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InsideTracker

Blood draw scheduling and progress tracking

Project Overview

InsideTracker is a personalized nutrition and wellness platform that leverages cutting-edge science and technology to provide individuals with actionable insights into their body's unique needs. By analyzing blood, physiological and genetic data, InsideTracker offers personalized recommendations for optimizing health, fitness, and overall well-being.

 

The objective of this initiative was to establish a structured and guided customer experience for blood tests, spanning activation, blood draw, and results review. Integration with the Quest Diagnostics API streamlined appointment scheduling, fostering a seamless and efficient process.

My Role:

User Research, Design Lead, Product Designer

Team:

Design (2), Product Management (2), Project Management (2), Engineering (6), QA (2)

Timeline:

2023

Blood draw scheduling - mobile app screens

Read full case study

The Challenge

Progress tracking - Develop a user-friendly solution that provides guidance and timely messaging for an enhanced experience. The product team was assigned the responsibility of creating a solution that enables users to monitor their progress and stay informed about the tasks they need to complete.

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Scheduling API integration - Facilitate the incorporation of Quest Diagnostics blood draw scheduling API to enhance the scheduling process, enabling smooth and efficient coordination of appointments.

The InsideTracker customer journey

The InsideTracker user journey requires that users go through multiple steps both virtually as well as physically to acquire accurate blood results and analysis. Users are required to go through the following steps:
 

  1. Purchase an InsideTracker "plan" - Plans include a blood test.

  2. "Activate" the test - indicate their desire to use the test for themselves, as opposed to transferring that test to someone else.

  3. Complete a test confirmation form - reviewing their test details and fill out a required form (including a CK attestation part that confirms their health status and acknowledges that they were not sick at the time of getting tested)

  4. Physician approval - this process happens on the InsideTracker side and requires just that users sit tight until a physician has approved their test.

  5. Schedule the blood draw appointment - either at a Quest Diagnostics location or at their home if they purchased the mobile blood draw option.

  6. Get their blood drawn - InsideTracker receives confirmation of the draw through API integration.

  7. Complete a health profile questionnaire - providing key health data about users' physiology, nutrition, supplements, activity, and lifestyle habits.

  8. Review results - The final step is receiving the blood results and analysis.

InsideTracker's - new customer journey

The Design Solution

The mobile-first design solution provided users with a seamless and user-friendly journey through the four essential steps for obtaining accurate blood results and supported a fully integrated scheduling capability.

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The solution included the following:

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  • Ability to "activate" a test from within the mobile app and complete the required form.

  • Real-time physician approval with clear visual queues to communicate to users the process that is happening in the background.

  • A simplified 4-step progress tracker with clear actions that users can take at every step.

  • Appointment scheduling flow to support both testing in a lab or at home with very clear guidelines and preparation instructions.

  •  Troubleshooting solutions in case users stepped off the beaten path (for example if they scheduled directly through Quest or if the physician approval did not go through seamlessly).

 

This holistic approach not only demystified the blood testing process but also empowered users with a sense of control over their health journey, ultimately promoting a more proactive and informed approach to healthcare.

Blood draw scheduling
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