LOA Event Tracking Automation.
Product Designer | 4 months | Cross-functional collaboration
overview
Leave of Absence (LOA) prescriptions play a critical role in supporting patients’ recovery and employers’ visibility into workforce health. But before this project, Dialogue had no reliable way to track LOAs consistently across Canada, leading to inaccurate client reporting and inconsistent patient follow-up. I led UX strategy and design to standardize documentation, automate event logging, and improve continuity of care.
problem
Practitioners prescribed 80–100+ LOAs per week, but the workflow relied heavily on manual, inconsistent documentation:
LOA details were typed into free-text PDF attachments
“Next Steps” reminders were often missed or skipped
CTMs had to interpret every consult note to know an LOA existed
Follow-ups only happened if someone remembered to schedule them
This created client reporting gaps, operational confusion, and real patient care risk. If LOAs weren’t recognized in time, patients weren’t always contacted when their leave ended — turning care into a reactive instead of proactive system.
The core issue: CTMs were acting as interpreters of clinical intent instead of supporting care directly.
solution
“There’s no reliable way to know what to act on — every practitioner does this differently.”
To eliminate ambiguity, I redesigned how practitioners document medical attestations by embedding a structured inline form directly into the consultation note. This mirrored an existing prescription interaction pattern — reducing learning curve and ensuring consistency.
When a practitioner indicated an LOA, the system automatically:
Logged an LOA event in the patient record
Posted structured details to the care team
Generated the required PDF document
Sent it directly to the patient
Flagged a follow-up task for CTMs only when needed
This approach removed 90% of the workflow burden from CTMs and ensured clinical events were recorded exactly when they happened — at the source.
100%
prescribed LOAs tracked
impact
Clients could now confidently assess the ROI of their partnership with Dialogue, while care teams spent less time deciphering workflows and more time supporting people.
Data completeness drastically improved
Reliable client visibility restored
future opportunities & conclusion
Expand structured event tracking for additional clinical workflows
Automate follow-up scheduling entirely
Deeper reporting insights for employers and care teams
Display past and present LOAs within a patient’s profile
This project transformed LOA tracking from a fragmented manual process into a scalable, automated source of truth. By embedding structure and eliminating interpretation, the care team now operates proactively — with better data integrity, stronger patient support, and renewed trust from enterprise clients.