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CivTech NHS UX Research: Identified 4 Key Inefficiencies in Patient Workflows

Led UX research for CivTech NHS, uncovering four critical inefficiencies in patient workflows, improving strategic decision-making for a more efficient, user-centric appointment system.

The Scottish Government and NHS aimed to improve patient communication, appointment management, and digital accessibility through a UX-driven transformation. The CivTech NHS challenge sought to replace outdated, manual workflows with a more efficient, user-friendly digital experience.

My research focused on identifying barriers in appointment booking, missed communication, and digital exclusion, providing data-driven recommendations to enhance patient experience and reduce operational inefficiencies.

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Responsibilities

  • Lead UX Researcher – Conducted qualitative research to uncover barriers in appointment workflows.

  • Stakeholder Collaboration – Worked with NHS teams, policymakers, and technology providers.

Hypothesis

  • Digitising appointment communication will reduce missed appointments and patient uncertainty.

  • A real-time digital system will reduce manual workload and improve NHS efficiency.

  • Enhancing accessibility and digital skills support will increase adoption of NHS digital services.

Methodology

  • Ethnographic research: Observed NHS staff handling appointments, cancellations, and call management.

  • Focus groups: Engaged 4 NHS team members on workflow bottlenecks and digital barriers.

  • Usability testing: Evaluated patient experiences with appointment notifications and online access.

  • Secondary research: Analysed regional data on digital exclusion, patient behaviour, and NHS inefficiencies.

Goals

  1. Identify inefficiencies in current appointment management and patient communications.

  2. Assess digital inclusion gaps to ensure accessible, user-friendly solutions.

  3. Improve NHS workflows by reducing administrative workload and manual processes.

  4. Develop strategic UX recommendations for future implementation.

Strategic Approach:

Improving Patient Communication & Transparency

Identified gaps in real-time patient updates, causing unnecessary call volume. Proposed appointment tracking & automated notifications to reduce uncertainty. Suggested self-service options to empower patients with appointment control.

Improving Digital Accessibility & Inclusion

Addressed barriers for elderly and digitally excluded patients. Recommended simplified UI and assisted digital support options. Designing multi-channel communication.

Streamlining NHS Staff Workflows

Identified manual bottlenecks in appointment processing & record-keeping. Proposed automated document submission & workflow optimisations. Suggested training NHS staff in digital transition strategies.

Reducing Costs & Operational Inefficiencies

Assessed postal expenses & administrative workload in patient communication. Proposed automated letters & digital confirmations to cut costs. Identified process automation to reduce missed appointments.

Key Findings:

01.

Appointment Workflow Delays Reliance on manual processes for scheduling and rescheduling.

02.

High Call Volume: Patients made 500-600 calls daily due to lack of self-service options.

03.

Digital Exclusion Risks: 15% of adults lacked basic digital skills, limiting online engagement.

04.

Missed Appointments Impact: NHS lost £136 per missed appointment, increasing costs.

This image is part of the proposed solution.

Problem Statement

How can NHS Scotland digitise appointment management, reduce administrative workload, and improve accessibility, ensuring seamless patient communication?

UX Research Insights:

01

Patient Anxiety
& Trust

Patients worried about appointment confirmation & missed comms.

Lack of real-time updates led to unnecessary inquiries.

A transparent system increased confidence in NHS digital tools.

02

Task Completion Barriers

Patients struggled with multi-step rescheduling processes.

Confusing online forms caused drop-offs during scheduling.

Missed confirmations led to unintended no-shows.

03

Service Accessibility Gaps

Low digital skills impacted patient engagement with online portals.

Some patients preferred human-assisted booking over digital options.

Multilingual & accessibility features were crucial for inclusivity.

04

Staff Digital Adaptation

NHS staff required extended training for digital appointment systems.

Lack of real-time analytics made workload forecasting difficult.

Resistance to change slowed digital adoption rates.

05

Cross-Platform Communication Needs

Patients expected seamless mobile, email, and postal updates.

Lack of two-way communication between patients & NHS created delays.

Integration with GP systems was necessary for smooth referrals.

User Needs

  1. Real-time appointment tracking with automated notifications.

  2. Simple, accessible rescheduling options for all patient demographics.

  3. Clear communication from NHS to reduce anxiety & confusion.

  4. Integrated multi-channel updates (SMS, email, post).

User Pain Points

❌ Manual appointment confirmations caused delays & frustration.
❌ Limited self-service options forced unnecessary NHS calls.
❌ Lack of digital accessibility excluded key demographics.
❌ Fragmented NHS tools led to inefficiencies in communication.

Archetypes

The Telephone Booker

Characteristics: Highly detail-orientated and Able to multi-task between telephone and computer.

Behaviour: Empathetic and able to understand people talking while navigating systems at the same time  efficient.

Goals: Ensure appointment system is up-to-date and patient feels listened to.

Appointment Booker

Characteristics: Empathetic to communicate with patients and technology savvy.

Behaviour: Moving between multiple system to achieve outcomes and reviewing work before sending out appointment.

Goals: Booking the right appointment for the right patient while ensuring system is up to date.

Patient First

Characteristics: Customer focused, good communicator and good listener.

Behaviour: Sensitive, self-aware, focused on patient needs and satisfaction.​

Goals: Sreamline workflows while digitising documentation (information leaflets) to improve process with patients.

The champion consultant

Characteristics: Willing and wants to use digital tech solutions in the workplace. Open-minded.

Behaviour: Consultant that is a technology enthusiast, keen to embrace technology in their workflows.​

Goals: Reduce the number of systems they have to login to throughout their day.

 

User Journey

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Peak-End Rule

Ensured patients’ last interaction (confirmation messages) left a positive final impression to increase trust.

Doherty Threshold

Recommended faster response times in the system to keep patients engaged and reduce frustration.

Zeigarnik Effect

Designed clear progress indicators to prevent patients from abandoning incomplete appointment bookings.

Aesthetic-Usability Effect

Suggested cleaner, more visually structured layouts to improve perceived ease of use and engagement.

Suggested Psychology of Design Principles and Laws

Conclusions and Recommendations

New CMS system needed

Automating patient communication reduces workload & increases efficiency. A two-way communication CMS that can reply to patient's booking requests, management and cancellations.

Accessibility

Self-service portals with accessibility features improve adoption.

Consider digital and post (for exceptions)

Multi-channel notifications enhance transparency & reduce missed appointments.

Staff training required

Training & phased rollout needed to support NHS staff adaptation.

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© 2025 by Natalia Torres

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