Workflow planning
Before the software,
understand the clinic.
Workflow planning for a clinical practice, covering appointments, patient records, practitioner roles and follow-up.
The product had to reflect the work.
A clinic workflow involves different people and different kinds of information. Appointments, notes, prescriptions and follow-up cannot be treated as interchangeable records. The planning brief needed to make those distinctions explicit.
Map the responsibilities before the screens.
- Appointments. Consider how a visit enters the schedule and progresses.
- Patient information. Define the role of the record in the workflow.
- Practitioners. Identify the people using and updating information.
- Clinical actions. Account for notes and prescription-related tasks.
- Follow-up. Clarify how the next action is carried forward.
Planning is the evidenced stage.
The source records are not consistent about a later build. This story is limited to the workflow and product-planning scope supported by the engagement record. It does not claim a deployed clinical platform.
The distinction matters: a documented workflow does not demonstrate security, clinical suitability or operational readiness. Those require their own implementation and acceptance evidence.
The transferable idea.
Start with roles, information and transitions. A clear product brief should explain what happens when the workflow changes, not only what each screen looks like when everything goes as expected.
Define the product around the operation.
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