03 - Appointment Book

Simplifying a complex workflow

Two users, one appointment book: Designing around how Administrators and Practitioners each work.

Product Design

UX Strategy

User Research

Workflow Design

Healthcare

03 - Appointment Book

Simplifying a complex workflow

Two users, one appointment book: Designing around how Administrators and Practitioners each work.

Product Design

UX Strategy

User Research

Workflow Design

Healthcare

03 - Appointment Book

Simplifying a complex workflow

Two users, one appointment book: Designing around how Administrators and Practitioners each work.

Product Design

UX Strategy

User Research

Workflow Design

Healthcare

Role

Senior Product Designer

Platform

Healthcare SaaS

Company

Magentus

Year

2020-2021

About the Product

Gentu is a cloud-based practice management system for healthcare practices, supporting everyday workflows such as patient management, appointments, billing and clinical administration. It is designed to help practitioners and practice teams manage the operational side of patient care in one connected system.

The Challenge

The Appointment Book sits at the heart of a medical practice.

Administrators use it continuously throughout the day: creating patients, scheduling appointments, handling changes and keeping everything running smoothly.

Practitioners use it for something very different: understanding their schedule, reviewing patient information and preparing for upcoming consultations.

Over time, the experience had become increasingly difficult to navigate.

Common tasks required too much effort, important information was difficult to scan and appointment changes weren't always communicated effectively between administrators and practitioners.

The Appointment Book was trying to serve two users with very different needs.

Understanding the problem

A busy screen isn't necessarily an informative one

01 Too much effort

Everyday tasks such as creating patients, scheduling appointments and completing pre-appointment activities involved unnecessary steps.

02 Poor visibility

Administrators needed to understand what was happening across the practice quickly. But important information competed with everything else on screen, making busy schedules harder to scan and manage.

03 Information gaps

Appointment changes and cancellations affected both administrators and practitioners. The handover between them wasn't always clear, creating opportunities for information to be missed.

Understanding our users

Two users. One Appointment Book.

Research revealed an important distinction. Administrators and practitioners weren't simply two people using the same feature. They were using it to accomplish fundamentally different things.

Administrator

“I need to move quickly.”

Their day revolves around keeping the practice moving. They need to:

  • Schedule appointments

  • Create and manage patients

  • Handle cancellations and changes

  • Complete pre-appointment tasks

  • Coordinate multiple practitioners

  • Keep the day running smoothly

For administrators, speed and visibility matter because these actions are repeated throughout the day.

Administrator

“I need to move quickly.”

Their day revolves around keeping the practice moving. They need to:

  • Schedule appointments

  • Create and manage patients

  • Handle cancellations and changes

  • Complete pre-appointment tasks

  • Coordinate multiple practitioners

  • Keep the day running smoothly

For administrators, speed and visibility matter because these actions are repeated throughout the day.

Practitioner

“I need to know what matters.”

Practitioners approach the Appointment Book differently. They need to:

  • Understand the day's appointments

  • See relevant patient information

  • Recognise important changes

  • Prepare for upcoming consultations

Their challenge isn't completing lots of administrative actions. It's being able to quickly understand what they need to know next.

Practitioner

“I need to know what matters.”

Practitioners approach the Appointment Book differently. They need to:

  • Understand the day's appointments

  • See relevant patient information

  • Recognise important changes

  • Prepare for upcoming consultations

Their challenge isn't completing lots of administrative actions. It's being able to quickly understand what they need to know next.

The Appointment Book wasn't serving one user. It was supporting two very different workflows.

Research

Looking beyond the interface

Before exploring solutions, we needed to understand how appointment management actually worked inside a practice. We combined desk research, SME interviews, workshops and user research to examine the workflow from different perspectives. Rather than looking only at individual screens, we looked at the sequence around an appointment, from creating a patient and booking through to preparation, changes and cancellations. Three patterns became clear.

Simple tasks were taking too much effort

High-frequency actions such as creating patients, scheduling appointments and completing pre-appointment checks required more interaction than users expected. Individually these were small frustrations. Repeated throughout the day, they became significant.

Complexity increased as practices grew

More practitioners meant more appointments, more information and more coordination. Administrators weren't simply scheduling appointments. They were managing an increasingly complex operational picture.

The admin–practitioner handover was fragile

Administrators often knew when something had changed. Practitioners needed to understand what that change meant for their day. Cancellations and appointment changes exposed weaknesses in how information moved between the two workflows.

Defining the opportunity

Three opportunities emerged: Rather than treating every usability issue separately, we grouped our findings into three design principles.

Simplify

Reduce the effort required for frequent tasks.

High-frequency actions should feel quick and predictable rather than requiring unnecessary steps.

Prioritise

Make important information easier to scan.

Not everything on the Appointment Book deserved equal visual weight. The interface needed to help users understand what required their attention.

Connect

Improve information flow between administrators and practitioners.

Changes made by one user should be clear to the other without relying on communication outside the system.

Designing the experience

With the foundations established, we began designing essential components and patterns in Figma. Rather than treating components as isolated UI elements, we considered how they would behave as part of a larger system. That meant thinking through variants, states, interaction behaviour, accessibility, naming conventions and how individual components combined into larger product patterns.

We also worked towards greater alignment between Figma and development. Establishing clearer terminology and component structures gave designers and developers a stronger shared language.

The goal wasn't to create the biggest possible component library. It was to create a system teams could understand, trust and reuse.

The biggest insight wasn't about scheduling

We started with what appeared to be an Appointment Book usability problem. But research revealed something more fundamental.

The same interface was being asked to support two different mental models.

Administrators needed to act & Practitioners needed to understand.

Recognising that distinction changed how we approached the experience. Sometimes simplifying a complex product isn't about removing functionality.

It's about understanding who needs what - and designing around that difference.

The outcome

An Appointment Book designed around how practices actually work