CASE STUDY

Universal Protocol

Translating high-stakes clinical policy into clear, role-relevant eLearning.

A patient safety learning experience designed to help healthcare professionals understand key responsibilities, apply Universal Protocol requirements accurately, and connect policy expectations to real clinical decisions.

View Demo

The Challenge

Universal Protocol includes detailed clinical requirements designed to prevent wrong-patient, wrong-procedure, and wrong-site events. The challenge was to transform dense, policy-driven content into an experience that healthcare employees could understand, navigate, and apply while maintaining the accuracy required for high-stakes patient safety training.

My Role

I served as the instructional designer responsible for translating clinical and policy content into a structured digital learning experience. I partnered with subject matter experts to clarify requirements, incorporated feedback throughout development, organized content around learner responsibilities, created the storyboard and interactions, and developed the course in Articulate Storyline.

Design Approach

I organized the learning around critical actions rather than presenting policy information in large blocks of text. The course uses clear visual cues, realistic clinical examples, decision-based practice, and knowledge checks to reinforce concepts such as patient verification, site marking, time-out procedures, and debrief expectations. Content was simplified without removing essential clinical guidance.

Outcome

The finished course transformed complex clinical policy into a clearer, more learner-centered experience. Employees receive focused guidance on the actions and responsibilities that support Universal Protocol, while scenarios and practice opportunities connect policy requirements to real clinical decisions. The design also created a more consistent and scalable approach to required patient safety education.