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Business Strategy, UX/UI | Product

IntakeLinQ Platform

Expertise
Workflow Automation
Tools
Adobe XD | Figma
Trello | Project Mgmt.

Objective

AdvisorWorx provides expertise in clinical analysis, compliance, and strategy development.

As lead designer with the Agile Interactive team, Josh partnered with AdvisorWorx to assist in the UX/UI of IntakeLinQ, a patient care management dashboard. With a clear view of what features should be prioritized, these included:

  • Intuitive Navigation: Streamlined menus and reduced clicks for faster access to patient data.
  • Patient Timeline View: A clear, visual snapshot of history, milestones, and treatments.
  • Communication Hub: Centralized clinician notes and updates to keep care teams aligned.

Strategy to Action

Our design approach for IntakeLinQ transformed a complex healthcare concept into a user-friendly, actionable platform. The strategy emphasized UX/UI with intuitive dashboards, seamless workflows, and prioritized patient information. Focus areas included:

  • Clarity in Design: Clean interface with intuitive navigation, quick search, and visual patient timelines.
  • Workflow Modules: Task management, notes, and widgets showing relevant tasks and data.
  • Efficient Tech: Smart intake forms and automation that cut repetition and simplify user processes.

Outcomes & Impact

With healthcare experience guiding the work, the team delivered UX/UI validation, wireframes, and workflow designs aligned with stakeholders. Though the product didn’t reach market, the process built a strong foundation for future development. Proof-of-concept highlights:

  • Validated Workflows: Clinician flows tested through interactive prototypes.
  • Defined Vision: Clear UX/UI strategy with wireframes and dashboards.
  • Demonstrated Benefits: Showed how simpler intake and dashboards reduce workload and improve care.

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