xEMR Client Onboarding

OVERVIEW

Like many LXDs, much of my work is under lock and key. To give you an idea of the work I've done in the healthcare space (both clinical and financial), I've developed a sample of two onboarding videos. One is typical of an overview, setting out the context and goals of the course. The second one demonstrates a workflow in the software.

While these are samples, the bulk of what I've developed focuses on client onboarding (basics, concepts, navigation) and role-based workflows.

DESIGN APPROACH

It's best to understand these videos in the right context, that is, a single component of a larger learning program. These videos are packaged with training guides, assessments, projects, in-product guides, and instructor-led training, both in-person and virtual.

These videos prepare the learner for instructor-led training where there will be hands-on activities and take-home projects. The end goal is often, but not always, certification in a specific part of the software.

That larger picture informs how these videos are made. The approach is to make these short, digestible, straightforward, and friendly. There are knowledge checks sprinkled throughout to reinforce the basics, ensuring the learner is at least comfortable in the software before attending instructor-led training.

PROCESS

Inventory - Working with the SME, I develop a list of three different items: concepts, definitions, navigation. Any fundamental concept will be illustrated in either an overview video or at the beginning of a workflow video to which it pertains. Definitions will be explained alongside the appropriate concepts. Navigation is what drives the video forward with concepts and definitions dispersed as needed. A comprehensive inventory of these items helps me to write the script and structure the videos and shape the curriculum if more than one video is needed.

Storyboard and Click List - With the inventory complete, I begin building storyboards. For videos, these include a screenshot of each view or screen within the software, accompanied by the narration and notes for callouts. While taking screenshots, I’ll rehearse the workflow in the software, taking notes of any odd behaviors that may affect the recording, and producing what I call a click list. This is a list of items to click on and text to enter to quickly move through the workflow. Timing is worked out in production while editing. These are reviewed with and approved by the SME for accuracy before moving onto production.

Production - Using the click lists, I’ll screen-capture the workflow in the software. At this point, I’ll record the voiceovers and produce any needed graphics. With all the assets ready, everything is pieced together into a final video. This includes additional items such as captions, knowledge checks, chapter markers, and more.