Patient & Physician Portal (en)

Feature: Inbound Referrals

Problem:
Clinics and physicians often receive patient referrals from external healthcare providers in different formats and with inconsistent documentation. Most of the incoming information arrived as unstructured PDF files, making it time-consuming for staff to review, extract key details, and manually enter patient data into the system.

This slowed down the intake process and increased the risk of missing important clinical information during the first visit.

Feature Goal:
The goal was to streamline how external referrals are received and processed inside the physician portal. The system needed to automatically extract essential patient and clinical data from attached documents and transform it into structured, easy-to-scan UI elements such as referral cards and summaries.

This would reduce manual effort for clinic staff and help physicians access critical patient information faster during the intake workflow.

My role:
I designed the card-based referral interface and worked on the logic for how key data should be recognized, prioritized, and displayed after being extracted from incoming PDF documents. My focus was to make the intake experience clear, structured, and efficient for physicians and administrative staff.

Inbound Referrals UI — a card-based workflow for reviewing incoming patient cases, with an expanded view displaying key information automatically extracted from external PDF referrals.

Marketing landing page highlighting the key capabilities of the Inbound Referrals feature for clinic partners.

Result:
As a result, the Inbound Referrals feature introduced a clear and scalable card-based interface for processing incoming patient cases. The referral cards were designed to be adaptive and flexible, supporting a wide range of document structures and clinical scenarios across different clinics.

The final solution fit seamlessly into the existing physician portal workflow and made key patient information easier to scan and review. The design was validated through A/B testing with doctors, confirming improved clarity and usability during the intake process.

Feature: Merge Patients

Problem:
Doctors and clinic staff frequently encountered duplicate patient records during appointment scheduling and visit creation. In many cases, it was unclear which profile should be used, creating confusion and increasing the risk of assigning a visit to the wrong patient.

Removing duplicates manually was not possible, since staff could not reliably determine which record was the original and which one was the duplicate.

Feature Goal:
The goal was to design a workflow that allows users to safely merge two patient profiles into a single, accurate record. The solution needed to support side-by-side comparison of all patient data, enabling staff to select the correct information from each profile.

After confirmation, the system would generate a unified patient record and remove the outdated duplicates to keep the database clean and consistent.

My role:
I designed the end-to-end Merge Patients experience within the physician portal, focusing on clarity, safety, and error prevention. I worked on the comparison interface, decision logic, and confirmation steps to ensure clinic staff could confidently merge records without losing critical medical information.

Result:
The Merge Patients feature reduced confusion around duplicate records and introduced a safe, consistent way to maintain clean patient data across the system.

Clinic staff were able to resolve duplicates faster, with improved confidence and fewer errors during visit creation. The solution supported real-world healthcare edge cases and improved overall reliability of patient management workflows

Feature: Portal Access

Problem:
The physician and patient portal provides access to visit-related information such as diagnostic images, reports, and clinical documentation. However, clinics needed a clear way to control what content patients and referring doctors could see and when it would become available.

Without proper access management, sensitive medical files could be shared too early, shown to the wrong user, or remain visible when access should be revoked.

Feature Goal:
The goal was to design an access control system that allows clinic staff and doctors to manage portal visibility for patient visits. The feature needed to support enabling or restricting access to medical images and reports, configuring patient portal accounts, and defining timing rules for when content becomes available.

It also had to provide transparency — showing how many files are attached to each visit and how many users currently have portal access

My role:
I designed the Portal Access management experience inside the web platform, focusing on clarity, privacy, and ease of use for busy clinic staff. I worked on both the dedicated access settings page and the visit-level access summary block integrated into the workflow.

Research & Validation:
To validate the feature, I conducted three interviews with doctors and clinic administrators from a healthcare organization using Velox Imaging software. These sessions helped identify key needs around privacy, timing, and daily usability.

In addition, a Google survey was distributed to a wider group of users to collect feedback on the proposed functionality and gather additional requests before finalizing the design.

Result:
The Portal Access feature provided clinics with a reliable way to manage sensitive medical information across patient and physician portals. It improved transparency around shared content, reduced uncertainty for staff, and ensured that imaging studies and reports were only visible to the right users at the right time.