When classifying your work felt like a maze

From Guesswork to Guided Selection

Replacing friction with a clear, structured flow

ODH Patient Work Summary, the product's main screen where occupation, work history, and exposures come together

ODH

Occupational Data Health

The Purpose & History

The NIOSH ODH initiative aimed to build a working prototype to demonstrate how patients could enter or update work information before or during visits, while capturing occupation, industry, job history, and work-related exposures to support diagnostics, care decisions, and public health research.

The Goal

The goal wasn’t to build a full product, but to create a prototype that demonstrated the flow to vendors so they could integrate it into their systems.

Expected Adoption Flow
Ideal patient flow

Inherited Situation

Before I joined,
the project had stalled.

Years of requirements gathering and planning led to overly detailed requirements and a simplistic, unusable prototype focused on classification accuracy - not real user behavior.

The Reality Check

Issues

The result was a simplistic translation of requirements - an idealized flow that relied on perfect matches to census classifications for industry and occupation.

Initial prototype, free-text search returns no match, leaving the user at a dead end
Initial prototype, a deep search tree of nested categories to expand and guess through

Main Failures

Designed for a Perfect Path.
Built On Assumptions.

Imagine sitting at a doctor’s office, not feeling your best, filling out routine forms. Then you’re asked to describe your job in standardized terms on top of everything else.

There’s no guidance, only guesswork. If it doesn’t match exactly, the system fails you.

Expected Flow
Ideal patient flow
Where It Breaks
Reality patient flow

The Insight

Users wouldn’t fail.
The system would fail them.

My Role

Rebuilding
Under Pressure

I walked into a broken system and had to rebuild it quickly under constraints. The stakeholders were running out of time to produce a viable prototype. As the only UX professional on the team, I took on a wide range of responsibilities to support the project’s needs.

The Team


Challenges & Constraints

The Context I Inherited.

The Pivot

The Redesign Strategy

The existing prototype was not usable and needed to be rebuilt quickly. To meet the goal, the new solution had to be drastically different.


A preview of key improvements

Searching “nurse” returned a long, unstructured list - no guidance on what to do next.

Now the search answers with a match count and offers to help - a clear next step, not a dead end.

The fallback was a deep, expandable tree - users had to guess their way through it.

A vague term now narrows to the exact occupation - and every category you explored stays one click away.

Before: searching "nurse" returns a long, unstructured dropdown of results After: the search responds with a match count and offers to help you narrow it down Before: a deep, expandable search tree the user must guess their way through After: a vague term becomes a specific occupation, with the categories explored kept as history

Walkthrough

The Redesigned Prototype

A short walkthrough of the redesigned prototype in motion - stepping through the guided flows that replaced the old dead-ends and dense, error-prone screens.

ODH prototype walkthrough, click to play

Understanding the Users

What Shaped the Design

Two very different user groups shaped the redesign. With no prior research available, the personas were synthesized from stakeholder and SME conversations, then sharpened through usability testing.

Patients

People at a doctor’s office trying to complete required forms quickly before their visit.

Needs

  • Get through paperwork quickly
  • See the doctor without delays
  • Provide only necessary info

Challenges

  • Too much paperwork
  • Repeating the same information each visit
  • Sharing too much personal information

Vendors

Provide systems used in medical offices to capture and manage patient information.

Needs

  • Capture up-to-date information
  • Add data without disruptions
  • Ensure adoption and usability

Challenges

  • Integrating new flows into existing systems.
  • More steps for providers during visits
  • Uncertain return on investment

Guiding Principles

In response to constraints, stakeholder input, and user needs, the following principles guided the redesign.

The Changes

Design Ideation

The redesign process began in low fidelity, focusing on how users move through the workflow before visual design was introduced. The goal was to simplify how users search, narrow options, and keep track of progress while working through complex job selection tasks.

Guided Search & Controlled Refinement

Instead of forcing users into dead ends or overwhelming result lists, the system introduces guided refinement and controlled exploration from the very first interaction.

Old prototype - free-text search returns no match, a dead end Lo-fi - search returns a match count and offers to help you choose

Progressive Guided Selection

The workflow shifts from deep trees and long dropdowns to progressive narrowing, revealing relevant occupations only after users establish broader intent.

Old prototype - deep search tree, expand and guess through nested categories Lo-fi - general occupation categories shown up front Old prototype - a flat dump of every matching job Lo-fi - specific job selected within a narrowed, context-aware set

Persistent Exploration State

The system preserves previously explored categories and selections, allowing users to compare options without repeating work or relying on memory.

Old prototype - re-navigate the tree from scratch, no memory of where you'd been Lo-fi - browsed categories tracked, revisit any in one click

Usability Testing

User Feedback

The sessions revealed consistent patterns in how users approached decisions and interacted with the system, highlighting where additional guidance and feedback were needed.

Key Insights

Testing highlighted several expectations users had throughout the flow:

Final Design

High Fidelity

The redesigned prototype turned a confusing, failure-prone process into a guided experience that helped patients identify their work information step by step without needing to know exact industry or occupation classifications.

Progressive Guided Selection

The redesigned flow guided users from broader industry and occupation categories into more specific selections, reducing guesswork and helping users narrow choices progressively without needing the “correct” answer upfront.

Search results for Healthcare Administrator: a plain-language search and a banner noting 312 matches were grouped into 15 categories
General Occupation step: a grid of 15 named category cards with pagination, narrowed from the original search
Specific Occupation chosen: category and occupation both selected, the full path in the breadcrumb, a Recently explored history row, and an active Done button
Review screen confirming Nursing Home Administrator within Medical and Health Services Managers, with Confirm and save and Back to choices actions

Patient Work Summary

The Patient Work Summary brings occupations, industries, exposures, and work history into one place, helping users clearly see progress, review information, and identify what was still missing.

Empty Patient Work Summary, one required occupation card plus optional context cards that can be added in any order
Filled-in Patient Work Summary, work history with three jobs, auto-tagged exposures, and added optional context
Expanded job in the Patient Work Summary, full record with employer, schedule, duties, and likely exposures

Household Exposure Tracking

The redesigned flow allowed patients to add household members and related work exposure information, helping capture possible occupational exposures brought into the home.

Adding the first household member, relationship dropdown and name field, with an empty roster below
Three household members added, each shown with relationship, name, and role, plus a form to add another
A household member's captured work, occupation, jobs, full record, and likely exposures, tracked per person

Looking Back

Outcome & Limitations

Adoption Outcome

The prototype improved usability and showed a clear path forward, but it was not adopted by vendors.

Outcome

What This Enabled

  • Users can complete tasks without guessing
  • Complex decisions are broken into manageable steps
  • The system supports uncertainty instead of punishing it
  • Users maintain context and momentum throughout

Limitation

Why It Didn't Move Forward

  • Vendors were not involved early
  • No foundational user or stakeholder research
  • Mismatch with real-world vendor constraints