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A web app that allows patients to proactively manage their health appointments through one central portal.
Patients want to be more proactive and organized when it comes to their health appointments, but they don’t have the time or energy to manually keep up with inconvenient scheduling and scattered documents.
Increase the amount of appointments made.
Make the experience of scheduling, managing and tracking health appointments quick and straightforward.
A patient portal that allows patients to proactively manage their health appointments through one central portal.
Product Designer
How Might We?
how might we make scheduling appointments less intimidating so that patients feel more confident about taking care of their health?
how might we make reviewing health appointments feel as intuitive and straightforward as reviewing a bank account?
how might we make the amount of paperwork or information involved in appointments more digestible?
how might we make doctor notes readily available to patients after an appointment?
how might we allow patients to communicate with their clinics directly on their own time?
Competitive Analysis
While the patient portals available cover many features that patients need, they are often overly complex and difficult to navigate and digest. They also overwhelm the user with crowded layouts that have little hierarchy.
Documentation apps primarily focus on recording notes during the appointment, which all needs to be done manually by the patient.
Clinic-side portals keep doctor notes and scheduling, but patients don’t have access.
User Survey
  • Users should be a wide range of ages, genders and races to ensure representation.
  • People who currently schedule their own health appointments.
  • Understand how people currently feel about their health and how much they know about their health.
  • Identify what process patients are using to plan, make and review their health appointments.
  • Understand what emotions patients currently feel about planning and attending health appointments.
  • Examine existing methods or technologies patients are using to collect and organize their health information.
  • Identify challenges, barriers or emotions that patients have throughout the process of their appointment.
Google Forms
* Questions below are selected for the case study and are not shown in order
User Survey: Results
The survey results gave us an understanding of the users' perspective on health appointments, how they felt about collecting and organizing documents, and their challenges when it comes to the process.
User Survey: Insights
Patients want to be more proactive and organized when it comes to their health appointments, but they don’t have the time or energy to manually keep up with inconvenient scheduling and scattered documents.
  • Patients find calling clinics to schedule, change or cancel an appointment to be inconvenient and cumbersome.
  • Patients want to streamline their health documents but their documents are usually scattered.
  • Patients find it mentally taxing to record concise information during the appointment.
  • Patients find it difficult to track their payments and insurance coverage.
  • Patients don’t feel secure storing their health information in scattered formats.
  • Patients want to visualize their health stats in a digestible format.
Affinity Mapping
Based on what participants mentioned throughout the survey that included their needs, pain points, and preferences.
Done in Figjam
PatientChart is a web app for patients to proactively manage their health appointments through one central portal through scheduling, doctor notes, billing, and direct communication to their clinic.
  • Patients need all their health appointment related tasks convenient and accessible.
  • Clinics will have the ability to share messages, doctor’s notes, schedules, and documents.
  • Must be responsive for all platforms
  • Will only be accessible to patients with clinics using PatientChart
  • Accessibility standards are top of mind for a wide, health-focused customer audience
Primary Features
Schedule a new appointment
Change or cancel
Review past appointment notes and documents
Appointment reminders
Visualize health
Pay and track
billing statements
Upload and organize documents
Review past history and immunizations
Message center connected to clinic
Wireframes + User Flow
The initial round of designs were focused on how a user would go about scheduling an appointment starting from the dashboard. The wireframe process consisted of blocking out content that would be on each page and then drafting mid-fidelity wireframes for the user flow.

Restaurant owners need it to be customizable to their brand while still being simple to edit. Customers need it to be accessible and intuitive to navigate.

Blocked Out + Mid-Fidelity
User Flow: Scheduling an Appointment
High-Fidelity Designs
The dashboard is the first screen a patient sees when they login. They can view their next appointment, look back on previous appointments, or schedule a new appointment. They can also see an overview of their messages, billing status, and clinic information.
User Flow: Scheduling an Appointment
In order to schedule an appointment, the patient goes through the process below:
  • Type of Appointment
  • Clinic Information
  • Availability
  • Patient Details
  • Review
User Flow: Scheduling an Appointment
Appointments & Billing Pages
From the "Appointments" page, patients can get a comprehensive overview of their appointment including doctors notes, relevant documents, recorded vitals, and any referrals made. Patients can also review their billing statements and make payments through the "Billing" tab.
User Testing
Using, users were recorded using the prototype following a scenario that they were a patient who wanted to make an appointment. We were able to see how users interacted with the prototype and how they approached scheduling an appointment. For example, in this round of user testing we found that users generally used the same process of clicking the "Schedule an Appointment" button from the dashboard as opposed to going to the Appointments tab first.
User Testing Takeaways
Users needed more differentiation for task buttons vs. regular buttons
Main task buttons were edited to a larger size and included iconography in order to stand out among other tasks.
Users wanted more information on the confirmation page
Users wanted to see a confirmation page that allowed them to save it to their calendar in addition to relaying the information again.
Users appreciated confirmations throughout the process
Users commented on how knowing which step they were on in the process made them more confident.
Design Library
PatientChart was built on a 4pt grid system to keep designs flexible and consistent across the platform.
My main takeaway is the importance of flexibility throughout the process. As the user data collected grew, the solution to the problem changed as well. This mindset meant we went back to the initial research each time we iterated in order to keep the intention of the designs consistent.
Learning Point: Task Hierarchy and Organizing Information
One of the main challenges during the process was organizing data. Because of the amount of information that a patient needs on their dashboard, I iterated multiple different layouts during the wireframing process. Through user testing and research on similar data applications, we were able to improve overall data visualization and organization.