A mental health clinic's intake process needed an overhaul. We mapped their workflow, identified key features, and designed a user-friendly platform. Built with Svelte and Tailwind CSS, it automates tasks, improves data insights, and delivers a seamless experience for clients and administrators.
Kushagra Banthia
Shrey Banthia
Conducted user research, including stakeholder interviews and process flow analysis, to identify key requirements and pain points for a new digital intake system.
Translated research insights into wireframes, built a design system for the web application, and created comprehensive dev handover documentation.
Developed the web app using Svelte, implementing design systems, dynamic UI components, backend API integrations, Business logic to algorithm and ensuring security and hosting.
Client’s Problem
Our client’s existing intake process was cumbersome, riddled with manual tasks, and lacking a user-friendly online component. This negatively impacted both patients experience and administrative efficiency.
Due to privacy constraints, we were unable to directly interact with patients or conduct user testing, To overcome this challenge, we relied heavily on stakeholder interviews with the Director and the Intake Coordinator to gain valuable insights into the client experience and administrative workflows.
We had to carefully prioritize features and categorize them as 'in-scope' and 'out-of-scope' based on available resources and time for development and the client's overall project goals.
We mapped a new intake process, prioritizing automation for efficiency. Our design aimed for a user-friendly experience, incorporating the client's specific requests for a smoother journey.
Jul 1st - Jul 15th
Research
1
Jul 16th - Aug 30th
Design Phase
2
Aug 30th - Nov 20th
Development
3
Nov 20th - Nov 30th
Testing
4
Dec 1st - Dec 10th
Deployment and Handover
5
The clinic's intake process was a tangled web of manual forms, paper records, and disjointed systems, creating frustration for both clients and administrators. It was inefficient, time-consuming, and lacked a smooth flow.
Sending digital diagnostic tests was a logistical nightmare. The current system relied on a cumbersome combination of manual data entry, paper records, and email exchanges, leading to delays and inaccuracies.
I carefully prioritized features based on client requirements and available resources, categorizing them as 'in-scope' and 'out-of-scope.' This strategic approach led to the development of a new, streamlined process flow that incorporated key functionalities such as automated account creation, online questionnaire submission, and integrated report generator.
Account creation
Questionnaire submission
Client Intake Form
Digital Diagnostic Tests
Progress Tracking
Feedback and Reporting
Audio integration
Client Management
Reporting
Client Intake
User Roles and Permissions
Questionnaire Management
Test Management
User-friendly
Mobile-accessible
Secure
Accessible
Performance
Error Handling
Chunking of Form
We untangled the intake process, weaving a new path for a smooth and efficient experience. The new flow utilizes automation for key tasks, streamlining data collection and management. This creates a more user-friendly journey, simplifying communication and access to vital mental health services.
We streamlined the digital diagnostic process, eliminating the cumbersome manual tasks and email exchanges. The new system facilitates a smooth and accurate flow, using automated tools for data entry, record management, and test administration.
To create a calming and welcoming experience for our psychologically sensitive clients, we crafted a design system that prioritized soft gradients, serene color palettes, and a clean, readable typeface. This approach ensured a visual language that fostered a sense of comfort and ease during the intake process.
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Patient / Questionnaire Cards
Desktop Card
Desktop Card
Admin / Follow-up info Cards
Awaiting Follow-ups
Follow-ups done today
Patient / Audio Playback controller
Desktop
Mobile
Input Group
Desktop
Mobile
Modal
Desktop
Mobile
Currently developing the digital intake platform. The process involves building Svelte components, converting the design system to Tailwind CSS, managing states, integrating with backend APIs and databases, and ensuring secure hosting.
HTML
CSS
JavaScript
Tailwindcss
Sveltekit
Mongodb
AWS
Claude-3.5
Claude-DEv(Cline)
This project was a testament to the importance of conducting thorough user research, prioritizing key features, and focusing on user experience. By strategically mapping out the process, we identified opportunities to streamline workflows, improve client communication, and deliver a solution that addressed both administrative and client-centric needs.