Ideal Image — Med-Pro Appointment Flow

As part of Ideal Image’s digital transformation initiative, our team set out to build a new appointment management experience for Med-Pros — the clinicians responsible for client care during in-person visits. The goal was to replace manual, paper-based processes with a modern, digital workflow that improved accuracy, efficiency, and overall care delivery. I led product design from the ground up, creating a streamlined interface that guided Med-Pros through each step of the client appointment, ensuring consistency and quality across every clinic.

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The Objective:

The objective was to design a new appointment flow that digitized the full in-clinic process — from client intake and treatment tracking to follow-up documentation. The experience needed to feel intuitive enough for busy clinicians to adopt quickly, while meeting strict compliance and operational standards. We wanted to reduce the time spent navigating interfaces and documentation so that Med-Pros could stay focused on clients, not systems.

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The Approach:

I began by conducting on-site research at multiple clinics to understand the real-world challenges of Med-Pros. Observing the pace, tools, and context of appointments revealed clear friction points — clinicians juggling note-taking, compliance tasks, and client engagement all at once. These insights informed a new digital experience built specifically around the natural flow of an appointment. Working closely with product and engineering, I mapped out the full system architecture, defined data dependencies, and designed high-fidelity prototypes that reflected both user needs and operational requirements. The new interface introduced contextual forms, simplified task progression, and clear visual feedback to ensure accuracy at every step. Iterative usability testing validated the design, resulting in a solution that was both efficient and intuitive in the clinic setting.

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The Impact:

The Med-Pro Appointment Flow launched successfully across multiple Ideal Image clinics and quickly became the new standard for in-person client visits. Clinicians reported faster, smoother appointments, reduced administrative burden, and greater confidence in data accuracy. Operational leaders noted measurable improvements in appointment duration, documentation quality, and client satisfaction. Beyond its immediate success, the product became a foundation for future digital initiatives — proof that well-designed systems can make healthcare workflows more human and more effective.

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