How did a rota problem become a paperwork one?

Laptop screen displaying a healthcare management app with sections for home, handover, shift closure, notes, task list, and team. The interface shows today's schedule, tasks, and options for handover and sign-off.

PROBLEM

No tool on the market handles end-of-shift paperwork, so clinicians rebuild each handover by hand, 1–1.5 hours at a time.

SOLUTION

Clera auto-drafts an AI SBAR from existing notes for clinician edits, then closes shifts with a checklist, targeting the 1–1.5 hours of reconstruction in a $6.6B market , and no product targets end-of-shift closure.

COMPANY: Clera

CATEGORY: Healthcare, AI Product, Clinical Workflow

MY ROLE: UX Researcher and Product Designer

What’s Really Falling Through the Cracks?

I began by asking where a doctor's time actually goes at the end of a shift. 9 clinician interviews and a 14-clinician survey mapped the process from arrival to going home, surfacing not just how long handover takes, but which part of it carries the weight, and where the original brief had been pointing in the wrong direction.

Have you were wondered why Doctors have a bad work life balance?

Problem

Doctors spend most of their time on administrative work and documentation.

Solution

Clera drafts the handover as the shift happens, turning the 90-minute rebuild reported by 14 clinicians into a two-minute review, which cut documentation time by 51.7% for comparable tools in NHS trials.

Challenges

Paper-based wards, systems that don't talk, and no room for AI to make clinical calls.

Goal

Give the shift a clean endpoint without taking judgment away from the clinician.

Outcomes

Validated MVP flows and a pilot-ready prototype.

THE PROBLEM

Doctors work 2.8 million overtime hours in a year?! What do they actually do?

2.8M

Overtime hours were worked by Irish junior doctors in a single year.

42%

Doctor's day goes to admin rather than patient care

83%

Junior doctors work in contravention of Working Time regulations.

INITIAL HYPOTHESIS

Could smarter scheduling give junior doctors their hours back, or was the rota the wrong place to look?

The research says something else…..

I interviewed 9 clinicians across geriatrics, respiratory, neurology and surgical specialities in the UK and Ireland about what their day looks like and where they spend most of their time, to validate the initial hypothesis that their rota system isn’t efficient enough to allow them to work.

Theme: Time consuming tasks

A collage of various text notes and comments related to medical documentation, patient care, and hospital workflows, with different colored backgrounds and handwriting styles.

Theme: Workoholic traits

A collection of digital notes or cards with text, discussing topics such as pain points for healthcare professionals, experiences with patient care, and personal reflections on work and responsibilities, arranged in a grid format with various background colors.

Theme: Handover burden

A digital collage of various text blocks related to hospital handover procedures and challenges, including points on workload, communication, and safety, with some sections labeled as 'Pain point' and details on handover processes and staff activities.

Discovery interviews revealed deeper root causes shown by the affinity clusters. Rota management was only a symptom.

We came for the rota. We found more paperwork.

After reviewing all survey and discovery interview findings, we identified these key insights.

THE ACTUAL PROBLEM

How might we help doctors close their shift within contracted hours, rather than after them?

"Show up every day at 7:20. Leave every day at 6:37. Don't get paid for overtime."‍ ‍

Invisible Problem

1

The Synthesis Burden

How might we remove the reconstruction work that happens before a handover can even begin?

"I spent an hour and a half. Literally an hour and a half. Just preparing for handover." ‍

2

Admin Over Medicine

How might we return clinical time to clinicians?

"If we wrote everything down, it slows down everything." ‍

3

How might we give clinicians permission to mentally let go at the end of a shift?

"Sometimes you go home with it. Did I do all I could?"

Emotional Carry Over

4

Handover work spills past the end of a shift, unpaid and largely invisible.

USER JOURNEY

The goal shifted from rota to handover as discovery interviews surfaced the real bottleneck

Mapping Dr M’s shift end-to-end showed where the effort actually concentrates. Energy holds steady through ward rounds and reviews, then drops sharply at handover, the phase they have to reconstruct from scratch, and they are fatigued, often after their shift has technically ended. The journey map identified the problem, which further supported the findings of the interviews.

Flowchart with activities, goals, and concepts related to a work or project process. Activities include arriving, pre-round, seeing patients, ordering and chasing, writing notes, handover prep, handover, and going home. Goals include getting on top of overnight changes, finishing documentation, resolving outstanding jobs, confirming shift is closed, and leaving without guilt or psychological carry-over. Concepts such as abound, tortus, epic, Heidi, and Encompass are also included.
Comparison chart of healthcare features and capabilities for various software providers, including Heidi, Tortus, Abridge, Epic, Encompass, and an unknown platform, with checkmarks and crosses indicating feature availability.

Most existing tools treat documentation as a consultation-time problem: ambient scribes, dictation, note generation during the patient encounter.

None address the end of the shift, where the burden actually lands.

Who is impacted by this issue ? Whom do we design for?

The design centres on the doctor- every choice starts with their workflow. Surrounding that are:

(1) nurses, care coordinators, and patients who experience daily impact

(2) administrators, hospital systems, and regulators focused on cost, compliance, and outcome

Keeping the doctor central ensures the product supports the wider ecosystem.

Diagram showing different groups involved in a healthcare organization. Inner circle includes Doctors, Junior Doctors, and Doctors from other team. Middle circle includes Head Nurses, Ward Managers, Clinical Directors, HR, Royal Colleges, Incoming Team, Night Team, Nurses, and Patients' Families. Outer circle includes Record Management Companies, Healthcare Management System, App Developers, Hospitals, Investers, and Doctor's Families.

We narrowed the segments to doctors who are open to AI and who validate solutions externally, willing to use other apps/tools beyond prescribed workflows. This trait marked Champion adopters.

Using Insights to develop a Solution: Clera

Clera is a handover and shift-closure tool built for clinicians working across paper and digital systems.

It combines :

  • AI-generated SBAR ((Situation, Background, Assessment and Response) handovers from existing notes

  • OCR upload for paper and Word documents

  • Priority triage for the incoming team

  • Timestamped shift closure with e-signature

Clera helps healthcare workers:

  • Hand over without rebuilding the day from memory

  • Surface critical tasks rather than burying them in a list

  • Resume an interrupted handover across sessions

  • Close the shift formally and leave

Not having a half-baked prototype. Why is defining your MVP important?

Warm intentions, a lot of flour, and zero usable pastry?

A product without a clear MVP is like a baker handing you a lump of buttery dough with googly eyes and a sticky note that reads “croissant”.

The aim was to convert insights and reach into an MVP that defines Clera: a focused, usable product that embodies Clera’s unique value and identity. The MVP focuses on two core moments: generating the handover and closing the shift. To support those moments, the design includes a home dashboard and task management.

Flowchart illustrating a medical AI onboarding, review, and handoff process, including steps for sign-in, AI reading, task selection, draft generation, review, approval, and handoff with notes on verification, manual writing, and AI skipping.

Clera simplifies the process of the Handover flow by selecting patients and tasks. AI generates the SBAR draft; Doctors can review and edit it or accept it as-is, confirm and send.

WIREFRAMES

The path wasn’t straight forward….

Low-fidelity wireframes focused on information hierarchy, reducing cognitive load at the point of fatigue, and making the verification moment unmissable before moving into visual design.

Collection of nine white digital forms with gray buttons and text, laid out on a light gray surface, used for notes, task lists, and handovers.

Designing for the moment nobody owns

The most useful thing this project did was disprove its own starting point. I began with a scheduling hypothesis because it was the obvious one; over time, it looks like a rota problem until you sit with someone who works one. Nine interviews in, the rota had stopped being interesting, and the paperwork had become impossible to ignore.

What I'd do differently is get to the process map sooner. I spent time early on testing a hypothesis that the participants themselves could have dismantled in the first conversation, had I asked a more open question about where the shift actually goes.

The wider lesson is that the loudest complaint isn't always the real constraint. Clinicians talked about hours because hours are what gets measured; the reconstruction work hiding inside those hours had no name, no metric, and no owner, which is exactly why it survived so long.

REFLECTIONS