Jennifer Probert UX/UI Design
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ux/ui design

Inpatient Management Board

Web/iPad (mobile not supported)
May 2019 - In Progress

The Problem

Managers of inpatient acute care modules had no way to electronically track patients, therapists, and progress within the unit. Currently, they were using cumbersome paper or magnetic boards, printing the faxed orders and afixing them to a board on the wall. Assigning a patient meant physically moving the paper order to a provider's column. There was no easy way to track the total number of patients in the unit at any given time, or the total number of evaluations and visits assigned to an individual provider. They needed a more efficient way to electronically track all activity within the unit.

The Challenge

To create a tool that efficiently allowed inpatient unit managers to track patient progress through the unit, all available providers, and patients and therapists by discipline. Additionally, to provide clients a way to easily assign patients to therapists and provide several methods of filtering the board.


  • UX researcher
  • UX designer
  • UI designer

Activities Performed

  • Client and stakeholder interviews
  • UX design
  • UI design
  • Faciliated design sessions
  • Pencil sketching
  • Wireframing
  • High-fidelity mockups
  • Rapid prototyping

"'s a very concise way to look at everything as far as a therapist goes."
Scott R., Bates County Facility

The Solution

Pencil sketching, wireframing, and multiple design-thinking sessions with clients and stakeholders helped to solidify the concept of a dynamic, data-driven, three-part management board that would display a quick view panel to track the overall unit progress, a comprehensive view of all patients waiting to be assigned to a provider, and all available providers on a daily basis. The board would automatically update at midnight every day and offer the manager several methods to filter the board to provide the most helpful view.

The default screen presented an expanded Quick View panel to allow the client to immediately see the overall status of the unit.

Activities Performed

  • Pencil sketching and wireframing
  • High-fidelity mockups as proof of concept
  • Presented the concept and supporting mockups to stakeholders
  • Client interviews to validate the concept
  • Co-facilitated and documented design sessions
  • Wrote responsive HTML and CSS for handoff to engineers
  • Coached engineers through an Agile/Lean UX process

First Draft

The first draft presented as a high-fidelity, annotated mockup. The original format had horizontal sections with scrolling columns for the different patient views.

Through multiple design-thinking sessions with stakeholders and multiple client demonstrations and interviews the design iterated into a verticle format, which allowed more data to visible at any given time. The change in format allowed for the addition of available providers, making it easier for the manager to determine how many therapists were available and how many evaluations and visits had already been assigned to them.

Activities Performed

  • Rapid design iterations
  • Client interviews to validate iterations
  • Rapid design iteration
  • Co-facilitated and documented design sessions
  • Validated change requests from stakeholders and clients

Design Process

I take extensive notes during all interviews, demonstrations, and meetings. Notes are kept in a OneNote notebook that I share with stakeholders and team members.

I encourage comments to be added directly to a prototype through functionality built into UXPin. Comments are persistent, sorted by date, and indicate the author of the comment.

I also keep a list of questions that arise during ideation, creation, and iteration, addressing them with stakeholders, BAs, engineers, or clients. I also use team sync-up meetings to ideate with the BA and engineers, form a hypothosis to design from and validate with testing or interviews.