Field Guide — Case Study
Field Guide tablet interface showing voice-enabled survey on tablet device
NIH-Funded Research Health Equity Systems Design Redesigned with agentic AI

Field Guide

Designed the digital field data collection system for a 700-household NIH-funded cohort study, turning fragile paper infrastructure into the operational backbone for a landmark study in dental disease genetics.

100%
Participation increase
82%
Faster completion
0%
Data loss
Context
01 · Background

High-impact science.
Fragile infrastructure.

The study was designed to be landmark science: a multi-site research effort tracking families across years in rural Appalachia, built on longitudinal precision and patterns that only emerge over time. But the operational infrastructure underneath it was built for a different era.

At each clinic visit, participants completed multi-page paper surveys by hand. Completed bubble sheets were physically transported to a central location, then manually entered into the research database — introducing transcription errors at every transfer point. There was no centralized system at the point of care. Researchers had no visibility into the data during sessions. By the time errors surfaced, the participant had already left.

Data from each session took weeks to become available for analysis. For a study that depended on longitudinal precision, that lag wasn't just inconvenient: it was a structural threat to the research itself.

Role
Lead Experience Designer
Platform
Voice-enabled tablet
Offline-capable · Bluetooth sync to central research database
Domain
Oral health disparities
Intergenerational stress · Genetic research · Health equity
Timeline
Longitudinal cohort
700 households · Multi-site · Multi-year
NIH — National Institutes of Health
University of Pittsburgh West Virginia University
Problem
02 · Discovery

The team said literacy.
The data said overload.

Paper surveys and manual workflows were creating random answer patterns beginning at the 34% completion mark, hours-long sessions, and families leaving before receiving the care they were promised. The research team assumed the issue was reading ability. That wasn't the full picture.

Service Blueprint · V1 system
Field Guide Service Blueprint
Service blueprint · Clinical visit · Participant journey, pain points, and solution opportunities across six phases
What they assumed
A literacy problem
Participants couldn't understand the questions
Rural populations were disengaged from research
Data degradation was random and unavoidable
Scheduling delays were an operational fact
What was actually happening
A systems problem
PhD-level survey questions created confusion and cognitive overload
The 34% mark revealed a fatigue signature: uniform answer patterns that signaled resignation
20+ minute manual intake compressed clinic time. Emergencies meant many families didn't receive the clinical care they were promised.
Appalachian communities had warranted skepticism toward outside researchers. Trust had to be earned operationally.
Solution
03 · Design

A trusted guide,
not a digital form.

We designed a voice-enabled, tablet-based Field Guide that transformed dense research protocol into a structured, human-centered workflow. The core design principle: every system decision must either build trust or keep a promise. If it did neither, we cut it.

1
Preloaded Family Profiles
Call-center staff captured household structure during scheduling, eliminating the 20+ minute intake bottleneck at the point of care.
Reduced protocol friction before participants even arrived
2
3rd-Grade Reading Level Rewrite
Every question rewritten for clarity while preserving NIH scientific integrity. Eliminated cognitive overload without changing what was being measured.
Halted the 34% random-answer degradation pattern entirely
3
Voice + Headphones
Speech-enabled interface allowed participants to listen instead of read. Private audio playback maintained HIPAA compliance in shared clinic environments.
Increased accessibility across low-fluency populations
4
Offline-Resilient Data Capture
Tablet-based system supported structured data collection in low-connectivity rural environments with Bluetooth syncing to clinic systems.
Preserved data integrity across all rural sites
5
Smart Workflow Transitions
System-guided participant movement between survey and exam spaces, plus an overflow dentist for unplanned procedures, ensured families received the care they were promised.
Reduced trust breakdown tied to scheduling delays
Architecture
04 · System Design

From deterministic capture
to agentic orchestration.

The original system replaced paper with a structured tablet workflow. A reimagined v2 explores how longitudinal research infrastructure evolves when agents can detect fatigue, adapt phrasing, reconcile contradictions, and coordinate multi-actor flow in real time.

V1 · Deterministic System
Your V1 flow diagram
V1 — Structured tablet workflow: preloaded profiles, voice capture, offline sync
V2 · Agentic Evolution
Your V2 flow diagram
V2 — Agentic evolution: multi-agent orchestration with fatigue detection, contradiction flagging, HITL review, and longitudinal memory
The System in Action
05 · Live Demo

The system,
running.

The V2 system doesn't just capture data. It reasons about what it's seeing in real time — detecting fatigue, adapting its approach, and surfacing decisions for human review before anything is acted on.

Fatigue detection
Monitors response patterns in real time. Flags the 34% fatigue signature before it compounds into data loss.
Adaptive rephrasing
Rewrites questions across three reading tiers when cognitive load is detected. Same data. Lower friction.
Audit trail
Every agent decision is logged and visible to the human reviewer. Nothing acts without a traceable reason.
Reflection
06 · What I learned

Principles that guide
the design work.

01
Question the frame
The true problem is rarely the stated problem. The reframe is where the design work begins.
02
The brief is not the guide
Real system understanding comes from mapping every touchpoint — what happens before, during, and after the designed moment.