Modernizing and streamlining surgery scheduling with AI

30% More Efficient for AI-Powered Surgery Scheduling Platform

Design Lead

Role

Design Lead

Role

Design Lead

Role

Design Lead

Role

UX, UI, UXR, Web

Skills

UX, UI, UXR, Web

Skills

UX, UI, UXR, Web

Skills

UX, UI, UXR, Web

Skills

Figma

Tools

Figma

Tools

Figma

Tools

Figma

Tools

9 Months

Duration

9 Months

Duration

9 Months

Duration

9 Months

Duration
About the Company

CaseCTRL is an AI-powered platform that revolutionizes surgical coordination by streamlining scheduling and management workflows.

About the Company

CaseCTRL is an AI-powered platform that revolutionizes surgical coordination by streamlining scheduling and management workflows.

Company

CaseCTRL is an AI-powered platform that revolutionizes surgical coordination by streamlining scheduling and management workflows.

About the Company

CaseCTRL is an AI-powered platform that revolutionizes surgical coordination by streamlining scheduling and management workflows.

Team

+ Myself

+ CTO

+ 1 Product Designer

+ 4 Software Engineers

Team

+ Myself

+ CTO

+ 1 Product Designer

+ 4 Software Engineers

Team

+ Myself

+ CTO

+ 1 Product Designer

+ 4 Software Engineers

Team

+ Myself

+ CTO

+ 1 Product Designer

+ 4 Software Engineers

Contribution

+ 0>1 Product Strategy

+ Planning

+ Wireframes

+ Visual Design

+ Design System

+ User Research

+ Screen Flows

+ Interaction Design

Contribution

+ 0>1 Product Strategy

+ Planning

+ Wireframes

+ Visual Design

+ Design System

+ User Research

+ Screen Flows

+ Interaction Design

Contribution

+ 0>1 Product Strategy

+ Planning

+ Wireframes

+ Visual Design

+ Design System

+ User Research

+ Screen Flows

+ Interaction Design

Contribution

+ 0>1 Product Strategy

+ Planning

+ Wireframes

+ Visual Design

+ Design System

+ User Research

+ Screen Flows

+ Interaction Design

Summary

CaseCTRL’s initial version failed to deliver on its full potential due to usability issues and limited functionality, which led to low adoption and disengaged users.

I led the end-to-end overhaul, prioritizing user habits, workflows, and pain points. By streamlining complex workflows, enhancing collaboration, and incorporating AI-powered features, we created a more organized, efficient, and user-friendly platform.

Summary

CaseCTRL’s initial version failed to deliver on its full potential due to usability issues and limited functionality, which led to low adoption and disengaged users.

I led the end-to-end overhaul, prioritizing user habits, workflows, and pain points. By streamlining complex workflows, enhancing collaboration, and incorporating AI-powered features, we created a more organized, efficient, and user-friendly platform.

Summary

CaseCTRL’s initial version failed to deliver on its full potential due to usability issues and limited functionality, which led to low adoption and disengaged users.

I led the end-to-end overhaul, prioritizing user habits, workflows, and pain points. By streamlining complex workflows, enhancing collaboration, and incorporating AI-powered features, we created a more organized, efficient, and user-friendly platform.

Summary

CaseCTRL’s initial version failed to deliver on its full potential due to usability issues and limited functionality, which led to low adoption and disengaged users.

I led the end-to-end overhaul, prioritizing user habits, workflows, and pain points. By streamlining complex workflows, enhancing collaboration, and incorporating AI-powered features, we created a more organized, efficient, and user-friendly platform.

Impacts

30% reduced time on admin tasks

30% reduced time on admin tasks

30% reduced time on admin tasks

30% reduced time on admin tasks

38% increase scheduling volume

38% increase scheduling volume

38% increase scheduling volume

38% increase scheduling volume

90% Net Promoter Score

90% Net Promoter Score

90% Net Promoter Score

90% Net Promoter Score

Enhanced collaboration features

Enhanced collaboration features

Enhanced collaboration features

Enhanced collaboration features

Streamlined workflows

Streamlined workflows

Streamlined workflows

Streamlined workflows

Highlights
Highlights

Efficiency-driven user-centric overhaul enhanced CaseCTRL’s collaborative and efficiency features, increased efficiency, satisfaction, and revenue.

Efficiency-driven user-centric overhaul enhanced CaseCTRL’s collaborative and efficiency features, increased efficiency, satisfaction, and revenue.

0.1 | Prioritized Case Management Dashboard

0.1 | Prioritized Case Management Dashboard

0.1 | Prioritized Case Management Dashboard

0.1 | Prioritized Case Management Dashboard

0.2 | Intelligent Time Slot Suggester (AI-Powered)

0.2 | Intelligent Time Slot Suggester (AI-Powered)

0.2 | Intelligent Time Slot Suggester (AI-Powered)

0.2 | Intelligent Time Slot Suggester (AI-Powered)

0.3 | I Organized Workflow

0.3 | I Organized Workflow

0.3 | I Organized Workflow

0.3 | I Organized Workflow

0.4 | I Clear Organization

0.4 | I Clear Organization

0.4 | I Clear Organization

0.4 | I Clear Organization

context

The fragmented and manual scheduling process led to operational inefficiencies.

Surgery scheduling was a highly manual and fragmented process, requiring intricate coordination between surgeons, patients, caretakers, operating rooms, equipment, insurance approvals, and numerous documents. This was particularly challenging for independent surgeons juggling multiple facilities and complex patient cases, resulting in significant suboptimal resource utilization and financial losses.

1.0 | User Stories

The problem

The existing surgical scheduling process was fragmented and prone to high cognitive load and error rates, leading to substantial financial losses from missed cases, underutilized equipment, and increased administrative overhead.

2.0 | Before - Layout

2.0 | Before - Layout

2.0 | Before - Layout

2.0 | Before - Layout

The Challenge

How can we transform a chaotic, multi-party coordination effort into a seamless and user-friendly platform that empowers schedulers and optimizes resources?

The Challenge

How can we transform a chaotic, multi-party coordination effort into a seamless and user-friendly platform that empowers schedulers and optimizes resources?

The Challenge

How can we transform a chaotic, multi-party coordination effort into a seamless and user-friendly platform that empowers schedulers and optimizes resources?

The Challenge

How can we transform a chaotic, multi-party coordination effort into a seamless and user-friendly platform that empowers schedulers and optimizes resources?

insights

Optimization through AI, clear prioritization and centralized information.

I interviewed over 30 schedulers, surgeons, and clinic administrators, alongside conducting contextual inquiries and analyzing support tickets. Key insights revealed the critical need for a system that could centralize fragmented information, reduce cognitive load, and provide intelligent decision-making support.

Communication & Document Management Challenges

chedulers spent half their day chasing documents and playing phone tag.

Communication & Document Management Challenges

chedulers spent half their day chasing documents and playing phone tag.

Communication & Document Management Challenges

chedulers spent half their day chasing documents and playing phone tag.

Communication & Document Management Challenges

chedulers spent half their day chasing documents and playing phone tag.

Need for Proactive Alerts & Prioritization

Users needed an easier way to manage numerous cases and identify potential issues before they escalated.

Need for Proactive Alerts & Prioritization

Users needed an easier way to manage numerous cases and identify potential issues before they escalated.

Need for Proactive Alerts & Prioritization

Users needed an easier way to manage numerous cases and identify potential issues before they escalated.

Need for Proactive Alerts & Prioritization

Users needed an easier way to manage numerous cases and identify potential issues before they escalated.

Demand for Intelligent Optimization

A strong desire existed for a system that could recommend optimal booking times based on various factors beyond simple availability.

Demand for Intelligent Optimization

A strong desire existed for a system that could recommend optimal booking times based on various factors beyond simple availability.

Demand for Intelligent Optimization

A strong desire existed for a system that could recommend optimal booking times based on various factors beyond simple availability.

Demand for Intelligent Optimization

A strong desire existed for a system that could recommend optimal booking times based on various factors beyond simple availability.

North Stars

Strategic design principles

Unified Workflow

Integrate all aspects of case management, communication, and scheduling into a single, intuitive platform.

Unified Workflow

Integrate all aspects of case management, communication, and scheduling into a single, intuitive platform.

Unified Workflow

Integrate all aspects of case management, communication, and scheduling into a single, intuitive platform.

Unified Workflow

Integrate all aspects of case management, communication, and scheduling into a single, intuitive platform.

Intelligent Optimization

Leverage data and AI to recommend optimal time slots and streamline resource allocation.

Intelligent Optimization

Leverage data and AI to recommend optimal time slots and streamline resource allocation.

Intelligent Optimization

Leverage data and AI to recommend optimal time slots and streamline resource allocation.

Intelligent Optimization

Leverage data and AI to recommend optimal time slots and streamline resource allocation.

Enhanced Clarity & Collaboration

Provide real-time visibility and foster seamless communication among all stakeholders.

Enhanced Clarity & Collaboration

Provide real-time visibility and foster seamless communication among all stakeholders.

Enhanced Clarity & Collaboration

Provide real-time visibility and foster seamless communication among all stakeholders.

Enhanced Clarity & Collaboration

Provide real-time visibility and foster seamless communication among all stakeholders.

Scalable & Extensible

Design for future growth and seamless integration with existing hospital information systems.

Scalable & Extensible

Design for future growth and seamless integration with existing hospital information systems.

Scalable & Extensible

Design for future growth and seamless integration with existing hospital information systems.

Scalable & Extensible

Design for future growth and seamless integration with existing hospital information systems.

Design process

Collaboration with engineers

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

0.1 | Dark & Light Interface Options

The solutions

Intelligent Solutions for Complex Scheduling

01.

Prioritized case management dashboard

Schedulers struggled to quickly assess case status and urgency. I designed a dashboard that intuitively categorizes cases into "Posted," "In Progress," "Confirmed," and "Archived," dynamically prioritizing them by urgency.

This system provides critical information at a glance, reducing cognitive load and allowing for efficient triage.

02.

Intelligent time slot suggester (AI-powered)

Manually finding optimal surgery slots was a logistical nightmare. The new AI-powered feature recommends the most optimal time slots by considering real-time availability of resources (surgeons, ORs, equipment), cost efficiencies, patient preferences, and predictive analysis. .

This required extensive collaboration with data scientists to translate complex algorithms into intuitive UI visualizations, with user testing focused on building trust in AI recommendations.

04.

Streamlined Workflow & Context Switching

Drawer system & tabs

Schedulers constantly switched between cases, disrupting their flow. I implemented an innovative Drawer System that slides in from the right, allowing quick access to detailed patient information without leaving the main case list. Complementary tabs and collapsible menus within the drawer further organize information and streamline specific workflows, minimizing context switching.

Retrospective

Through deep domain empathy, continuous iteration with real users, and strong cross-functional collaboration, CaseCTRL achieved significant positive impacts.

30% Reduced scheduling time

30% Reduced scheduling time

30% Reduced scheduling time

30% Reduced scheduling time

38% increased surgical volume

38% increased surgical volume

38% increased surgical volume

38% increased surgical volume

Improved scheduler efficiency

Improved scheduler efficiency

Improved scheduler efficiency

Improved scheduler efficiency

Organized case management

Organized case management

Organized case management

Organized case management

90% net promoter score

90% net promoter score

90% net promoter score

90% net promoter score