wellness clinic dashboard
wellness clinic dashboard
01 / problem
problem
Running a wellness clinic means constantly moving between different parts of the operation. When these pieces live in separate tools or require manual cross-checking, simple operational questions become time-consuming.
Reception Bottlenecks
Need to know who is arriving next, check-in status, and payment completion without switching tools.
Professional Friction
Require immediate access to their schedule, patient history, and treatment context in one place.
Management Blind Spots
Need real-time understanding of revenue, occupancy, cancellations, and outstanding payments.
02 / objectives
objectives
Create a single operational hub that helps the clinic team understand what is happening now, act on what needs attention, and give managers complete visibility.
Clear Operation View
Eliminate the need for multiple tools by unifying appointments, patients, rooms, and payments.
Actionable Insights
Surface problems that require immediate action instead of hiding them inside static reports.
Scalable Foundation
Build a robust foundation for CRM, memberships, packages, and inventory management.
03 / approach & architecture
approach & architecture
Treating the dashboard as an operational control center built around three levels of information: Attention → Operation → Performance.
Designing for Action
Proactively surfacing issues like overdue payments, patient retention alerts, and room conflicts directly on the primary view.
The Appointment Object
Connecting Patient → Service → Professional → Room → Payment → Status to answer operational questions instantly.
Patient 360
A chronological timeline unifying appointments, treatments, payments, and communications in a single record.
04 / design & role-based ux
design & role-based ux
Tailoring information architecture to specific roles (Owner, Reception, Professional, Finance) using a premium visual system.
Visual Identity
Soft lilac, light pink, crisp white, and dark charcoal to support a premium wellness positioning.
Edge Cases & States
Comprehensive state design for overdue payments, room conflicts, low inventory, and offline behaviors.
05 / outcome & metrics
outcome & metrics
A connected management platform where every operational event directly informs business performance.
100%
Operational Alignment
Unified appointments, patients, rooms, and payments into a single view.
100%
Actionable Insights
Proactive issue detection for payments, stock, and scheduling conflicts.
Next project
redesign app ios →
Native, thumb-first interaction patterns applied to the KaBuM! iOS app.
Let's talk?
If you're building something complex and need someone who thinks in systems before thinking in screens, let's talk!
Built with Claude Design & Code by Vitória Gomes.