MedTech Concept · Ophthalmology · Safety-First IA

Aegis Clinician: A Cockpit for Identity, Evidence, and AI Accountability

An ophthalmology dashboard dropped patient identity on scroll. It showed results with no acknowledgement gate. It let AI notes auto-sign before anyone read them. Aegis is a one-week self-directed concept that designs those risks out at the IA level.

Self-directed concept · 1-week sprint · No live measurement. Outcomes below describe design intent, not measured production results.

Duration
1-week self-directed sprint · No live measurement
Role
Self-directed concept · Staff Product Designer · Systems & Narrative
Partners
Self-directed; informal review with retina specialist + RN lead
Aegis V2 safety cockpit composite: identity banner, paired Action and Data columns, structured allergies, results queue, and AI Scribe
The Aegis safety cockpit in one view: persistent identity, paired Action↔Data, structured allergies, a closed-loop results queue, and an accountable AI Scribe. A clinical system architected end to end in a one-week sprint.
Domain
MedTech · Ophthalmology · Clinical Safety & Compliance
Deliverables
Safety-first cockpit blueprint · Action↔Data IA patterns · Risk × UX specification
Scope
Risk research · IA · Workflow design · Hi-fi prototyping · Narrative
Timeline
V1 audit → V2 concept · 1-week self-directed sprint · No live measurement

Problem framing

From passive reports to a safety-critical cockpit

When I audited V1, the dashboard read like a printed report. AI notes and lab values shared one page, but the states were ambiguous. Contrast gaps slowed routine decisions. Cognitive load ran higher than the work called for. Identity scrolled off the screen, allergies were free text, and results defaulted to a passive “Verify.” Those gaps put retina and nursing teams at risk right when the patient's context matters.

I ran a hazard review against ISO 14971 and IEC 62366 and pulled two risks worth designing out at the IA level: wrong-patient exposure and cognitive overload. Patching either one with banners and warnings after the fact would leave the underlying structure intact. So V2 rebuilds the structure instead.

Audience

Serve clinicians, nurses, and compliance

V2 rests on five pieces I picked on purpose: a persistent identity banner, a two-column Action↔Data IA, structured allergies, a closed-loop results queue, and an accountable AI Scribe. Each one maps to a specific reader: it keeps clinicians in flow, gives nurses a clean task list, and leaves compliance an auditable trail.

  • Clinicians: I kept the patient banner, allergies, and key orders in view before any therapeutic step. Pairing Action↔Data is how I cut working-memory load. Evidence sits next to the action, not behind a tab.
  • Nurses & techs: structured results queues and explicit states (“New,” “Critical,” “Acknowledged”) give handoffs a shared mental model. I wrote the state vocabulary as operable verbs, not adjectives, so a row reads like a task rather than a status.
  • Compliance: closed-loop acknowledgements, HL7 FHIR-coded allergies, and AI review gates produce the audit trail Privacy and Safety Officers actually demand. I built the trail as a feature, not a side artifact.

Anchor signals

Anchor safety signals before any action

The images below trace the safety chain I designed end to end: identity locked in place, Action↔Data paired so evidence travels with action, and allergies coded against HL7 FHIR and SNOMED CT.

Sticky patient-identity banner with photo, DOB, MRN, and allergy badge
Sticky identity banner: photo, DOB, MRN, and allergy badge held in view before any order. A forcing function against wrong-patient errors.
Two-column cockpit with Work column (Overview/Scribe/Orders) on the left and Evidence column (Results/Problems/Allergies/Meds) on the right
Two-column Action↔Data IA: Work column on the left (Overview, Scribe, Orders), Evidence column on the right (Results, Problems, Allergies, Meds). Clinicians read the evidence and act without switching screens.
Structured allergy module separating drug/food triggers from environmental, with HL7 FHIR severity codes
Structured allergies: drug/food split from environmental; SNOMED CT + HL7 FHIR coding so clinical-decision-support actually works.

Closed-loop safety

Treat test results like a task queue

I treated test results as a task queue, not a list. Each abnormal value becomes a row with explicit states (New / Unack and Critical) and an audited acknowledgement gate. No abnormal value clears without a human sign-off, and every acknowledgement shows up in the record, which turns the gap between “saw it” and “owned it” into something the audit trail can tell apart.

Results queue with New, Critical, and Acknowledge controls; each row shows acknowledgement state and signing actor
Results queue: each abnormal value is a task with an explicit acknowledgement gate.

At-a-glance viz

Lead with high-contrast, readable trends

I led with the value, not the chart. High-contrast lines meet WCAG 1.4.11, the numeric value sits at the top of the hierarchy, and shaded reference bands let a clinician check a trend at a glance instead of holding ranges in working memory. A chart on a clinical screen is decision support, not decoration. If a clinician has to work to read it, it has failed.

Trend chart with high-contrast lines, value-led labels, and shaded reference bands
Accessible visualization: value-first typography, high-contrast lines, and shaded bands.

AI workbench

Enforce Draft → Review → Accept → Sign

I enforced Draft → Review → Accept → Sign as four explicit states, not labels on a single button. “Sign & Lock” stays disabled until every AI block has been accepted or edited, and CPOE stays in the same flow so teams never leave the cockpit to enter an order. It's the same Draft → Review → Accept gate I first worked through on Mika, the AI agent inside Kubit’s Logica analytics platform. The trust problem with AI output looks the same across domains: users need a way to check the work before they own it, and the gate is what gives them that.

AI Scribe workbench with block-level Accept / Edit / Regenerate / Sign & Lock controls
AI Scribe workbench: block-level controls, with every AI assist logged for auditability.

V1 audit → V2 concept

Audit, reframe, prototype, validate

One sprint to audit V1, architect the cockpit, and validate against WCAG 2.1 AA, HL7 FHIR, and workflow edge cases. The four-step rhythm:

  • Discovery: contextual inquiry surfaced wrong-patient risk, alert fatigue, and missed-results hazards.
  • Information architecture: paired Action↔Data to match how clinicians think, remapped nav to “Work vs Evidence,” and rewrote status labels into operable verbs.
  • Prototype: a hi-fi cockpit pulled sticky identity, structured allergies, and task-style results into one viewport for fast validation.
  • Evaluation: formative checks on WCAG 2.1 AA contrast, HL7 FHIR compatibility, and AI audit requirements before I packaged the narrative.
V1 dashboard with free-text allergies, scrolling identity card, and ambiguous Verify status
V1 baseline: identity scrolls away, allergies stay free text, statuses read ambiguous.
V2 cockpit with persistent identity banner, two-column layout, and operable status verbs
V2: identity locked, Action↔Data paired, every state operable.

Design intent

What this concept is engineered to do (not what it has measured)

  • Designed to expose near-misses. The persistent identity banner puts patient identity in view before any therapeutic step. Designed to reduce wrong-patient starts; not measured in production.
  • Designed for 100% acknowledgement closure. Every result is an explicit task. None of them dismiss without acknowledgement and signature. Designed to enforce 100% acknowledgement; not measured in production.
  • Estimated 52% reduction in working-memory load. Action↔Data pairing is built to lower working-memory load. The 52% figure is a heuristic estimate from a cognitive-load checklist applied to V1 vs V2 wireframes, not a clinical study.
  • WCAG 2.1 AA compliant in design. Icon+text redundancy, high-contrast charts, and structured allergies meet AA in the wireframes. You can see it in the wireframes; production validation would take a clinical pilot.

Reflection

What this would need to graduate from concept to production

The honest answer: a clinical pilot. The cognitive-load claim needs a paired study (V1 vs V2 task-completion under time pressure), not a checklist. The AI Scribe accountability claim needs an audit-trail review across a real chart corpus. The closed-loop results queue needs longitudinal data on missed acknowledgements before and after the cockpit ships.

The IEC 62366 usability engineering work would need to be formalized: task analysis, hazard register, and summative evaluation with retina specialists and nursing leads. None of that fits the scope of a one-week concept. What the concept does deliver is the IA pattern set, plus the discipline of stating the methodology gap above the fold rather than inflating concept claims into measurement language.

What I carry forward

Treat human-in-the-loop as a contract with your users, not a design pattern. Every AI feature he designs now starts with one question: what does a person need to see before they can responsibly act on it?