Designing a clear, evidence-driven workflow during a national model change

Aged Care Funding Reform in Clinical Manager

[insert hero image: strongest AN-ACC assessment screen]

Context

The Australian Government introduced the Australian National Aged Care Classification (AN-ACC) to replace the Aged Care Funding Instrument (ACFI) after the Royal Commission into Aged Care Quality and Safety. The change introduced new assessment categories, new scoring logic, and stronger expectations for defensible clinical evidence.

Telstra Health’s Clinical Manager is a long-standing enterprise system used across residential aged care facilities. Its ACFI funding workflow was more than a decade old and closely tied to legacy UI patterns. The product needed to support the national shift to AN-ACC without disrupting daily work for clerical and care staff.

Problem

Users needed a clear way to complete the new assessment, understand outcomes, and attach evidence in context. The existing funding workflow was fragmented and aligned to ACFI, not AN-ACC.

Common pain points:

  • Confusing navigation between screens

  • Difficulty locating and attaching evidence

  • Inconsistent terminology

  • Anxiety about incorrect classifications and funding outcomes

  • Outdated layout that increased cognitive load

The workflow needed to provide structure, predictability, and confidence.

Design judgement

Before recommending a redesign, I explored whether the existing ACFI workflow could be adapted for AN-ACC. Reuse would have been faster to deliver, easier for development, and less disruptive for staff.

After analysing both models and walking through the current ACFI workflow, I found that:

  • AN-ACC domains do not map cleanly to ACFI

  • Scoring logic is different

  • Evidence expectations are more structured

  • Retrofitting would increase complexity rather than reduce it

Based on this analysis, a targeted redesign became the clearer, safer option.

[insert image: ACFI quick calculator next to an AN-ACC reference]

Objectives

  • Provide a clear, linear assessment flow

  • Make evidence capture simple and contextual

  • Reduce cognitive load and navigation confusion

  • Build user confidence during a national funding transition

  • Minimise disruption inside a legacy system

  • Create a scalable structure for future improvements

Constraints

  • Ten-plus-year-old UI architecture

  • Limited appetite for large structural changes

  • Government-driven deadlines

  • Complex scoring rules interpreted through business analysts

  • No existing evidence-linking mechanism

These realities shaped the design strategy and delivery approach.

Research and insights

I interviewed clerical staff from five residential aged care facilities and analysed the AN-ACC assessment documentation and tool.

Affinity mapping of interviews

Key insights

  • Users preferred a guided, step-by-step flow

  • Evidence needed to sit visually close to the related question

  • Terminology needed to match everyday staff language

  • Navigation jumps caused hesitation and errors

  • The existing information architecture contributed heavily to inefficiency

These insights directly informed the structure and interaction model.

Ideation and strategy

Given the constraints, I focused on high-impact, feasible improvements rather than a full rebuild.

Strategic choices:

  • Align the new funding workflow to AN-ACC categories

  • Introduce evidence-linking within the assessment

  • Adopt a consistent single-column layout for clarity

  • Update terminology to match real clerical language

  • Test iteratively to refine hierarchy, labels, and interactions

  • Ensure alignment with product owners and BAs for scoring accuracy

The strategy balanced usability, delivery risk, and legacy limitations.

Key design decisions

Structured assessment flow

A guided sequence provided clarity and helped users predict next steps.

[insert image: mid-fidelity assessment flow]

Evidence linked within the workflow

Users could attach documents, notes, and observations directly to the relevant question, reducing errors and supporting audits.

[insert image: evidence tagging workflow]

Consistent layout and hierarchy

A simplified layout reduced scanning effort and improved task completion speed.

Terminology aligned to staff language

Updating labels and prompts increased confidence and reduced hesitation.

Embedded progress notes

Inline notes allowed staff to add contextual information without breaking the flow.

[insert image: progress note component]

Prototype and validation

I conducted iterative usability testing with clerical staff across multiple facilities.

Key findings:

  • Users strongly preferred the guided flow

  • Evidence needed to remain visible during decision making

  • Some labels caused hesitation and needed refinement

  • Small hierarchy adjustments had large impact on clarity

Iterations included:

  • Simplifying section titles and instructions

  • Updating evidence interactions

  • Improving hierarchy on dense screens

  • Clarifying transitions between sections

[insert image: updated prototype screen]

Impact

The redesign improved clarity, accuracy, and confidence during a major funding transition.

Outcomes:

  • Predictable step-by-step sequence

  • Better organisation and visibility of supporting evidence

  • Reduced cognitive load through consistent layout

  • Faster, more intuitive interactions

  • A more trustworthy workflow during audits and reviews

  • A scalable pattern that supported future enhancements

My role

I was the Senior UX Designer responsible for the full end-to-end process.

Responsibilities included:

  • Planning and conducting interviews with BAs

  • Analysing the AN-ACC model with BAs

  • Synthesising insights into opportunity areas

  • Designing flows, wireframes, and prototypes

  • Running usability testing and driving iteration

  • Collaborating with product, clinical SMEs, and developers

  • Advocating for pragmatic UX uplift inside a legacy environment

Reflection

This project showed how senior UX work requires thoughtful decision making as much as design execution. Exploring reuse first demonstrated business awareness. Evidence then showed that a targeted redesign was necessary to deliver clarity and safety.

Grounding the work in user needs, regulatory context, and system constraints delivered a workflow that improved understanding, reduced anxiety, and strengthened the foundation of Clinical Manager for future improvements.

Project snapshot