care is connected

Doctor Notes

secure visit sharing for your care network

Doctor Notes turns doctor visits into AI summaries, but there was no way to share them. I co-designed a secure, in-app sharing circle from scratch.

Faatimah’s signature

Individual Contribution

I co-designed the sharing circle from scratch with Kerime Siller: 59 high-fidelity screens across 4 rounds of stakeholder feedback, handed off to engineers and shipped in Doctor Notes 2.0.

Project Tools

Figma, FigJam, Slack, Zoom, Procreate, TestFlight

Project Duration

Summer 25 · 3 months

01.

Overview

I worked with Khaleed Alston Khaleed Alston • Founder & CEO

Khaleed is the founder and CEO of Doctor Notes. While testing the first version of the app (then called NuriQ), he and his team wanted to add a way to share visit summaries with family and caregivers, but couldn’t figure out how to make it work. What we came up with became the sharing circle.

the sharing circle

  • Gives users full control over who sees their health data.
  • Keeps patients and caregivers on the same page after every visit.
  • Brings new people into the app every time someone shares.
Doctor Notes on two phones: the welcome screen, with the tagline Your Personal Health Companion
02.

Stakeholders

Our first problem: the three main stakeholders had very different ideas of how sharing should work.

As one of two UX/UI designers, my job was to bring the stakeholders’ ideas together into one design.

Khaleed Alston • Founder & CEO

Khaleed Alston founder & CEO

  • Wanted a bottom nav bar with separate buttons: my appointments, other people’s appointments, record, and about.
  • Wanted sharing to feel effortless. Instead of PDFs or screenshots, people should see the full transcription, recommendations, and medications.
  • Wanted sharing to encourage people to get the app.
  • His main focus: the app had to be easy for older people and anyone who struggles with technology.
Julie Atwood • Stakeholder

Julie Atwood stakeholder

  • Didn’t like Khaleed’s idea of an extra button on the nav bar: if you never share appointments, you’d have an empty spot at the bottom.
  • Wanted everything on one page: all appointments together in dropdown menus, each labeled at the top with whose appointment it is.
  • Was also worried about what happens when you stop sharing, and how you’d know someone shared with you.
Brett Atwood • Stakeholder

Brett Atwood stakeholder

  • Didn’t like Julie’s idea of everything on one page. It would feel cluttered, and too many dropdowns could get overwhelming and confusing.
  • Asked, what if you’re just looking for your own appointment? One page would also need a filter. He was on the fence between that and a separate nav button.
  • Focused on deep links: how someone without the app gets it, and lands exactly where they need to go.

How we resolved it

Three buttons, not four

We kept the bottom nav to Visits, Record, and Profile, so the app stays simple for everyone, especially older users.

Kept Khaleed’s simplicity for older users, without Julie’s empty button.

Tabs instead of dropdowns

My Visits and Shared with me sit as tabs at the top of one page. Your own visits never get buried, and there’s no empty button if you never share.

Gave Julie her one page, without the clutter Brett worried about.

A screen for every sharing path

We designed flows for when the person you share with has the app, doesn’t have it, or needs to download it, plus stopping sharing and seeing what’s new.

Answered Brett’s deep links, Julie’s stop-sharing worry, and Khaleed’s push to get people on the app.

03.

Research + Hand-off

Sharing didn’t exist yet, so we built it from scratch, starting with how other health apps get it right.

I studied how existing apps handle secure health-data sharing, from Apple Health to other tracking apps, mapping what earned trust and where sharing got clunky.

Competitive analysis of Apple Health’s data-sharing flow, annotated with sticky notes
Competitive analysis of a health-tracking app’s friends and profile-sharing screens, annotated with sticky notes

I sketched two sharing paths on paper, one for a recipient who already has the app, and one for a recipient who doesn’t, so the flow was resolved before any pixels.

what the sketches settled

  • Switch between your visits and a shared visit on one page, without clutter.
  • If the recipient has the app, a shared visit opens directly to the sender’s visits page.
  • If they don’t, a text guides them to the App Store to download it.

I refined the flows into high-fidelity screens covering every sharing and un-sharing path, then handed them off to the app developers in enough detail to build the feature and test it in TestFlight.

04.

Final Screens

The sharing circle shipped in Doctor Notes 2.0, the app’s next big public update.

Click any board to see it larger

05.

Results

The sharing circle is live on the App Store in Doctor Notes 2.0.

All three stakeholders approved the final design, and it shipped as-is, with no revisions after the build.

59

High-Fidelity Screens

designed and handed off to the developers, covering every sharing and un-sharing path.

9

Sharing Scenarios

addressed, from sharing with someone who already has the app to someone who needs to download it.

3

Stakeholders

with very different ideas, brought together into one simple design.

Khaleed, the founder, introducing Doctor Notes (then called NuriQ) and the sharing circle.

The finished Doctor Notes onboarding: welcome, record your visit, your health your notes, and share what matters
next project Ozempic Supply Chain Take a look at this project where I researched the Ozempic supply chain and how UX can improve it.