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Improving search experience and reducing support tickets by 78%

My Role

Solo Product Designer

Team

1 PM · 2 Developers

Timeline

4 Weeks

Platform

Web

Released

7 Recovery Centres

Improving search experience and reducing support tickets by 78%

My Role

Solo Product Designer

Team

1 PM · 2 Developers

Timeline

4 Weeks

Platform

Web

Released

7 Recovery Centres

CONTEXT

IRIS is a web-based internal tool built for HCAH's recovery center staff

HCAH was using a third-party tool to manage patients at its recovery centers. The decision was made to build an internal system, IRIS, to reduce those costs and have a solution built specifically for how recovery centers operate.

CONTEXT

IRIS is a web-based internal tool built for HCAH's recovery center staff

HCAH was using a third-party tool to manage patients at its recovery centers. The decision was made to build an internal system, IRIS, to reduce those costs and have a solution built specifically for how recovery centers operate.

The Problem

Poor search functionality in IRIS prevents ground staff from locating patients easily

Inefficient Patient Discovery

Center team struggled to quickly locate patients, often relying on manual records or coordination with others, turning simple lookups into time-consuming task.

High Operational Friction

Users relied on patient search to perform tasks like billing and daily notes, and for discharged patients it was the only access point, making failures to find records directly delay critical workflows.

The Problem

Poor search functionality in IRIS prevents ground staff from locating patients easily

Inefficient Patient Discovery

Center team struggled to quickly locate patients, often relying on manual records or coordination with others, turning simple lookups into time-consuming task.

High Operational Friction

Users relied on patient search to perform tasks like billing and daily notes, and for discharged patients it was the only access point, making failures to find records directly delay critical workflows.

Research

I talked to our internal users who were using IRIS

The objective of this study was to identify gaps between the system’s design and real-world usage in practice.

Reception Staff

  • Admit new patients and manage intake from the system.

  • Add bill items and track patient payments.

  • Monitor outstanding balances and inform patients or families.

Nursing Staff

  • Add daily notes at regular intervals to record patient updates.

  • Document the patient’s condition, progress, and routine observations.

  • Keep the care team informed with timely updates in the system.

Doctors

  • Adds admission and discharge notes for patients.

  • Review patient history and ongoing updates during treatment.

  • Monitor patient progress through recorded notes and updates.

Research

I talked to our internal users who were using IRIS

The objective of this study was to identify gaps between the system’s design and real-world usage in practice.

Reception Staff

  • Admit new patients and manage intake from the system.

  • Add bill items and track patient payments.

  • Monitor outstanding balances and inform patients or families.

Nursing Staff

  • Add daily notes at regular intervals to record patient updates.

  • Document the patient’s condition, progress, and routine observations.

  • Keep the care team informed with timely updates in the system.

Doctors

  • Adds admission and discharge notes for patients.

  • Review patient history and ongoing updates during treatment.

  • Monitor patient progress through recorded notes and updates.

Some of the insights

An exact match with the input

Search required an exact match. Typing "Adersh" when the name was "Adarsh" returned nothing.

Only searching for patient’s name

Many users only searched by name because they were unaware that patient numbers and IDs were also valid search criteria.

No cross center search

Users managing multiple centers had to switch the center filter manually each time.

No re-admission cross centers

Re-admitting a patient to a different center was not possible in the system.

Some of the insights

An exact match with the input

Search required an exact match. Typing "Adersh" when the name was "Adarsh" returned nothing.

Only searching for patient’s name

Many users only searched by name because they were unaware that patient numbers and IDs were also valid search criteria.

No cross center search

Users managing multiple centers had to switch the center filter manually each time.

No re-admission cross centers

Re-admitting a patient to a different center was not possible in the system.

analytics

Used Microsoft Clarity to see real user behavior

used search bar

Users relied on the search bar to locate patients, but its strict exact-match logic caused frequent failures.

70%

went to the second page of results

Very few users explored beyond the first page of results, indicating a strong reliance on immediately visible options.

05%

required multiple attempts to find a patient

Users often searched two or more times before reaching the correct patient profile, highlighting inefficiencies in search accuracy and matching.

Most Users

analytics

Used Microsoft Clarity to see real user behavior

used search bar

Users relied on the search bar to locate patients, but its strict exact-match logic caused frequent failures.

70%

went to the second page of results

Very few users explored beyond the first page of results, indicating a strong reliance on immediately visible options.

05%

required multiple attempts to find a patient

Users often searched two or more times before reaching the correct patient profile, highlighting inefficiencies in search accuracy and matching.

Most Users

OLd design

Mapping research insights to existing design flaws

Only one static empty state for every scenario

Re-admission of a patient to a different center is not possible

Name is clickable but doesn’t look clickable

Readability issue with some of the tags

Back

1 of 4

Searching “Rajish” instead of “Rajesh” wont give any results

Next

OLd design

Mapping research insights to existing design flaws

1 of 4

Searching “Rajish” instead of “Rajesh” wont give any results

Back

Next

ideation

Exploring possible directions

How might we help users find the right patient even if they make a typo

How might we allow users to find and re-admit patients from any center without switching?

How might we make sure new or upcoming admissions don't get buried in the list?

ideation

Exploring possible directions

Narrowing the focus

Howmightwehelpusersfindandmanageanypatientwithzerofriction

Narrowing the focus

Howmightwehelpusersfindandmanageanypatientwithzerofriction

New design

Making search work in real-world conditions

Search needed to support real usage, not perfect inputs. Staff often searched with partial information or mistakes, but the system required exact matches. We redesigned search to be more flexible, reliable, and aligned with real workflows.

New design

Making search work in real-world conditions

Search needed to support real usage, not perfect inputs. Staff often searched with partial information or mistakes, but the system required exact matches. We redesigned search to be more flexible, reliable, and aligned with real workflows.

improved search experience

Handles partial and imperfect inputs

Cross center search and re-admission made possible

New filters are added to match how users filter out in real-world scenarios

Name looks clickable to access patient’s profile

Improved readability of the status

1 of 4

Results matches with the input

Searching with typos or partial information returns the best possible matches based on the user’s input, making it easier to find a specific patient.

Next

improved search experience

Handles partial and imperfect inputs

Cross center search and re-admission made possible

New filters are added to match how users filter out in real-world scenarios

Name looks clickable to access patient’s profile

Improved readability of the status

1 of 4

Results matches with the input

Searching with typos or partial information returns the best possible matches based on the user’s input, making it easier to find a specific patient.

Back

Next

impact

Reduced friction in patient search workflows

reduction in search-related support tickets

Fewer users required help locating patients after improving search accuracy and visibility.

78%

found patients on the first attempt

Session recordings showed users were able to locate patients with a single search in most cases, with fewer instances of repeated queries and back-and-forth.

Most Users

impact

Reduced friction in patient search workflows

reduction in search-related support tickets

Fewer users required help locating patients after improving search accuracy and visibility.

78%

found patients on the first attempt

Session recordings showed users were able to locate patients with a single search in most cases, with fewer instances of repeated queries and back-and-forth.

Most Users

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