Capturing Investigator Effort from Clinical Notes with AI

Exploring AI interaction patterns to better capture the effort behind public health investigations from clinical and investigative notes.

OVERVIEW

Investigator effort can vary dramatically across each public health case.

Investigator effort can vary dramatically across each public health case.

An eco-system of disconnected forms

A routine follow-up call may take minutes, while another investigation requires repeated outreach, home visits, and connecting a patient with housing or other services. Yet today, public health teams often rely on a disease priority score to estimate investigator effort.

Tools used: Expert Interviews

Investigators document every action taken in a case as notes

Effort per case is scored by disease rather than the notes

Knowing actual effort is vital to manage and plan staffing

What if AI could infer investigator effort from the work already documented?

What if AI could infer investigator effort from the work already documented?

EXPLORATION HIGHLIGHTS

AI-generated effort breakdown

Paste a de-identified SOAP note and receive an overall effort score with a category-by-category explanation of how the score was calculated.

Verify every inference

Every point can be traced back to the exact sentence or passage used by the model, making the reasoning easy to audit instead of treating the output as a black box.

Review inference confidence score

Each assessment includes a confidence indicator, while investigators can dispute, edit, or override individual findings when additional context is needed.

APPROACH

Building for trust in a trust scare context

As many public health investigators are still building confidence with digital tools, this project explores how to make information easier to scan and AI scores easier to verify and trust. Every design decision is grounded in the principle of visibility of system status, asking: What information can we show to help users understand, verify, and ultimately trust the score?

APPROACH

Building for trust in a trust scare context

As many public health investigators are still building confidence with digital tools, this project explores how to make information easier to scan and AI scores easier to verify and trust. Every design decision is grounded in the principle of visibility of system status, asking: What information can we show to help users understand, verify, and ultimately trust the score?

Interested in the details?

This is an ongoing AI design exploration and actively evolving to explore transparent AI experiences for public health. The scoring rubric is representative and continues to evolve alongside backend development. If you'd like to discuss the interaction patterns, implementation approach, or design process, I'd love to chat.

DESIGNED WITH LOVE © 2026