Refining Fora’s Progress Notes and Care Collaboration

Redesign of Fora Therapy’s progress note workflow for Allied Health Assistants and Professionals. In 4 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

1.

Overview

Fora (formerly Ally Assist) connects people living with a disability to Allied Health Assistants and NDIS-registered professionals. During a restructure, they needed to mandate high-quality, shareable progress notes between AHAs and AHPs. I led UI within a 12-designer team over 2.5 weeks to fix the note-taking experience. Research showed most AHAs wrote notes right after sessions on mobile and lacked structure or guidance. We rebuilt the flow around a SOAP template, added autosave and helpful prompts, and introduced a streamlined feedback loop so AHPs could give targeted, trackable input inside the platform.

Goals & Design Focus

2.

Define a distinct Nere identity

Introduce travel-inspired UI elements and the product’s colour palette so that every page feels unmistakably Nere rather than a Strandbags clone.

Celebrate product hues

Use full-bleed colour backgrounds, swatch-driven sections and interactive colour filters to make the luggage’s range of shades a core part of the browsing experience.

Reinforce the travel narrative

Embed ticket-style navigation, perforated dividers and boarding-pass motifs across PLP and PDP to tie the interface back to the act of journeying.

Streamline B2B customisation

Build a modular component library, token-driven in Figma, that lets the enterprise team swap logos, adjust colours or tweak layouts without rebuilding pages from scratch.

Create a cohesive system

Standardise border-radius, typography scale and spacing so that buttons, cards and inputs feel like they belong together, mirroring the luggage’s rounded edges and logo geometry.

Deliver a memorable brand experience

Craft bold imagery, micro-interactions and storytelling moments that leave a lasting impression—akin to how Blunt Umbrella’s site creates an emotional connection—so that visitors remember Nere long after they leave the page.

2.

Problem Statement

Allied Health Professional Scarlett is frustrated by vague, inconsistent notes from Assistants like Tash. She needs richer detail but struggles to request improvements without a clear structure or a simple channel for feedback.

3.

Key Insights and Design Goals

What are the underlying factors affecting the note-taking process?

We've conducted user Interview with 11 AHPs and 7 AHAs ,

70%

write notes right after sessions on mobile

54%

say time is the main issue

mobile‑first flow, quick entry, autosave drafts, helpful prompts

53%

share notes via email

41%

want more feedback

move review and guidance into the portal so AHPs can comment and AHAs improve in one place

65%

already use SOAP but structure is inconsistent

bake SOAP into the UI with clear fields, hints, and character guidance

Portal limits (no autosave, 50‑word cap) and double entry on other tools

lift limits, autosave everything, and provide a single end‑to‑end note workflow

5.

Solution

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.

Note-taking process Refinement

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.

Streamline of feedback

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.

Next Steps & Outcomes

🚀 Launch analytics

Monitor time-on-page, click heatmaps, and B2B form conversions.

🎯 A/B Testing

Trial “flight ticket” nav vs. standard tabbed nav on PLP for further lift.

🎯 Extend system

Roll out ticket UI patterns into social assets, branding templates and B2B portal

With the final designs approved by Nere’s Australian team, we’ll present a fully interactive prototype to our UK business stakeholders. The prototype will showcase micro-animations on colour swatches and “add to cart” actions, accordion reveals, ticket-style navigation transitions and hover effects. Their endorsement will pave the way for development and ensure the wider organisation fully appreciates how the new site will look and feel.

✨ Key design highlights

Immediate orientation
A full-width progress bar and fixed Prev/Next buttons keep every step clear.

Scan-and-select cards
Machines and packages appear as swipeable cards with roomy arrows for easy browsing.
Instant selection feedback
Chosen cards gain a bold border and tick badge to confirm the pick.
Always-visible cost
A sticky summary drawer shows the live total and the sole Next action.
Streamlined modals
Uniform, larger pop-ups and inputs make edits feel intuitive.

🎯 Setting clear targets

To guide our launch and measure success, we defined three key goals:

Reduce step-1 drop-off by 25% to improve initial engagement
Save 20 seconds per step on average to accelerate the flow
Cut confusion-related clicks in half to boost confidence