Empowering Therapists with AI

Background

Writing detailed session summaries for insurance is a tedious and time-consuming task, often cutting into valuable time with patients. While LLMs offer a way to streamline documentation, they also raise concerns around trust, data security, privacy, and HIPAA compliance. I designed StorAI from 0 to 1, an AI powered note taking tool designed to reduce administrative burden without compromising patient privacy, therapist autonomy, or clinical integrity. I also worked with a team to develop a policy framework that guided ethical, transparent, and accessible design decisions around AI usage.

Role

UX UI Designer

Timeline

Feb 2025 - Apr 2025

Skills

Visual Design

UI UX Design

Design System

Team

2 engineers

1 legal analyst

1 researcher

Tools

Figma

Miro

My Role

UI/UX Designer

I was the sole designer that worked cross functionally to conduct research, synthesize insights, create wireframes, build brand identity, design hi fidelity mockups, and handoff designs to engineers.

My Role

UI/UX Designer

I was the sole designer that worked cross functionally to conduct research, synthesize insights, create wireframes, build brand identity, design hi fidelity mockups, and handoff designs to engineers.

My Role

UI/UX Designer

I was the sole designer that worked cross functionally to conduct research, synthesize insights, create wireframes, build brand identity, design hi fidelity mockups, and handoff designs to engineers.

Context

Context

Context

Clinical documentation is time consuming

The physical Beabook presents several challenges that limit its reach and effectiveness.

Therapists often spend hours after sessions writing clinical notes for insurance and legal reasons. While necessary for care and reimbursement, this admin work takes time away from patients. From secondary research, LLMs offer a promising potential to reduce the burden of clinical documentation BUT…

Problem

There are challenges in AI integration for therapists: trust, privacy, and control

Therapists are hesitant to embrace AI for note-taking due to concerns over trust, privacy, and control, particularly regarding HIPAA compliance and data security.

Problem

There are challenges in AI integration for therapists: trust, privacy, and control

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Problem

There are challenges in AI integration for therapists: trust, privacy, and control

Therapists are hesitant to embrace AI for note-taking due to concerns over trust, privacy, and control, particularly regarding HIPAA compliance and data security.

Problem

There are challenges in AI integration for therapists: trust, privacy, and control

Therapists are hesitant to embrace AI for note-taking due to concerns over trust, privacy, and control, particularly regarding HIPAA compliance and data security.

Lack of Trust & Transparency

  • How is AI HIPAA compliant?

  • Doubt AI captures the emotional & clinical context of sessions

  • Overly legal & technical language

Loss of Control & Autonomy

  • Want the ability to edit, review, and toggle AI features on/off

  • Need to give informed consent before using AI features

Privacy & Security Concerns

  • Uncertainty around how data is stored, accessed, or deleted

  • Concern about legal liability and ethical data handling

Developed a policy framework that defines trust, privacy, control, and HIPAA compliance in therapists’ workflows

I worked with my team to create a therapist-centered policy framework that aligns with their values and how they define key concepts.

Developed a policy framework that defines trust, privacy, control, and HIPAA compliance in therapists’ workflows

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Developed a policy framework that defines trust, privacy, control, and HIPAA compliance in therapists’ workflows

I worked with my team to create a therapist-centered policy framework that aligns with their values and how they define key concepts.

Developed a policy framework that defines trust, privacy, control, and HIPAA compliance in therapists’ workflows

I worked with my team to create a therapist-centered policy framework that aligns with their values and how they define key concepts.

Trust

feelings of confidence in the application that will help therapists achieve their goal

Accessibility

the degree to which therapists can use AI with different abilities, preferences, and situations

Privacy & Security

safeguards to protect the confidentiality, integrity, and accessibility of personal information

These principles directly informed my design decisions and how I worked with the backend team to ensure our AI tool meets HIPAA compliance standards.

How might we design an AI-powered tool that reduces therapists' administrative burden while ensuring trust, security, and accessibility?

Solution

Reducing administrative burden while preserving therapist autonomy and trust

  • Reduce administrative burden with AI that generates editable clinical notes in standardized formats.

  • Promotes control and flexibility with a variety of templates that fit therapists' diverse clinical workflow.

Solution

Reducing administrative burden while preserving therapist autonomy and trust

Solution

Reducing administrative burden while preserving therapist autonomy and trust

  • Reduce administrative burden with AI that generates editable clinical notes in standardized formats.

  • Promotes control and flexibility with a variety of templates that fit therapists' diverse clinical workflow.

Solution

Reducing administrative burden while preserving therapist autonomy and trust

  • Reduce administrative burden with AI that generates editable clinical notes in standardized formats.

  • Promotes control and flexibility with a variety of templates that fit therapists' diverse clinical workflow.

Customization features to meet therapists' needs

  • Create custom templates or add key phrases to include in insurance notes - promotes user control and flexibility, especially if therapist does not use standardized templates for notes.

  • Generate as many clinical notes with a standardized template, edit the current notes, or create a new template to use - meets therapists' needs for customizability and control.

Customization features to meet therapists' needs

Customization features to meet therapists' needs

  • Create custom templates or add key phrases to include in insurance notes - promotes user control and flexibility, especially if therapist does not use standardized templates for notes.

  • Generate as many clinical notes with a standardized template, edit the current notes, or create a new template to use - meets therapists' needs for customizability and control.

Customization features to meet therapists' needs

  • Create custom templates or add key phrases to include in insurance notes - promotes user control and flexibility, especially if therapist does not use standardized templates for notes.

  • Generate as many clinical notes with a standardized template, edit the current notes, or create a new template to use - meets therapists' needs for customizability and control.

Prioritizing user consent to reinforce trust

Prompt therapists to confirm key decisions when AI is being used - gives therapists control over workflow and reinforces awareness of when and how AI is involved in the note taking process.

Prioritizing user consent to reinforce trust

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Prioritizing user consent to reinforce trust

Prompt therapists to confirm key decisions when AI is being used - gives therapists control over workflow and reinforces awareness of when and how AI is involved in the note taking process.

Prioritizing user consent to reinforce trust

Prompt therapists to confirm key decisions when AI is being used - gives therapists control over workflow and reinforces awareness of when and how AI is involved in the note taking process.

Data transparency through FAQ

Plain language explanations of how data is stored, used, and deleted to reinforce transparency and trust.

Data transparency through FAQ

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Data transparency through FAQ

Plain language explanations of how data is stored, used, and deleted to reinforce transparency and trust.

Notifying privacy rights through FAQ & digestible language - HIPAA Compliance

Plain language explanations of how data is stored, used, and deleted to reinforce transparency and trust.

HIPAA compliance through backend development

Our engineers partnered with our legal analyst to ensure StorAI met HIPAA standards. All notes are encrypted and anonymized server side using Microsoft Presidio before reaching the AI. We used secure Google Cloud services to enforce strict access controls.

HIPAA compliance through backend development

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

HIPAA compliance through backend development

Our engineers partnered with our legal analyst to ensure StorAI met HIPAA standards. All notes are encrypted and anonymized server side using Microsoft Presidio before reaching the AI. We used secure Google Cloud services to enforce strict access controls.

HIPAA compliance through backend development

Our engineers partnered with our legal analyst to ensure StorAI met HIPAA standards. All notes are encrypted and anonymized server side using Microsoft Presidio before reaching the AI. We used secure Google Cloud services to enforce strict access controls.

Impact

Increased therapists' trust in AI

From our user testing with 5 therapists, our therapists expressed increased trust and optimism in the integration of AI features and the clarity of our privacy safeguards when using the tool.

Impact

Increased therapists' trust in AI

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Impact

Increased therapists' trust in AI

From our user testing with 5 therapists, our therapists expressed increased trust and optimism in the integration of AI features and the clarity of our privacy safeguards when using the tool.

Impact

Increased therapists' trust in AI

From our user testing with 5 therapists, our therapists expressed increased trust and optimism in the integration of AI features and the clarity of our privacy safeguards when using the tool.

“Summarizing notes is not the most fun part of the job. I care less about notes but this app makes me look like I care about clinical documentations!”

Therapist 1

“I think what you're doing is amazing and we do need something like this...You guys are very thorough and I would trust you guys over a billionaire to make this.

Therapist 2

“I’m not that tech sevy so wow you guys actually made it easier for me to understand what’s going on especially with AI!”

Therapist 3

Design Research Process

Understanding therapists' needs with AI

I interviewed 5 therapists of different practices with my team to understand therapists' needs, pain points, and perception of AI in the mental health space. Therapist specialties included PTSD, child and adolescent therapy, substance use, anxiety, depression, and family therapy and practiced in diverse settings like private practice, outpatient clinics, universities, and large mental health organizations.

Design Research Process

Understanding therapists' needs with AI

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Design Research Process

Understanding therapists' needs with AI

I interviewed 5 therapists of different practices with my team to understand therapists' needs, pain points, and perception of AI in the mental health space. Therapist specialties included PTSD, child and adolescent therapy, substance use, anxiety, depression, and family therapy and practiced in diverse settings like private practice, outpatient clinics, universities, and large mental health organizations.

Design Research Process

Understanding therapists' needs with AI

I interviewed 5 therapists of different practices with my team to understand therapists' needs, pain points, and perception of AI in the mental health space. Therapist specialties included PTSD, child and adolescent therapy, substance use, anxiety, depression, and family therapy and practiced in diverse settings like private practice, outpatient clinics, universities, and large mental health organizations.

affinity mapping user interviews

Analyzing HIPAA's data protection & discovering gaps

Our team discovered that HIPAA covers information such as diagnoses and treatment records but doesn’t extend to all data collected by wellness or mental health apps.

Analyzing HIPAA's data protection & discovering gaps

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Analyzing HIPAA's data protection & discovering gaps

Our team discovered that HIPAA covers information such as diagnoses and treatment records but doesn’t extend to all data collected by wellness or mental health apps.

Analyzing HIPAA's data protection & discovering gaps

Our team discovered that HIPAA covers information such as diagnoses and treatment records but doesn’t extend to all data collected by wellness or mental health apps.

Why is this important? What does this mean?

This means that HIPAA doesn’t align with the values our users care about most — transparency, autonomy, and full control over their personal data.

Finding these gaps influenced our team to develop a privacy policy framework that prioritized these values.

Validating design and impact through usability testing

I worked with my team to conduct usability tests with the same 5 therapists to assess the clarity, accuracy, and trustworthiness of our LLM note-taking tool, focusing on data use, privacy, and security. Therapists completed structured tasks, providing Likert scale ratings (out of 5) and open ended feedback.

Validating design and impact through usability testing

Designed interactive visuals to simplify complex terms, creating an immersive learning experience to enhance understanding and retention.

Validating design and impact through usability testing

I worked with my team to conduct usability tests with the same 5 therapists to assess the clarity, accuracy, and trustworthiness of our LLM note-taking tool, focusing on data use, privacy, and security. Therapists completed structured tasks, providing Likert scale ratings (out of 5) and open ended feedback.

Validating design and impact through usability testing

I worked with my team to conduct usability tests with the same 5 therapists to assess the clarity, accuracy, and trustworthiness of our LLM note-taking tool, focusing on data use, privacy, and security. Therapists completed structured tasks, providing Likert scale ratings (out of 5) and open ended feedback.

4.9
Intuitive Design

"The app’s layout made it easy to upload and generate a note."

4.0
Trust in AI

"I trust the AI-generated content for clinical use."

4.0
Trust in Data Security

"I feel confident that my patient data is protected while using this app."

5.0
User Control

"The app gives me enough control over the documentation process."

4.6
Digestible Content

"The FAQ content is digestible and easy to navigate."

4.8
App Usefulness

"The AI-generated note is useful for professional documentation."

Takeaways

What I learned

  • I learned how to hand off designs effectively by tailoring deliverables to each engineer’s needs. For example, I annotated detailed UX specs or designed interactive prototypes, ensuring smooth collaboration and accurate implementation.

  • I learned how to rapidly build a brand identity, design system, and core product features from 0 to 1 in just two weeks! (I designed the first iteration of UI and UX within 2 weeks)

Takeaways

What I learned

  • I learned how to hand off designs effectively by tailoring deliverables to each engineer’s needs. For example, I annotated detailed UX specs or designed interactive prototypes, ensuring smooth collaboration and accurate implementation.

  • I learned how to rapidly build a brand identity, design system, and core product features from 0 to 1 in just two weeks! (I designed the first iteration of UI and UX within 2 weeks)

Takeaways

What I learned

  • I learned how to hand off designs effectively by tailoring deliverables to each engineer’s needs. For example, I annotated detailed UX specs or designed interactive prototypes, ensuring smooth collaboration and accurate implementation.

  • I learned how to rapidly build a brand identity, design system, and core product features from 0 to 1 in just two weeks! (I designed the first iteration of UI and UX within 2 weeks)

Takeaways

What I learned

  • I learned how to hand off designs effectively by tailoring deliverables to each engineer’s needs. For example, I annotated detailed UX specs or designed interactive prototypes, ensuring smooth collaboration and accurate implementation.

  • I learned how to rapidly build a brand identity, design system, and core product features from 0 to 1 in just two weeks! (I designed the first iteration of UI and UX within 2 weeks)

What I would do differently

  • Conduct usability testing on customizing templates and key words.

  • I would have created a formal research study with IRB approval, conducted structured surveys, and recruited both therapists and patients to evaluate session flow and consent around AI-generated notes.

What I would do differently

  • Conduct usability testing on customizing templates and key words.

  • I would have created a formal research study with IRB approval, conducted structured surveys, and recruited both therapists and patients to evaluate session flow and consent around AI-generated notes.

What I would do differently

  • Conduct usability testing on customizing templates and key words.

  • I would have created a formal research study with IRB approval, conducted structured surveys, and recruited both therapists and patients to evaluate session flow and consent around AI-generated notes.

What I would do differently

  • Conduct usability testing on customizing templates and key words.

  • I would have created a formal research study with IRB approval, conducted structured surveys, and recruited both therapists and patients to evaluate session flow and consent around AI-generated notes.

Future scalable ideas

  • In the future, I would like to explore EHR integration, key word customization, product features around folder organization, and onboarding users.

Future scalable ideas

  • In the future, I would like to explore EHR integration, key word customization, product features around folder organization, and onboarding users.

Future scalable ideas

  • In the future, I would like to explore EHR integration, key word customization, product features around folder organization, and onboarding users.

Future scalable ideas

  • In the future, I would like to explore EHR integration, key word customization, product features around folder organization, and onboarding users.

Let's craft an experience together!

Made with ♡ by Sharon

fueled by cake, cookies, & any sweet treat >_<

Let's craft an experience together!

Made with ♡ by Sharon

fueled by cake, cookies, & any sweet treat >_<

Let's craft an experience together!

Made with ♡ by Sharon

fueled by cake, cookies, & any sweet treat >_<