Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Personas
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Key Features
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Concepts to fit your HR management app
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Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Wireframes
Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.
Finding the Fix
I started by mapping the entire 12-screen flow—not just the UI, but how data moved between screens, where duplication happened, and where people got stuck. After analyzing support tickets and survey responses, three problems stood out:
No sense of progress. People couldn't tell where they were or what was left.
No safety net. One wrong click and your work vanished.
Clunky information architecture. Screens were organized by database structure, not by how therapists actually think about documentation.
The clinical directors I interviewed described session notes as 'telling the story of what happened'—context, observations, interventions, next steps. But the interface chopped that story into arbitrary fragments.
So I focused on three fixes:
A progress indicator that showed completed sections, current section, and what's remaining—always visible, always clear.
Auto-save with real feedback. Not just saving in the background, but showing therapists exactly when their work was protected.
Consolidating screens from 12 to 7 by grouping related information the way therapists actually think about it, not the way the database happened to be structured.
All achievable within our constraints. No backend overhaul required.