02

Rethinking the clinical chart

Redesigned the clinician-facing EHR patient chart for Cerebral, a subscription-based mental health platform, to reduce visit preparation time and give providers faster access to what they needed most.
SERVICES
User research
UX
UI
outcome
Restructured IA and patient summary experience validated by clinical stakeholders and the Clinical Advisory Board.
Cerebral's clinicians were spending 30 or more unpaid minutes preparing for every patient visit. The EHR supposed to support them was making it worse.
ROLE
Sole designer
COMPANY
Cerebral
TIMELINE
3 months
context

A mental health platform at scale

Cerebral is a subscription-based mental health platform offering virtual therapy, psychiatry, and medication management. I led this project as the sole designer on a three-month engagement, working directly with the product manager, clinical stakeholders, and the Clinical Advisory Board.

THE PROBLEM

A tool that worked against the people using it

The patient chart was the central tool clinicians relied on, but it hadn't been designed around how they actually worked.

Critical data was buried. Navigation required excessive scrolling. And because clinicians aren't compensated for pre-visit preparation, every extra minute spent hunting for information was time they absorbed personally.

The problem wasn't cosmetic. The goal wasn't just to make navigation easier. It was to get clinicians to a place where pre-visit prep was significantly reduced, and where a provider could hop into a visit, quickly orient themselves on what mattered, and actually show up for the patient in front of them.

RESEARCH

The insight that changed the direction

Eleven clinician interviews, shadow sessions, and CAB workshops surfaced something important: clinicians weren't all struggling the same way.
PATTERN 01
Dedicated preparers
Spent significant unpaid time reviewing charts ahead of visits. Consistently higher audit scores. Succeeded despite the tool, not because of it.
PATTERN 02
On-the-spot reviewers
Had no choice but to do rapid reviews at visit start. Note quality reflected the constraint. The tool gave them nothing to work with quickly.
"It's like going on a scavenger hunt for the right information. You have to keep expanding and scrolling to find what you need."

The gap wasn't effort. It was the tool. That reframe changed the design goal. This wasn't about reducing scrolling. It was about giving every clinician, regardless of prep time, faster access to what they needed most.

Affinity clustering and heat mapping across 11 interviews and shadow sessions.
DECISION

The decision that mattered

Wireframing surfaced a real tradeoff between two navigation directions.

One kept the existing tab structure and layered a patient summary on top. The other introduced a collapsible left panel that freed up screen space and moved sub-navigation out of the tabs.

The left panel wasn't just a layout preference. It was a scalability call. The tab structure was already at its limit, and adding content would have required a full redesign. I tested both directions with clinical stakeholders, consulted engineering on feasibility, and brought a clear recommendation. We aligned on the left panel.

Two wireframe directions tested with clinical stakeholders before aligning on the left panel approach.
Restructured navigation and information architecture.
design

The work

The patient summary was built directly from what clinicians told us they needed most before and during visits.

01
Visit summary and treatment plan
Fast orientation before a visit. Critical for unfamiliar patients and cross-coverage.
02
Medications and assessment scores
The two data points most likely to shape the next clinical decision, with quick-links to the full record.
03
Full care team and appointment history
Full scope of care visible across therapist, prescriber, and coordinator. Reduces siloed provider experiences.
04
Color-coded clinical flags
From allergies to documented suicidality, past or present. A patient safety feature, not just a UX detail.

Each summary tile linked directly to its corresponding section in the full chart, acting as an intelligent entry point rather than a replacement for the detailed record.

A persistent bar across the top surfaced key demographics, subscription plan type, and insurance verification. Color-coded flags highlighted critical clinical signals, from allergies to documented suicidality, past or present. The flags weren't just a UX convenience. They were a patient safety feature.

Before and after: restructured information hierarchy and new patient summary experience.
The redesigned patient summary: visit history, medications, care team, and clinical flags surfaced in one view.
Collapsible left panel in action.
outcome

Validated across clinical and product

The redesign entered development before the project concluded. Clinical stakeholders and the Clinical Advisory Board responded positively throughout, particularly to the color-coded flags and the patient summary's quick-link navigation. The direction aligned across product, clinical operations, and engineering, which was a meaningful signal in an environment where clinical and product priorities frequently pulled in different directions.

REFLECTION

What I'd do differently

The patient chart was the central tool clinicians relied on, but it hadn't been designed around how they actually worked.

Critical data was buried. Navigation required excessive scrolling. And because clinicians aren't compensated for pre-visit preparation, every extra minute spent hunting for information was time they absorbed personally.

The problem wasn't cosmetic. The goal wasn't just to make navigation easier. It was to get clinicians to a place where pre-visit prep was significantly reduced, and where a provider could hop into a visit, quickly orient themselves on what mattered, and actually show up for the patient in front of them.

NEXT CASE STUDY · 03
Scheduling built for clinicians