IBM Watson Health

Client Assessment

As part of a 6 week Design Camp project in Austin we had to research, design and prototype an app for care managers to conduct an assessment.

Step 1.

Research & Key Findings

A Care Manager must go to an individuals (patients) home and try to conduct and assessment in 45 minutes. On average these assessments take about two hours. And should be done by two care workers.

As part of the research we interviewed 12 care givers of varying experience levels and determined this issue of conducting two hour assessments with someone the care giver may have never met and who probably mistrusts the care giver to be the major problem. We researched and looked at the breakdown of a number of different assessments to understand the content.

We also found many care workers would go to the house and be so tired from constantly doing these assessments that they read from a piece of paper and never tried to build trust with patient, leading to a horrible experience for both patient and care worker.

Step 2.

Playback Deck

As part of the project, there would be a number of playbacks. These were large scale presentations back to all of the academy and every designer at IBM Austin. Here would shocase findings, learnings, direction and designs. The deck included was the final deck shared at the last playback.

Step 3.

Define Requirements

As the assessment is holistic, it tries to investigate all areas of a patient, from physical, environment, risk and many other areas, we felt that the trust factor was imperative to conducting a quick and honest assessment.

The aim was to have the care worker arrive on time, in a good state and informed of the patient. We also wanted to have the care worker have a proper conversation with the client and build trust, instead of having their head buried in a piece of paper.

We looked at utilising many 3rd party products for doing the physical assessment and looked to leverage an IBM voice to text product to allow for the capturing of the assessment results. Thus, the assessment would be recorded and transcribed with semantic analysis allowing for little to no extra work or the care worker.



A care team can gather information for an assessment in multiple sittings and places, without making the client feel detached or removed.


A care team can record and assess field observations in one place using text, photos, audio or video.


The primary care giver can capture and share relevant client information immediately to the care team.

Step 4.

Final Designs