Formation Bio

Nurse Portal

The Nurse Portal is a specialized tool built for internal nurses responsible for assessing patient eligibility for clinical trials. It streamlines the process by offering a guided workflow, integrated with contextual scripts and forms, allowing nurses to efficiently review patient information and make decisions without the pressure of manually managing documents in limited time.

Design Lead (me)
Product manager
Engineers (5)

Team
Timeline

6 Months

Role of Nurses
Nurses are often the first line in evaluating whether a patient qualifies for a clinical trial. Their decisions directly shape who enters the study and how smoothly recruitment moves forward.

Context

Stress Under Pressure
To make these eligibility decisions, nurses had to juggle files, forms, scripts, and official documents across different systems. This created friction and slowed down their ability to act quickly.

No Guided Support
The workflow offered no structured path or contextual guidance. Nurses had to rely on memory and manual navigation, increasing the chance of missed details and inconsistent outcomes.

How might we help nurses make fast, high-stakes eligibility decisions with clarity and confidence while reducing stress, avoiding errors, and improving patient experience?

Design Approach

Starting with Nurses

1

We began by assessing the existing nurse workflow and tooling. There was no dedicated product for nurses or patients, and the site-facing system was clunky and underutilized. Nurses were piecing together eligibility decisions under pressure, often without the right support.

First Principles Thinking

2

Rather than immediately patching workflows, we zoomed out: how might nurses, patients, and site staff work together more efficiently? This wider lens helped us identify opportunities beyond quick fixes, and it clarified that nurses needed a central product tailored to their role.

From Questions to Concepts

3

We generated “how might we” questions to explore possibilities — building patient profiles, supporting communication, making processes transparent. From there, we sketched rapid, low-fidelity concepts. These weren’t meant to be polished; they were provocations, designed to trigger reactions from nurses and stakeholders.

Designing a Central Command

4

Through feedback and iteration, we shaped the core experience into a centralized home base for nurses. A single view where they could see every patient, assess eligibility, and take action without jumping between tools. By combining technical feasibility with user insight, we delivered a guided system that reduced stress and gave nurses confidence in their decisions.

One centralized workspace

What this unlocks for us

Focused attention and smoother conversations

Streamlined workflow with contextual support

Shared patient context and real-time updates

Faster conversion rate

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