AI Tool / an AI Integration in the platform Synopsisapp

The problem was pinpointed through feedback from a friend therapist. They shared that creating and managing patient intake forms is time-consuming and repetitive. This revealed a clear opportunity to improve the platform and better align it with its goal of being a time-saving tool.

To validate and deepen my understanding, I conducted a small-scale research. I had informal interviews with a psychologist, a speech therapist, and an occupational therapist to explore their pain points. I also reviewed similar platforms through websites, free trials, and user reviews. Most lacked features to streamline repetitive tasks, confirming a gap in the current solutions.


Based on the research insights, I discussed the problem with the team to explore possible directions. I proposed an AI-powered assistant, since the platform already included AI features like smart notes. After further discussions with the developers, we agreed that it would take the form of a chat interface, as it’s a familiar and intuitive format for most users.

My next steps would be to conduct a structured usability testing with 5-7 therapists and psychologists. The testing would specifically evaluate whether the AI-assisted features are understandable and valuable to real users.

For the testing sessions, I would create a realistic scenario where therapists have to complete two main tasks: creating a new intake form using both AI methods and processing a new patient with document upload. I would provide sample documents for them to use during testing.

During the sessions, I would observe mainly, if therapists can successfully create forms and add patients without assistance and how much faster the AI-assisted process is compared to the manual method. I would also note error rates to identify where therapists get confused or make mistakes during the workflow.