AI Tool / an AI Integration in the desktop platform Synopsisapp
Synopsisapp is a SaaS management platform for healthcare professionals, which offers integrated scheduling, patient management and smart note-taking tools.This platform emerged from a recognized gap in the greek market and is trying to replace paper records and generic scheduling and note-taking apps.
process.
identifying the problem
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.
research
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.
solution
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.
low fidelity wireframes
high fidelity wireframes
create intake form & new patient
Using the AI tool on the platform, therapists can swiftly create new patient profiles or intake forms. They can choose AI-generated forms or they can upload documents for the AI to extract relevant data. The tool prompts completion of missing details and allows for review and editing before confirmation. If preferred, a manual entry option is available for those less familiar with AI.
impact-next steps
To validate early design decisions, I tested a high-fidelity prototype with some of the therapists I had previously interviewed. They found the new AI-assisted flow for creating patients and intake forms easy to understand and significantly more efficient than the manual method. Their feedback confirmed that the new approach could meaningfully improve their day-to-day workflow.
Building on this initial feedback, my next step would be to conduct structured usability testings with 10-15 therapists and psychologists. The goal would be to evaluate more accurately, whether the AI-assisted features are understandable, intuitive, and time-saving in realistic scenarios. During the sessions, I would observe mainly, if therapists can successfully create intake 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.
what I've learned.
Even limited research with actual users provides more valuable insights than assumptions about what would be useful
The best solutions come from understanding the product’s capabilities and collaborating closely with the team to build on what already works
Offering both AI-assisted and manual options ensures the solution works for users with different preferences and comfort levels with technology