Designing user-friendly, usable
healthcare documentation:
switch to minimalism!
www.ci3m.fr
Scientific Conference on Strat...
Healtcare documentation
• Help the User* perform a
TASK !
• Usable: to the satisfaction of
the end-user
(…not the device m...
Safe and risk free
• Usable documentation
• Understandable, accessible
• Ensures risk free usage
(of the product)
Focus on the audience needs!
• Clear, precise, useful information
Skip obvious, useless information
Infobesity?
• No time for infobesity!
Minimalism: “In fact, the shorter and more lean
the text, the more likely it will be...
Writing for medical staff (needs)
• Provide only the information needed to
perform a task
• Eliminate useless and distract...
Design process - 4 steps
1. Focus on action-oriented approach
2. Ensure you understand the user‘s world
3. Provide trouble...
1. Action-oriented
• User‘s objectives?
• Perform a scan?
• Make an injection?
• Perform an endotracheal intubation?
• Act...
1. 1 - Action and tasks
• Skip
• Introduction, Overview,
• General information
• Preamble
• About…
• Provide opportunity
t...
Example ;-(((
Useful information (re-writing example)
1. Setting the purification parameters
2. Checking water quality
3. Understanding ...
Procedures, no bla-bla
• The more effectively procedures
address real tasks, the more
successful they are in meeting
user ...
2. Understand user’s world
• Understand « user’s domain »
• Audience
• Environment
• Language
• English
• Terminology
• Pl...
2.1 Define audience
• User profile?
• Age
• Experience
• Literacy (computer? Hand-held
device? Wordless illustrations?)
2.2. Define terminology
• End user‘s vocabulary?
• excipients? posology?
• Skip synonyms!
• Define abbreviations
• Maintai...
Non-technical language
• The ICH* E6 guideline states that:
“The language used in the oral and
written information about t...
2.3. Design meaningful titles
1. Ordering needles
2. Contacting the support team
3. Checking product applicability
2.3. Instruct
• Skip description!
• Instruct!
• Talk to the end-user!
• Write „Task-oriented“ = >Verbs!
• „Reset button“
...
2.4. Skip „symbols & screen copies“
• Reduce screen copies!
• Use symbols sparingly
Screen copy needed?
Understandable symbols?
Universal symbol?
2.4. Reduce legal verbiage
• Skip useless warnings!
• Consider possible mishapps:
• Provide instructions
• Entrust legal v...
Warnings and Notes?
Operating the system
1. Make sure the patient room is free of flammable anesthetic
mixture with:
• air
• oxygen
• nitrous ...
Connecting a computer
You can connect the device to a computer to store patient
data.
1. Connect the computer to the USB p...
Useful legal clauses?
• Objection:
• Legal clauses protect our institution against
lawsuits.
• Response:
• Including legal...
2.5 Insulting user‘s intelligence?
Obvious green color?
User‘s intelligence?
• Skip „stem sentences“ (glue)
Documentation for a safe use?
• Task-oriented
• Audience-focused
• Terminology savvy
• Instructions-based
• Symbol and war...
3 - Troubleshooting
• Provide on-the-spot information
• Provide a Troubleshooting section
• Use « Hints » instead of « War...
4. Finding information
• Find information quickly and accurately
• Table of contents
• Brief
• Precise (task-oriented)
• I...
4.1 Searching for instructions…
One Flight Operation Briefing Note (FOBN)
described a technique for landing in strong cros...
4.2 Easy to read?
• Typography
• No capital letters
• Lay-out
• Margins
• Justified text: no!
• Frames: no!
• Colour
• bac...
Test !
• Perform usability tests
• Use readability test tools
• Add eye-tracking survey!
Conclusion
• User-friendly documentation:
minimalistic, usable
Safe use of medical device!
Reduced misunderstanding,
Re...
Bibliography
• Writing about medicines for people, David Sless
• A Practical Guide to Usability Testing, Dumas J.,
Redish,...
Questions?...
flacke@orange.fr
Risk managementhealthcarefacilities flacke_30january
Risk managementhealthcarefacilities flacke_30january
Risk managementhealthcarefacilities flacke_30january
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Risk managementhealthcarefacilities flacke_30january

  1. 1. Designing user-friendly, usable healthcare documentation: switch to minimalism! www.ci3m.fr Scientific Conference on Strategic Development And Performance in Healthcare Institutions National Guard Health Affairs, King Saud bin Abdulaziz University for Health Sciences Riyadh, KSA 30 January 2013 Marie-Louise Flacke Instructional Designer CI3M, Rennes (France)
  2. 2. Healtcare documentation • Help the User* perform a TASK ! • Usable: to the satisfaction of the end-user (…not the device manufacturer!) ________________________________ *(medical staff, home-based patients…) Company LOGO
  3. 3. Safe and risk free • Usable documentation • Understandable, accessible • Ensures risk free usage (of the product)
  4. 4. Focus on the audience needs! • Clear, precise, useful information Skip obvious, useless information
  5. 5. Infobesity? • No time for infobesity! Minimalism: “In fact, the shorter and more lean the text, the more likely it will be read.“ (Dr. JoAnn Hackos, Comtech Services)
  6. 6. Writing for medical staff (needs) • Provide only the information needed to perform a task • Eliminate useless and distracting information • Prevent burying the useful procedure in long, descriptive concepts!
  7. 7. Design process - 4 steps 1. Focus on action-oriented approach 2. Ensure you understand the user‘s world 3. Provide troubleshooting information 4. Help users find information they need
  8. 8. 1. Action-oriented • User‘s objectives? • Perform a scan? • Make an injection? • Perform an endotracheal intubation? • Action, Tasks ->procedures !
  9. 9. 1. 1 - Action and tasks • Skip • Introduction, Overview, • General information • Preamble • About… • Provide opportunity to act!
  10. 10. Example ;-(((
  11. 11. Useful information (re-writing example) 1. Setting the purification parameters 2. Checking water quality 3. Understanding the LED messages 4. Ordering consumables 5. Performing monthly maintenance
  12. 12. Procedures, no bla-bla • The more effectively procedures address real tasks, the more successful they are in meeting user needs. • (Dr. JoAnn Hackos, Minimalism updated, 2012)
  13. 13. 2. Understand user’s world • Understand « user’s domain » • Audience • Environment • Language • English • Terminology • Plain language • Real goals • Don’t focus on product features… but on user’s goals!
  14. 14. 2.1 Define audience • User profile? • Age • Experience • Literacy (computer? Hand-held device? Wordless illustrations?)
  15. 15. 2.2. Define terminology • End user‘s vocabulary? • excipients? posology? • Skip synonyms! • Define abbreviations • Maintain consistent phraseology • Controlled Technical English
  16. 16. Non-technical language • The ICH* E6 guideline states that: “The language used in the oral and written information about the trial, including the written informed consent form, should be as non-technical as practical and should be understandable to the subject …” * ICH= International Conference on Harmonisation of Technical Requirements for Registration of Pharmaceuticals for Human Use (ICH)
  17. 17. 2.3. Design meaningful titles 1. Ordering needles 2. Contacting the support team 3. Checking product applicability
  18. 18. 2.3. Instruct • Skip description! • Instruct! • Talk to the end-user! • Write „Task-oriented“ = >Verbs! • „Reset button“  „Reinitializing the system“
  19. 19. 2.4. Skip „symbols & screen copies“ • Reduce screen copies! • Use symbols sparingly
  20. 20. Screen copy needed?
  21. 21. Understandable symbols?
  22. 22. Universal symbol?
  23. 23. 2.4. Reduce legal verbiage • Skip useless warnings! • Consider possible mishapps: • Provide instructions • Entrust legal verbiage to Legal Department
  24. 24. Warnings and Notes?
  25. 25. Operating the system 1. Make sure the patient room is free of flammable anesthetic mixture with: • air • oxygen • nitrous oxide 2. Switch on... ___________________________________________ Checking maximum continuous use After 168 hours of continuous use, you must cycle the power. 1. Switch to standby power 2. Connect the device to battery 3. Let it charge for 24 hours
  26. 26. Connecting a computer You can connect the device to a computer to store patient data. 1. Connect the computer to the USB port located on the right of the display panel 2. Make sure the USB port located on the rear is free of any external connection. This port is for internal factory use only. ___________________________________________ Checking temperature It is essential to cross-check the accuracy of the patient temperature. 1. Switch on the System temperature display 2. Use an oral or tympanic thermometer to cross-check the temperature
  27. 27. Useful legal clauses? • Objection: • Legal clauses protect our institution against lawsuits. • Response: • Including legalistic clauses does not afford protection against lawsuits. • On the contrary, complex consent forms have been the basis of legal action by research subjects even in the absence of physical harm
  28. 28. 2.5 Insulting user‘s intelligence?
  29. 29. Obvious green color?
  30. 30. User‘s intelligence? • Skip „stem sentences“ (glue)
  31. 31. Documentation for a safe use? • Task-oriented • Audience-focused • Terminology savvy • Instructions-based • Symbol and warning-free • Respecting user’s intelligence
  32. 32. 3 - Troubleshooting • Provide on-the-spot information • Provide a Troubleshooting section • Use « Hints » instead of « Warnings »
  33. 33. 4. Finding information • Find information quickly and accurately • Table of contents • Brief • Precise (task-oriented) • Index • Search does not replace index! • Write meaningful topic titles
  34. 34. 4.1 Searching for instructions… One Flight Operation Briefing Note (FOBN) described a technique for landing in strong cross- winds that would have been suitable for the Hamburg landing in question. The Flight Operation Briefing Note was not part of the official operating manuals.
  35. 35. 4.2 Easy to read? • Typography • No capital letters • Lay-out • Margins • Justified text: no! • Frames: no! • Colour • background • Font size
  36. 36. Test ! • Perform usability tests • Use readability test tools • Add eye-tracking survey!
  37. 37. Conclusion • User-friendly documentation: minimalistic, usable Safe use of medical device! Reduced misunderstanding, Reduced calls to Hotline/Emergency , etc.
  38. 38. Bibliography • Writing about medicines for people, David Sless • A Practical Guide to Usability Testing, Dumas J., Redish, J. Intellect Ltd., • Applying principles of plain language to health websites, Ginny Redish - http://tinyurl.com/68qpvuw • Minimalism: Creating Information People Really Need, JoAnn Hackos - http://tinyurl.com/35m36qs • ICH Efficacy Guidelines • http://www.imarcresearch.com/blog/bid/185145/Literacy-and-Informed- Consent-In-Understandable- Language?goback=%2Egde_119837_member_132201590
  39. 39. Questions?... flacke@orange.fr

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