Clinically Ready

SaaS Product (B2B)

Clinically Ready is an onboarding app for counseling and therapy practices. It started with a client: a clinical psychology counseling center whose biggest pain point was onboarding. Leadership was coaching and preparing every new clinician by hand from a long manual, then answering the same questions again and again. My goal was to turn their weakest process into their greatest strength. A new clinician now signs in and follows one guided path: short video lessons, readings, quick checks, a quiz at the end of each section, and the agreements they sign before their first client. The owner builds that path once and sees where every person is. I designed it and built it with AI as my design and build partner. The screens here show the general product with a made-up practice, Cedar Grove Counseling. In the live demo, choose "Try it as the practice owner" to see the admin side.

Role:

Product Designer

Year:

2026

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Challenge

Onboarding at a counseling practice is a lot of reading with real stakes. A new clinician has to learn how to write notes, what to do in a crisis, which tools the practice uses and what stays private, then sign agreements before they see anyone. At the first practice, all of that lived in a 290-page manual and a staff handbook, and the owner checked understanding by hand. My first version was a portal on the practice's website, and it hit a wall fast. Every clinician needed their own login and saved progress. The owner needed proof they understood the material, not just that they clicked through it. And to work for other practices, each one needed its own private space. A website can't do any of that, so it had to become real software. Two limits shaped every screen: no client information ever goes in, because this is a training app and not a health record, and no practice can ever see another's data.

Objective

Make understanding the gate, not attendance. Each section ends in a quiz, and the next section stays locked until it's passed. The questions come from a pool, so every try draws a new set and retaking it means learning the material, not memorizing answers. The lock is enforced on the server, not just hidden in the interface, and the right answers only show after a pass. The owner sees every try on each person's page. Around that gate, each step leads with a short video and keeps the reading beside it, because a 4-minute video gets watched and a manual chapter gets skimmed. Agreements are signed on the step by typing your full name, and changing the text means everyone signs again. The first step editor was a separate builder panel listing every block, and it felt overwhelming, so I rebuilt it the same day: now the editor is the step page itself. You type on the page and press + between blocks.

Results

Live, with a public demo: each visitor gets a private copy of Cedar Grove Counseling, as a new clinician or as the owner, and it's deleted after 24 hours. The first practice's 290-page manual and handbook became 17 sections, 149 steps and 446 quiz questions in the app, now waiting on the practice's review. 190 automated tests pass, including the ones that keep each practice's data separate. The Figma file is rebuilt from the running app: 22 screens for desktop and phone, 4 clickable prototypes, 88 device mockups, a design system whose variables carry their CSS names, and a developer handoff page with redlines. A scripted contrast check of every text layer found three real failures in the product, a switch at 1.99:1 and two kinds of row dimmed with opacity, and I fixed them in the code. Not measured yet: whether it gets clinicians ready faster. The number I'll hold it to is days from first sign-in to the last agreement signed, against onboarding from the manual.