From Search to ScheduledReimagining patient scheduling to create a simpler path from finding the right care to booking an appointment.
THE SHORT VERSION

A missing link in digital care.

01 /

The challenge

Patients could request an appointment, but not actually schedule one online.

02 /

The opportunity

Bring the clarity of consumer booking to a complex healthcare ecosystem.

03 /

The outcome

A validated end-to-end scheduling experience built around real patient needs.

My roleLead UX & Design
TeamsProduct, Engineering
Timeline6 months
ScopeMajor functionality enhancement 
THE CONTEXT

Scheduling was still an administrative handoff.

In 2016, patients could state their preferences and wait while an administrator worked in a separate scheduling system, then followed up to confirm.

The task was ordinary in travel and retail, yet difficult in healthcare: care type, provider, location, availability, and legacy infrastructure all had to work together.

How might a patient confidently choose care and leave with a confirmed appointment?

PERSONA RESEARCH

Design from the person making care happen.

For most FollowMyHealth experiences, one persona consistently carried the greatest burden: Chief Health Officer Mom. She wasn’t just managing her own health—she was often coordinating care for an entire family. I led primary and secondary research to understand her needs, behaviors, motivations, and frustrations, then translated those insights into a persona framework the team could use to make product decisions. But healthcare rarely has a single user. We organized the personas by their relationship to the experience, giving us a way to prioritize without designing only for the “average” patient.

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RESEARCH IMPLICATION

Design for the person carrying the load.

Healthcare experiences couldn't assume a single patient managing a single task. They needed to support people coordinating care across different needs, people, and levels of health literacy.
CONVERSATION MAPPING

Turning the conversation into a confident path.

Patients already knew how to schedule by phone. Mapping the questions, reassurances, and branching decisions in that exchange created a blueprint for the digital experience.

Conversation maps showing patient and receptionist exchanges for different appointment-scheduling scenarios.

Scheduling for a child

A parent calls to schedule an appointment for her daughter who isn't feeling well.

BarbaraParent9:02 AM
My daughter isn't feeling well and I'd like to get her in for an appointment.
Scheduling for a dependentParents often schedule on behalf of a family member, not themselves. The experience should make this easy to initiate and clear throughout.
ReceptionistCare Team9:02 AM
I'm sorry to hear that. I can help with that. Can I get her name and date of birth?
BarbaraParent9:03 AM
Rose Carter. July 8, 2019.
Identify the patientNeed to quickly capture key details for the person being scheduled (e.g., name, date of birth).
ReceptionistCare Team9:03 AM
Thanks. Can you tell me a little more about what's going on?
BarbaraParent9:04 AM
She's had a cough for a couple of days and a low-grade fever. She seems worse this morning.
Understand the reason for the visitNeed to capture symptoms or reason for the visit to help ensure the right type of appointment and provider.
ReceptionistCare Team9:05 AM
Okay. Let me see what we have available. Dr. Vale could see her tomorrow at 11:00 at our Durham location.
Show available optionsPresent the first available option based on the patient's needs, provider, and location.
BarbaraParent9:05 AM
Is there any way I could get her in today? Tomorrow doesn't work for us.
Enable flexibilityIf the initial option doesn't work, users need a simple way to request other times.
ReceptionistCare Team9:06 AM
Let me check another provider and location. Dr. Lee has an opening today at 3:00 at our North Raleigh location.
BarbaraParent9:06 AM
That would be great.
Support alternate providers and locationsThe ability to see different providers and locations helps accommodate the patient's schedule and increases the likelihood of booking.
ReceptionistCare Team9:07 AM
Perfect. I have Rose scheduled with Dr. Lee today at 3:00 at our North Raleigh location. You'll receive a confirmation with the details.
BarbaraParent9:07 AM
Great, thank you!
Confirm and provide next stepsDeliver clear confirmation with appointment details (provider, time, location) and any preparation information.
TECHNICAL CONSTRAINTS

Working around system limitations

FollowMyHealth appointment scheduling relied on legacy electronic health scheduling systems. Unfortunately, updating these systems was not part of this project's scope, so I had to work around what was technically feasible. This meant the queries had to be broken up to help the system remain performant, and it meant that some steps had to happen earlier in the process to adequately narrow search results.
Engineering sketch mapping application servers, databases, and configuration dependencies in the legacy scheduling platform.
Whiteboard sketch from a co-design session with the engineering lead to understand how the legacy systems worked.
WORKSHOPS / DIVERGENT FLOWS

Explore the sequence before designing the screens.

I brought product and engineering partners into the flow-design work early, surfacing the trade-offs between what patients expect to choose first and what the platform needs to know early.

Team workshop reviewing alternative scheduling flows and interface sketches on a whiteboard.
HOW WE DEFINED SUCCESS

Make usability a shared standard—not a late-stage opinion.

Metric
Minimum Acceptable
Goal
Assessment Tool
Meets accessibility standards
AA
AA plus some level of AAA
Expert review
User can easily schedule an appointment
85% of users can complete with no help
95% of users can complete with no help
Usability test
User evaluates scheduling an appointment as easy
5 on a 1 – 7 scale
6 on a 1 – 7 scale
Survey
User can easily schedule an appointment on behalf of proxy
5 on a 1 – 7 scale
6 on a 1 – 7 scale
Survey
User evaluates overall UX
SUS score of 70
SUS score of 90
SUS
User would recommend feature to a friend
Above 0
Above 50
NPS
Appointment scheduling wireflow screen
01 / FRAME THE NEED

Begin with the question a patient already has.

The flow starts with patient intent, using familiar care language before asking people to navigate a complex healthcare system.

Capture the highest-value constraint without front-loading complexity.

PROTOTYPE & USABILITY TESTING

Test the full experience before it reaches patients.

Highly interactive prototypes made it possible to evaluate the appointment flow in context, then refine the experience with direct patient feedback.

WHAT TESTING SHOWED

The flow held up when people—not the team—used it.

01 /

Care type needs to come first.

Starting with a patient’s reason for visiting gave the rest of the path a clear, understandable frame.

02 /

Confirmation is part of the task.

Patients needed an explicit recap of the appointment details to feel certain the booking was complete.

A usability-test participant uses a laptop while a researcher takes notes.
THE ADMINISTRATIVE EXPERIENCE

An appointment only works when the system behind it does.

The booking flow depended on accurate appointment setup behind the scenes. I designed the administrative experience so health-system teams could configure the providers, locations, availability, and instructions patients relied on when scheduling care.

PATIENT-FACING EXPERIENCEAnnotated appointment-scheduling screen offering the next available time or a specific date, with guidance for contacting the provider.
ADMINISTRATIVE EXPERIENCEAdministrative configuration screen for setting up appointment types and scheduling rules.
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