smile solutions
a clinic platform for managing treatment workflows and patient communication
problem
Although Smile Solutions had a polished beta interface, key workflows weren't robust enough for real clinic operations. Registration relied on patient initiation, communication was fragmented, and appointment history, treatment tracking, and multi-doctor support were limited.
solution
I redesigned the platform around clinic-led workflows, expanding onboarding, scheduling, patient communication, and billing into a more complete operational system while keeping the experience simple and consistent.
I inherited an early beta and led the redesign of the B2B clinic experience, improving workflow consistency, scalability, and usability. Following launch, the platform expanded across 3 countries, 19 partner clinics, and 6+ treatment offerings.
Before redesigning the interface, I focused on understanding how clinics actually worked. Through stakeholder interviews, clinic visits, and competitive analysis, I mapped appointment management, treatment coordination, and patient communication workflows. These insights shaped a more clinic-first platform that balanced operational depth with a simple, consistent experience.
year
2026
timeframe
9 months
tools
Figma, UX Pilot
category
B2B SaaS
01
understanding the gap
Before redesigning the interface, I wanted to understand how the beta actually held up in day-to-day clinic use — not just how it looked. I conducted an in-depth interview with Dr. Yim, a partner clinic doctor, alongside a review of comparable dental SaaS tools like Dentrix and Open Dental to understand where Smile Solutions was positioned. Dr. Yim appreciated the product's clean interface compared to denser clinic tools, but the conversation surfaced two gaps: clinics couldn't manually add patients and instead had to wait for patients to register through the app, and doctor notes only reached patients at certain stages rather than supporting continuous communication. He also noted that trust would come from operational dependability, not just expanding to more clinics.
02
framing the problem
The original workflow depended on patients downloading the app before clinics could begin treatment. I redesigned onboarding around Patient IDs and QR-based registration, allowing staff to register patients immediately with fewer steps.
03
clinic-first onboarding
The original workflow depended on patients downloading the app before clinics could begin treatment. I redesigned onboarding around Patient IDs and QR-based registration, allowing staff to register patients immediately with fewer steps.
04
appointment management
Appointment workflows were redesigned to better support everyday clinic operations. Historical records, treatment states, and clearer scheduling views gave staff better visibility across the entire patient journey.
05
extended care
Rather than ending at the clinic, treatment information now continues into the patient app. Doctor notes and care updates help patients stay informed after appointments while reducing repetitive communication for providers.
06
payment & billing
A dedicated billing experience was created to complement the existing B2B clinic portal, giving clinics a more cohesive way to manage consultation details, treatment costs, and payments.
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