QUESTS
COFFEE x3
QUEST 01 · MEDICSPOT

Archie Medical Triage

UX CASE STUDY · AI-POWERED HEALTHCARE TRIAGE SYSTEM

Cut wait times from 2 weeks to just 3–4 days, hit 80% digital adoption, and saved £385k a year across 3 practices.

MY ROLESole Senior Product Designer
YEAR2024
TEAMFounder, Head of Product, Engineer
3–4 daysWAIT TIMESDown from 2 weeks
80%DIGITAL ADOPTIONOf patients in pilot practices
£385kSAVED A YEARAcross 3 practices

CONTEXT

UK GP practices are overwhelmed: 1–2 week wait times, staff burnout, fragmented systems. The brief was to design a triage and booking platform that could reduce GP load, reroute routine cases to the right professionals, and fit into the NHS's ecosystem.

THE COMPLEXITY

Stakeholders vs Users

Founders and clinicians wanted strict oversight, while patients wanted speed and simplicity.

Engineering constraints

EMIS integration, fragmented inboxes, and legacy NHS infrastructure limited what was possible.

Adoption risks

Over-automation risked alienating clinicians; too little automation risked patients defaulting back to phones.

MY ROLE

Sole Designer

RESEARCH, IA, END-TO-END DESIGN
  • Conducted discovery with Head of Product & Strategy of 2,000 patients & 30 clinicians
  • Ran system mapping workshops with the founder and GPs to define ticket flows, inbox ownership, and escalation rules
  • Designed the triage interface, patient intake, and clinician dashboards
01

DISCOVER · RESEARCH & EXPLORE

PHASE 01 / 04DISCOVERResearch & explore

The discovery phase involved understanding the complex healthcare ecosystem through research, stakeholder workshops, and system mapping to identify key opportunities and constraints.

Research Methods
  • User surveys (2,000 patients)
  • Clinician interviews (30 participants)
  • Journey mapping workshops
  • System architecture analysis
Key Insights
  • Patient segmentation revealed distinct usage patterns
  • Workflow inefficiencies across multiple touchpoints
  • Technology adoption barriers in clinical settings
  • Safety vs efficiency trade-offs in triage decisions

Research

2,000PATIENTS SURVEYEDSegmented into NHS Enthusiasts (63%) vs NHS Detractors (37%)
30CLINICIANS INTERVIEWEDSurfaced workload stress, burnout risk, and frustration with admin burden
DEFINITION OF OUR TWO SEGMENTS
63% ENTHUSIASTIC37% DETRACTOR
SEGMENTNHS Enthusiastic63%
  • Proud of NHS
  • Trusts clinicians
  • Optimistic about technology in healthcare
  • Somewhat flexible about consultation format
SEGMENTNHS Detractor37%
  • Distrusts NHS and clinicians
  • Pessimistic about technology in healthcare
  • Likely to work against our solutions

Research Insights & Pain Points

PATIENT INSIGHTS
Wait times

Long waits, early morning calls, limited availability

Process confusion

Confusing process or inaccessible digital tools

Appointment confirmation

Lack of visibility and follow-ups

CLINICIAN AND STAFF INSIGHTS
Confusing multiple systems

Struggle to switch between all the different digital tools and no patient history

GPs are overused

Many routine issues could be handled by nurses or pharmacists, but poor triage clogs GP time

Staff are stretched thin

Receptionists face high stress and limited support, impacting both morale and patient care

AMBIGUITY

Was this a patient problem (confusing tools), a clinician problem (overload), or a systemic NHS problem (staff shortages)?

Early discovery showed it was all three — and design would need to sit at the messy intersection.

02

DEFINE · SYNTHESIZE & FOCUS

PHASE 02 / 04DEFINESynthesize & focus

Synthesizing research insights to clearly articulate the problem space and define the challenge we need to solve.

Problem Synthesis
  • User need prioritization
  • Pain point clustering
  • Stakeholder alignment workshops
  • System constraint mapping
Design Challenge
  • Clear problem statements
  • Design principles framework
  • Success criteria definition
  • Technical feasibility constraints

Personas: Who are we solving for?

PERSONA 1Patient

Seeking fast, clear access, often digitally reluctant

PERSONA 2Clinician

Seeking workload balance, safety, and reliable triage data

PERSONA 3Admin Staff

Overwhelmed with booking and messaging

SYSTEM DESIGN WORKSHOPS

Mapping the System with the Founder and GPs

I ran a systems mapping workshop to understand how the system needed to work by understanding all the user flows and nuances of the different tasks.

  • We mapped which patient "ticket" (medical, admin, prescription, test result, referral, fit note) should go to which inbox.
  • We uncovered the ambiguity of ownership: should a prescription request land in Central Admin, a pharmacist queue, or the GP inbox? Each option had workload and medico-legal implications.
  • We debated ticket statuses – what did "Closed" mean? Was it resolved, archived, or simply handed off? Every definition carried risk.
COMPLEXITY

Complexity surfaced here: ownership, accountability, and status definitions weren't just labels, they carried medical and legal consequences.

System Workflow Architecture

Patient journey and system flow diagram
Complete system architecture showing patient interaction points, staff workflows, data management, and communication channels working together as an integrated healthcare platform.

Ticket Routing Matrix

MAPPING PATIENT REQUESTS TO APPROPRIATE INBOXES

Through our system design workshops, we mapped out exactly which types of patient tickets should land in which staff inbox, considering both workflow efficiency and clinical responsibility.

Ticket routing logic matrix
Comprehensive mapping of patient request types to staff inboxes, showing the decision tree that ensures appropriate clinical and administrative routing based on request complexity and urgency.

This matrix became the foundation for our routing logic, ensuring every patient request reaches the right healthcare professional while maintaining clear accountability chains.

Routing Insights
  • Medical requests require clinical oversight
  • Administrative tasks can be handled by support staff
  • Escalation paths maintain patient safety
  • Clear ownership reduces response times
DECISIONS MADESystem Design Thinking
  • Every request became a ticket classified as medical vs admin and mapped out which email inbox it would be routed to depending on the questions a patient answered
  • Tickets had escalation rules, due times, and breach indicators
  • Inbox structures mirrored actual practice workflows (Triage Hub, Central Admin, Practice Admin)
  • We mapped the tickets across seven different inboxes, based on how patients responded to the questions

Design Rationale

Patient side
  • Simplicity and reassurance: Patients may be anxious, so the form flow must feel quick, trustworthy, and empathetic.
  • Clarity: Questions should avoid medical jargon and reduce risk of incorrect input.
  • Accessibility: Must support mobile-first design, low literacy levels, and inclusive UX patterns.
Consultant side
  • Efficiency: Consultants should be able to review and route tickets quickly.
  • Safety: Design must minimise risk of misclassification that could harm patients.
  • Prioritisation: Interface should highlight urgency and reduce cognitive load when switching between inboxes.
System level
  • Fairness: Reduce unnecessary doctor appointments, freeing capacity for patients who need it most.
  • Transparency: Build patient trust in why they are (or are not) escalated to a doctor.
  • Scalability: Process should adapt as patient volumes and conditions grow.

Complexity

Data quality

Patients may under-report, over-report, or misunderstand symptoms. Design must account for incomplete or misleading entries.

Safety vs Efficiency

Automation could reduce workload by routing routine tickets straight to nurses or pharmacists. But full automation risked unsafe scenarios eg a chest pain request accidentally classified as "admin" could have dire consequences.

Solution: semi-automation. Routine tickets were automatically routed, but escalation and red-flag rules always sent high-risk cases to GPs. This balance reassured clinicians while still reducing workload.
Simplicity for Patients vs Control for Clinicians

Patients wanted the shortest path possible: book an appointment with minimal effort. Clinicians, however, needed detailed symptom context to make triage decisions.

Solution: minimal compulsory patient questions (symptoms, duration, concern), with structured follow-up detail revealed progressively. Patients got simplicity, clinicians got structured, usable data.
Compliance vs Speed

Clinicians complained about time lost in record-keeping, but medico-legal regulations required explicit logging in EMIS.

Solution: two clear flows: "Save to NHS & Close" and "Close without Saving." Compliance was built into the UI, but designed to feel lightweight rather than punitive.
TAKEAWAY

These trade-offs highlight that design decisions weren't about aesthetics, but about balancing safety, trust, speed, and adoption in a system where the stakes were human health.

03

DEVELOP · IDEATE & CREATE

PHASE 03 / 04DEVELOPIdeate & create

Expanding the solution space through ideation, prototyping, and iterative design development.

Ideation & Concepts
  • Brainstorming sessions
  • Concept sketching
  • User journey mapping
  • Information architecture
Prototyping & Testing
  • Low-fidelity wireframes
  • Interactive prototypes
  • Rapid user testing
  • Design iteration cycles

Design Exploration in Figma

I explored numerous design variations and concepts in Figma, iterating on login flows, landing pages, and main screen designs to find the optimal user experience.

Comprehensive exploration of login flows, welcome screens, and main interface concepts - showcasing iterative design thinking and multiple solution approaches.
Triage Tickets
WHAT I DESIGNED
  • A ticketing model for all patient and staff requests, classified into medical or admin
  • Automatic rules for escalation, due times, and breach flags
  • Inbox structures for different hubs (Triage Hub, Central Admin, Practice Admin)
WHY
  • To replace chaotic email inboxes with structured workflows
  • To make ownership explicit but flexible
  • To give traceability across distributed teams
Integration with EMIS

The integration layer was one of the most constrained spaces:

  • We built "Save to NHS & Close" vs "Close without Saving" to give clinicians control over record-keeping.
  • Designed structured entries (request type, submitter, communications, attachments).
  • Trade-off: clinicians wanted fewer clicks, but governance required explicit logging. The UI had to make compliance feel seamless.
AMBIGUITY

Who "owned" a breach? A GP? The system? A central team? I had to design the UI so accountability was clear without creating hostility.

04

DELIVER · REFINE & DEPLOY

PHASE 04 / 04DELIVERRefine & deploy

Refining and implementing the final solution through testing, iteration, and deployment.

Solution Refinement
  • High-fidelity prototypes
  • User acceptance testing
  • Design system documentation
  • Stakeholder validation
Implementation & Launch
  • Developer handoff specs
  • Production deployment
  • Performance monitoring
  • Post-launch iteration
INTERACTIVE PROTOTYPE

Experience the complete end-to-end patient journey and staff workflow in the final prototype

Patient journey
TRIAGE PLATFORM PROTOTYPE

Walkthrough the complete triage platform

PLAY PROTOTYPEOpens in Google Drive

OUTCOMES · LEVEL COMPLETE

3–4 daysWAIT TIMESReduced from 1–2 weeks to 3–4 days in pilot practices
80%ADOPTION80% of patients used the system in pilot practices
£385.7kSAVINGS£385,700 projected annually across practices
GPsCLINICIAN RELIEFRoutine requests shifted away from GPs, freeing capacity

REFLECTION

This wasn't a straightforward "make it usable" project. It was:

  • A negotiation of stakeholder vs user priorities (safety vs speed)
  • A battle against engineering constraints (legacy EMIS, fragmented workflows)
  • A careful calibration of adoption risks (alienating neither patients nor clinicians)
THE VALUE OF DESIGN

The value of design here was not in simplification, but in holding the complexity visibly, then shaping it into a system that patients could use, clinicians could trust, and founders could scale.

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