Clinvia

Six decisions recorded as ADRs: the context, what was decided, what each one costs and how it shows up for the people using the product.

Twelve desktop screens with a clickable prototype, for the front desk, the clinical staff, billing and network management.

1. 

   01 / 10

   Today's overview

   Today's appointments, confirmations, the waiting room with each patient's wait time, occupancy per practitioner and the alert that matters right now: the authorization still pending for the 9:20 appointment.

2. 

   02 / 10

   Daily schedule

   Five practitioners side by side, with each appointment's status in color and text: confirmed, no reply, waiting, in progress, seen, no-show or teleconsultation, plus a line for the current time.

3. 

   03 / 10

   New appointment

   The practitioner's free slots, health plan eligibility checked with the insurer before booking, and confirmation sent to the patient by message. The slot is held for 5 minutes while the front desk confirms.

4. 

   04 / 10

   Patients

   Search by name, CPF, phone or member card, health plan, last and next appointment, clinical alert (allergy, pacemaker) and the data consent status for each patient.

5. 

   05 / 10

   Medical record

   A clinical summary with blood pressure over the months, active problems with ICD-10 codes, current medications, vital signs and a timeline of visits, exams and teleconsultations.

6. 

   06 / 10

   Visit

   SOAP-format notes with a template per specialty, ICD-10 diagnoses, prescriptions checked against the recorded allergy, exam orders with coverage and what happens on signing: prescription in the app, authorization sent and follow-up suggested.

7. 

   07 / 10

   Health plans and authorizations

   Authorizations sent to insurers with status and deadline, a denial with the stated reason and what's missing for the appeal, pulling the ECG and the clinical note straight from the record.

8. 

   08 / 10

   Billing and denials

   Batches per insurer in the TISS standard, received and receivable amounts, and each denial with its reason and next step. Before closing a batch, every claim is validated and whatever fails goes back to the front desk.

9. 

   09 / 10

   Reports

   Visits, occupancy, no-shows, average wait and online booking, no-shows by weekday with a reminder recommendation, occupancy by specialty and visits per health plan.

10. 

    10 / 10

    Privacy and access

    Access profiles enforced on the server, the trail of who opened which record, blocked attempts and emergency access with justification, plus consents, data subject requests and data retention.

The next appointment with confirm and reschedule, the member card, prescriptions and exam orders that arrive after the visit, booking with coverage already checked, and the teleconsultation room.

A custom design system in Figma, with color variables and components with variants: button, appointment status badge, menu item and filter. Clinical teal for action, petroleum-blue ink for reading and one color per schedule status, always paired with text.