Simplifying Complex Healthcare Operations — Tabrez Zaidy

Product Design · UX/UI · Healthcare · SaaS

Simplifying Complex Healthcare Operations

Care coordinators were running patients, tasks, schedules and field routes across disconnected screens. The platform was restructured around the day they actually work through.

Role
Product Designer
Tools
Adobe XD, Jira
Platform
Web app + mobile

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01 — Overview

Operational software, judged by how fast a shift ends

Complex healthcare workflows were transformed into clearer operational experiences: dashboard, patient management, care tasks, scheduling, field routes, notifications and a companion mobile application.

Users were not shopping. They were repeating the same twenty actions all day, and every extra click was multiplied by a caseload.

Designed for

Representative user profile

Nadia, 34

Care coordinator

Goal — see what is late, what is next, and who needs her, in one glance at the start of a shift.

Frustration — patients, tasks, schedules and routes spread across disconnected screens.

Representative user profile

Tomás, 29

Field nurse

Goal — get his next visit, patient notes and an outcome log on his phone between stops.

Frustration — operational software built for a desk, not a moving day.

02 — Challenge

Four jobs, four disconnected screens, one shift

Context

Patient history lived one place, today's tasks another. Coordinators rebuilt context by memory.

Priority

Nothing distinguished an urgent task from a routine one until it was overdue.

Scheduling

Schedule and route were planned separately, so travel time was invisible until the day started.

Field use

Staff on the road were handed a desktop layout shrunk onto a phone.

03 — Research & workflow mapping

I mapped the shift before I mapped the screens

  1. 01

    The day starts with triage, not browsing. The landing screen had to answer "what needs me first".

  2. 02

    Most task updates are one field. They did not deserve a full-page form.

  3. 03

    Scheduling decisions are geographic. A route view had to sit beside the calendar.

  4. 04

    Field staff needed three things on mobile: next visit, patient notes, and a way to log the outcome.

“Tell me what is late, what is next, and who I am seeing. Everything else can wait.”

Workflow interview

04 — Architecture & wireframes

One spine: today, patients, schedule, routes

Level 01

Today

Triage: late, next, escalations

Level 02

Patients

Record, history, care plan

Level 02

Schedule

Calendar with capacity

Level 02

Routes

Geography and travel time

Care task list
Patient record
Route plan
Mid-fidelity wireframes: task list, patient record, route plan.

Field flow

What a nurse does between two doors

1

Next visit

Patient and address load from the schedule

2

Patient notes

History and care plan reviewed before acting

3

Log outcome

Vitals and task status recorded on the spot

4

Sync

Update reaches the coordinator's dashboard immediately

05 — Final interface

Dense where it helps, quiet everywhere else

Today
LateDueDone
Overdue09:30
Scheduled11:15
Scheduled14:00
01–03 — Dashboard triage and care task workflow. Status is carried by a rule, a label and a time, never colour alone.

06 — Outcome & learnings

Fewer screens per task

Task completion

Coordinators cleared their task list without switching between screens.

Steps to update a task

Updating a task went from a multi-field form to a single tap.

Mobile adoption in the field

Field staff started logging visits from the app instead of calling them in.

What worked

Designing the triage screen first gave every later decision a test: does this help someone start their shift faster?

What I would change

I documented the component states after the first build rather than before it, which cost a round of rework with engineering.