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Epic MyChart AI Health Assistant Design

Epic MyChart AI Health Assistant Design

Healthcare

UX Design

User Research

AI

Usability Test

Web Design

SaaS Platform

Healthcare

UX Design

User Research

AI

Usability Test

SaaS Platform

Summary

In partnership with Epic, a well-known healthcare software company, I designed and delivered an AI-driven plugin of SaaS Platform - Epic MyChart (using Agile/Lean Startup) from scratch to simplify complex medical information. Usability testing (21 participants) resulted in a 28.3% user satisfaction increase, 100% comprehension, and 93% willingness for regular use.

AI Health Assistant

AI Health Assistant

Client

Client

Client

Epic

Timeline

Timeline

Timeline

09/24 - 12/24

Team

Team

1 designer, 1 MBA strategist, 3 developers

Role

Role

Role

UX co-Researcher, UX Designer

Tool

Tool

Figma, Jira, Microsoft meetings, Google Doc, C4D, Photoshop

Customer Need for Design

  • Using AI tech to help patients easily understand medical information

  • The design style is consistent with the current system

Team

1 designer, 1 MBA strategist, 3 developers

Tool

Figma, Jira, Microsoft meetings, Google Doc, C4D, Photoshop

Healthcare, UX Design, User Research, AI, Usability Test, SaaS Platform

Context: Medical Data Transparency, But Hard to Understand for Patients

Context: Medical Data Transparency, But Hard to Understand for Patients

Context: Medical Data Transparency, But Hard to Understand for Patients

Epic MyChart developed by Epic Systems, is a widely used patient portal that provides secure digital access to medical records, test results, and appointment scheduling in the U.S.

While these portals enhance transparency in healthcare, much of the information—such as physician notes and test results—is written for medical professionals, making it difficult for patients to understand and interpret.

Epic MyChart

Epic MyChart

Research

Research

Research

I collaborated with MBA strategist and eng team to conduct research. After interviewing Epic Teams and 5 users of Epic MyChart. We defined the main pain points and divided our target audience into two groups:

New user of Epic MyChart

Long-term users (Chronic Illness Patients, patients in need of continuous care)

Research Record

Research Record

Typical User Scenarios Where Pain Points Arise

Typical User Scenarios Where Pain Points Arise

We identified three typical user scenarios where pain points arise, which are lab result, progress notes, and medicine as follows:

🤔❓

“What is LDL?”

“What does this number mean?”

“What does this mean for my health?”

“What should I do about it?”

Lab Result

Progress Notes

🤔❓

“What do all these medical terms mean?”

“Does this include additional details my doctor didn’t mention?”

“Where can I ask for clarification?”

Medicine

🤔❓

“What is this medication for?”

“What are the side effects?”

“Can I take this with my other medications?”

“How much does this cost? Will my insurance cover it?”

Key Pain Points

Key Pain Points

Key Pain Points

We summarized three specific user pain points, which are as follows:

Confusing Medical Jargon

Patients often encounter confusing medical terms, making it hard to understand their care and make informed decisions.

Difficulty Interpreting Medical Data

Patients often struggle with lab results(like TSH), unsure what they mean or what to do next.

Information Overload

Those with chronic conditions or seeing multiple specialists are overwhelmed by too much data and documentation.

Problem Statement

How might we make complex medical information in Epic MyChart more understandable for the average patient?

How might we make complex medical information in Epic MyChart more understandable for the average patient?

Vision Statement

Our vision is to leverage AI to help patients understand their health data in MyChart by simplifying medical terms, charts, and reports. By turning complex information into actionable guidance, we aim to help them make informed decisions and take meaningful steps in their care.

Brainstorm Solutions

Brainstorm Solutions

Brainstorm Solutions

We brainstormed multiple ideas and narrowed them down through dot voting and a PUGH matrix. After evaluating feasibility, user impact, and business value, we finalized four core features that best address user needs and improve the overall experience.

Four Core Features

Highlight for Explanation

Highlight for Explanation

Select text with your mouse to automatically see a popup explaining medical jargon.

AI Heath Assistant & AI Chatbot

AI Heath Assistant & AI Chatbot

An interactive ai health assistant can provide Q&A, personalized recommendations, easy-to-understand language

Screen Capture for simplified explanations

Screen Capture for simplified explanations

Implement a feature where users can capture screen of confusing sections of their Epic MyChart data, triggering a simplified version of the content.

Personalized Health Summaries & Health Plan

Personalized Health Summaries & Health Plan

Create AI-generated summaries for each patient's visit or test results, translating medical details into key takeaways and next steps in simple language.

Brainstorm solutions

PUGH Matrix - AI Health Ideas

Highlight for Explanation

Highlight text and then you get the translate of specific medical jargon.

AI Chatbot

Provide chatbots (such as chatGPT) that allow users to ask questions.

AI Heath Assistant

An interactive ai health assistant can provide Q&A, personalized recommendations, easy-to-understand language

Screen Capture for simplified explanations

Implement a feature where users can capture screen of confusing sections of their Epic MyChart data, triggering a simplified version of the content.

Personalized Health Summaries and health plan

Create AI-generated summaries for each patient's visit or test results, translating medical details into key takeaways and next steps in simple language.

Prototype 1.0

Convert our Ideas into Feasible Prototypes

Convert our Ideas into Feasible Prototypes

Prototypes 1.0 V.S Prototypes 2.0

Before V.S After Usability Testing Round 1

Before V.S After Usability Testing Round 1

Usability Testing Round 2 Results

Usability Testing Round 2 Results

Usability Testing Round 2 Results

The second prototype was evaluated at UW Health Hospital, involving 7 patients who were Epic MyChart users.

Consent Form & Interview Notes

Consent Form & Interview Notes

High-fi mockups

High-fi mockups

Three kind of issues were uncovered as follows:

Three kind of issues were uncovered as follows:

User Experience

  • Enhance AI elements in visual design.

  • Improve data visualization features.

  • Enhance discoverability and affordance of core features.

Privacy Concern

Some participants prefer sensitive information like medication details to be hidden by default instead of arising when hovering on the AI assistant to prevent exposure in public settings.

Refining AI Assistant's Visual Identity

The human-like appearance of the AI assistant led some users to mistake it for a real doctor representative, causing confusion about the source of medical advice.

Prototypes 3.0

Final Design

Final Design

Final Design

Building upon insights and usability testing results from prototype 2.0, I refined the design to better align with user needs.

Solving Key Pain Points with AI-Enhanced Features

Key Feature Overview

Key Feature Overview

Key Feature Overview

😔 Problem 1

😔 Problem 1

Patients often encounter confusing medical terms, making it hard to understand their care and make informed decisions.

💡 Solution 1

💡 Solution 1

💡 Solution 1

Select text with your mouse to automatically see a popup explaining medical jargon.

😔 Problem 2

😔 Problem 2

😔 Problem 2

Patients often struggle with lab results or values (like TSH), unsure what they mean or what to do next.

💡 Solution 2

💡 Solution 2

💡 Solution 2

  1. Click the "Capture to Explain" button.

  2. Right-click and drag to draw a box around any part of the screen you want explained.

  3. Click "Done" to confirm your selection.

  4. The system will analyze the captured area and provide a clear explanation of the content.

  1. Click the "Capture to Explain" button.

  2. Right-click and drag to draw a box around any part of the screen you want explained.

  3. Click "Done" to confirm your selection.

  4. The system will analyze the captured area and provide a clear explanation of the content.

😔 Problem 3

😔 Problem 3

😔 Problem 3

Those with chronic conditions or seeing multiple specialists are overwhelmed by too much data and documentation.

Those with chronic conditions or seeing multiple specialists are overwhelmed by too much data and documentation.

💡 Solution 3

💡 Solution 3

💡 Solution 3

Click the button “Summarize this page” to summarize the long text of this page.

Click the button “Summarize this page” to summarize the long text of this page.

Outcome

Outcome

Outcome

The final prototype was evaluated with 5 Epic MyChart users by remote video. Usability testing revealed a 28.3% increase in user satisfaction compared with first-round testing. And it indicated that 100% of participants experienced improved comprehension, and 93% expressed a willingness to use the plugin regularly.

Additionally, the System Usability Scale (SUS) score improved by 12 points, reaching 72, further confirming a high level of usability and user acceptance. The tech team is is now continuing to iterate and implement the design.

Reflection

Reflection

Reflection

Enhancing Usability and Mobile Integration

Enhancing Usability and Mobile Integration

Enhancing Usability and Mobile Integration

Given more time, we would continue refining and iterating on the design. While overall feedback was positive, many users primarily rely on the MyChart mobile app for daily health management. Integrating medication reminders with mobile devices would improve accessibility and ensure the AI assistant seamlessly fits into users' existing routines.

Contact me if you’d like to learn more.

Contact me if you’d like to learn more.

Contact me if you’d like to learn more.