Onboarding Survey Improvements¶
Source: Call 34 (3-3), Call 35 (3-18). 3-18 has the most detailed requirements. Priority: Tier 2 — quick wins, high visibility for 3/25 visit KB Requirement IDs: #97-#109
Current State¶
6 questions: age, blood thinners, blood clot history, smoking, pets, someone helping after surgery. Timing: 2 weeks before surgery. Demonstrates with "New Nancy" scenario.
Changes Required (All from Bawa, 3-18)¶
Remove¶
| Question | Reason | Source |
|---|---|---|
| Age | "Almost irrelevant... once we've already indicated them for surgery doesn't really change anything." | Bawa (KB #98) |
Add¶
| Question | Details | Source |
|---|---|---|
| Procedure type | "We got to ask what's your procedure." Drives downstream content variation — some things differ by procedure. | Bawa (KB #100, #110) |
| Surgery side | Left/right. Affects activity restrictions (e.g., driving is trickier for right-side surgery). | Bawa (KB #101) |
| Surgery date | With mechanism for patient to change/update if rescheduled. | Bawa (KB #102) |
| Vaping | Add to smoking question. "For smoking can you add vaping on there too? Cause some people don't think smoking just smoker vape." Triggered by recent real-world case. | Bawa (KB #97) |
Keep (Confirmed)¶
| Question | Source |
|---|---|
| Blood thinners | Already in, suppresses DVT/aspirin reminders if yes. |
| Blood clot history | "I think that's fine we can leave that." — Bawa (KB #103) |
| Someone helping after surgery | "I think that's fine we can leave that." Future segue for companion app. — Bawa (KB #104) |
| Smoking (modified to include vaping) | Keep but expand. |
| Pets | Not discussed, keep for now. |
Opt-in engagement tracking (KB #106-#109)¶
Add a question offering activity/function baseline tracking:
Bawa: "Would you like to answer a few questions about your current level of activity or function and we can then repeat these throughout your rehab to chart your progress?"
- If yes → system captures baseline and repeats periodically
- If no → system skips, does not re-prompt
- "Everybody may have different appetites for their level of engagement"
- Tailoring applies to both patients AND providers
Scope control (KB #111)¶
Bawa: "I don't know if we need to include all of those things. I think that's a little too much."
Context: there's a lot of pre-op checklist items in literature (nails, sheets, dentist). Don't include all of them. Keep onboarding focused on things that change the system's behavior.
Design Principles¶
Self-service only (KB #99)¶
Bawa: "The person signing up... they're gonna have to put in their data themselves... we want to eliminate the process of where it's getting input from the office."
No office staff dependency. No external system integration for data entry. Patient does everything.
Pre-surgery timing confirmed (KB #105)¶
Lauryn: "These questions are going to be asked prior to... this is before surgery even happens."
Current 2-weeks-before timing is appropriate.
From 3-3 Call¶
Onboarding as protocol customizer¶
Blood thinner answer eliminates unnecessary DVT/aspirin reminders. This pattern extends to all new questions: - Procedure type → different protocol content - Surgery side → different activity restrictions - Engagement opt-in → different check-in frequency
Protocol frequency driven by onboarding¶
Bawa (3-3): Don't message every day — too aggressive. Use onboarding info to customize timing.
Example: wound dressing reminders days 5-8 but bandage doesn't come off until day 8 = 3 days of pointless reminders. Onboarding + goals should customize protocol timing.
Revised Question List (Post-Changes)¶
- What procedure are you having? (new)
- Which side — left or right? (new)
- When is your surgery date? (new, with edit mechanism)
- Are you currently taking blood thinners? (existing)
- Have you ever had a blood clot? (existing)
- Do you smoke or vape? (modified — added vaping)
- Do you have any pets? (existing)
- Will you have somebody helping you after surgery? (existing)
- Would you like to track your activity/function throughout recovery? (new, opt-in)