Brendon Gabriel
Happy Doc
User Research
Persona
Sample Scripts
Survey
Market Research
Insights
Background
Scenario 1
Scenario 2
Scenario 3
HappDoc is a conversational chatbot designed to cater to the needs of users who want to schedule, reschedule, or receive information on their upcoming appointment.  This chatbot guarantees the satisfactory completion of all tasks at hand. Also ensures customer satisfaction through confirmed appointments.
Designers for this project used two research methods, survey and market research to gather up data. The survey that was made, consisted of 17 questions for participants to answer with the goal to learn the current experience of users scheduling a doctor’s appointment and identify needs and pain points.

To acquire feedback designers sent out a mass email to the School of Information, friends, and relatives. 30 participants participated in the survey, allowing designers to gather enough insights to begin developing the product. From the surveys that were conducted designers were able to gather key insights. Users prefered to use online appointment booking, also that users prefer to receive confirmation through emails and text messages. Also ZocDoc is mostly commonly used by users for scheduling doctor appointments. Lastly nearly half of the survey respondents 43% to be exact schedule appointments by phone and 73% prefer to schedule online.
Through our market research we found information based on consumers needs and wants. From the research gathering, researchers found examples of appointment scheduling chatbots which helped designers guide how the chatbot should be made. Through researching, designers found a wide variety of chatbots offered online one giving information on the benefits of scheduling with a chatbot. Designers found a blog on what users thought on chatbots whether they were good or bad to use.
Before activating the chatbot in the app,  users are already logged in to their account, so the chatbot has the information about the user’s name, phone number, email, and insurance information.
Chatbot successfully helps a user to schedule a doctor’s appointment. The user is not sure what type of doctor he/she wants to see.

Hi Kerry, welcome to  HappyDoc, I’m here to help with your doctors’ appointments. What do you need help with today? Schedule, reschedule,  or check upcoming appointments.
                    -Schedule appointment
Awesome, your insurance plan is Aetna PPO, is that right?
                   -Yes
What type of Doctor do you want to see?
                    - Ummm, not sure.
No worries! I can help you with that. You can tell me what’s the reason for your visit?
                    -I’m having flu-like symptoms.
I see. I can schedule your appointment with a general physician to treat that. Do you want me to proceed?
                    -Sure, that’s fine!
Great! Now, I need your availability. You can say something like “Monday 25th from 2 pm to 5 pm”. So, what time works for you?
                -I’m available Wednesday 27th from 12 pm to 2 pm.
Ok. I have an appointment available at 1 pm with Dr. Diza, do you want me to schedule your appointment?
                -Yes!
Great! I have scheduled your appointment for Wednesday 29th at 1 pm.  I also  emailed and texted you the confirmation.  Is there anything else I can help you with?
              -Nope, thank you!
Great! Now, I need your availability. You can say something like “Monday 25th from 2 pm to 5 pm”. So, what time works for you?
                -I’m available Wednesday 27th from 12 pm to 2 pm.
Ok. I have an appointment available at 1 pm with Dr. Diza, do you want me to schedule your appointment?
                -Yes!
Great! I have scheduled your appointment for Wednesday 29th at 1 pm.  I also  emailed and texted you the confirmation.  Is there anything else I can help you with?
              -Nope, thank you!
Chatbot successfully helps a user to schedule a doctor’s appointment.  The user is aware of what doctors they want to see.

Hi Kerry, welcome to  HappyDoc, I’m here to help with your doctors’ appointments. What do you need help with today? Schedule, reschedule, or check upcoming appointments.
                -Schedule appointment
Awesome, your insurance plan is Aetna PPO, is that right?
               -Yes
What type of Doctor do you want to see?
               -Primary care
Ok, do you want to schedule an appointment with your Primary Physician Dr. Lu?
               -Yes
Ok.  Now, I need your availability. You can say something like “Monday 25th from 2 pm to 5 pm”. So, what time works for you?
                -I’m available Wednesday 27th from 12 pm to 2 pm.
I am sorry Dr. Lu is not available during that time. He is available on Thursday 28th at 10am. Do you want me to schedule your appointment for this time?
               -Ok
Great! I have scheduled your appointment for Wednesday 29th at 1 pm. I also  emailed and texted you the confirmation.  Is there anything else I can help you with?
                -Nope, thank you!
Chatbot helps a user reschedule a doctor’s appointment. (User information is already recorded)

Hi Kerry, welcome to  HappyDoc, I’m here to help with your doctors’ appointments. What do you need help with today? Schedule, reschedule, or check upcoming appointments.
             -Reschedule an appointment.
I see here that you are scheduled with Dr. Lu for Wednesday 27th at 1pm, do you want to reschedule this appointment?
             -Yes.
Ok Great, Can you tell me when you’ll like to schedule for? You can say something like “Monday  25th at 2 pm”
             -Monday  1st at 12pm
Ok. I have an appointment available at 1 pm with Dr. Lu, do you want me to schedule your appointment?
             -Yes!
Great! I have rescheduled your appointment for Monday 1st at 12 pm. I will text and email a confirmation to you.  Is there anything else I can help you with?
             -Nope, thank you!

High-level description of the persona
A Conversational Interface that is used on a medical app to help users schedule appointments, receive confirmation, and get notified before appointments.

  2. Benchmarks:
Accurate: The Chabot will be capable of acknowledging the correct information that would be given from the user to assure a successful appointment-making process.
Personalized: The Chabot will be designed and produced to meet a user's requirements.
Direct: The chatbot will clearly lead the users into the process of scheduling an appointment and be straightforward about the matched time.
Always available: The chatbot is in a medical app and users can always find the chatbot as a floating button on the screen.  
Confidential: All the messages are private. The chatbot will keep the user’s schedule, condition, and insurance information confidential

  3. Level of Personification:
Low personification
First, the main goal of this chatbot is to help users schedule doctor appointments. It is a very clear task-based chatbot and doesn’t need to anticipate in small talks, so there is not a strong need for heavily personified experience.  Second, to make the scheduling process efficient,  we don’t want users to feel like they must chat, and we don’t want to invite experimentation. Third, people are already using apps and websites to complete the task to schedule doctor’s appointments,  the chatbot is introduced to streamline this process so it’s better to keep a professional tone and low personification for the chatbot to match the users’ habits.


  4. Power Dynamics:
What is the power dynamic in the conversation?
The power dynamic of the conversation is when the user explains what type of doctor they’ll like to see and when they’ll like to set their appointment for.
How intimate does this relationship need to be?
The relationship between the user and chatbot would be professional due to the user giving important information such as the type of doctor they're trying to see. Also, a trustworthy relationship because the user is trusting the chatbot to gather all the information the user has given the bot to schedule an appointment.
Where are these two entities at in their journey together? How will their relationship change over time?
When dealing with a returning user the chatbot is likely to remember the user upon their return when the user provides their information with the chatbot. Allowing the user to have a personalized feel when scheduling appointments in the future. The power dynamic wouldn’t change but the bot would suggest the reason for the return of the user.  

  5. Tone:
The chatbot will be more formal than casual, more warm than cool, communicate more like an expert, be more calm than excited

  6. Character Traits:  
Friendly, helpful, trustworthy, professional

Nearly half (43.3%) of the survey respondents currently schedule doctor’s appointments by phone call but 73.3% of respondents prefer to schedule appointments online.
Majority of users prefer to receive a confirmation to their emails then by text
Majority of users prefer to use Online appointment booking
ZocDoc is most commonly used for scheduling doctor appointments
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