Pfizer
Oncology Together

In 2017, Pfizer teamed with Patients and Purpose to launch Pfizer Oncology, an online platform for helping oncology patients with the day-to-day challenges of having cancer.

Project Role

  • Developed personas, high-level customer journeys and touchpoints, identifying our users and determining how they would be reaching our site
  • Created sitemaps and wireframes for separate patient and healthcare provider experiences
  • Outlined an approach for a progressive registration system
  • Researched and designed approaches for integrating chatbots into the site, specifically for user registration purposes

Problem

In 2017, Pfizer launched Pfizer Oncology Together to provide patients with access to dedicated counselors, who would assist them over the phone with finding resources for financial assistance, emotional support, and other day-to-day challenges of having cancer, such as finding transportation or lodging when receiving out of town treatment..

Patients and Purpose was tasked with creating an online presence in two phases;

Phase One

Create a website that would serve two goals: (1) educate patients, caregivers, and healthcare professionals on the benefits and services provided by the program and (2) provide multiple ways to simply and quickly sign up. The site would also provide users with access to information about treatment, as well as forms and resources necessary for financial reimbursement.

Phase Two

Create an online portal that would enable patients to reach out to their friends and family for assistance with day to day tasks that can be made difficult during treatment, such as coordinating rides to doctor's appointments or asking for help with picking up groceries.

Design Process

The user base for this site was varied, as it contained oncology patients (along with their caregivers), as well as healthcare providers (doctors, office managers and specialty pharmacists). I started off by developing personas and high level customer journeys for each of these groups.

Sample of customer journeys

It was clear from our research and analysis that the common thread among all user groups was that they needed to be able to access information quickly and reliably, either because they were in a stressful situation (patients/caregivers) or because they had limited time (healthcare professionals). This meant that the site needed a sign-up system that was quick and flexible to the needs of different users. As a result, I focused on progressive registration and giving user multiple ways to sign up.

PHASE ONE

Progressive Registration

Initially, the client saw user registration as an all or nothing proposition. If patients wanted access to any of the program’s features, from periodic informational e-mails, all the way to access to a personal telephone concierge, they would need to fill out a lengthy form that required not only personal contact information, but also particulars about their cancer diagnosis and treatment. We realized quickly that this would be a heavy burden on the user and greatly decrease the chances that they would sign-up for anything at all.

In response, I created a progressive registration system, where users would be able to engage with the program at the level that they wanted and only have to provide the necessary amount of information . There were three levels;

1.

Initial Registration - Access to periodic e-mails with treatment tips and financial support options.

2.

Registration + Co-Pay Card - Access to resources and ability to manage co-pay cards.

3.

Concierge Care - Access to a concierge who’s familiar with patient’s history and can assist them over the phone.

Patient/Caregiver Progessive Registration Flow, including the amount of personal information that a user would have to provide for each level of the program

Users could join any level at any time. If they wanted to increase their engagement with the program, they would pick-up the registration process from where they left it and not have to re-enter any data, only updating their profile with the necessary information. This made it easier for users to increase their engagement over time, as they didn’t have to repeat any steps during the process.

Multiple Ways to Register

Dealing with cancer is obviously a stressful situation, so we wanted to make our users as comfort as possible with registration. In addition to web sign-up, we offered a toll-free phone number that users could call so that they could ask any questions they wanted before joining the program. Representatives would then be able to sign them up over the phone.

However, calling customer support creates extra friction for users, as they might be wary of having to wait on hold for an unknown amount of time. To ease this concern, we created a third option. Prominently displayed in the header of every page, a callout invited users to request a call from a representative in as little as an hour simply by providing their name and telephone number. This provided user’s with the ease of web sign-up, while providing the comfort of being taken care of by a live representative.

Wireframes for requesting a phone call to complete sign-up

PHASE TWO

For the next step, we were asked to create an online portal that would be an extension of Pfizer's phone-based "Care Counselor" program, which used trained counselors to help patients with completing day to day tasks. The portal would be an online community for oncology patients and their family and friends (known as supporters).

Patients would be able to reach out to their network of supporters for help with day to day tasks, such as getting rides to doctor's appointments or help with picking up groceries. Supporters would receive notifications for each request and be able to respond, letting the patient know immediately. The entire community would be informed about what needed to be taken care of, ensuring that nothing fell through the cracks.

Similar to Phase One, our solution needed to be one that was quick and easy for our users. I felt it was important that they be able to visit the site and see all of the necessary information at a glance. Drilling down through an interface wouldn't be an option, as it's critical that our users didn't miss anything.

Portal Hub

The “Tasks” page is the hub of the experience, where a user can see at a glance the members of their network, all of the tasks that need to be completed, future appointments and new notifications.

All of this content was organized using a card system, which provided flexibility in how much information could be provided and allowed users to take actions without having to leave the page. If a patient wanted to add another friend to their network or if a supporter wanted to accept a task, they could do so with a single click.

Expanding Cards

Each of the individual cards has a minimized and expanded state. In their minimized state, the cards are easy for users to scan and get an overview of what tasks are waiting for a response.

Cards can be expanded with a single click, providing additional information, such as a specific location or notes on what needs to be done.

Adding Tasks

Users can add a task that they need help with right from the portal screen. Clicking “Add Task” expands the card to display a form where the user can input all the necessary information. Once completed, a message is sent via email or text message to all the mentioned “supporters”.

Accepting Tasks/Notifications

Supporters can accept a task by either responding to the message request or through the online portal. When they visit the portal, there will be a notification.

When they visit the portal, there will be a notification badge in the upper right corner, which will alert you to personal activity as well as activity thoughout the network. In the example below, our supporter has notifications for task requests from their patient, but also notifications showing that other supporters have accepted open tasks or joined the network.

When they visit the portal, there will be a notification badge in the upper right corner, which will alert you to personal activity as well as activity thoughout the network. In the example below, our supporter has notifications for task requests from their patient, but also notifications showing that other supporters have accepted open tasks or joined the network.

Results

The first phase of the site was launched in mid-2017, allowing users to sign up for the program and download co-pay cards. The site was well received by users and is still running today. Phase two of the project never made it past the design stage, due to budgetary constraints and feature overlap with another project that Pfizer was working on concurrently.