Beterra hospital operations platform streamlined issue tracking across multi-level healthcare teams
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 1
Mobile-first workflows

Optimized the platform for mobile operational use, helping hospital staff complete Rounds, assign follow-ups, and manage tasks faster while moving between departments and facilities.

Improved user experience

Refined workflow structure and interaction logic to simplify navigation, reduce friction, and make complex operational processes more intuitive across different user roles.

More focused product direction

Expanded the platform around its core hospital operations functionality, creating a more structured and consistent experience tailored to issue tracking and follow-up management.

Overview
Managing hospital workflows across teams and multiple facilities

Beterra is a hospital operations platform designed to help healthcare teams identify operational issues, assign follow-ups, and track resolution progress across departments and facilities. The system supports structured hospital “Rounds,” allowing staff to document problems directly during daily walkthroughs and operational checks.

Our task was to expand the platform’s functionality while adapting new features to the existing product ecosystem. Alongside feature development, we proposed targeted UX and UI improvements focused on simplifying workflows, improving mobile usability, and supporting role-based access across six different user types without introducing disruptive visual changes to the current system.

Client
BETERRA Icon - fi_4628635 (8)United States
Services
Business needs
Client request & business goals

The platform needed to support growing operational complexity across hospitals, departments, and staff roles while maintaining a familiar experience for existing users. Different permission levels required clearly structured access management, task visibility, and workflow ownership across units and organizations.

A major business requirement was improving mobile efficiency for staff performing Rounds in real hospital environments. Since most workflows happened on mobile devices while moving between rooms and departments, the product needed faster interactions, clearer task progression, and simplified data input without compromising administrative control or reporting capabilities.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 4
Challenge
Challenge & solutions
Challenge
The platform supported six different user roles with varying permissions, responsibilities, and visibility levels, creating complexity in navigation and workflow management.
Solution
We introduced clearer role-based structures, contextual actions, and permission-aware interfaces that simplified interactions while preserving the flexibility required for unit, hospital, and global administration.
Challenge
Most users completed Rounds and follow-up workflows directly from mobile devices while moving throughout hospital facilities, making speed and usability critical.
Solution
We applied a mobile-first approach focused on faster task completion, simplified form interactions, improved readability, and clearer action hierarchy to support real-world operational use cases.
Challenge
New functionality needed to be integrated into an already active product without disrupting existing user habits or requiring a full redesign.
Solution
We expanded the platform incrementally, aligning new features with the current design language while introducing selective UX improvements that enhanced usability without creating friction for existing teams.
Icon - process-1
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Research
Researching hospital workflows and multi-level operational processes

The research phase focused on understanding how different hospital teams interacted with the platform during operational Rounds, follow-up management, and administrative oversight. Since workflows varied significantly between staff roles, department managers, and global administrators, it was essential to map permission structures, task ownership, and information priorities across the system.

We also analyzed real mobile usage scenarios to identify friction points during fast-paced hospital workflows. This helped define clearer interaction patterns, improve form completion speed, simplify navigation depth, and optimize task management for users operating directly within clinical environments.

Stages

  • information architecture
  • Userflows
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 7
Stage 1
Information architecture

We rebuilt the platform structure around 6 distinct user roles with different responsibilities, permissions, and levels of access – ensuring that each user saw only the tools, data, and actions relevant to their workflow.

This resolved navigation inconsistencies across hospitals, units, and administration levels while integrating the new functionality into the existing system without disrupting operational processes.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 8
Stage 2
Userflows

We redesigned the core workflows to reduce unnecessary actions, clarify next steps, and make task completion faster across mobile and desktop environments.

Complex processes like conducting Rounds, assigning follow-ups, and tracking issue resolution were streamlined into more logical flows, improving operational efficiency and reducing friction for all user roles.

Design
Designing mobile-first operational experiences for hospital teams and administrators

The design stage focused on integrating new functionality into the existing platform while improving usability, workflow clarity, and interaction consistency.

Since the product was already actively used across hospitals, the challenge was to evolve the experience without introducing disruptive visual or structural changes for staff and administrators.

Stages

  • ui kit
  • UI Design
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 11
Stage 1
UI Kit

We restructured and expanded the existing design system, transforming scattered files, inconsistent patterns, and outdated components into a unified product ecosystem the entire team could reliably use.

The updated system introduced scalable components, standardized behaviors, and mobile-first interaction patterns that improved collaboration, accelerated feature development, and maintained consistency across all workflows and user roles.

Stage 2
UI Design

A major product challenge was expanding the platform without breaking the existing operational structure already used across hospitals. The system contained multiple dashboards, long-form workflows, and complex administrative layers, so the UI needed to support new functionality while keeping the experience familiar for existing users.

We redesigned key interface areas to improve information prioritization, simplify large operational flows, and make mobile interactions faster in real hospital environments. This included restructuring dashboards around more important actions and updates, simplifying long checklist interactions during Rounds, and reorganizing administrative screens to make complex management tasks more logical and scalable across the platform.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 14
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Features
Project’s core features
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 17
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 18
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 19
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 20
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 21
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 22
Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 23
Scribe — Round documentation

Enabled Scribes to document in-person hospital Rounds digitally, capture staff conversations, and create quick follow-up tickets directly during walkthroughs.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 24
Team Member — Task participation

Allowed frontline staff to review assigned follow-ups, participate in operational workflows, and stay aligned with ongoing unit activities and initiatives.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 25
Assignee — Follow-up management

Helped Assignees manage quick operational fixes, track follow-up progress, and maintain accountability across hospital units and departments.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 26
Unit Leader — Department oversight

Provided Unit Leaders with visibility into ongoing Rounds, unresolved follow-ups, and unit performance to better coordinate operational improvements.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 27
Entity Administrator — Hospital management

Enabled hospital administrators to manage Work Areas, permissions, reporting, and operational visibility across multiple units and leadership levels.

Beterra – hospital operations platform streamlined issue tracking across multi-level healthcare teams - Website Development - Photo 28
System Administrator — Global platform control

Allowed System Administrators to oversee platform-wide workflows, standardize operational structures, and manage role-based access across all hospitals.

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Results
Improving operational usability through scalable and intuitive mobile-first workflows
Mobile-first workflows

Optimized the platform for mobile operational use, helping hospital staff complete Rounds, assign follow-ups, and manage tasks faster while moving between departments and facilities.

Improved user experience

Refined workflow structure and interaction logic to simplify navigation, reduce friction, and make complex operational processes more intuitive across different user roles.

More focused product direction

Expanded the platform around its core hospital operations functionality, creating a more structured and consistent experience tailored to issue tracking and follow-up management.

The updated experience helped simplify hospital operational processes, improve task visibility, and create more intuitive workflows across multiple user roles and administrative levels. By integrating new functionality into the existing system, the platform became more focused, consistent, and easier to use in real healthcare environments.

Beterra tested the redesigned workflows and provided positive feedback regarding usability, clarity, and overall convenience during daily operational activities. The mobile-first approach and improved workflow structure helped teams complete tasks faster while maintaining familiarity with the existing platform ecosystem.

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