Customizable Forms, Quicker Intake: Building a User-Friendly EHR Experience


Healthcare , EMR


Python ,Angular, TypeScript,REST ,SOAP,Web Services


This case study explores the challenges faced by a leading US-based healthcare provider operating multiple clinics across different cities. The client offered various specialties, including primary care, urgent care, and psychiatric care. Managing this diverse range of services and locations within their existing system proved difficult, hindering operational efficiency and patient care delivery.

Business challenges

The client has the following specialties:

-  Primary care

-  Urgent care

-  Psychiatric care

Here are the major challenges that the client has faced:

    1. Limited Functionality for Specialties:

The existing EHR system lacked features tailored for facilities, hindering efficient documentation and workflow for same.

    2. Inflexible Forms and Templates:

The inability to customize intake forms, visit notes, and consent forms slowed down patient intake and documentation processes.

    3. Inefficient Scheduling and Encounter Management:

The scheduling system wasn't optimized for specialty specific appointments, and encounter management lacked specialized charting notes.

    4. Limited Communication Options:

The absence of integrated telehealth and messaging features restricted communication between patients and providers, hindering care accessibility.

    5. Scalability Concerns:

The existing system wasn't scalable enough to accommodate potential growth and expansion into new cities.

workflow diagram of aesthetic emr software


    A. Milestone 1: Scheduling & Encounter Management (with Specialized Charting Notes)

  • Specialty-Specific Scheduling:

    The new system implemented customizable scheduling modules for each specialty, streamlining appointment booking and ensuring appropriate resource allocation.

  • Encounter Management:

    Thinkitive developed a user-friendly interface for capturing detailed encounter notes tailored to specific psychiatric care needs. This included features like:

  • -  Mental health assessments

    -  Treatment plans

    -  Progress tracking tools

    -  Standardized reporting templates

    B. Milestone 2: Form Builder with Customization Options

  • Customizable Forms:

    We have developed a form builder tool within the EHR system. This empowered healthcare professionals to create and tailor intake forms, visit notes, and consent forms specific to their needs.

  • -  Intake Forms

    -  Visit Note

    -  Consent Form

    C. Milestone 3: Telehealth & Messaging

  • Integrated Telehealth:

    The system integrates secure video conferencing capabilities for virtual consultations and follow-up appointments, improving access to care for patients in remote locations or those with mobility challenges.

  • Secure Messaging:

    The EHR system offers a secure messaging platform for communication between patients and healthcare professionals, facilitating medication reminders, appointment confirmations, and non-urgent consultations.

Value Delivered

  • Improved data accuracy leads to a 10% reduction in medication errors:

    Structured notes promote consistent and accurate documentation across all practitioners, improving patient data quality.

  • Streamlined scheduling leads to a 15% increase in patient satisfaction:

    Streamlined scheduling processes reduce wait times and improve patient experience.

  • Enhanced Operational Efficiency:

    Clinic staff reported a 30% reduction in appointment scheduling time with the streamlined scheduling module.

  • Telehealth utilization increases patient access to care by 20%:

    Telehealth capabilities allow for increased access to care for patients who face geographical or mobility limitations.