1. Grand Rounds: Patient Self Check­Up
Author: James O’Connell
Change History
August 18, 2017: Updated from notes format to formalized PRD
August 15, 2017: Second draft
August 2, 2017: First draft
Overview
The two primary areas of focus for the Patient Self Check­Up are:
1) Develop patient profiles based on health care service priorities as well as more specific
condition, disease, or symptom concerns
2) Facilitate relevant and meaningful content delivery to patients
Patient acquisition, usage, and retention rates are key success metrics for Grand Rounds. The
Patient Self Check­Up feature will allow users to express and prioritize their primary health care
related concerns. The concerns will be related to health care service priorities, as well as more
specific health concerns. With this insight, Grand Rounds will be empowered to address and
personalize the patient’s experience, which will increase customer satisfaction and retention.
Patients can receive a more simplified health care experience where they are shown content
that matters to them first (wherever applicable). Patients will feel more reassured because their
concerns have been logged and attributed to their patient profile.
Since acquisition is a primary goal for Grand Rounds, prospective patients will have to create an
account to use the Self Check­Up, but they do not have to make a payment or be a part of an
active plan. Primary metrics will include increased patient sign­ups for users who interacted
with the Self Check­Up vs. those who did not, and retention rates for patients who utilize the
Check­Up vs. those that do not.
Grand Rounds can also use this customer insight data for other personalized marketing offers
and delivering relevant content to patients. Having this extra insight into different customer
personas and segments will also be beneficial in developing and prioritizing key product
enhancements going forward.

2. Objectives
1. To increase the number of patient/user sign­ups for Grand Rounds.
2. Provide reassurance to patients that their priorities and concerns have been attributed to
their account and integrated with their treatment needs.
3. Provide simplification in the form of the most applicable and relevant content and
information to users based on their concerns.
4. To increase patient engagement (with their account and content relevant to their
concerns).
Messaging
The primary messaging for the feature will emphasize the ability to personalize and simplify the
patient experience. The promise that customers will be provided with relevant content will be a
supporting point in order to give something of value in return for taking the Self Check­Up.
Patients will also be reassured that they won’t have to spend time sifting through layers of
information in order to get relevant answers. When customers are directed to Grand Rounds
via existing messaging channels, they will be prompted via various calls to action to create an
account in order to take the Self Check­Up and “tell us what has been most valuable to you in
your health care experiences.”
Success Metrics
● New patient sign­ups (actual metrics TBD based on current sign­up rate)
● Patient retention rates (TBD, reduce churn rate)
● User engagement (measuring content effectiveness based on click­through and time on
page)
● Adherence to initial treatment plans (establish baseline, measure delta between patients
who utilize Self Check­Up vs. those who do not)
Customer Scenarios
● Patient support:​ Heather is a patient who has been frustrated in the past by lack of
communication from her doctor’s office. She has had to call and leave messages
several times, and often times does not get a call back. With the Self Check­Up, she will
be able to express and prioritize that proactive communication is one of her biggest
concerns (other patients may express things like the proximity of their doctor, the doctor
ratings, or if they value having their own case manager). Grand Rounds will be able to
tailor the platform towards patients who identify these specific priorities. In Heather’s
case, Grand Rounds will be able to note her concern, and address it by connecting her
with her own case manager who can get her the answers she needs, or connect her to a
doctor’s office who gets high ratings for patient communication.

3. ● Patient concerns:​ Steve is a patient who has a history of diabetes his family. He can
identify this as a concern in the Self Check­Up and will later be connected to a physician
who can advise based on this concern, as well as being given relevant content and other
information in regards to his specific concern for diabetes.
● Patient empowerment:​ Frank is a patient who is on the fence about Grand Rounds. He
came to the site and created an account and was willing to go through and answer the
questions for his initial Self Check­Up. Frank felt more assured about Grand Rounds
because he felt empowered to manage and prioritize his concerns within his account.
Frank was later targeted with personalized content with the aim of getting him to put their
trust in Grand Rounds as a health care solution platform. Frank found most of the
content that was sent to him was not only relevant, but it was answering certain
questions before he even thought to ask them. Frank now feels quite confident that the
value in signing up for Grand Rounds is because GR knows who he is, what he cares
about, and can connect him with the most relevant provider or information more
efficiently than providers operating within the status quo health care system.
Features In
[M] ​denotes minimum viable requirement
Note: this is a high level list of features, and many of these will have their own separate specs
with more details. The purpose of the lists below are to describe the features as well as list
them in order of priority by category.
Profile Check­Up Form (resides within Patient account)
● [M] Patients can take Self Check­Up as long as they have an account with valid email
address. Patients do not need to have an “active” account based on payment or active
plan.
● [M] First iteration will contain 3 types of questions.
○ First type ­ multiple choice, user can only apply one answer and if others answers
are selected, they become deselected.
○ Second type ­ multiple choice, user can apply multiple answers to one question.
○ Third type ­ ranking options, user can apply a rank to a list of available options
● [M] Progress bar will show user how they are progressing along in Check­Up Form
● [M] Users will be able to navigate forward and backward through Check­Up Form via
arrows that exist at edges of progress bar.
● [M] Patients can reference their answers at any time within their account.
● [M] Patients can re­take the Check­Up at any time and modify their answers.
● Patients can print their profile with corresponding answers to questions and health care
concerns.

4. ● Patients can email their profile to themselves, as well as to others (need HIPPA
disclaimer)
● Self Check­Up questions/answers will contain links to resources for more information for
patients who are unclear how to answer.
General
● [M] Answers will associate patient to a pre­defined profile based on existing
segmentation methodology (profiles can be later used for messaging and relevant
content presentation).
● [M] Content will be “bucketed” in tandem with patient profiles based on treatment service
concerns, as well as health care concerns (example: a patient who answers that
diabetes runs in their family will be provided with content relevant to diabetes prevention,
etc.)
● [M] After patient submits Self Check­Up, they will be presented with links within their
account to resources relevant to their profile.
● Patient emails will feed into ESP along with corresponding profiles in order to send out
messaging showcasing success stories, benefits, etc. for Ground Rounds. Patients can
opt­out of receiving more information.
● Patients can request to be contacted by a Grand Rounds associate if they would like to
discuss how to prioritize specific concerns (disclaimer that this should not be used in lieu
of actual treatment by a health care provider)
Features Out
● Answers will not be able to support free text in initial iteration.
● Recommendations for specific doctors or treatment plans will not be included in the initial
iteration. MVP will be focused on profiles and facilitating content delivery.
Designs / Wireframes

5.
Image 1A: Question example format

6.
Image 1B: Question example format and multiple answers

7.
Question 2A: Question example format

8.
Question 2B: Question example format with answer

9. Open Issues
None yet ­ TBD.
Q&A
● How in­depth will the questions be? We will want to gain key insights without creating a
complicated experience.
● What about HIPPA violations and concerns? Need to address these concerns with
disclaimers, as well as by keeping language generalized when applicable.