dr.agenda
Clinic management in a single dashboard — scheduling, billing, doctors and patients without spreadsheets.
Context
Small and mid-sized clinics managed appointments by phone and notebook, with no visibility into operating and billing metrics.
Goals
- Centralize schedule, doctors and patients in a single dashboard
- Give clear visibility into billing and appointment volume
- Reduce the time spent booking an appointment
The problem
Research
I interviewed receptionists, doctors and clinic owners to map the real day-to-day operation and where time was lost between booking, confirming and billing.
Discoveries
- ↳The front desk needed to book in seconds, without switching screens
- ↳Managers wanted billing and schedule in the same view
- ↳Appointment confirmation was the biggest failure point
Process
Discovery
Interviews and mapping of clinic operations.
IA
Information architecture of the dashboard.
UI
Dashboard, schedule and records management.
Handoff
Design system and delivery to the React team.
Solution · Final interface
A dashboard that opens on what matters: today's metrics, schedule and upcoming appointments.
Results & impact
With schedule and billing in the same view, the front desk started booking in seconds and managers began deciding with data — not guesswork.
Learnings
Operations software lives or dies by the speed of its most repeated task. I optimized the appointment-booking flow above everything else.