First, they have to create the information they need to navigate between hospitals, floors, rooms, and patients.



The biggest problem we had to solve initially was to present the parent-child relationship of healthcare groups / hospitals / floors / rooms – and why this was important to each of our users’ workflow.



A new hospital cannot be created or edited before it’s parent healthcare group is chosen. A floor cannot be chosen, added, or edited until the user chooses a hospital. The same goes for rooms to floors and patients to rooms. 



We wanted to solve this problem without resorting to error messages.

After exploring different paths to complete setup that were too long and not intuitive enough, like:

• A Wizard Nav explaining the parent-child relationships
• An Infographic demonstrating the navigation steps
• Adding quantity numbers to each parent in the left-rail
• Making items in the left-rail hover-able to show drop-down allowing the user to choose all relationships at once
• A right-panel modal that appears when user clicks on a child relationship too soon, prompting them to choose the proper parent relationships first.

We landed on a solution that consolidated four screens in a flow to one seamless, intuitive screen that makes the setup process quick and easy and was met with relief and delight during testing.