Colgate 🪥
Enhancing Dental Care
Colgate 🪥
Enhancing Dental Care
Colgate 🪥
Enhancing Dental Care
A whole new AI- powered treatment planing platform to ease dentists' workflow.
A whole new AI- powered treatment planing platform to ease dentists' workflow.
A whole new AI- powered treatment planing platform to ease dentists' workflow.



Timetime
2022 (6 months)
2022 (6 months)
Role
Lead UX designer
Lead UX designer
UX Strategy
UX Strategy
UX for patient creation, 3D workspace
UX for patient creation, 3D workspace
Hi-fi prototype for 3D workspace checkout flow
Hi-fi prototype for 3D workspace checkout flow
Team
👩🏻🦳 Catherine (Director of UX)
👩🏻🦳 Catherine (Director of UX)
👱🏻♀️ Deejay (Project manager)
👱🏻♀️ Deejay (Project manager)
👨🏻💻 Frank (Machine learning expert)
👨🏻💻 Frank (Machine learning expert)
👨🏻💻 Ray (Developer)
👨🏻💻 Ray (Developer)
Overview
Problem
Problem
General dentists currently lack specialized tools for creating straightforward orthodontic treatment plans, often resulting in unnecessary referrals to orthodontists, which delays treatment and increases patient costs.
General dentists currently lack specialized tools for creating straightforward orthodontic treatment plans, often resulting in unnecessary referrals to orthodontists, which delays treatment and increases patient costs.
Solution
Solution
Develop an intuitive workflow and interface that enable dentists to efficiently manage basic orthodontic treatments in-house, thereby enhancing care and reducing patient inconvenience.
Deliver a simple, efficient, and comprehensive workflow to streamline the treatment planning process and reduce the learning curve for orthodontists.
An awesome collaboration opportunity
An awesome collaboration opportunity
As a company specializing in providing support services for orthodontists, we seized an opportunity to collaborate with a world-class dental products company - Colgate to serve dentists. While both professions involve treating teeth, their objectives differ. How often have you heard your dentist suggest, "I recommend seeing an orthodontist for a perfect smile," even if it's just a matter of 2-3 misaligned teeth? Imagine a platform that aids dentists in formulating orthodontic plans for less complex cases – wouldn't that be beneficial for both dentists and their patients?
As a company specializing in providing support services for orthodontists, we seized an opportunity to collaborate with a world-class dental products company - Colgate to serve dentists. While both professions involve treating teeth, their objectives differ. How often have you heard your dentist suggest, "I recommend seeing an orthodontist for a perfect smile," even if it's just a matter of 2-3 misaligned teeth? Imagine a platform that aids dentists in formulating orthodontic plans for less complex cases – wouldn't that be beneficial for both dentists and their patients?




Technologies that we can offer
Technologies that we can offer
The reason we got chosen for this project is the technology and features we already developed.
The reason we got chosen for this project is the technology and features we already developed.

How we be blend into the flow
How we be blend into the flow
This is a project that will involved multiple platforms and technologies.
This is a project that will involved multiple platforms and technologies.
The Journey map for the overall experience where uLab only took the parts related to treatment.
The Journey map for the overall experience where uLab only took the parts related to treatment.



Key feature that will be designed by uLab
Key feature that will be designed by uLab
Patient profile
Patient creation
Patient management
Treatment plan creation
Create treatment plan
Review treatment plan
Order aligner
Consent
Order
How to enable dentists to efficiently manage basic orthodontic treatments in-house?
How to enable dentists to efficiently manage basic orthodontic treatments in-house?
What users are expecting from us?
What users are expecting from us?
Developing well-defined personas is crucial for this case study to ensure that the platform is designed to meet the specific needs, preferences, and workflows of target users.
Developing well-defined personas is crucial for this case study to ensure that the platform is designed to meet the specific needs, preferences, and workflows of target users.


Main user
Main user
Brenda will responsible for patient creation and management, generate plan for dentist's to review and also be the one order aligners for patients.


Main user for 3D workspace
Main user for 3D workspace
Andrew will be the one interacting with plan review and plan modification.
Brenda and Andrew want
Brenda and Andrew want
Efficiency of workflow
Quality of treatment plan
The user flow
The user flow
I created the user flow to better understand experience for users and how may we guide them through the various stages of treatment planning.
I created the user flow to better understand experience for users and how may we guide them through the various stages of treatment planning.
The initial user flow
The initial user flow
Prospected patients will be stopped once they don't match the qualification.
Prospected patients will be stopped once they don't match the qualification.


Revised user flow with collaboration between teams
Revised user flow with collaboration between teams
With feedback from marketing and tech teams, I realized there could be a better way for patient retention.
The platform will categorize prospective patients based on whether their orthodontic issues are temporary or permanent, allowing dentists to save cases involving temporary health conditions and resume treatment planning once those issues are resolved.
With feedback from marketing and tech teams, I realized there could be a better way for patient retention.
The platform will categorize prospective patients based on whether their orthodontic issues are temporary or permanent, allowing dentists to save cases involving temporary health conditions and resume treatment planning once those issues are resolved.


Explorations
Explorations
Before commencing the design process, it is crucial to explore various design styles and approaches to determine the most suitable design direction. I responsible for the below 3 parts' design and explorations.
Before commencing the design process, it is crucial to explore various design styles and approaches to determine the most suitable design direction. I responsible for the below 3 parts' design and explorations.
Home page
Home page



Start with dashboard
Start with dashboard
Pros:
At a glance overview
Data visualization
Cons:
Information overload
Easy to be distracted
Oversimplification of data
or



Start with patient list
Start with patient list
Pros:
Quick access to patient information
Easy progress tracking
Efficient workflow
Cons:
Potential privacy concerns
Limited information visibility

Chosen for efficiency!
Easy for user to quickly track patient status and find the case right away.
Qualification screening
Qualification screening


Ask question after basic information filled
Ask question after basic information filled
Pros:
User get basic information of patient and can be used as a potential treat.
Cons:
User have to fill some information first.

Chosen for less effort needed from user.
Less input required before start qualification screening.
or


Ask question after all information filled
Ask question after all information filled
Pros:
User get the full information of the patient and can be saved for future use.
Cons:
A lot information are required, including uploading photos, x-rays, which may take 10 -15 mins.
3D workspace
3D workspace
With the help of AI technology, a treatment plan will be generated automatically first. Then user can use the 3D workspace to review and modify the plan. After carefully talk with product manager and the machine learning team, we decided to include five main things inside the workspace.
With the help of AI technology, a treatment plan will be generated automatically first. Then user can use the 3D workspace to review and modify the plan. After carefully talk with product manager and the machine learning team, we decided to include five main things inside the workspace.





Tools inside panel on left
Tools inside panel on left
Pros:
At a glance overview
Data visualization
Cons:
Information overload
Easy to be distracted
Oversimplification of data
or



Tools on top and info panel on right side
Tools on top and info panel on right side
Pros:
Quick access to patient information
Easy progress tracking
Efficient workflow
Cons:
Potential privacy concerns
Limited information visibility

Chosen for better interaction mode
Easy for user to quickly track patient status and find the case right away.
The wireframe
The wireframe
I created the mid - fidelity wireframes that can be used to conduct usability tests with our dentists and assistants.
I created the mid - fidelity wireframes that can be used to conduct usability tests with our dentists and assistants.

Feedbacks I got leads to iterations
Feedbacks I got leads to iterations
Me and my team together interviewed 9 dentists and their assistants with the prototype through zoom. We got even more confident with the service provided to these specialists after conversation since they believe we solved the problem they're facing right now. But there always be some feedback that help us to bring the design to a even better level.
Me and my team together interviewed 9 dentists and their assistants with the prototype through zoom. We got even more confident with the service provided to these specialists after conversation since they believe we solved the problem they're facing right now. But there always be some feedback that help us to bring the design to a even better level.













But there always be some feedback that help us to bring the design to a even better level.
But there always be some feedback that help us to bring the design to a even better level.
01 . Too much information required - this is not a patient management tool
01 . Too much information required - this is not a patient management tool


Rx inside 3D workspace
Rx inside 3D workspace
OLD
Smart Rx was one of the feature we have when user feel they need some help during auto treatment in 3D workspace.
Install the Figma plugin and you’re ready to convert your designs to a responsive



Rx outside 3D workspace
Rx outside 3D workspace
NEW
Now Smart Rx is the main access for user to start a treatment and will has its own access and whole flow to complete the form.
Install the Figma plugin and you’re ready to convert your designs to a responsive
02 . The way for screening is inefficient
02 . The way for screening is inefficient

User need to answer all questions
User need to answer all questions
OLD
For the current design, user will get the disqualification alert after they click any "Yes". This leads to a negative perception of the process due to the frequent popups.
Install the Figma plugin and you’re ready to convert your designs to a responsive

Provide presumption of qualification
Provide presumption of qualification
NEW
This will create a more positive experience since user who meet all conditions don't need to interact with each questions.
Install the Figma plugin and you’re ready to convert your designs to a responsive
03 . AI is great, but details are not needed
03 . AI is great, but details are not needed



Detailed AI Processing information provided
Detailed AI Processing information provided
OLD
Out of our expectation, users doesn’t care about what details that AI helped you to addressed. What they expecting is the final result.
Install the Figma plugin and you’re ready to convert your designs to a responsive



Simple loading / prcessing screen
Simple loading / prcessing screen
NEW
Providing a simple loading screen with some progress information.
Install the Figma plugin and you’re ready to convert your designs to a responsive
04 . Need more 3D workspace
04 . Need more 3D workspace



Right panel holding most information
Right panel holding most information
OLD
The right panel occupied an excessive amount of space, and the steps displayed were redundant with the step indicators already present at the top of the interface.
Install the Figma plugin and you’re ready to convert your designs to a responsive



Right panel removed
Right panel removed
NEW
As all AI related processing part is simplified as a loading screen, we don't need a panel anymore. The right panel was removed, and all tools were consolidated into a single top toolbar, decluttering the interface and streamlining access to various functionalities.
Install the Figma plugin and you’re ready to convert your designs to a responsive
Final design
Final design
Below are the final screens designed based on Colgate design system.
Below are the final screens designed based on Colgate design system.
Key features: Patient list
Key features: Patient list

Key features: Patient qualification screening
Key features: Patient qualification screening

Key features: 3D workspace
Key features: 3D workspace

What's next?
What's next?
We conducted in-office usability tests with collaborating dentists, identifying areas for improvement. We are committed to enhancing the overall user experience continuously.
We conducted in-office usability tests with collaborating dentists, identifying areas for improvement. We are committed to enhancing the overall user experience continuously.
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Weirong Chen
Weirong Chen
Designed and developed by Weirong Chen.