Healthcare Management (SaaS Platform)
Centralized dashboard providing clinicians with real-time patient data and task management
who
HealthTech startup serving rural clinics in Texas
what
HIPAA-compliant EHR platform;-
- Patient record management
- Appointment scheduling
- Telehealth integration
result
- 85% faster onboarding
- 40% fewer no-shows
- $12K/mo savings
TIMELINE
Q1 2025 (4-week design sprint)
MY ROLE
Lead UX Designer (Flows • UI • Testing)
Project Summary
- AI-powered digital records
- Automated appointment reminders
- Real-time vaccine tracking
- 85% faster record-keeping
Problem Statement
BEFORE
- 45min/record
- 30% no-shows
- $18K/mo losses
AFTER
- 7min/record
- 12% no-shows
- $12K/mo savings
Design Process
EMPATHIZE
Field studies at 3 Texas clinics.
DEFINE
Staff needed voice input and offline access.
ideate
12 workflow concepts
prototype
Produced 25+ wireframes and interactive Figma prototypes.
Testing
Usability tests and pilot analytics showed significant improvements in task completion and listing time.
My Role
Workflow Details
Key screens implemented:
- Dashboard: Real-time patient/vaccine metrics
- New Order Flow:
- Patient Information → Contact Details → Order Details → Insurance - Patient Status Tracking
- Error Handling: In-context guidance
- Responsive Design: Mobile ↔ Desktop parity
New Order Flow
Our streamlined New Order Flow guides users through a simple, step-by-step process to efficiently manage patient orders.
Key Benefits
This structured process prioritizes accuracy and ease of use, enabling healthcare professionals to seamlessly manage patient orders.
Step 1
Patient Information: Capture essential patient details, including name, gender, and date of birth.
Step 2
Contact Information: Input contact details, such as address and emergency contact.
Step 3
Order Details: Specify treatment type, staff member, and other relevant order information.
Step 4
Insurance Information: Upload necessary documents to complete the order.
Handling Errors
Our system provides clear and concise error messages, promptly notifying users of issues such as network problems or missing information. This enables quick resolution and minimizes workflow disruption.
Key Benefits
Effective error handling ensures a seamless user experience, reducing frustration and guiding users through potential issues with simple language and intuitive visuals.
Constraints
- Intermittent rural internet connectivity issues and slow network speeds
- Low digital literacy rates and limited technical expertise among older staff members
- Stringent and complex HIPAA compliance requirements for safeguarding sensitive patient data
- Aggressive 4-week implementation deadline with strict timelines and milestones
Design Methodology
Rapid Iterative Testing:
- Week 1: Lo-fi wireframe validation (5 users)
- Week 2: Interactive prototype testing (7 users)
- Week 3: High-fidelity usability tests (9 users)
- Week 4: Accessibility refinements
Solutions
Core Features:
- AI-Powered Form Scanner: Efficiently handles handwritten documents and extracts relevant patient data
- Offline-First Data Synchronization: Enables seamless data syncing and storage when internet connection is restored or available
- Voice-Command Navigation: Provides hands-free navigation and improved accessibility for healthcare professionals
- Automated SMS and Email Reminders: Sends personalized and timely reminders to patients and staff, reducing missed appointments
- Comprehensive Vaccine Compliance Dashboard: Offers real-time insights and tracking of vaccine compliance rates and patient records
Patient Status
The New Order Flow is designed to guide users through a simple step-by-step process to input patient information, contact details, and insurance data.
Key Benefits
A guided, structured proces that ensures accuracy and ease of use, allowing healthcare professionals to manage patient orders seamlessly.
