InsightGo Redesign
Rethinking how home-care therapists manage their schedules through a mobile-first InsightGO experience built for the field.
Project Scope
My Role
Team
Tools
Project Overview & Context
As a home-care Speech Pathologist, I relied on insightGO’s mobile app to manage my schedule. However, what should’ve been a quick glance between patients became a daily struggle. Tiny text, unresponsive tap targets, and layouts that didn't adapt to mobile screens forced me to waste valuable minutes wrestling with the interface instead of focusing on care.
This isn’t just my experience. Therapists across rehab disciplines face the same hurdles: schedule interfaces that don’t work on mobile, buried actions requiring 5+ taps, and workarounds like screenshots or paper notes just to get through the day. In a field where time directly impacts patient outcomes, poor mobile design is both frustrating and unsustainable.
This self-initiated redesign rethinks insightGO’s mobile scheduling from the ground up, combining firsthand clinician insights with mobile-first UX principles.
Before diving into the redesign, here's a look at InsightGO's current mobile experience — the navigation, calendar, and schedule views that therapists rely on daily.
*Note: This is an independent concept project. I am not affiliated with InsightGO or WebPT. All patient names and identifying information visible in these screenshots are fictional — original data has been redacted to protect patient privacy.
The Solution
A mobile-first scheduling experience that makes it faster and easier for therapists to view, modify, and plan their appointments while on the go. The redesign introduces a simplified daily agenda view with clear visual hierarchy, larger touch targets for one-handed mobile use, and streamlined access to common actions like rescheduling or marking sessions as arrived, reducing the need for desktop access or insecure workarounds.
Project Goals
Create a glanceable daily schedule that therapists can scan quickly between visits
Reduce core scheduling actions (like rescheduling or viewing patient details) to as few taps as possible
Design touch-friendly interfaces that work reliably on mobile and tablet devices
Build trust through clear feedback and confirmation for every action
Lay the foundation for future mobile workflow improvements across the app
The Design Process
Understand
To better understand the problem space of this particular project, I needed to start with some research about InsightGO’s current competitors and users.
Competitor Research
Objective: to explore how well-known platforms design mobile calendar/scheduling experiences and extract patterns/features that could improve the InsightGO interface for therapists on-the-go.
Direct Competitors (EHR Platforms):
SimplePractice
NextGen Mobile Solutions
Tebra
Key Insights from Competitor Platforms:
1.
Vertical schedules work best for mobile
List-based schedules are clearer on smaller screens. Leading platforms also offer multiple view options (day, week, month) for flexibility.
2.
Color coding accelerates pattern recognition
Color-coded appointment blocks help users quickly identify session types, priority levels, or schedule conflicts.
3.
Progressive disclosure keeps interfaces scannable
Events show minimal info by default, with full details revealed on tap to reduce visual clutter.
4.
Centralized dashboards provide at-a-glance context
Events show minimal info by default, with full details revealed on tap to reduce visual clutter.
Empathize
User Research
As a therapist who personally used insightGO in the field, I had firsthand insight into its pain points. But as a UX designer, I knew it was important to separate my own experience from the broader user base. To ensure the redesign addressed a range of real-world needs, I conducted interviews with other therapists across different roles and settings.
Research Goals
Understand how therapists currently use InsightGO's mobile scheduling feature in their day-to-day workflow.
Identify key pain points and workarounds therapists use when managing appointments in the field.
Uncover what therapists need most from a mobile scheduling experience to do their job effectively.
User Interviews
I interviewed 3 therapists who use InsightGO, each from a different rehabilitation discipline and setting. Participants were conducted via Zoom with 14 open-ended, conversational-style questions. Interviews took about 20-30 minutes each. Click here to see the full set of interview questions.
Analyzing the Data
To distill insights from user interviews, I conducted affinity mapping using Miro, iteratively grouping observations into 5 emergent themes reflecting therapists’ behaviors, needs, and frustrations regarding InsightGO’s platform.
Through consolidation of recurring patterns, five key insights emerged from the data:
Key Insights
1.
Small Screens, Big Hassle
Current mobile layouts force therapists to fight the UI for basic information, compounding stress during patient care.
2.
Broken Tools Lead to Compliance Risks
Clinicians resort to insecure workarounds like personal calendars and screenshots because the official tool fails them. Even coded identifiers can become PHI when paired with visit details, creating unintended HIPAA violations.
3.
Schedules Shouldn’t Be a Puzzle
The lack of a clear, at-a-glance schedule view forces therapists to mentally piece together their day, leading to confusion and errors in the field.
4.
UI Friction = Lost Time & Extra Work
Every inefficient or broken interaction results in unpaid labor from clinicians.
5.
Unreliable Functionality Undermines Trust
Performance issues (freezes, lost data) make therapists avoid mobile for critical tasks.
Proto-Persona
To keep design decisions grounded in real user needs, I created a proto-persona based on interview insights & patterns.
Journey Map
Mapping out Jenna's daily workflow helps reveal how mobile usability issues compound throughout the day, turning minor friction into hours of deferred work.
Ideate
After defining the core issues therapists face on mobile, I shifted focus to exploring how the experience could be reimagined to feel faster, cleaner, and more reliable. Since the scope of this redesign was intentionally kept narrow, I concentrated on a single user flow: viewing and managing a therapist’s daily schedule on mobile and tablet devices.
Framing the Opportunity
How might we design a scheduling experience that works seamlessly across mobile and tablet devices, helping therapists quickly access, understand, and manage their day without relying on workarounds or switching to desktop?
Design Priorities
Guided by UX best practices and shaped by the specific needs of therapists in the field, I defined a set of priorities to anchor the redesign:
Glanceability: The daily schedule should be easy to scan quickly between visits or even mid-session
Efficiency: Core actions like rescheduling/changing a session and viewing patient details should be easily accessible in as few taps as possible
Touch-Readiness: Tap targets should be large and responsive enough for one-handed use on the go
Simplicity over density: Prioritize clarity and legibility over trying to fit too much into one screen
Trust & Feedback: Every action should produce clear confirmation to reduce uncertainty and rework
Task Flows
To support therapists' needs, I mapped out common scheduling tasks as individual flows. Each one represents a frequent action, such as rescheduling, adding, or updating an appointment, which should be quick and intuitive to complete on mobile. These flows helped guide design decisions around layout, interaction, and hierarchy.
Design
With a clearly defined scope, I moved directly into mid-fidelity wireframes to reimagine insightGO’s mobile scheduling experience. As this project was a redesign of an existing system, my focus was on optimizing core flows — viewing, editing, and adding appointments — rather than reinventing them. Skipping low-fidelity sketches allowed me to iterate quickly while applying UX best practices around clarity, hierarchy, and mobile usability.
Take a look below to see my early wireframes exploring each of the key scheduling flows in the redesigned mobile experience.
Mid-Fidelity: Schedule Views
Mid-Fidelity: Create an Appointment
Mid-Fidelity: Edit an Existing Appointment
Mid-Fidelity: Mark Appointment as Arrived
Hi-Fidelity Designs
Once wireframes defined the structure, I moved into high-fidelity design to refine readability, optimize the existing visual system for mobile, and create an interface that felt modern and reliable in a healthcare context.
Hi-Fidelity: Schedule Views
Hi-Fidelity: Create an Appointment
Hi-Fidelity: Edit an Existing Appointment
Hi-Fidelity: Mark Appointment as Arrived
Visual Standards
To ensure consistency across the mobile experience, I documented the core visual elements: color palette, typography, and iconography.
Key Design Decisions
Future Directions
This redesign represents the first phase of a larger vision for InsightGO's mobile experience. The current prototype covers a focused set of core scheduling flows, a deliberate choice to keep the project manageable and ensure each interaction was thoughtfully designed rather than rushed. Several areas remain earmarked for future iterations:
Reflections & Learnings
Looking back, the most valuable lesson from this project was the importance of front-loading structure. Jumping into wireframing before establishing a solid design system meant retrofitting components, reconciling inconsistent spacing, and rebuilding elements that could have been defined once and reused throughout. Even a rough style guide set up at the start would have made the later stages significantly more efficient.
That lesson proved especially relevant in a healthcare context, where function has to come first. A beautiful interface that slows a therapist down is a worse outcome than a plain one that doesn't, and every design decision in this project was weighed against that standard. This work ultimately laid the groundwork for a more thoughtful, clinician-centered approach to design, one that continues to inform how I think about building products for complex, high-stakes environments.
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