Medical

Web App

Health Share

A consultation and advice web app for clinicians, patients, and Circle of Trust caregivers to share medical history in one place.

Showcase — Health Share clinician My Clients on a laptop mockup

The Platform

About the Web App

A healthcare practitioner asked Computing Yard to keep patient records and medical histories in a web application, so tracking patients and their advice would be easier. The work also included automation around prescription tracking. The original project record lists the client as Blue Gate.

We built a consultation and advice CRM that stores patient information, primary caregivers, medication, advice, and medical history. Sign in and sign up ask users to continue as Admin, Clinician, Patient, or COT (Circle of Trust / primary caregiver). Registration includes user type and an option for two-factor authentication.

Patients can open My Clinicians to see clinician profiles and advice, then add Circle of Trust members to follow progress. COT members get a Client page and a Clinician’s Advice list with priority and filters. Clinicians manage My Clients and an organized My Advice table with search, condition filters, and pagination. Role-specific dashboards keep clinician, client, and COT workspaces separate. Automated reminders, appointment setting, patient categorization by severity, and text messages at medication times support follow-through.

THEME

Primary

#2A9B8F

Secondary

#D4B44A

Background

#0F1C24

TYPOGRAPHY

Open Sans

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Objectives

Project Goals

One place for patient records

Keep patient records and medical histories in a web application so clinicians can track patients and their advice without scattered files.

Four roles on one platform

Support Admin, Clinician, Patient, and COT profiles, each with a dashboard suited to that role.

Keep caregivers in the loop

Let Circle of Trust members view patient profiles and clinician advice so primary caregivers stay informed in the care process.

Product Screens

Inside the platform

Key workflows from the web application, shown at desktop scale so the product interface stays readable.

Clinician FAQs on sharing information with a Circle of Trust

Showcase — Clinician FAQs on sharing information with a Circle of Trust

Challenges

Project Challenges

  • Records lived outside a single web application: Patient records and medical histories needed to live in a web-based application so they were easier to track alongside advice.

  • Four audiences needed different workspaces: Admin, clinician, patient, and COT users all needed access to the same care record without sharing the same screens.

  • Advice had to stay searchable and prioritized: Clinicians and COT members needed to list advice, see priority, filter by conditions, search by title and category, and page through results.

Process

Our Approach

  1. 01

    Role-based consultation CRM

    We structured the product as a CRM for patients and caregivers, with sign in and registration that select Admin, Clinician, Patient, or COT.

  2. 02

    Dedicated pages per role

    Patients use My Clinicians, Circle of Trust, and Advice. Clinicians use My Clients and My Advice. COT members use a Client page and Clinician’s Advice. Each role also has its own dashboard.

  3. 03

    Reminders and classification

    The platform categorized patients by severity, demographics, and diagnosis, and used automated reminders, appointment setting, and text messages at medication times.

Highlights

Key Features

Role-based sign in and sign up

Sign in to manage patient information, medical histories, and consultations, or register with first name, last name, email, user type, and a two-factor authentication option.

Clinician My Clients

Clinicians search and add clients, switch grid or list view, and open Clinician’s Advice from each client card.

My Advice

An organized advice table lets clinicians list advice given to patients, search by category and title, filter by conditions, and move through results with pagination.

Circle of Trust

Patients add Circle of Trust members to track progress. COT members view patient profiles and clinician advice, including priority and filters, with client consent.

Outcomes

Results

01

Records, advice, and history in one CRM

Patient information, caregivers, medication, advice, and medical history sit in a single consultation and advice system.

02

Caregivers can follow the same advice trail

Circle of Trust members can view patient profiles and the advice given to them, so they stay informed without a separate paper process.

03

Medication reminders for patients and COT

COT members and patients receive text messages at medication times so medicines are taken on schedule.

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