BUSINESS CONTEXT
With every new clinical trial, the study team at the Jaeb Center for Health Research (JCHR) launches a study-specific web application for participating clinical sites. Site coordinators—such as nurses or practitioners—use these applications to manage participant visits and record patient data.
Dynamic Menu
At the core of each study setup is a “Dynamic Menu” - a system of complex logic that determines what menu links a coordinator sees during a patient’s visit. To ensure accuracy and efficiency, these menu links update dynamically depending on the study protocol, the patient’s progress in the study, previously entered data.
Current Workflow
Currently, creating these menus is a highly manual and iterative process. The study team first outlines the logic in a Word document; the development team then translates that document into code, followed by a phase of rigorous testing to ensure the system functions as intended.
Timeframe
2025 - 2026
Client
JAEB Center for Health Research
Role
Sr. UX/ UI Designer
TASK
Goal
Develop a self-service configuration tool that allows non-technical study teams to manage complex study setup logic independently from their development team, accelerating the study setup process and reducing costs.
Challenge
The tool must be versatile enough to accommodate the unique requirements of a wide variety of clinical studies, yet intuitive enough for non-technical staff to use effectively without specialized coding knowledge.
MY APPROACH & CONTRIBUTION
User-Centered Discovery & Strategy
Facilitated stakeholder workshops to extract user needs, critical logic scenarios and requirements.
Facilitated client-co-creation and alignment.
Spearheaded the vision for the logic builder utilizing Miro boards, wireframing, interactive prototypes.
Logic Audit & Framework
Established the logic framework for the tool by translating complex document-based specifications into validated logic scenarios.
Informed the project roadmap by identifying hidden complexities early.
Using AI as a Strategic Collaborator
Bridged the gap between abstract concepts and a tangible solution by developing an interactive prototype using Lovable.dev.
Clarified complex logic by prototyping nested conditions .
Identified technical constraints early, flagging complex conditions that required additional pre-configuration.
Facilitated team consensus on the core architecture.
Accelerated stakeholder sign-off by aligning the team on “how it works” (functional logic) before diving into “how it looks” (visual design).
APPROACH & CONTRIBUTION - DETAILS
User-Centered Discovery & Strategy
Current process of study team creating the Dynamic Menu - discovery workshop with stakeholders to understand the current process, key steps, dependencies and pain points.
Future vision of study team creating the Dynamic Menu - discovery workshop with stakeholders to capture preliminary ideas and dependencies.
Dynamic Menu - initial discovery session to capture key components, common logic scenarios, desired outcome for JCHR, the clinical site user and the study participants. Outcomes give the team context, direction and motivation.
System Logic Analysis - distinguishing between built-in system logic and user-defined logic to define the build-in capabilities of the new system and the requirements for the Logic Builder.
Logic Audit & Framework
Example of logic audit, analysis of a particular logic scenario and early explorations of conditional logic.
Common logic scenarios organized into conditional logic patterns.
Using AI as a Strategic Collaborator
Wireframes and exploration of the logic configuration tool in context. The Logic Builder was part of a larger user flow for setting up a dynamic list of patient’s ToDo list of study visits and required steps.
Dynamic Menu - a list of forms, instructions and links that a clinical site coordinator sees during a patient’s visit. To ensure accuracy and efficiency, these menu links update dynamically with every study participant depending on their progress in the study, their recorded data and the site coordinator’s actions at any given moment in time.
User Defined Logic - logic defined by the study team that determines the behavior of every component of the Dynamic Menu (form, text, link, image).
Logic Builder - a use-friendly interface used by a non-technical team to define the logic for the Dynamic Menu.
An online collaborative concept assessment session to align on approach and outstanding questions to be addressed.
AI assisted prototype helped bridge the gap between abstract concept and a tangible solution, test understanding of complex logic scenarios and refine the solution faster.
Final Figma prototype utilizing existing design system
PROJECT STATUS
Logic Builder development was planned in three phases. We successfully completed Phase 1—covering common use cases—but the client discontinued the project due to budget constraints.