Strategy / A healthcare referral platform
Map the referral all the way to follow-through.
Platform discovery and MVP planning for intake, booking, and referral follow-up.
Referral intake
Booking options
Attendance & follow-up
Reporting requirements
The appointment is one part of the journey.
The discovery mapped a referral from intake through booking, attendance, and reporting. That broader view makes the handoffs visible, including where staff need to follow up and where a system depends on information from another organization.
Plan around what can actually connect.
The MVP considered staff-assisted booking, a handoff to external self-booking, and integrated booking where access could be verified. Separating those paths helped prevent an unconfirmed integration from becoming an assumption at the center of the product.
Create a basis for the next decision.
The work produced platform and connector architecture, an integration fallback strategy, a security baseline, a proof-of-concept plan, and an execution roadmap. A journey map connected those technical decisions to the referral process.
The process
How the work came together.
Map the complete referral
Follow intake, booking, attendance, and reporting, including staff handoffs.
Separate the booking options
Consider staff-assisted, external self-booking, and verified integration paths.
Define what needs validation
Create architecture, fallback options, and a proof-of-concept plan before implementation.
Skills & applications
What the work called for.
- Referral & intake journey
- A process map connects the user experience and staff responsibilities.
- Booking workflows
- Integration choices are conditional on verified access and behavior.
- MVP & validation plan
- Technical and product decisions are recorded for the next phase.
The deliverables
What took shape.
Platform discovery & MVP definition
- Referral & intake journey map
- MVP options & integration strategy
- Architecture & validation roadmap
The outcome
The result.
A scoped MVP, journey map, and technical roadmap, with explicit integration options and validation work defined before implementation.
