CARE SCOPE

Care Scope is designed to streamline clinic operations, improve the patient experience, and boost overall productivity with efficiency and ease.

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Deliverables

  • Desktop Web app

What we do

  • Research
  • UI/UX Design
  • Prototype
  • Custom Web Development

Project timeline

2025

The Objective

CareScope was created to streamline clinic operations into a single, easy-to-use SaaS platform. The objective was to design a solution that not only manages patient records and appointments but also connects staff, documents, reports, and medical inventory in one place. With a modern interface and scalable structure, Care Scope is designed to improve efficiency, reduce errors, and support better patient care.

The Challenge

The biggest challenge was balancing the complex needs of healthcare operations while keeping the platform simple and user-friendly. Clinics often rely on fragmented systems for scheduling, patient history, inventory, and reporting, leading to miscommunication and inefficiency. Designing a platform that integrates all of these functions without overwhelming the user was the key hurdle.

The Solution

The solution was to create a modular and scalable system where every feature, from patient management and appointment scheduling to inventory tracking and report generation, is seamlessly connected within a clean and intuitive interface. By focusing on clarity, accessibility, and real-time data visualization, Care Scope helps clinics manage operations efficiently while keeping patient care at the center.

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Instagram collateral that extends the CareScope experience

Built on the CareScope design system, the Instagram collateral is crafted to engage clinics and drive action. The profile, story templates, highlight covers, and launch posts use clear messaging, action buttons, and location details to guide people from discovery to contact while keeping a consistent, trusted look across feed and stories.

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CareScope Problems and Solutions

CareScope was designed to address the most common challenges clinics face in their daily operations. From patient management to inventory control, each problem has been mapped to a clear solution. This ensures a streamlined workflow, improved patient care, and stronger collaboration across the clinic.

CareScope • Problems and Solutions

Problem

Missed and overlapping appointments reduce clinic efficiency

Solution

Appointment Scheduling

Smart calendar with conflict checks, reschedule flow, and status tags for scheduled, arrived, scan completed, expired.

Problem

Patient data sits in many places which slows decisions

Solution

Patient 360 Profile

Unified record with demographics, insurance, history, consent forms, test results, and chat in one view.

Problem

Manual document handling creates errors and delays

Solution

Documents and e‑sign

Central library with statuses for signed, pending, reviewed, flagged and quick actions for view and download.

Problem

Stockouts impact care and waste budget

Solution

Inventory Management

Tracked quantities, locations, suppliers, and alerts for in stock, low stock, out of stock to plan replenishment.

Problem

Staff coordination and communication are fragmented

Solution

Staff Directory and Messaging

Employee cards with roles and contacts plus direct messaging to keep teams aligned and responsive.

Problem

Limited visibility into clinic performance

Solution

Reports and Analytics

General activity and appointment reports with export options so managers can monitor trends and act fast.

Problem

Compliance tasks and audit readiness are hard to maintain

Solution

Compliance and Audit Logs

Configurable form settings, API integrations, and complete audit trails that support clinic policy and reviews.

Problem

Consent collection and result follow‑up are inconsistent

Solution

Consent and Results

Track signatures, guardians, and statuses then link results to appointments to close the loop with patients.

Competitor Analysis

We reviewed leading clinic tools to learn strengths and gaps. CareScope connects appointments, patients, documents, inventory, and reports in one fluent system

CareScope • Competitor Analysis

Athenahealth logo
Athenahealth
Full suite for practices with strong billing and clinical charts. Limited focus on inventory and non clinical document collaboration.
Desktop Mobile
athenahealth.com
Kareo logo
Kareo
Practice management and claims for small teams with telehealth support. Less depth for consent files and document states compared with CareScope.
Desktop Mobile
kareo.com
DrChrono logo
DrChrono
Mobile first EHR with solid scheduling and a patient portal. Inventory tracking is not a central focus.
Desktop Mobile
drchrono.com
CareCloud logo
CareCloud
Focus on revenue cycle and analytics with reliable scheduling. CareScope adds consent management and inventory alerts.
Desktop Mobile
carecloud.com
SimplePractice logo
SimplePractice
Friendly option for solo clinics with intake and telehealth. CareScope provides a broader clinic view with reports and inventory.
Desktop Mobile
simplepractice.com

An Outline of Our Design Workflow

From discovery to delivery, the workflow begins with research and discovery, where we gather insights into clinic operations and user needs. We then move through definition, ideation, and design, creating structured flows and high fidelity screens.

The process concludes with prototyping and testing, ensuring Care Scope is both intuitive and effective before implementation.

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A clean and modern experience

A thoughtfully curated mix of typefaces, contemporary icons, and a professional medical-inspired color scheme. Delivering efficient clinic management through a user-friendly interface designed to enhance satisfaction with modern simplicity.

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Employees

CareScope includes a complete Employees module that works as a staff directory and an admin workspace in one place. It is built for clinic owners, HR admins, department leads, and front desk teams who need fast access to people, roles, and permissions. The layout supports both quick browsing and deep management, so teams can find someone, contact them, and update records without leaving the page.

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CareScope • Employees Module Summary

What we built

  • •
    A card directory for visual scanning with profile photo, department, role, and a Send Message call to action
  • •
    A table view for large teams with sort, search, filter, bulk select, pagination, and a clean action menu
  • •
    An Employee Details page with a clear left info panel and three focused tabs, General, Permission, Activity

How it helps

  • ✓
    Reduces time to find the right person and contact them
  • ✓
    Keeps records consistent across departments
  • ✓
    Gives admins precise control over who can read, write, create, or delete sensitive items

Employees - Employee - Add New Employee

CareScope includes a complete Employees module that works as a staff directory and an admin workspace in one place. It is built for clinic owners, HR admins, department leads, and front desk teams who need fast access to people, roles, and permissions. The layout supports both quick browsing and deep management, so teams can find someone, contact them, and update records without leaving the page.

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How it works
• Required first name, last name, email, phone, department, position are at the top for fast completion
• Live checks for duplicate email or phone prevent double entries
• Phone and email inputs format and validate as you type
• Department and position use searchable pickers with role presets for permissions
• Employee ID is generated on save, no manual typing needed
• Optional fields, second address, appear only when requested to keep the form light
• Clear Cancel and Save Details actions, the save button activates only when required fields are valid

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Calendar - Appointment

A reliable schedule that works the way clinics do. Switch between month and week views, filter by provider or room, and book in seconds. Color states show Scheduled, Completed, Cancelled, and Rescheduled so time is always used well.

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Add New Appointment

With just a click, clinic staff can schedule a patient visit by selecting the patient, procedure, date & time, priority, and status in one streamlined flow—keeping the day on track and reducing back-and-forth.

Enjoy a user-friendly interface that prevents double-booking, captures diagnosis code, modality, and duration, and leaves room for internal notes. Save once to notify the care team and update the calendar instantly, creating a seamless experience for both staff and patients.

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Appointment Details

With a single view, clinic staff can see everything about a visit, including the patient snapshot, secure messages, diagnosis and procedure codes, status, and notes, so questions get answered without hopping between screens.

Enjoy a user-friendly layout that streamlines follow ups and handoffs, letting staff send a message, reschedule, update status, or attach documents right from the page. Clear history and timestamps keep the record audit ready, creating a seamless experience for both patients and staff.

Appointment Details - Consent Form

In one guided place, patients can review and agree to required terms, privacy notices, informed consent, and release authorizations. A clear step list shows progress, while each item includes a checkbox and a link to the full policy so nothing is missed.

The layout is simple for staff and patients. Add a guardian when needed, capture an electronic signature, and record internal notes. Every action is timestamped and added to the appointment record, giving the clinic a complete and compliant trail without extra follow up.

Create and Manage Treatments Effortlessly

Customize and manage your clinic’s treatment catalog with ease. Define services, pricing, and duration, and assign them to the right staff. Whether it’s a routine check-up or specialized procedure, your treatments stay well-structured and easy to navigate.

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Finance - Easily add and manage treatments

Set up treatments with key details including name category assigned dentist and description. Add pricing duration and materials when needed and create multiple visits for longer procedures. Keep your treatment catalog organized and ready for every patient.

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Seamless Clinic Financial Management

Gain complete visibility over your clinic’s finances. From accounts and transactions to sales and purchases, monitor every financial detail in real time. Manage payment methods securely and generate clear reports to keep your practice profitable and compliant.

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Inventory - Stay on Top of Supplies and Equipment

Never run out of critical items again. Track product quantities, reorder levels, suppliers, and expiry dates with precision. Automatic alerts ensure you know what’s in stock, what’s running low, and what needs to be ordered, keeping your clinic ready at all times.

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Support - Built In Help and Complaint Management

Empower your team with instant support tools. Access FAQs, announcements, and training resources, or manage complaints through a dedicated system. Whether it’s client feedback or staff requests, resolve issues quickly and maintain high-quality service.

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