2/25/18
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spirit-client-meeting-3.md

Questions to Ask

  • Is the thread connections highlighting obvious enough? Yes
  • Is the asterisk for the arousability diagram noticeable? Yes
  • Is the body diagram drawing okay? Yes, it's perfect
  • Are the running columns okay? Yes
  • Can we remove the Executive empty header section? Yes
  • Does the print out have all needed information? Yes; Small changes addressed below
  • Should it have an OT name or signature? OT name would be good, no need for signature
  • What else goes on the SAM page? Addressed Below
  • Do they need to be able to delete anything? Addressed Below

User testing session notes

General Comments

  • Spirit logo should have Tracy and Angela's names next to it, in addition to the copyright symbol
  • Landing Page should have something along the lines of 'Spirit in association with Developmental FX'
  • More information about Spirit on the landing page
  • Add an on-page back button everywhere (maybe a breadcrumb trail?)

Logging In (Index)

  • No issues logging in. Needed some guidance for where to log in and what next steps were.
  • Style AuthRocket page for consistency
  • There should be more details for a new user on the UserDashboard:
    • If you aren't part of a clinic, where should I go?
      • Maybe redirect to Create/Join if no clinic?
    • What can I do as a user?
      • Instruct on how to get back to the UserDashboard, road map for where to go, etc.
    • What is the page? (More explicit labeling)
      • Keep user information in header but also place in UserDashboard somewhere to fill out the page
    • Where can I see clinic info, etc.? (More directions on page)
      • Button is visible at first, but gets pushed down. Maybe pull up to header or bring button closer to the top?

Adding a Clinic (Create)

  • 'Your clinic' info showed when no clinic was assigned to the user (Conditionally display)
  • Instructions for how to add a clinic were good. New clinic info populated on page with code (code necessity was obvious for other memebers)
  • Success/error messages should maybe be larger, more obvious?

Adding a new patient (UserDashboard)

  • Instructions were clear, but duplicate patients were addied on double click
    • Add delete button for patients with a double check (Are you sure?)
    • Add check to confirm patient information to avoid double build?
    • Easy Solution: Wiping inputs after adding a new patient would not allow another patient add

Adding a concern (PatientDashboard)

  • Very easy and intuitive to add a concern
  • Some disconnect with workflow that involves connection to therapy goals, etc. (Will talk more about this in person)
    • Suggested Solution: More directions on PrimaryConcerns page for the actual therapy process. Potentially allow OT to see all completed 'Session Results' from the PatientDashboard

Starting a session (Sessions)

  • Sessions were intuitve and labeled well.
  • Patient and primary concern information header were useful to have
  • Change from 'concern id' to 'concern title'
  • Accidental double creation of session (Similar issue and solution as with accidental creation of patient)
    • Double check may be more useful here, as there's no real check to keep users from creating lots of sessions; double check would be paramount as deleting a session could possible delete all associated process, therapy goal, and treatment plan data.

SAM Page / Session Header

  • It is more useful to have the 'Concern title' in the 'Sessions Header' than the concern id, swap
  • 'Sensory' tab should be re-labeled to say 'Sensory Discrimintation'
    • This will be a somewhat detailed change, especially for the thread connections. All of this should be done at once to avoid any crossover errors
  • Want numbers on SAM with additional lables (Will send document to show what they want)
  • Number links from SAM are not connected to the appropriate Routes:
  1. Modulation
  2. Social
  3. Postural
  4. Sensory Discrimination
  5. Executive
  • Nav bar order is good and should not be changed, only the SAM number links should be changed
  • Need to include directions and definition of SAM (will get from client)
  • Need to include a 'Thread Connections' key and a 'Rating System' Key
    • Thread Connections: Explains the color change of a header and a highlighted component (ie why they're highlighted, how they will be highlighted, differnece between highlighting, etc.)
    • Rating System: Should include the FAIR rating system and reference to 1 - 10 scale (1 - 10 description is on Google Drive)

Modulation Domain

  • Capacities header should cover first two columns
  • Regulatory header should cover last two columns

Postural Domain

  • Inner Core should have a thread connections to all Intero header sections
  • Outer Core should have a thread connection to Vetibular and Proprioception headers in Postural domain

Sensory Discrimination Domain

  • Should be renamed from 'Sensory' to 'Sensory Discrimination' (See above notes about changes)
  • Missing header above 'Oral' area; should read 'Skill Domain'

Definitions

  • Definitions need to be cleaned up; client will work on this, but a more effective strategy should be implemented on the FE (ie. sorting by more than first matching word; see 'Spatial/Temporal Organization' in 'Executive' domain as an example)
  • Users are initially confused with how to close a definition window once opened, multiple definition windows open at once can clutter the screen
    • Include an X button?
    • Allow only one definition open at once?

Finishing a session

  • 'Finish' lable in nav isn't clear, change to some variant of 'Plans + Goals', 'Plans and Goals', 'Plans / Goals'
  • Move link to 'See Session Results' toward the top with directions that they should consider viewing results before writing 'Treatment Plans' and 'Therapy Goals'
  • Remove 'Complete Session' button and move to 'See Session Results' page
    • Client wanted to view session results and then complete the session; this work flow was more intuitive

Treatment Plans

  • Add 'S.T.E.P.S.I. (copyright)' directly below 'Treatment Plans' header

Therapy Goals

  • Add 'This is modified from the C.O.P.M.' directly below 'Therapy Goals' header
  • If a slider is accidentally marked and then changed, it currently registers a 0, which then translates to the 'See Session Results' page
  • Ability to add an additional goal for a domain if more than one goal for a particular domain
    • Example: Sensory is a marked domain, but there are multiple goals for that domain, each of which may have different value ratings from 1-10 for each area
    • This may be a very large and intensive change when considering all of the graphs, etc.

Print out

  • Should include the 'Complete Session' and 'Print' button at the top of the page
  • UpperCase the 'FAIR' (ie a rating should read '4A', not '4a')
    • Should be done in the SliderTen component
  • Add the SAM image above the 'Primary Concerns' section
  • Add the FAIR key somewhere near the top

Completing a Session (ie redirect to Sessions component)

  • Want to be able to 'View Session Results' from Sessions once session is marked as completed
    • Currently have to select session, go to 'Finish', scroll to bottom, etc.

Re-visiting a patient

  • Ability to view completed sessions from PatientDashboard
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