Sutter Plan
A chatbot design for Sutter Health's doctor's appointment booking
Sutter Plan
Appointment-Scheduling Chatbot Design
Overview
Sutter Plan - a user-friendly chatbot
Scheduling a doctor’s appointment can be frustrating, especially when interacting with a voice bot that doesn’t understand you. Sutter Plan is a conversation-based chatbot designed to simplify appointment scheduling, reduce errors, and make the process inclusive for all patients, including non-native English speakers and those with speech impairments.
This project is a passion project, with the potential for adoption by Sutter Health or other healthcare providers.
My Role
I led the conversation design of Sutter Plan, shaping the entire chatbot flow from research insights to prototype.
Responsibilities:
Planning and conducting user surveys
Synthesizing research insights
Designing the conversation flow
Prototyping the chatbot in Voiceflow
CLIENT
Passion project
ROLE
Conversation Designer
DURATION
2 weeks
TOOL
Figma, Voiceflow
Research
Patients struggle with voice-based scheduling
I surveyed 37 participants to identify common pain points when booking appointments using voice technology.
Key findings:
Long and frustrating interactions often result in redirects to human representatives
Non-native English speakers struggle with pronunciation issues
Speech-impaired users frequently fail to complete the scheduling task
Overall, the voice interface causes redundancy, delays, and frustration
Insight: A voice-first approach alone excludes many patients; an alternative, inclusive method is needed.
Problem Statement
Patients fail to schedule appointments due to limitations of current voice interfaces
Existing Sutter Health VUI systems do not accommodate all patients. Users with different native languages or speech impairments often cannot follow the “happy path,” resulting in task failure and negative experiences.Proposed solution
Provide an inclusive, easy-to-use chatbot
To address patient frustration, I designed a simple chatbot that:
Offers an accessible alternative to voice-only scheduling
Accommodates diverse communication preferences
Provides clear options to reduce typing or pronunciation errors
Design Process
Designing the conversation flow
I began by mapping the user flow, incorporating research findings to create a minimum viable conversation.
Key design considerations:
Error handling: Clarifications for common misunderstandings and pre-selected options for non-native speakers
Task completion: Focused on making scheduling fast, stress-free, and reliable
The flow was prototyped in Voiceflow, allowing for live interaction testing.
FINAL DESIGN
“Your appointment has been scheduled.”
The Sutter Plan MVP allows users to book appointments efficiently and inclusively. The prototype demonstrates:
Alternative to voice scheduling
Pre-selected options for users with language or speech challenges
Reduced task failure and frustration
Summary
Outcome & Impact
Increased accessibility: Users with speech limitations or language barriers can schedule appointments stress-free
Faster scheduling: The chatbot complements voice-first interactions, saving time in scenarios where voice alone fails
Improved patient experience: Offers a user-centered, inclusive alternative, reducing friction and frustration
What I Learned
Accessibility requires considering multiple communication modes, not just the fastest technology
Error handling and guided options significantly improve usability for diverse users
Passion projects allow rapid iteration and testing of innovative solutions, even with limited resources