Refining Fora’s Progress Notes and Care Collaboration
Redesign of Fora’s progress note workflow for Allied Health Assistants and Professionals. In four weeks we made note‑taking mobile friendly, standardised it with SOAP, and built a feedback loop that lifted note quality and reduced back‑and‑forth.
Role
UX/UI Designer
Client
Fora Therapy
Timeframe, Year
4 weeks, 2022
Services
Product Design
UX/UI Design
Design System
Overview
Fora (formerly Ally Assist) connects people living with a disability to Allied Health Assistants and NDIS-registered professionals. Fora needed a simple way for time‑poor Assistants to capture high‑quality progress notes on mobile and for Professionals to review and coach inside the platform. We rebuilt the flow around a SOAP template, added autosave and prompts, and introduced a targeted review loop so guidance is clear and trackable.
Solution
1) Mobile-friendly notes
Based on research data, 70% of Assistants wrote their notes after each session, and our talented team dived into website mobile responsive. While matching the visual aesthetics of the website, the mobile responsive version aims to provide users with a quick client check and create a short note when necessary. Turns a blank page into a repeatable structure that is still easy to write.
Large tap targets and short sections for quick capture
Sticky client context and goals stay visible while typing
Autosave on every field with a clear last‑saved timestamp
2) Guided SOAP template
Upgraded the note-taking platform using an Industry Standard SOAP note-taking structure, larger word limit, auto-save feature to draft note system with a new prompt guidance feature. And provided intuitive design solutions throughout the platform.
3) In‑platform review and coaching
Created a streamlined and frictionless flow feedback system. This design solution aims to help AHPs provide informative guidance to AHAs, ensuring a higher standard of work. It also provides a one-platform solution to AHAs, receiving feedback on the Fora portal and providing detailed guidance and support from Fora, encouraging AHAs where exactly which areas they need to improve and allowing them to develop the quality of work.