2023

Redesigning a Hospital Call Center Platform

Improving a high-volume scheduling workflow used daily by hospital call center operators

Improving a high-volume scheduling workflow used daily by hospital call center operators

Role

UX/UI Designer

Timeline

2 months

Team

QA analysts, call center operators, developers

Key impact

Reduced context switching

Reduced reliance on external tools like Notepad during calls

Interaction cost

Made time slots instantly visible without extra steps

Workflow efficiency

Aligned the interface with real call behavior

Information clarity

Reduced alert fatigue and improved form structure

The redesign focused on reducing workflow friction rather than only modernizing the interface

Context

The project began as a visual redesign request during the company’s transition from a downloadable desktop software to a web-based platform used by hospital call center operators to schedule consultations and exams.

However, after analyzing the workflow alongside QA analysts and operators, it became clear that the main issues were not purely visual.

Operators handled a high volume of calls while:

  • Switching between multiple screens

  • Taking notes outside the platform

  • Re-entering patient information

  • Navigating overloaded alerts in real time

Rather than focusing only on UI modernization, the project shifted toward improving the operational workflow itself — reducing friction, unnecessary steps, and cognitive load during calls.

Understanding the workflow

To understand how the platform was actually used during live calls, I visited the call center and observed operators handling consultations and exam scheduling in real time.

Rather than relying only on stakeholder assumptions, I analyzed how operators navigated the system under pressure while managing patient conversations, internal processes, and scheduling constraints simultaneously.

I also collaborated with QA analysts and spoke directly with operators to better understand recurring friction points and workflow patterns.

Contextual observation revealed interruptions and workaround behaviors throughout live calls

Key findings

Operators relied on external notes

Because the platform didn’t support quick contextual note-taking, operators frequently wrote information on paper or external tools during calls.

Important alerts competed for attention

Multiple warnings and notifications appeared simultaneously, making critical information harder to identify quickly during conversations.

Repetitive data entry slowed the workflow

Even simple availability checks often required operators to repeatedly enter the same information throughout the process.

The system structure didn’t match the real call flow

Operators naturally followed a different sequence than the one imposed by the platform, leading to unnecessary navigation and interruptions during calls.

Defining the problem

The discovery phase revealed that the platform’s main usability issues were rooted less in visual design and more in workflow friction.

Operators were forced to adapt their behavior around system limitations, creating interruptions during calls and increasing cognitive load throughout the scheduling process.

The redesign therefore focused on improving operational efficiency by:

  • Reducing unnecessary navigation

  • Supporting more flexible task flows

  • Minimizing repeated data entry

  • Making critical information easier to identify during live calls

Key design decisions

Flexible data entry

Problem

Operators frequently needed to move between different parts of the workflow during calls, but rigid system validations and navigation patterns interrupted the scheduling flow.

Decision

Although certain system dependencies couldn’t be removed, improvements to field organization, navigation, and information access helped better support real operator workflows.

One example was the insurance selection flow. Instead of forcing operators to manually scan long lists, I introduced search functionality to make information retrieval faster during calls.

Why it mattered

These changes reduced interaction friction and better aligned the experience with the fast-paced way operators naturally handled scheduling conversations.

Search reduced manual scanning during time-sensitive calls

In-context note-taking

Problem

Operators frequently relied on external tools or paper notes because the platform didn’t provide a fast way to store temporary information during calls.

Decision

I introduced an in-context notepad directly inside the workflow, allowing operators to quickly write and reference information without leaving the platform.

Why it mattered

Keeping notes inside the system reduced context switching and supported faster, more organized call handling during high-volume scheduling tasks.

Integrated note-taking reduced reliance on external tools during calls

Workflow restructuring

Problem

The platform’s structure reflected system logic rather than the actual sequence operators followed during calls, creating interruptions and unnecessary back-and-forth navigation.

Decision

I reorganized parts of the workflow to better align with the natural progression of operator conversations and scheduling tasks.

Why it mattered

Aligning the interface with real operator behavior reduced friction during calls and created a more efficient and intuitive scheduling experience.

Improved schedule visibility reduced interaction friction throughout the booking flow

Improved schedule visibility reduced interaction friction throughout the booking flow

Alert prioritization

Problem

Operators were exposed to multiple competing alerts and warnings throughout the workflow, making critical information difficult to identify quickly during live calls.

Decision

I revised the hierarchy and presentation of alerts to improve visibility and reduce visual overload, helping operators focus on the most important information first.

Why it mattered

Improving alert clarity reduced cognitive load and supported faster decision-making in high-pressure scheduling scenarios.

Improved alert clarity reduced visual overload during live calls

Improved alert clarity reduced visual overload during live calls

Constraints & implementation

Many of the workflow limitations were tied to existing hospital system dependencies and validation requirements that couldn’t be fully removed during the redesign process.

Because of this, the project focused on reducing friction within those constraints through improvements to navigation, information visibility, workflow organization, and operator support during calls.

After the redesign handoff, I maintained direct collaboration with developers during implementation. One adjustment that emerged during this process involved the placement of alerts, which was updated to better align with operators’ existing mental models and established workflow habits.

The proposed changes were implemented incrementally as part of the platform’s transition to a web-based experience.

Reflection

This project highlighted the gap that can exist between how systems are designed and how they are actually used in practice.

Observing operators in their real working environment revealed workflow behaviors and constraints that wouldn’t have been visible through interface reviews alone.

It also reinforced how small improvements in flexibility, navigation, and information access can significantly reduce friction in high-pressure operational environments like call centers.