Mockup showing a dashboard of patient information on a desktop computer
Mockup showing a dashboard of patient information on a desktop computer

Simplifying Healthtech Patient Management

Created and refined scalable information architecture and design system patterns to improve sales and prevent churn of up to 1.6k users

Role

Lead Product Designer

Timeline

4 months (2021)

Team

1 designer, 1 PM, 3 developers

the challenge

Internal teams at the client were primarily focused on maintenance of the product and had limited capacity for innovative initiatives.

  • My team was brought in to inject some development speed and help drive the 2021 goal of modularizing the product platform

Impact

Modular product structure was developed that prevented the churn of nearly 1,600 users brought on in an acquisition.

design process

Research

Understand the existing flow and where dependencies block modular product structure.

Iterate

Explore new information architecture and user journey flows.

Validate (x2)

Test new proposed structure with users.

When unsuccessful, repeat iteration and testing.

Deliver

After successful validation, finalize designs and hand off to developers.

User journey flowchart
User journey flowchart

User Journey Exploration

I began by mapping out the existing user journey to understand the most common interactions points and where any dependencies existed.

Only once we knew our limitations were we able to begin iterating and proposing new solutions.

information architecture iteration

My team explored a variety of potential solutions that would allow for the platform to offer modular products.

Once we had exhausted our options and identified the top choices, we brought them to our client's team and discussed pros and cons until we selected a favorite to move forward with.

Low fidelity navigation iterations
Low fidelity navigation iterations

User Validation

We took the team's chosen solution and moved designs into a higher fidelity.

Once that was done, we brought our proposed solution to users. Our initial solution of accordion menus failed — users did not want any high level information to be hidden behind a click.

We went back to the drawing board and came up with an improved card structure that maintained information visibility. This version succeeded with users and was moved forward into development.

" This is so much easier to use than the old one — I have everything I need right here for talking to a patient before they go speak to the doctor "

" This is so much easier to use than the old one — I have everything I need right here for talking to a patient before they go speak to the doctor "

" This is so much easier to use than the old one — I have everything I need right here for talking to a patient before they go speak to the doctor "

BEFORE
AFTER

solution

A new scalable system for information architecture and design patterns was delivered to the client.

The new structure would allow their product to be offered in multiple formats, which would increase their market share and prevent the potential churn of 1,600 users acquired in a competitor purchase.
Mid fidelity iteration of patient dashboard with accordion menus
Mid fidelity iteration of patient dashboard with accordion menus

© Charlotte Cunningham 2025

© Charlotte Cunningham 2025

© Charlotte Cunningham 2025