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Patient intake

Patient intake

Patient intake

A clearer intake experience for care teams handling form logic, missing information, and patient edge cases.

A clearer intake experience for care teams handling form logic, missing information, and patient edge cases.

Role

Research sprint, form behavior, error states, and coordinator workflows.

Problem

Coordinators had to interpret unclear form states and recover from missing information manually.

Approach

I clarified branching logic, grouped recovery actions, and made status cues visible before errors became blockers.

Outcome

The flow helped care teams understand what was missing and what action should come next.

Senior UX leadership

Led a care-team workflow from ambiguous form behavior to clearer patient intake decisions.

This project demonstrates how I turn research findings into safer, more understandable product behavior for operational teams.

Facilitated agreement on which edge cases the product should handle directly.

Partnered with product and engineering to simplify form-state logic before UI polish.

Used coordinator feedback to prioritize clarity over adding more fields.

Process documentation

01 Field audit

Reviewed intake fields, conditional rules, missing states, and where coordinators had to interpret system behavior.

02 Scenario mapping

Mapped the highest-risk patient scenarios so design decisions reflected real operational pressure.

03 Validation

Tested language, status cues, and recovery actions with the people responsible for moving cases forward.

Project artifacts

Scenario map

Shows common intake states, missing information paths, and recovery points.

Form logic model

Documents which fields, statuses, and actions appear in each patient scenario.

Research judgment

Edge-case design

Cross-functional clarity