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Zhongwei Li
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---
name: patient-journey-mapping
description: Framework for documenting compliant patient journeys with touchpoints,
consent, and escalation paths.
---
# Patient Journey Mapping Skill
## When to Use
- Designing education, onboarding, or adherence programs for patients/caregivers.
- Aligning cross-functional teams on touchpoints, responsibilities, and data handling.
- Preparing regulatory reviews that require end-to-end journey documentation.
## Framework
1. **Persona Canvas** demographics, condition, motivators, fears, accessibility needs.
2. **Journey Phases** awareness, consideration, onboarding, adherence, advocacy with goals + KPIs.
3. **Touchpoint Inventory** channel, owner, content theme, consent requirements, escalation notes.
4. **Data & Consent Layer** data collected per touchpoint, retention policy, opt-out mechanism.
5. **Monitoring & Feedback** metrics, VOC loops, safety/adverse event reporting flows.
## Templates
- Journey map worksheet (phase, touchpoint, message, KPI, compliance notes).
- Consent + data handling checklist per touchpoint.
- Escalation tree for medical, legal, or support interventions.
## Tips
- Co-create journeys with clinical + legal reviewers early to reduce rework.
- Include accessibility guidelines (WCAG, language support) in each touchpoint.
- Pair with `orchestrate-patient-journey` for automated journey blueprints.
---