Optispan-Apollo

HIPAA-compliant clinical collaboration platform reducing documentation and coordination friction.

Overview

Optispan is a HIPAA-compliant clinical collaboration platform that helps physicians and clinic staff coordinate care while dramatically reducing documentation burden.

I led 0–1 product design across provider and patient experiences, defining AI-assisted documentation, file ingestion, task and notification systems, and patient profiles; collaborated closely with clinicians and engineering team to establish human-in-the-loop AI workflows and scalable interaction foundations.

Responsibility

Solo Product Designer

Provider and Patient experiences, Desktop + Mobile experience

Focus

Human-in-the-loop AI Workflows, File Ingestion, Tasks/Notifications System

Timeline

2025.6 - 2026.1, 7 months

Collaboration

Project Manager, Product Manager, 5 Engineers, 3 Internal Clinic Users, 3 Customer Users

Impact

90->30 min

Note time reduced

-65%

Manual entry reduced

92%

Customer user satisfaction

Problem - Predesign situation

Fragmented data and tool sprawl break clinical workflows

Current System Problem

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Fragmented data increases clinical risk

Patient information lived across PDFs, Labs, IoT, and manual entry.

Tool sprawl breaks care coordination

linical work flow cross 5+tools (EHR, ZOOM, phone call, email, Heathie)

AI without boundaries erodes trust

Introducing AI into clinical tasks raised concerns around accuracy.

Solution highlight

Designed an end-to-end AI-assisted workflow that integrates documentation, data ingestion, and task coordination while preserving human control and auditability.

SOLUTION highlight/1

A user-owned data foundation from files to clinical context

I identify the friction in backend-supported file handling workflows and proposed a user-facing file system, treating documents as first-class objects with visible AI-generated tags, and review states.

Feature: File Upload

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I structured data from uploaded files powered an 80+ biomarker dashboard and served as a shared foundation for both clinic decision making and AI-assisted documentation.

Feature: Clinic Data-Labs

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SOLUTION highlight/2

Explicit human-in-the-loop boundaries for clinical AI

With structured data as the foundation, I positioned a Clinic AI copilot as a collaborative layer in documentation rather than a decision-maker. By defining explicit human-in-the-loop boundaries and review states, clinicians retained control and accountability while benefiting from meaningful efficiency gains.

AI-generated Clinic Note flow with human-in-loop

Demo

SOLUTION highlight/3

Task and notification system designed to support patient journeys

As the platform was used in real clinic workflows, I observed that care quality often broke down when administrative tasks between clinic staff and patients were delayed and cause confusion.

By mapping patient journeys and key handoff points, I designed a task assignment and notification system that clarified ownership and timing, achieving an 80% task completion rate and enabling more reliable, high-quality care.

Designing an operational signaling system for care coordination

I designed notification rules across task types and states, to reduced noise while ensuring critical tasks were completed before visits.

Diagram: Operational Signaling System

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Designing consistent signals across Web, Mobile, and Email

Consistent Notification Semantics Across Surfaces

Demo

Retrospective

Lessons / Next step

My next step includes:

  1. Scale validation across contexts and surfaces to real patient journeys and mobile touchpoints. Evolve clinician-first patterns into consumer-friendly experiences, reducing cognitive load.

  2. Formalize interaction patterns into a scalable design foundation, to support faster iteration and consistency cross 2 user portals.

lesson 1 - AI interaction design

Trust in AI systems is shaped more by how uncertainty and control are expressed in the interface than by model accuracy alone.

lesson 2 - Data & system design

Design data as a shared interaction layer, made it possible to support visualization, AI reasoning, and task workflows without duplicating complexity.

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Let’s build something together!

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Let’s build something together!

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Let’s build something together!

Thanks for visiting!

Let’s build something together!