Healiom Zoom App
Healiom Zoom App
A Zoom-based application designed for healthcare providers to seamlessly transcribe and generate patient (SOAP) notes during virtual appointments.
A Zoom-based application designed for healthcare providers to seamlessly transcribe and generate patient (SOAP) notes during virtual appointments.
My Process
User research, wire framing, prototyping & user testing.
User research, wire framing, prototyping & user testing.
Tools
Figma, Jira
Figma, Jira
Category
Contract position, Zoom app
Contract position, Zoom app
Background
Background
Healiom is an AI-driven healthcare logistics platform designed to enhance medical capacity and improve efficiency in healthcare systems.
I was tasked with designing a Zoom-based app that helps healthcare providers generate patient encounter notes (SOAP notes) more efficiently during virtual appointments. With AI at the core of the product, the goal was to streamline medical documentation and reduce friction.
Healiom is an AI-driven healthcare logistics platform designed to enhance medical capacity and improve efficiency in healthcare systems.
I was tasked with designing a Zoom-based app that helps healthcare providers generate patient encounter notes (SOAP notes) more efficiently during virtual appointments. With AI at the core of the product, the goal was to streamline medical documentation and reduce friction.
Required features
Required features
Incorporation of AI suggestions into the UI.
Medical transcription, summarization, and SOAP note capabilities.
Incorporation of AI suggestions into the UI.
Medical transcription, summarization, and SOAP note capabilities.
My role
My role
I began as a UX design intern at Healiom and later continued as a contracted designer. I collaborated closely with the project manager, CTO, and in house physician to bring the Zoom app to life.
I began as a UX design intern at Healiom and later continued as a contracted designer. I collaborated closely with the project manager, CTO, and in house physician to bring the Zoom app to life.
Documenting patient visits should feel effortless, not a burden.
Documenting patient visits should feel effortless, not a burden.
In healthcare, patient encounter documentation is critical but also tedious. For every patient encounter, providers must complete SOAP notes (Subjective, Objective, Assessment, Plan) to ensure proper patient care, provider payment, and malpractice protection.
But existing platforms make this process frustrating. With the pressure high volumes and limited time, poorly designed SOAP note software often create unnecessary headache for physicians.
In healthcare, patient encounter documentation is critical but also tedious. For every patient encounter, providers must complete SOAP notes (Subjective, Objective, Assessment, Plan) to ensure proper patient care, provider payment, and malpractice protection.
But existing platforms make this process frustrating. With the pressure high volumes and limited time, poorly designed SOAP note software often create unnecessary headache for physicians.
How can we design a Zoom platform to streamline the creation of SOAP notes for medical professionals, ensuring both efficiency and accuracy while prioritizing user experience?
How can we design a Zoom platform to streamline the creation of SOAP notes for medical professionals, ensuring both efficiency and accuracy while prioritizing user experience?
Jump to final product
Research
Research
Industry standard, but not user-friendly
Industry standard, but not user-friendly
To understand the problem that I need to solve, I studied the platforms already in place.
EHR systems like Epic, Cerner, and Athenahealth are the industry standard, but they weren’t designed for speed or simplicity.
To understand the problem that I need to solve, I studied the platforms already in place.
EHR systems like Epic, Cerner, and Athenahealth are the industry standard, but they weren’t designed for speed or simplicity.
Exploring these platforms (like the ones above) I discovered many issues that were also raised by the American Medical Association.
Exploring these platforms (like the ones above) I discovered many issues that were also raised by the American Medical Association.
Visually overwhelming interface.
Tedious, multi-click inputs
Buried/difficult to locate features.
Lack of or unclear alerts.
Visually overwhelming interface.
Tedious, multi-click inputs
Buried/difficult to locate features.
Lack of or unclear alerts.
These issues slow down and impede workflows, especially in high-stress, high-volume medical environments.
These issues slow down and impede workflows, especially in high-stress, high-volume medical environments.
Thoughts from the physicians
Thoughts from the physicians
Next, I interviewed physicians to better understand their SOAP note documentation experience.
Next, I interviewed physicians to better understand their SOAP note documentation experience.
Neurologist
Neurologist
"The repetitive nature of SOAP notes can be quite tedious. Each note demands attention to detail, and when you're handling a high volume of patients, it becomes an exhausting part of the workflow."
"The repetitive nature of SOAP notes can be quite tedious. Each note demands attention to detail, and when you're handling a high volume of patients, it becomes an exhausting part of the workflow."
"The repetitive nature of SOAP notes can be quite tedious. Each note demands attention to detail, and when you're handling a high volume of patients, it becomes an exhausting part of the workflow."
Emergency Medicine Physician
"Time constraints are a major challenge when creating SOAP notes in the ER. You have to document rapidly and accurately in a high-pressure environment, which increases concern for errors."
"Time constraints are a major challenge when creating SOAP notes in the ER. You have to document rapidly and accurately in a high-pressure environment, which increases concern for errors."
"Time constraints are a major challenge when creating SOAP notes in the ER. You have to document rapidly and accurately in a high-pressure environment, which increases concern for errors."
Insights
Insights
The pain points
The pain points
SOAP notes are tedious. When patient volumes are high, both quality of notes and amount of time spent with patients can be effected.
SOAP notes are tedious. When patient volumes are high, both quality of notes and amount of time spent with patients can be effected.
Rapid documentation in high-pressure medical setting can cause increased concerns for errors and burnout.
Rapid documentation in high-pressure medical setting can cause increased concerns for errors and burnout.
User personas
User personas
Dr. Smith
The frustrated family doctor
The frustrated family doctor
Dr. Smith is a family medicine physician who often meets with patients over Zoom. She wants to have more time for direct patient care and spend less time on paperwork.
Pain Points
Finds current SOAP note creation processes time-consuming and tedious due to non-user-friendly UI's.
Wants
A product that can help speed up her SOAP note-taking process to allow her to spend more time with her patients.
Dr. Smith is a family medicine physician who often meets with patients over Zoom. She wants to have more time for direct patient care and spend less time on paperwork.
Pain Points
Finds current SOAP note creation processes time-consuming and tedious due to non-user-friendly UI's.
Wants
A product that can help speed up her SOAP note-taking process to allow her to spend more time with her patients.
Dr. Patel
The stressed neurologist
The stressed neurologist
Dr. Patel is a neurologist who often meets patients over Zoom. He wants to ensure his patients receive the best care and ensure accuracy in his SOAP notes.
Pain Points
Finds it challenging to create detailed and accurate SOAP notes during fast-paced virtual consultations.
Wants
A solution that provides accurate documentation and reliable AI support to accelerate SOAP note creation.
Dr. Patel is a neurologist who often meets patients over Zoom. He wants to ensure his patients receive the best care and ensure accuracy in his SOAP notes.
Pain Points
Finds it challenging to create detailed and accurate SOAP notes during fast-paced virtual consultations.
Wants
A solution that provides accurate documentation and reliable AI support to accelerate SOAP note creation.
Wire-framing
Wire-framing
User flow
User flow
Ideation
Ideation
User testing
User testing
Testing the experience
Testing the experience
I asked participants to complete tasks with an interactive prototype. For example:
I asked participants to complete tasks with an interactive prototype. For example:
“Accept the generated summary and edit it.”
“Delete the AI suggestion and write your own.”
“Accept the generated summary and edit it.”
“Delete the AI suggestion and write your own.”
Problem 1:
Wasted space = more scrolling
Original layout stacked input boxes and AI suggestions vertically, increasing vertical scroll.
Original layout stacked input boxes and AI suggestions vertically, increasing vertical scroll.
Solution:
Combined input and suggestions into a single component. Users can accept or delete suggestions upon hover.
Combined input and suggestions into a single component. Users can accept or delete suggestions upon hover.
Problem 2:
Trusting the AI
A user suggested that some may inherently distrust AI-generated results. They asked how we can make the AI appear to be "thinking" more to generate results that seem more reliable.
A user suggested that some may inherently distrust AI-generated results. They asked how we can make the AI appear to be "thinking" more to generate results that seem more reliable.
Solution:
To instill more trust in the generated results, the summary loading is broken up into steps, showing the process the AI goes through in generating a summary, creating a more trustworthy experience for the user.
To instill more trust in the generated results, the summary loading is broken up into steps, showing the process the AI goes through in generating a summary, creating a more trustworthy experience for the user.
Final Design
A simpler, more efficient way to write SOAP notes right on Zoom.
A simpler, more efficient way to write SOAP notes right on Zoom.
Active Session
Active Session
Session Review
Session Review
Enhance your experience with AI Assistance
Enhance your experience with AI Assistance
Ensure order and input accuracy and expedite entry with generated suggestions. Spend less time inputting data and more time with patients.
Ensure order and input accuracy and expedite entry with generated suggestions. Spend less time inputting data and more time with patients.
Input Medication
Input Diagnoses
Input Summaries
Closing thoughts
Learning outcomes
Learning outcomes
Talk to target users early
Communication is key, especially when working on a small team.
I started this project with no prior knowledge of the medical industry, but talking with healthcare professionals allowed me to gain a better understanding of the problem space and my users.
I started this project with no prior knowledge of the medical industry, but talking with healthcare professionals allowed me to gain a better understanding of the problem space and my users.
Trusting AI starts with UX
Trusting AI starts with UX
Timing and thoughtful copywriting shape how users perceive and trust it.
Timing and thoughtful copywriting shape how users perceive and trust it.