Mapping hospital workflows

Mapping hospital workflows

Documenting the as-is experience of healthcare professionals to support the migration to a new electronic patient registration system.

Documenting the as-is experience of healthcare professionals to support the migration to a new electronic patient registration system.

Context

Role

User researcher with service design focus


Team

1-2 user researchers, 1 service designer


Client

A hospital


Phase

Discovery


Timeline

8 months


Ownership
Delivered 17 journey blueprints; built most of 5; research informed 13 in total.

Note
Due to NDA constraints, the organisation name has been anonymised and original deliverables are not shown.

Summary

The problem
A hospital needed to migrate to a modern electronic patient registration system, but their processes had never been properly documented—most of the knowledge lived in people’s heads.


The risk
If a department like A&E all got on a plane and it crashed, those processes would go with them.


What we did
To address this, we documented how care actually works by doing on-the-ground research next to healthcare workers, supported by interviews and system walkthroughs.


What we produced
We brought everything together into service blueprints, process maps, user journeys, and personas that teams can use day to day.


The result

We mapped how care actually works, documented previously informal processes, and identified practical improvements to reduce risk ahead of the EPR migration.

The challenge

Hospital processes live in people, not in systems

The hospital was preparing to migrate to a new electronic patient record (EPR) system, but existing processes were inconsistent, often undocumented, and varied across departments.


Much of the work relied on informal practices and individual knowledge, making it hard to build a shared understanding of how care was delivered.


It was also important to identify inefficiencies early, so they wouldn’t be carried into the new system.

Our approach

We worked alongside those delivering care

Observations

We went straight to the source: hospital wards and the emergency department.


We observed staff in their day-to-day work to understand real workflows, complemented by in-depth interviews and system walkthroughs.

Deliverables

We translated these insights into practical outputs:


  • High-level blueprints of care delivery

  • Level 2 process maps of roles and responsibilities

  • User journeys and personas

  • Research reports summarising key insights


Extra steps to organise and make sense of the information

To help make everything more usable, we also introduced a few additional tools and ways of working:

Pain point tracker


We created a simple spreadsheet to organise pain points by role, theme, department, and phase. This made it much easier to filter insights depending on what needed to be designed.

Calling out complex ecosystems


Hospital processes are rarely linear—they often contain smaller ecosystems within them (like referrals or blood testing). When we came across these, we highlighted them in the research reports, as they needed their own deeper dive and mapping.

Keeping the human side visible


It’s a long way from the bottom to the top, and by the time insights reach decision-makers, the deeply human side of hospital work can get flattened into business decisions. We used strong quotes and storytelling in our reports and presentations to keep the heart of the work visible.

Insights

The system did not always reflect reality

The current system doesn’t reflect what actually happens on the wards. As a result, it often gets in the way of healthcare workers. And when every minute counts, this can even become dangerous:

The system can take you away from the patient for too long. We should have a system that supports us, not hinders us.


It’s frustrating, if you’re busy providing care, you might not have time to record it, while those with more time may document more but aren’t necessarily doing as much.

— Head nurse

The system can take you away from the patient for too long. We should have a system that supports us, not hinders us.


It’s frustrating, if you’re busy providing care, you might not have time to record it, while those with more time may document more but aren’t necessarily doing as much.

— Head nurse

Use frailty scoring

Make the frailty score part of how triage already works, so it’s captured as a natural step rather than an extra task. Give staff simple guidance and support so they feel confident using it, and add light prompts in the system to help it be recorded consistently.

Use frailty scoring

Make the frailty score part of how triage already works, so it’s captured as a natural step rather than an extra task. Give staff simple guidance and support so they feel confident using it, and add light prompts in the system to help it be recorded consistently.

Design for scannability

Make the ward planner easier to scan and actually plan from. Instead of one long list, show patients by time and include key details about what they need. Adding simple columns or tags—like P/E or DVT reviews—would help staff quickly understand what’s coming in and prioritise.

Audit the therapy proforma

Audit and rework the therapy proforma to better support how therapists assess patients in A&E. Make fields like mobility more flexible by allowing them to be marked as not applicable, and shift from full assessments to more problem-focused documentation.

Reflect the patient journey

Bring patient information together in one place. This should show a clear view of the patient’s journey—where they’ve been (e.g. A&E → AMU → ward) and who did what at each step. This makes it easier to understand what’s happened and make informed decisions.

Reflect the patient journey

Bring patient information together in one place. This should show a clear view of the patient’s journey—where they’ve been (e.g. A&E → AMU → ward) and who did what at each step. This makes it easier to understand what’s happened and make informed decisions.

Design for care, not for documentation

Adjust the system to better fit how staff actually work. Make it easy to capture key actions quickly during care with portable devices, and allow the rest to be filled in later without it looking like nothing has been done. Show clearly when care was delivered versus when it was documented.

Outcomes

A shared understanding and a path foward

Over 8 months, this work built a shared understanding of care delivery and enabled more confident decision-making.

Aligned teams around real-world care delivery
Processes that were previously informal and inconsistent are now documented and accessible across teams.

Reduced risk ahead of the EPR migration
Dependencies and variations are now visible, helping teams anticipate and address issues earlier.

Turned complex pain points into prioritised action
Key pain points were translated into concrete recommendations, making it easier to prioritise what to change.

Established a baseline for continuous improvement
Instead of starting from scratch, teams now have a baseline that can evolve over time.

Stronger stakeholder engagement with storytelling
Framing the insights through real examples helped stakeholders connect with the problems and created urgency to act.

Reflections

A few key learnings and limitations stood out

Learnings

EPRs should be shaped where care happens
Without observing work on the ward, key parts of care are not visible, which can lead to systems that block rather than support staff.


Issues often arise at handovers
When responsibility or information moves between people or stages, things become less clear and workarounds appear.


Trust takes time in clinical environments
Staff are often interrupted and can be guarded, so being clear about intent and anonymity is essential.


Creating space builds trust
Giving staff space to share their experiences helps build trust and surface important insights.


Hospitals are made up of interconnected ecosystems
Multiple overlapping systems exist within hospitals. It is important to identify them early and decide where to focus.

Limitations

Research in hospitals comes with practical constraints
An outbreak of a virus meant we had to move between wards, and an A&E relocation required us to adapt our research plans.


We were brought in too late to influence key decisions
The hospital had already chosen a new EPR system before fully understanding the existing landscape, limiting how much impact our research could have.


Stakeholder alignment isn’t always achievable
Despite strong internal relationships, we lacked a consistent connection with the new EPR team, limiting our influence—so we created a filterable Excel to make it easy to find relevant insights