Case Study

Unifying the Fragmented Therapist Toolkit into a Practice Suite

Product Therasee
Role Product Design Lead & Core Contributor
Focus Telehealth Product Logic, HIPAA/GDPR, Technical Handoff
Healthcare Tech Product Discovery Telehealth HIPAA/GDPR Design Systems
Section 01

Strategic Objective / The Fragmented Toolkit Problem

Most therapists don't have a software problem — they have a context-switching problem. Zoom for video calls. Google Docs for session notes. Stripe for billing. Three separate tools, three separate logins, and a constant mental overhead that has nothing to do with caring for patients.

Therasee existed to solve this. My goal was to lead the product evolution of a unified workspace that centralised these functions into a single, high-security ecosystem — moving the platform beyond a basic tool into a comprehensive practice management suite built specifically for mental health professionals.

The Core Friction
Tab-switching during live sessions was the primary driver of therapist burnout. Not workload — workflow. The problem wasn't that therapists were doing too much, it was that the tools forced them to hold too many contexts simultaneously while in the most high-stakes moment of their day.
Fragmented vs. unified workflow Visual to add → before/after tool ecosystem diagram
Section 02

Product Discovery / Prioritising the Right Next Move

The base product existed, but therapists were still reaching for external tools for their primary clinical workflows. The question wasn't what to build — it was what to build first. That required working directly with the founders and a cohort of early-adopter therapists to separate Must-Haves from Nice-to-Haves before a single pixel moved.

A competitive audit of the two main incumbents — SimplePractice and Therasoft — revealed a consistent gap: neither offered note-taking during an active video call. Therapists were forced to pause the session, switch applications, type their notes, and re-engage. It was the single most disruptive point in the clinical workflow, and neither competitor had solved it.

"Switching between tabs during a session was the primary point of friction."
Roadmap Advocacy
I advocated for prioritising the Integrated Video System over advanced marketing tools — a trade-off that wasn't obvious to stakeholders initially. The case was made on retention, not acquisition: until therapists stopped relying on Zoom, the platform would never be their primary workspace. Solving session continuity was the unlock for everything else.
What incumbents missed
Note-taking during live calls. Therapists had to break session continuity to switch between video and documentation tools — a friction point neither SimplePractice nor Therasoft had addressed.
What Therasee targeted
A clinical workspace where the session never stops. The competitive differentiation wasn't a feature — it was the elimination of a workflow interruption that affected every single session.
Competitive benchmarking matrix Visual to add → feature gap analysis across incumbents
Section 03

Telehealth Suite / Working While You Talk

Transitioning from external video links to an integrated system wasn't a design challenge — it was a product logic challenge. The system needed host controls that worked the way therapists expected, privacy standards that met HIPAA and GDPR requirements, and a workspace that let clinicians do real clinical work without breaking eye contact with their patient.

The host controls layer covered the expected table-stakes: waiting rooms, screen sharing, integrated session chat. But the defining feature was the Side-by-Side workspace — allowing therapists to view patient history and take encrypted session notes in the same view as the video call, without minimising or switching windows.

The Side-by-Side Workspace
Designed and defined the logic for a split-screen clinical workspace: patient history on one side, live encrypted notes on the other, video call always visible. Notes are encrypted at rest and in transit. The interface was deliberately calm — no notification banners, no distracting UI chrome. The session stays the session.

The technical collaboration piece was non-trivial. Partnering with engineers to maintain low latency while enforcing end-to-end encryption meant making trade-offs between video quality and compliance headroom. Those decisions required understanding both the clinical context (why a dropped frame during a sensitive disclosure is a real problem) and the engineering constraints (where the compliance floor sits).

Side-by-side workspace flow Visual to add → split-screen clinical interface diagram
Section 04

Operational Scalability / Design-as-a-Service

Rapid product expansion creates a hidden tax: every new feature that gets designed in isolation means engineers rebuilding UI components from scratch, and designers re-solving problems that were already solved. At the pace Therasee was growing, that accumulation of one-off work would have become the product's primary bottleneck.

The answer was a system decision, not a design decision. I selected and adapted the Untitled UI component framework — not for aesthetics, but as a product strategy to ensure engineering could build new modules using a pre-validated library. When Invoicing or Scheduling needed to be added, the components existed. The work became configuration, not construction.

The Product Playbook
Beyond the component library, I created internal documentation mapping how UI components connected to specific database fields — for example, how a "Session Note" status change triggered a downstream "Billing" event. This wasn't design documentation; it was a systems map that let engineers build features confidently without needing to reverse-engineer the intent behind each UI state.
Before: ad-hoc component development
Each new feature required rebuilding from scratch. Design decisions weren't reusable. Engineering time was spent on UI plumbing, not product logic. Inconsistency accumulated with every release.
After: system-driven development
New modules assembled from validated components. The Product Playbook gave engineers a shared mental model. Consistency held as the product scaled — without a full audit after every release.
Product Playbook component mapping Visual to add → UI component → database field → business event flow
Section 05

Outcomes & Impact / From Vision to Production

The most consistent work in this engagement was translation: turning founder vision into engineering-ready specs, and turning engineering constraints into product trade-offs the business could actually reason about. That interface — between non-technical founders and a delivery team — is where most early-stage products lose coherence. Maintaining it required detailed User Stories, functional prototypes, and a release cadence that matched the sequencing of a therapist's actual day.

Release management wasn't just about shipping features — it was about shipping them in the right order. Notes before Scheduling. Scheduling before Billing. The sequence had to match the therapist's daily workflow, or adoption would stall at each transition point.

What This Case Study Demonstrates
Healthcare product thinking under compliance constraints — telehealth feature logic, HIPAA/GDPR requirements as product inputs (not legal footnotes), scalable design systems, stakeholder translation across a non-technical founding team, and a platform pivot from "Video Only" to "Full Practice Management" suite in under 6 months. Estimated 8–10 hours per week of administrative time saved per therapist, based on early adopter feedback.