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patient-journey-mapping 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.