Helping OB clinicians identify and respond to maternal mental health risks within their existing workflow.

The idea was to bring this information into the EHR, so OB clinicians could catch potential risks earlier and intervene during routine care.

The team already knew what information clinicians needed. The first version had been reviewed by clinical professionals and included screening results, patient context, history, and recommended actions.

The problem was how that information was delivered.

Results were spread across dense sections, and recommended actions often led to additional documents and external resources. For an OB clinician already working within a short appointment, that was too much information to process before they could act.

What made it hard

• 01Risk was buried in dense information
• 02Results and history required manual comparison
• 03Recommended actions lived outside the workflow

OB clinicians aren’t mental health specialists. The new experience needed to help them make sense of the information—not just display the same information more nicely.

So I focused the MVP around three questions:

I reorganized the experience into three sections:

The new structure follows the questions clinicians need to answer during the visit, rather than the way the underlying data happens to be organized.

Because Clinexi sits inside the EHR, clinicians already know who they’re seeing and have access to the full patient record. Repeating that information would take space away from the reason they opened Clinexi in the first place.

At the same time, some patient context still matters when interpreting a screening result.

I kept it accessible, but out of the way.

The final design uses a collapsible patient card. Basic context stays available throughout the experience, while screening results remain the focus.

Before

After

EXPANDED ON DEMAND

One click opens pregnancy and medical context when a result needs it.

COLLAPSED · DEFAULT

EXPANDED · ON DEMAND

But during exploration, another question kept coming up:

That’s why I kept the current result and screening history connected, but didn’t put everything on the same screen.

Main view

What is happening now?

Screening history

How did we get here?

Exploring how much visual emphasis was enough

I tested several ways of presenting severity, scores, and supporting information. Some versions made every data point equally visible. They were comprehensive, but harder to scan.

Later iterations gave more weight to the information that could change the clinician’s decision, while allowing supporting details to sit quietly in the background.

ITERATION 01

ITERATION 02

ITERATION 03

ITERATION 04

FINAL

The goal wasn’t to make the data look simpler. It was to make the important part easier to find.

I reorganized them into five steps:

The order matters. Before reviewing medication or sharing resources, the clinician first needs to know whether there is an immediate safety concern.

The final review was added later to give the flow a clear ending and make unfinished actions easier to catch.

I added a persistent step indicator so the intervention felt like a finite task, rather than another open-ended clinical document. Clinicians can see what they’ve completed, where they are, and what remains before finishing the review.

Instead, the assessment became an interactive questionnaire inside Clinexi. Clinicians can complete the questions and see the result immediately, without switching tools or manually interpreting a separate form.

↓

The original guidance relied on a large reference table. It contained the necessary information, but clinicians had to search through it and connect the guidance back to the patient’s current medication themselves.

In the redesign, Clinexi surfaces the relevant medication information directly within the patient’s flow.

Before

After

V1 · First attempt

I brought the full resource content into Clinexi so clinicians wouldn’t have to open external documents.

That solved one problem—but created another.

V2 · Grouped & selectable

I grouped resources by need and let clinicians select which ones to print. But every card still showed the full details—helplines, websites, addresses.

The clinician mainly needs to know:

V3 · A short list to print

Clinicians don’t need to read those details—they only need to decide what to hand the patient. The final version is a short recommended list: remove what doesn’t fit, add from the library, then print. Details open on demand.

The full library opens in a drawer only when the clinician wants to add something.

Clinexi can make a recommendation, but the clinician keeps the final say.

For this case, the system surfaces the risk assessment immediately. Once the immediate safety question has been addressed, the clinician can continue with the rest of the review.

01 · ALERT

02 · ASSESS

03 · ESCALATE

Urgency changes the order of the experience.

That became the thread through the entire project—from the information architecture to the five-step intervention flow.