Tips and Tools

Join us in creating learning health systems to collaborate with patients for better health.  Access innovative ideas that use health information technology (HIT) to change the way that care teams work together with people with chronic or serious illness.

Getting Started

  • Leadership team: Meet regularly with small dedicated team

  • Metrics of success: Identify desired outcomes

  • Co-design team: Meet regularly with a team of patients, families, community members, clinicians, and researchers

  • Human-centered design: Develop and prioritize functions, forms, and workflows that support use of new tools

  • Technology partners: Work in real-time to develop and test tools

  • Formative evaluation: Understand feasibility, utility, and value

  • Integrate IT systems: Feed data forward for better health, care, and research

“We often forget to ask certain questions, and the dashboard reminds us to focus on the patient’s concerns rather than just looking at a clinical picture.”


“My role is to represent the patient side of things. Because the doctors and the team can talk all about it, but they don’t live it. … what I’m seeing as a patient can be very different than how the doctor uses it and what they see.”

Co-design team member

Parent of a child with CF

Design & Implementation

Conduct background research on the client and on their problem to identify the problem statement.

Context includes current state of care flow and processes, data flow and processes, and HIT environment and capabilities.

Develop driving specifications, constraints, and functional specifications for future state care processes and HIT design.

Pilot new prototypes, care processes, and HIT functionality in alpha sites. Evaluate care processes and outcomes for their ability to meet objectives of system and user needs.

Lessons Learned

  • Patients and clinicians can work together to co-design tools and workflows that support coproduction of healthcare services.


  • Developing tools that meet the needs of patients and clinicians requires cooperation.


  • Technology systems that are integrated within standard workflows have the greatest chance for success.

“The biggest value of the dashboard is that we actually have prospective patient identified data that can help us go forward and feed the population management tool and really give us an idea of how a patient is doing over time.”