Sycle Platform

The work documented here spans a range of features across the Sycle platform, from foundational scheduling improvements and patient care history tools through to platform configuration, reporting, and a self-serve onboarding flow. Each document captures a different stage of the design process, with some features represented at lo-fi wireframe stage and others at full hi-fi production quality.

Two features from this period, Launchpad and Plans, each have their own dedicated case studies on this site.

The scheduling feature was Sycle's most-used surface, and one of the most feedback-heavy. The enhancement work focused on what power users actually needed to move faster: status changes via dropdown directly on the appointment block without opening a detail modal, inline notices for things like test results, room assignments, and outstanding balance on a bill or equipment, and cleaner visual hierarchy across a dense multi-practitioner calendar view.

The care journey feature gave clinics a chronological record of every patient visit across their entire relationship with the practice. Structured as a timeline with expand/collapse cards per appointment type, it let a clinician or practitioner quickly scan a patient's full history, including cleanings, fittings, new device appointments, and follow-ups, and drill into the detail of any individual visit. Because the data lived in the cloud, it remained accessible and consistent regardless of which clinic location the patient visited.

Self serve was designed for independent clinics and smaller practices that did not need the white-glove onboarding model Sycle used for enterprise clients. The flow took a new user from initial registration through payment details and basic clinic setup, letting them get a Sycle instance running without scheduling a call or waiting for a guided walkthrough. The lo-fi documentation below maps out the sign-up flow and the key decision points from account creation through to the point where the clinic is configured and ready to use.

A dark theme variant for the Sycle interface, designed for clinical environments where reduced screen brightness matters and for practitioners who spend extended sessions inside the platform. The hi-fi documentation covers the full color system translation across core UI surfaces, components, and data-heavy views including the schedule and patient records.

The reporting feature gave clinic owners and administrators visibility into practice performance across patient activity, appointment volume, revenue, and other operational metrics. The hi-fi designs focus on the dashboard and individual report views, with an emphasis on surfacing the right data at the right level of detail for non-technical users running a small-to-mid-size audiology or hearing care practice.

Roles and functions covered the permission and access model for clinic staff. Different roles within a practice, front desk, audiologist, billing admin, clinic owner, needed different levels of access across patient records, scheduling, financial data, and platform settings. The lo-fi documentation maps out the permission structure and the configuration flow for assigning and managing roles across a clinic's team.

Groups and locations addressed the needs of multi-site practices and clinic networks. A regional group operating across several locations needed the ability to manage shared resources, staff rosters, and patient records at both the group level and the individual clinic level without duplicating administrative work. The lo-fi designs document the structural model and key management flows for setting up and operating a multi-location group within Sycle.

Tax configuration within Sycle covered the setup and application of tax rules across billing, equipment sales, and services, with variations driven by jurisdiction and clinic type. The hi-fi designs cover the configuration interface for tax rate management and how applied taxes surface across invoices and financial records within the platform.

Two features from this period have their own dedicated case studies. Launchpad explored a reimagined onboarding and task management experience for new clinic administrators, and Plans and Quotas introduced a structured goal-setting and performance tracking layer for clinic owners managing staff targets.