compass pflegeberatung GmbH is an independent subsidiary of the Association of Private Health Insurance (Verband der Privaten Krankenversicherung = PKV) which fulfills the advisory requirements of all privately insured persons and their relatives. The telephone care advice is open to everyone who needs advice on care. Free and independent. Our team was working on the development of a completely new modern solution (web-application) that allows compass to manage/provide care consultancy in the most effective and user-friendly way.
xitee, together with HBSN Consulting GmbH, supported and accompanied the client compass throughout the entire project, from brainstorming for a user-friendly and intuitive application to the design of application scenarios and the elaboration of technical requirements to the development of the new core application.
The goal of the project was to replace the existing application with a new and modern web and mobile application that would improve the user experience and make it more intuitive. The result was a browser-based application based on Java, Spring Boot, MS SQL and Docker.
This was implemented in a hybrid project management with an interplay of classic and agile procedures. The core application was divided into individual functions that were specified together, taking into account the priority given by compass. This resulted in the content of the backlog for the work packages. Development took place in defined sprints with the aim of delivering an increment after each sprint.
The core application is a completely new development of an individual software, which was specially designed to meet the requirements and wishes of compass. It contains the complete documentation for the care counseling according to § 7a SGB XI and the counseling visits according to § 37 paragraph 3 SGB XI.
The intuitive structure of the system guides the care counselors as users through the entire processes from the creation of new clients in the basic data to making appointments and conducting the counseling on site or on the phone. The versatile functions include, among other things, comprehensive documentation, billing and the creation of invoices, sending of faxes from the system and an associated document management system. Also integrated is the technical solution of a calendar function including synchronization with Outlook. Furthermore, an assessment has been integrated.
For the users, a user-friendly environment and interface is provided in terms of layout and operability for work in the office (web application) and on the move (mobile). Access rights to the individual functionalities have been implemented with a detailed role and authorization concept.
The new development was conducted in 15 months and introduced “in time” in September 2020. Further development to integrate additional functionalities is planned for 2022.