The platform served as a management system to facilitate PeteHealth’s day-to-day operations, including tasks like creating and managing therapists’ profiles, assigning patients, and planning visits. However, over time, the system interface became outdated, prompting them to seek assistance from the OTAKOYI team.

After conducting an in-depth analysis of the platform and client interviews, we identified several opportunities for improvement.

Firstly, existing functionality needed proper redesign and debugging. Secondly, we recognized the need for new features such as planning therapist routes and tracking team efficiency. Thirdly, the public section of their website lacked a CMS, making it impossible to add any info to the website without a developer's assistance. With this plan in place, the client would receive an up-to-date, fast, and comprehensive software solution.

• Existing web portal
• Outdated design
• Spaghetti code
• Request for new features

At OTAKOYI we pay enormous attention to the discovery phase in the development process. During this stage, we evaluate the technical and business aspects of the project to identify the most efficient approach in terms of cost and value.

For the PeteHealth project, our primary objective was to create a new, user-friendly, and stylish design. Subsequently, we planned to establish an automated continuous deployment process to implement changes incrementally, thus mitigating the risks associated with a large-scale system update. Additionally, we prioritized enhancing the code structure to ensure easier maintenance and simplify future modifications.

Management solutions require functionality and convenience more than good looks. Therefore we conducted a full scale research and created a few design options for each section and chose the best through a/b tests. Our communication with the client at this point was closer than ever, and at some point their team said: “Great! It looks and works exactly how we want it to”.

Each therapist in the PeteHealth team has a dedicated page within the system, showcasing essential information such as their name, bio, and basic settings. Additionally, they utilize a portal to oversee their patients' profiles, cases, and visits efficiently. Their management team also utilizes this portal to oversee therapist operations. We've not only refreshed its design to align with updated branding but also addressed existing bugs and migrated the portal to the same server as the rest of the platform.

Moreover, we incorporated the capability to assign specific roles and access levels to different team members (including board members, operations personnel, therapist managers, and therapists themselves). This comprehensive update ensures that every stakeholder has the necessary tools and access to effectively carry out their responsibilities. 

Considering that PeteHealth provides service at a patient's home or office, the team had requested a map showing patients’ locations. This feature allows physiotherapists to plan their journey for the day and work within their service area. This feature incredibly simplified day-to-day activities, so the efficiency of the work increased 1.5 times.

Moreover, the map has a heat mode, so PeteHealth management can assess their service coverage and distribution making plans for future growth.

As mentioned previously, the public section of the PeteHealth website was non-editable. To address this issue, we developed a custom CMS, empowering the PeteHealth team to manage their blog efficiently. They can now effortlessly add new blog posts, select featured and suggested content, and maintain a dynamic online presence.

Additionally, we enhanced and integrated the CMS with the Contact Us page for seamless accessibility and communication. We also updated and integrated the Contact Us page with the CMS, enabling the team to easily add new business locations as needed.

PeteHealth initially had a reporting feature, but it required enhancement, so we got down to work. We added new fields to the existing dashboard tables and a new table showcasing the number of patients per therapist. We also implemented a pop-up for selecting dynamic columns on the dashboard page. This enables their team to flexibly build reports for various purposes. Additionally, to expedite report generation, our development team optimized the number of requests processed on this page.

Furthermore, our developers integrated a file upload/download capability into the system, specifically for the finance team to manage payment details. This addition significantly streamlined their operational processes.

To reactivate patients who haven’t been using their services for a while, the PeteHealth team manually analyzed their client lists to identify such cases. However, any manual, time-consuming task can be streamlined with the right software. Accordingly, we developed a new section on the platform that allows users to create lists of these clients based on filters, download the lists, and share them with other team members.

This enhancement enables the team to proactively engage with clients who may need assistance in selecting another therapist or simply inquire about their satisfaction with the service.

We successfully transitioned the project to a fully automated Continuous Integration and Continuous Deployment (CI/CD) process, streamlining development workflows and enhancing deployment efficiency. By automating tasks such as code integration, testing, and deployment, we significantly reduced manual intervention and minimized the risk of errors during the software delivery pipeline.

Furthermore, we conducted a comprehensive upgrade of the application infrastructure's security measures. This involved implementing the latest security protocols, patching vulnerabilities, and fortifying defenses against potential threats.

A CI/CD pipeline automates your software delivery process. The pipeline builds code, runs tests, and safely deploys a new version of the application. Automated pipelines remove manual errors, provide standardized feedback loops to developers, and enable fast product iterations.