Unifying therapist scheduling to improve care and drive growth

Enterprise UX
Healthcare SaaS
Legacy modernization
Workflow unification

Overview

Modernizing scheduling for therapists by unifying fragmented workflows into a single, tablet-ready experience.

I was the lead product designer for a team of 4

We used Figma, FigJam, Miro & Material design


3 different ways to schedule a patient

9 different scheduler controls

A lack of centralized actions

Custom controls that don't map to modern web controls

Legacy scheduler workflow demonstration showing multiple scheduling interfaces

Problem statement

Therapists struggled to schedule patients because the system had three outdated schedulers with confusing controls, repeated features, and hard-to-read layouts, making it difficult to use and maintain.

Research findings

Workflow Familiarity

Therapists are highly educated but rely on long-standing workflows, so changes must feel familiar to support adoption.

Poor Readability

Poor readability and unclear availability made the schedulers hard to use and slowed onboarding.

Scheduler Confusion

Multiple overlapping schedulers confused users and made training difficult for the business.

Tablet Workflow

Therapists need a tablet-friendly, offline-capable experience to work across facilities without Wi-Fi.

Hypothesis

Re-architecture approach

Legacy scheduler architecture

A fragmented system with 12+ separate workflows and redundant tools.

Legacy scheduler architecture

Rationalizing the mess

Analyzed what to keep, remove, or merge based on tech feasibility, usage data, and what truly helps therapists move faster with less friction.

Rationalizing the mess

Design ideologies that guided the rebuild

A user-first redesign shaped by usage data, tech constraints, and speed-to-market goals.

Therapist icon

Therapist-first

We focused on streamlining tools therapists actually used, removing distractions and optimizing for speed and clarity.

Design services icon

Lean Product Design

We cut bloat and prioritized essential workflows to reduce time-to-market and simplify onboarding.

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Modern Web Compatibility

Many legacy controls didn't map to today's web frameworks. We redesigned functionality that could translate cleanly into reusable, responsive components.

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Data-Driven Simplification

Using usage metrics and research, we removed underused features and merged overlapping ones to create a unified, intuitive experience.

A unified scheduler

Simplified, consolidated architecture that streamlines all key scheduling workflows into one cohesive experience.

A unified scheduler

Design Evolution

Initial Designs

Early concepts built around therapist workflows, accessibility, and tablet-first scheduling

Initial scheduler designs

Feedback & Iteration

Insights from user sessions that shaped key usability improvements

Scheduler design iterations

Final Designs

A unified scheduling experience designed for clarity, speed, and real-world therapist needs

Final scheduler designs

Impact & Outcomes

Impact Summary

Measurable gains across speed, support, technical health, and time-to-market.

Faster Real-World Scheduling

User testing showed significant improvements in time-to-task when completing real-life scheduling scenarios across patient types, facilities, and disciplines.

Reduced Support Burden

Intuitive design and in-app onboarding reduced the need for formal training sessions and live support.

Lower Technical Debt

Consolidating fragmented schedulers into one system enabled a single modern team to manage the product instead of relying on multiple legacy SMEs.

Accelerated Go-to-Market

Prioritizing therapist workflows allowed us to ship a lean MVP faster while driving early adoption.

Lessons Learned

Key takeaways from navigating complexity at scale.

Design Within Constraints

Balancing technical limitations, budget realities, and UX standards is critical to delivering a product that actually ships.

Prioritize the Core User

Focusing on therapists first created clarity in decision-making and ensured the product delivered meaningful value.

Opportunities for Iteration

Where the product can grow next.

Admin Dashboard Modernization

Future iterations should streamline admin tools with clear dashboards focused on revenue, availability, and business oversight.

Personal Anecdote

"I'm incredibly proud of what our team delivered within the tight budget, timeline, and complexity of this project. We worked through late nights, constant iteration, and heavy constraints to create real improvements for therapists who rely on this product every day. This experience taught me how to lead with intention, compromise when needed, and push for higher standards when the value truly mattered. At the time, this project felt like my magnum opus and shaped how I approach building useful, scalable products under real-world constraints."