Reframing “data loss” as a visibility problem in a primary healthcare app

A recurring wave of support complaints looked like a database failure. A structured research initiative showed it was a UX problem — and led to a 91.5% drop in complaints within a year.

  • UX Research
  • Healthcare
  • Product Design
  • Discovery
  • Evidence Triangulation
91.5%

reduction in complaints related to perceived data loss — from 20% of all support tickets (Apr 2023) to 1.7% (Apr 2024).

01

Project snapshot

A quick overview of the product, the team and the shape of my contribution.

Product
Primary Healthcare Management App
Sector
Public Healthcare
Primary users
Healthcare professionals in primary care — physicians, nurses and administrative staff
My role
Product Designer & UX Researcher — sole designer leading the research initiative
Methods
Stakeholder interviews · Persona survey · Semi-structured user interviews · Support ticket analysis · Evidence synthesis · Prioritization workshops · UX Research · Interaction Design
Team
1 Product Manager · 1 Product Owner · Engineering (1 tech lead, 3 developers) · Customer Experience Manager · Me (sole Product Designer)
Duration
April 2023 – April 2024
02

The signal

Support was receiving a growing volume of tickets about “disappearing records” and “lost data”. Users were frustrated, resorting to paper notebooks and spreadsheets, and losing trust in the platform.

The natural first instinct across the team was to look at the database. The engineering team investigated and found no evidence of actual data loss — records existed and were intact. The complaints were real, but the diagnosis pointed elsewhere.

03

The reframe

Once engineering confirmed the data was intact, the question changed shape. It was no longer “why is the system losing data?” but “why do experienced professionals believe the system is losing data?” — a UX question, not a database one.

01 · What was reported

Records disappearing, work being lost, mistrust in the platform, duplicated work in paper and spreadsheets.

02 · What we knew

Engineering had verified there was no actual data loss. Records existed and were correctly stored.

03 · What we did not know

Why users were consistently interpreting the system's behaviour as loss, and what part of the workflow triggered that perception.

04 · The decision

I proposed a structured research initiative to reduce uncertainty. The PO and PM supported it and gave me the space to lead the discovery end-to-end.

Working hypothesis

The perception of data loss was created by the system, not by the data. A visibility problem — the absence of feedback about what was happening to a record when other professionals interacted with it — was being read by users as loss.

04

Discovery strategy

The research was designed as progressive uncertainty reduction: each method was chosen for what it could rule in or rule out, not for method completeness.

  1. 01

    Stakeholder interviews

    Map existing knowledge across Support, Product, QA and Engineering before spending research budget on the field.

    Reduces the risk of researching what the company already knows.

  2. 02

    Persona survey (152 respondents)

    Characterise who the users actually are: routines, devices, connectivity, workarounds and constraints.

    Turns internal assumptions about users into evidence.

  3. 03

    Alignment workshop

    Surface the team's remaining uncertainties and convert them into concrete research questions.

    Ensures the interviews investigate what will actually inform decisions.

  4. 04

    Semi-structured interviews

    Explore real workflows, decision-making and the moments where trust in the system breaks.

    Explains behaviour and mental models behind the complaints.

  5. 05

    Support ticket analysis

    Read a corpus of tickets to trace recurring language, triggers and affected workflows.

    Grounds interview findings in the volume and frequency of real reports.

  6. 06

    Evidence triangulation

    Only act on findings confirmed across at least two independent sources.

    Prevents design decisions being driven by a single loud signal.

05

What the persona survey revealed

I ran a structured online survey with 152 healthcare professionals to characterise the users, identify recurring pain points and shape the research questions.

Objectives
  • Understand who our users actually were.
  • Identify recurring pain points across the field.
  • Build initial research hypotheses to test in interviews.
Output
  • Evidence-based personas.
  • Prioritised list of initial pain points.
  • Research questions for the interview phase.
The survey covered
  • Work routines and responsibilities
  • Technology use and connectivity
  • Pain points, frustrations and workarounds
  • Motivations and goals
  • Accessibility needs
06

Evidence triangulation

No decision was made from a single source. A finding only entered the recommendation set if at least two of the four sources reinforced it.

01

Support ticket analysis

Frequency, language and affected workflows.

02

Persona survey (n=152)

Context, devices, workarounds and recurring pain points.

03

Semi-structured interviews

Mental models, decision-making, moments of broken trust.

04

CX leadership support

Operational impact and pattern recognition across support.

Convergence

All four sources pointed to the same root: users were losing access to records they had previously edited, without any feedback from the system. What looked like “loss” was actually a silent transfer of responsibility.

07

Root cause

The regulation itself was necessary — but the interface never communicated it. That silence was the root cause.

01 · The rule

Data-protection regulations required that only one professional could be responsible for a given citizen's record at a time.

02 · The behaviour

When another professional re-registered the same citizen under their own login, responsibility transferred and the previous professional lost access to that record.

03 · The silence

The system provided no feedback: no notification, no history, no visible actor, no dedicated view for records that had been transferred. Users had no way to distinguish “moved” from “lost”.

Design principle broken

Visibility of system status

Users must be kept informed about what is happening through clear and timely feedback. The absence of this principle turned a compliant technical behaviour into a perceived critical failure.

08

Design principles that guided the solution

Before ideating screens, I defined a small set of principles derived from the evidence. Every proposal had to pass through them.

01

Make the invisible visible

If the system changes the state of a record, the user responsible for it must know.

02

Attribute every action

Never leave a change without an author. Silent changes read as loss.

03

Give control back to the user

Provide a way to find, review and act on records that were transferred — not just a notification and dead end.

04

Close the feedback loop

Every meaningful user action needs an immediate, contextual response.

09

Prioritization

Prioritization was collaborative with the Product Owner. Each problem was assessed across four axes so the roadmap was defensible, not just intuitive.

Severity

How much does the problem damage trust or block work?

Urgency

How frequently is it happening in the field right now?

Effort

How much engineering and design effort does it require?

Expected impact

How much would resolving it move the metric that matters?

Three horizons
Urgent

Perceived data loss

High severity, high urgency, feasible effort, highest expected impact. Chosen as the focus of this case study.

Important

Workflow friction

Recurring friction in daily tasks. Addressed after the urgent tier.

Opportunities

Improvement opportunities

Lower-severity issues surfaced during research, kept in the backlog for future iterations.

10

Solution

A set of research-backed improvements focused on visibility, feedback, control and transparency — each traceable to a principle and a source of evidence.

Re-registered patients page

A dedicated view for records that were deactivated because another professional re-registered the citizen. Turns silent transfers into a place to go.

Give control back to the user

Smart notifications

Contextual alerts when records are deactivated, deleted or re-registered by other professionals.

Make the invisible visible

Action attribution

Clear identification of who performed each action inside the system.

Attribute every action

Change history

Action history and synchronization logs so users can reconstruct what happened to a record.

Make the invisible visible

Synchronization status

A persistent visual indicator of the current data-saving state, so users always know where they stand.

Close the feedback loop

Contextual feedback

Immediate response for every meaningful action, closing the loop between user intent and system reaction.

Close the feedback loop
11

Validation & results

Impact was tracked across two channels — support ticket volume and a structured user satisfaction survey — and reported honestly: measured, observed and expected outcomes are separated.

Measured

Supported by quantitative data.

  • Complaints down 91.5%

    Tickets classified as “data loss” dropped from 20% of all support requests (Apr 2023) to 1.7% (Apr 2024).

  • Feature satisfaction: 3.54 / 4

    Post-release satisfaction survey for the re-registered patients page.

Observed

Consistently reported by Product, Support and stakeholders, but not formally measured.

  • Support team spending less time on “data loss” explanations and reorientations.
  • Users regaining a clearer understanding of what happens to their records.
  • Fewer escalations coming from the field on the same topic.
Expected

Anticipated business and operational impact, not directly validated with metrics.

  • Lower operational cost across Support and Product on this topic over time.
  • Higher long-term retention of trust in the platform.
12

A secondary finding: adoption, not only interface

During interviews it became clear that some usability issues were driven by users' unfamiliarity with parts of the product, rather than by interface problems alone. This shifted a portion of the recommendations from “redesign” to “training, onboarding and internal enablement”, and reinforced that visibility work has to be paired with adoption work to hold over time.

13

Reflection

The most valuable outcome of this project was not a screen — it was a reframing. Turning “the database is broken” into “the system is silent” changed what the team built, how support explained it, and how users experienced it. Research paid for itself in the number of engineering hours it made unnecessary.

This case study has been anonymized. The company, product name, screens and internal data have been omitted. The methodology, decisions, evidence classification and measured outcomes are accurate.