Streamlining the Clinical Logging Workflow

A custom photo-based transcription platform designed for medical students to convert, manage, and export handwritten clinical logs.

Role

Product Designer

Timeline

Sep 2024 - Apr 2025

Team

2 Designers, 2 Tech Leads, 8-9 Developers

BACKGROUND

FlowLeaflets–an organization started by medical students, for medical students

FlowLeaflets, founded by medical students in July 2023, prints surgical logbooks with uniform templates to aid in detailed case planning across various surgeries. They currently have a total of five different logbook templates,

What are Clinical Logbooks Used For?

Clinical logbooks are often used by medical students to record surgical cases that they’re working on. Institutions and programs often request digital versions of these logbooks (e.g., Excel spreadsheets) when evaluating medical students for further education or employment.

THE PROBLEM

Paper Logbooks Pile Up—And So Does the Work

Managing physical logbooks presents several challenges:

MANAGEMENT ISSUES AS LOGBOOKS BUILDUP


Logbooks accumulate in quantity over time, making it difficult to organize and easy to misplace.

DIGITAL CONVERSION OF CLINICAL LOGS TAKES TIME AND EFFORT


Manually converting detailed information from these logs into digital formats is both tedious and time-consuming—not ideal given how busy medical students already are.

PROBLEM STATEMENT

How might we design and develop a digital system that enables medical students to efficiently convert clinical logs into consistent, digital formats?

OUR SOLUTION

Streamlining Digital Logbook Creation and Management

Optimizing Focus and Flow

The clean, bento-style landing page highlights essential details at a glance. A prominent CTA encourages users to create a new log, reinforcing the app’s core purpose.

Each logbook also includes a detailed view for quick access to key info.

Efficient Log Creation

Photo transcription automates the process of entering information by hand, providing an efficient way to convert handwritten clinical notes into a standardized, exportable digital format.

Organize, Manage, and Export Logs with Ease

The “All Logs” page allows users to keep digital records of their clinical logs in one place, reducing clutter and eliminating the risk of losing physical logbooks. Logs can be easily exported from the actions menu, and filters support effective log management. 

ACTIONS MENU EDGE CASES

THE PROCESS

Our Journey from Conception to Execution

An overview of what we've done and what's to come.

RESEARCH

Secondary Research

Empathize with target users

DEFINE

Problem Definition and Scoping

User Journey

User Persona

ITERATE

Wireframing

Design

Prototyping

Refine User Flows

TEST

Participatory Design

Feedback from Design Leads

Future Usability and A/B Testing

LAUNCH

Promotional Marketing

Monitor user metrics

Post-launch iteration & testing

RESEARCH

Understanding the User Through Stakeholder Insight

We gained valuable insight into the challenges and needs of medical students through our conversations with the stakeholders—a team of medical students themselves. Their lived experience helped us identify key pain points, which we captured in the following user persona.

Meet Andy, Our Target User

USER JOURNEY MAPPING

Visualizing the Overall Flow and Features

I drew out initial sketches to visually highlight key functionalities such as signup/login, photo transcription, and log history.

These sketches were then translated into a user flow diagram to gain a holistic view of the program’s functionality from start to finish.

DESIGN ITERATION

Snapshots of How our Design Evolved Over Time

With no established brand guidelines, our initial designs followed FlowLeaflets’ existing grey and dark blue palette. While functional, this color scheme lacked accessibility and visual appeal.

Subsequent iterations focused on improving layout, visual hierarchy, and overall aesthetics.

The final homepage design reflects a clean, minimalist look with stronger visual hierarchy, enhancing clarity and usability.

Deep Dive: Evolution of the Log Creation Flow

I focused on designing the transcription flow to help medical students digitize handwritten logbooks efficiently. Users can either (1) upload photos for auto-transcription or (2) manually enter data into a structured form, both of which export to a standardized .xlsx format for easy sharing.

I initially explored a transcription table to auto-populate log data, aiming to mirror the structure of physical logs. However, it lacked clear hierarchy and proved difficult to implement.

The original manual entry form was paginated into five steps aligned with sections of the adult cardiac case log. While conceptually clear, the step distribution created usability issues—some steps were overly sparse, others were dense and required excessive clicking.

Final Designs: A Clean, Form-Based Approach

The final design consolidated the form into a single scrollable page, preserving structure while improving flow. Since users are already familiar with the log format’s length, scroll-based navigation felt intuitive and reduced cognitive load. Key features include:

Steppers to indicate progress and allow users to jump between sections.

Inline error handling that highlights unfilled required fields, with a dropdown summary to help users locate and fix issues.

I designed five log form variations—one for each logbook type. Each log form follows the same interaction pattern, tailored with fields specific to the logbook type.

These iterations reflect a thoughtful balance between technical feasibility, user needs, and efficiency—resulting in a smoother, more intuitive core experience.

DESIGN SYSTEM

Building for Consistency, Scabaility, and Speed

As the application grew, we needed a more systematic way to ensure visual consistency and improve handoff efficiency. I helped build the design system from the ground up, focusing on customizability, reusability, and flexibility across core components. Key components included:

Text Fields

Dynamic field states (default, focus, error) support accessibility and clear user input.

Buttons

Designed in multiple sizes with defined hover and pressed states, ensuring consistent interaction feedback across the app.

Modals

Adaptable content layout provides a clean, predictable user experience for confirmation and alert flows.

These components not only streamlined development and reduced inconsistencies, but also made future iterations and new feature design faster and more scalable.

REFLECTIONS

Lessons in Collaboration and Design Systems

STAKEHOLDER COMMUNICATION
DESIGN SYSTEM
NEXT STEPS

Where do we go from here?

User Testing

Conduct usability testing with medical students to evaluate both the visual design and core user flows. Plan to run A/B tests pre-launch to validate key interaction patterns.

Product Launch

PROMOTIONAL MARKETING


Collaborate with our stakeholder to create marketing assets and help the product reach its target audience effectively—primarily medical students undergoing surgical rotations.

MONITOR METRICS


Track key performance indicators (KPIs) such as user engagement, log creation rates, and overall usability to assess product impact and performance.

POST-LAUNCH ITERATION & TESTING


Gather user feedback and conduct follow-up usability tests to identify improvement areas, refining the product in response to real-world usage and support broader adoption.

BONUS

Meet the Team

The Clinical Logging team at UBC LaunchPad’s Final Showcase (Spring 2025), presenting our work after 8 months of design and development.

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