Reimagining the dentist workflow for attending patients

After connecting with the founder, I gained clarity on the core objective of this exercise. The key insight was that doctors aren't utilizing the platform's existing features, tools specifically designed to streamline their workflows. The root causes are twofold: a lack of feature awareness among users, and outdated UI flows that fail to surface these capabilities effectively. The founder was looking for a fresh perspective to rethink these workflows from the ground up. Not just cosmetic improvements, but a fundamental re-evaluation of how doctors discover and engage with the tools available to them.

I decided to go with heuristic evaluation, user interviews, and unmoderated usability studies to understand the users' workflow and their pain points — but also to identify what they love about the process they follow today.
I picked a sample of 5 users.

We discussed whether to roll out in phases or do a complete revamp. During our discussion, the training aspect came up — users would have to go through training calls for setup, and a gradual rollout wouldn't work for their use case. So we summed up the problem statement.

I began wireframing module by module, using the process to clarify my thinking and iterate rapidly. Each round helped me discard weaker concepts and refine stronger ones, building toward a solid foundation before moving into higher fidelity work.

Designing solutions for the user pain points was an engaging exercise, but it also surfaced gaps in my understanding. I needed to circle back and validate whether all core functionalities and edge cases were accounted for before pushing the designs further.

We started exploring layouts, keeping in mind what the doctors are used to and what we can change.

To understand the new experience, let's first see what the user is used to and how they were doing things earlier.

We came to understand how some components are connected to other components and flows. For example, if the user wants to print and send a document, where will they find it? Answering such questions helped us better understand the detailed flows.