CARECLOUD DOCUMENT MANAGEMENT
OVERVIEW
The Document Management System was a core feature developed for the tablet experience of CareCloud Go, designed to support the secure intake, organization, and management of clinical documents within the electronic health record (EHR).
This feature enabled medical staff to efficiently access and manage incoming documents through a centralized interface, supporting key actions such as viewing, printing, downloading, renaming, and deleting files. Users could also associate documents with specific patient records, assign document types, and enrich documentation through commenting and annotation tools.
The system was designed to streamline document workflows, improve accessibility of patient information, and support accurate, compliant record-keeping aligned with healthcare documentation standards.
SPRINT: 12 weeks
TEAM: 1 UX/UI Designer & 4 Developers
TOOLS: Sketch, Invision App, Trello, and Jira
Methodologies: Lean UX, Agile, Ideation, MVP, Whiteboarding, Storymapping, Kanban
ROLE: Lead UX/UI Designer
I led the design direction for the document management feature, ensuring a consistent and scalable user experience. I conducted comprehensive research and system audits to identify key document workflows, user needs, and edge cases, ensuring the feature supported the full document lifecycle within the EHR.
I collaborated closely with cross-functional stakeholders—including product, engineering, and end users—to design a solution aligned with the complex operational and regulatory requirements of the healthcare industry.
PROTOTYPES
