Surgical Analyizer Tool

A mobile-first platform designed to bring visibility into how patient visits convert to surgeries across large health systems. The tool supports real-time tracking, forecasting, and decision-making for clinical and operational leaders.

Early concept demo – not final design

Role

Role

Lead UX Designer

Tools

Tools

Figma

Team

Team

UX Designer Lead

Jr. UX Designer

UX/CX Consultant

Full Stack Engineers

Business Analysts

Project Managers

Project Goal

To modernize surgical conversion tracking from fragmented Excel reporting to a scalable platform with AI-enabled insights improving performance transparency and supporting resource planning across hospital sites.

The Pivot

Previously, surgical conversion insights were tracked manually via Excel, resulting in delays, data inconsistencies, and limited visibility. We transitioned this workflow into a unified platform combining Power BI dashboards and a mobile app enabling real-time forecasting, role-based intelligence, and smarter decision-making.

Challenges

  • Fragmented data from EHR, finance, and third-party benchmarks

  • Manual workflows slowing down decision-making

  • Limited visibility into how office, ED, and specialty visits result in surgeries

Design Approach

Modeling Visit-to-Surgery Conversion: Simulated patient-to-procedure pathways to improve volume forecasting and scheduling

  • Performance Tracking: Visualized trajectory progress toward surgical targets

  • Role-Based Intelligence: Designed dashboards tailored to HR, finance, and clinical operations

  • AI Integration: Prototyped a virtual assistant to surface patterns and support scenario planning

Outcomes (in progress)

  • Reduced manual effort through automated metrics

  • Improved scheduling alignment with projected case volumes

  • Enabled system-wide accountability through unified, real-time reporting