Cadence Health
A keyboard-first clinical charting flow shaped around short consultations, safe review, and accessibility needs.
What changed
- Observed how clinicians moved between conversation, notes, history, and follow-up during short appointments.
- Reworked charting into a keyboard-first sequence with visible save, validation, and review states.
- Tested terminology and focus order with clinicians before handing the flow to engineering.
Case study
Challenge. Clinicians were documenting care in a form organized around database fields rather than the rhythm of a consultation. Important context sat across tabs, and uncertain save states made review stressful.
Approach. I observed charting sessions, mapped the tasks that happened before, during, and after an appointment, and tested a task-based information architecture. A working prototype let clinicians evaluate keyboard order, terminology, validation, and review behavior using realistic cases.
Outcome. The proposed flow kept patient context visible, grouped fields by clinical task, and made draft, error, and signed states unambiguous. The team received annotated interaction rules and an accessibility checklist alongside the final screens.
Before & after
The charting experience moved from fragmented database-led forms to a focused clinical sequence with patient context, save status, and review steps always visible.


#176B5B → #42A68B#E8F4F0#FFFDF8#18302BColor library
Clinical green communicates continuity and safe completion without feeling institutional. Pale mint and warm white create quiet working surfaces, while the dark green-black keeps charting content legible during long sessions.
Font library
Source Sans keeps patient records and form labels highly readable at compact sizes. The mono family separates measurements, identifiers, and clinical codes from narrative charting content.