Overview
A smart CRM platform designed for healthcare teams to manage patient relationships more efficiently.
The system allows doctors, nurses, and coordinators to track patient progress, monitor communication history, and receive AI-driven insights to optimize workflows and deliver more personalized care.
The challenge
Healthcare professionals struggled to maintain a clear overview of patient interactions and follow-ups. Information was scattered across different tools and communication channels, creating delays, duplicate work, and missed updates. The challenge was to design a unified CRM system that would centralize patient data, improve collaboration, and enhance the overall care experience through automation and intelligent insights.
Research & Insights
To understand the needs of the medical staff, we conducted interviews and observations in several clinics.
Key findings included:
-
Staff relied on multiple disconnected systems for communication, documentation, and task tracking.
-
Patient follow-ups were often missed due to a lack of reminders or task ownership.
-
Medical teams needed quick access to a patient’s full history, treatments, uploaded measurements, messages, and test results, in one place.
Solution
The final platform provides:
-
A centralized dashboard with a complete view of all patients and their treatment status.
-
AI-powered insights that suggest next actions, detect potential care gaps, and prioritize urgent cases.
-
Smart task automation, reminders, follow-ups, and alerts for overdue actions.
-
Seamless communication between medical staff, integrating chat, notes, and document sharing.
-
Comprehensive analytics for tracking team performance and patient engagement trends.
Impact
The new CRM improved operational efficiency and communication across medical teams.
By centralizing patient data and automating repetitive tasks, staff saved valuable time and were able to focus more on care delivery.
AI-driven insights helped identify high-risk patients earlier and improved the overall quality and continuity of care.
Client /
Datos Health
Role /
UX/UI designer
Year /
2021-2025
