Enabling record archiving at scale
Meeting regulatory requirements while reducing operational burden.
Patient archiving became a requirement as Semble prepared to launch in France, where regulations mandate formal record archiving.
This work delivered a compliant workflow that unblocked the French launch and introduced a self-serve feature for the UK, reducing support dependency while enabling international expansion, and strengthening the product for enterprise clients with thousands of employees.
User interviews
8 Users
Research goal: Understand regulatory requirements for France and overall user needs and expectations.
Session duration: 30–45 min
Outstanding tasks at the time of archiving
Several consequences to the record
Archiving is legally required, not optional
Audit trail must be preserved
Open tasks could conlfict safe archiving
Users rely on support for reversals
Confirmation must explain consequences
Linked data cannot be orphaned
Iteration after research
What was learned
When archiving a record, users needed granular visibility over outstanding tasks. They wanted to be informed about everything from a letter awaiting review, to an invoice with an unpaid balance.
Saving clicks and time
Observing all the different areas of the system that a user would have to check to get the information they needed, showed the clear need for a summary.
Enable multi-tasking
Because of the push drawer design, users are able to deal with outstanding tasks, without losing their place in the archiving journey.
