CRM & Rental Management Made Easy
Using Technology to Optimize and Innovate Business Operations
Centre Tomatis® Geneve is a company that offers a unique way of helping people that want to improve ear accuracy, solve learning and language problemss or people who have disorders like attention disorder or hypersensitivity to noise.
Our client approached us with a need for a solution that will help him manage the day to day activities like scheduling meetings, issuing invoices and creating agreements with patients who rent medical devices.
Handling the rising amount of patient data was becoming time-consuming and frustrating, so the proposed solution was to create a web application that would enable fast management of day to day activities with some level of automation.
Due to a very busy schedule and a need to manage devices rentals and patient data offsite, it was imperative to start with a mobile-first approach that would ensure all data was accessible and easily consumable regardless of device or screen size.
- Design & UX
- Web Application
Discover and understand in order to innovate
In order to design a solution that will bring needed improvements to the daily management of clients and medical device rentals, we needed to understand in-depth how the current process is being performed. During our initial meetings, we sketched out the entire process from initial client contact to their last session.
Collaborating in the UX discovery phase, we discovered points of improvement and new use cases and flows that are now possible using advanced technology that would optimize the process and give space for innovation.
Design & Ux
Identifying core use cases
Going through all the user flows and use cases, we discovered a core starting point of the process that we needed to optimize and automate first. The natural starting point was the ability to book session appointments and medical devices on a specific date and time, along with the ability to connect these reservations to a specific patient.
We decided to implement a solution that would function as a calendar but at the same time offer a connection between a patient, all devices in stock available for rent, the availability of the client for medical sessions.
The proposed solution enabled booking a new medical session, renting a device to a specific patient and an overview of the current schedule and device availability from a single screen.
Additionally, it was possible to add a new patient directly from the calendar screen, making UX as seamless as possible. The new client was automatically added to the client list where he/she could be managed further.
Areas of delight
To really bring additional value to the whole process, we identified areas of delight. From automatic issuing and managing invoices, custom client and revenue analytics, to a smart context-based search system that adapts the search query depending on which screen client is currently on.
Every part of the new application was tailored for a specific task, enabling automation wherever possible and reducing the time needed for managing the business operations. The enhancements of the application allowed for more time to focus on patient's needs and growth.
It was essential that the application looks and works smoothly on iPads. The client is very often working outside of their office and is usually has an iPad with them to have all the information they need at their disposal.
We used the mobile-first approach ensuring that information organization on screen is easily readable and touch-friendly.
From the swipe-friendly calendar, issuing invoices, and adding new patients, we ensured the user experience is flawless and enjoyable.
To ease usage for the staff, the client requested an application to be multilanguage.
It was developed in two languages, French and English with the option to add invoices in Euros and Swiss Francs. Besides invoices, agreements were also made bi-lingual.
When working with sensitive data like patient’s information, data security and privacy is one of the important objectives to fulfill.
Working with a robust framework like Laravel helped us resolve all concerns and issues we had very efficiently. Using PHPUnit framework enabled writing tests that ensured the prevention of data leaks but also helped streamline the testing process after each phase and after each future upgrade.