UX/UI, Product Design
Creating three unified health portals for Mochi Heath's patients, doctors and admins
Platform: Responsive Website
Industry: Healthcare
Tools: Figma, Adobe Creative Suite
Discover Mochi Health Portals
Explore the UX/UI journey I took to create a robust 3-user portal system from start to finish.
✍️ Project Summary
Mochi Health is a start-up company I worked for back in the fall of 2022. They are a healthcare company focused on obesity medicine and fully-virtual doctor visits.
The core user-groups involved were patients, doctors, and company admins. All three of these groups had to be firmly interconnected to deliver seamless functionality and usability.
My team and I had to create a web-based health portal system that was composed of three different versions - each tailored to fit it’s respected user-group.
I was the sole and lead UX/UI designer, and took on roles in product design and user-research as well.
✍️ Introduction
Mochi is an obesity health care company that I helped pioneer as a UX/Visual designer back when it was a start-up at Sep 2022. For the business operating side to function as intended, we were tasked to build 3 interconnected and user-specific web portals to serve as the foundation for patients, doctors, and company admins. We set out to create this website and solve the problems listed below within a tight 3 month timeline - and we did just that.
🙋 My Role
I led the team in branding, UX/UI and product design. With Mochi Health being a start-up company, I was the sole designer and took the creative lead on all projects and marketing requested by our CEO. I collaborated with an international team of software engineers and product designers to deliver this project within the short timeline given to us.
PROJECT TIMELINE: 3 months
MY ROLE
Branding Designer
UX Designer
UI Designer
User Researcher
Product Designer
ENGINEERING TEAM
Lead Front End Developer
Front End Developer
Lead Back End Engineer 1
Lead Back End Engineer 2
Back End Engineer 1
Back End Engineer 2
PRODUCT DESIGNER
Lead Product Designer
Product Designer
TLDR: Sole designer for this start-up company - Responsible for all branding and design assets needed for the business and it's projects. I took the role as lead UX/UI designer and also took on the role of product designer as the project went on.
🤔 Problem
Patients apply for the weight-loss program, admins are notified, and then doctors are assigned to their patients to set up video visits with them. That entire process was done through email; from patients to admins, doctors to patients, and everything in between. Admins had to store sensitive patient information in non-secure ways, doctors couldn't access the right files in time, it was all a mess. Everything was scattered.
Email communication is slow and convoluted
Our company used email as it's primary communication system. This lead to clutter, late responses, unorganized messaging, and many instances of miscommunication. It worked, but it was slowly killing us.
Doctors and patients do not have easy access to medical information and appointment scheduling
Doctors and patients were communicating via email, and would send sensitive data that way as well. Every time a file needs to get referenced, they're buried within layers of emails. There wasn't a safe place to store said information. When a patient or doctor would have to cancel or reschedule a visit, it would be done via email as well. - it was slow and tiresome to do such simple tasks.
Company admins need to run multiple programs to run basic tasks
Company admins had a lot of responsibility within the operations of the business. They had to be in charge of the communications, medication shipping, visit scheduling, insurance verification, and a lot more. All of these processes had to be done in their own external app, which made doing basic tasks a lot more tedious than it should be.
Too many features - too little time
We had a lot of features we wanted to build within the timeline given to us for this project. All of which were extremely necessary to make this website run as it was intended. We had to build all these features within a very short amount of time.
TLDR: There isn’t a seamless way for patients, doctors and admins to communicate and interact with one another. This makes scheduling visits very difficult, requesting customer service and assistance troublesome, and storing private patient information insecure.
🏁 Goals
For patients, doctors, and company admins to all communicate and schedule visits effectively, a responsive website based portal system had to be made. This will house all the necessary features needed to allow the company to run as it was intended to, in a seamless and productive manner.
Unify all 3 user groups
Patients, doctors and admins are constantly in back and forth with each other. From sending and receiving files, online communication, scheduling visits, tracking medication etc. We had to sure we designed with intention in intersecting all 3 user groups when designing all it's features.
Create a seamless and effective communication system
Basic communication and costumer service messaging - the biggest cut of the pie of what overloads our email system on a daily basis. With an integrated communication system that lives within the portal, we can negate all clutter and keep messaging sorted accordingly.
Streamline the process
There will be an intended flow on how the chain of tasks from each user group will be operated on. You will know what to do next, howe to go back, and what next tasks you have in front of you.
Make all necessary features live in one space
There will be no need for external apps to perform the tasks you need. It will all live in one experience within the portal.
TLDR: Create a foundation. We needed to build a web-based user portal system that served as the control center for all business operations.
💭 Early Ideation and Research
When researching for this project. I looked into referencing other health apps and medical portals to see how we can take inspiration/improve upon our current competition. What is their branding style? How do they manage to fit multiple features into one product? How do our the actual users feel when they use it?
I also interviewed real doctors who worked with Mochi Health and for their input on how they would want to see their ideal online workspace come to life.
Comparing the most used and popular health apps/websites; gathering information on function, layout and navigation
Screenshot of me doing a Zoom interview with one of our Mochi Health doctors, jotting down their current workflow while inquiring input on their ideal process. Before our Mochi portal, doctors would use 3-4 different platforms to get through a typical patient visit. One for writing down important health information, one for looking up patient health data, and tons of emails to refer to for conversation reference. It was all too convoluted and wasn't a productive process for our doctors at all.
Designing three portals and countless ever-changing features meant that I had to scatter my brain and layout my user-flows on paper. These are some screenshots from Procreate to help manage my thoughts and share with the team.
Some more high fidelity use flows for the backend/user experience bones behind some of our most important features. This was the most important stage in the process to get right before layering any designs on top of it.
These are some Figma screenshots showcasing some of our low-fidelity portal feature wireframes. No color, nothing too polished, just a layout to communicate a visual demonstration of what the feature may appear to look like.
These are the high fidelity designs, also from Figma. Now with color, guided layouts, and working prototypes. There are just 6 of the many instances I designed for all of our features. I had to make close to 100 different pages especially factoring in medical document questionnaires and messaging.
Because of the large sum of features we had to build, the process in how we started from an start to finish had to be strategic and deliberate. It started with extensive user-research, then interviews, and then moving into user flows, wireframing, low-fidelity then high-fidelity designs.
📝 User Testing
We were lucky enough to have a lot of internal candidates to reach out to for our user testing process. We had to test 3 different user groups, all of which had very different methods of testing that we used based on the restrictions of our young start-up company.
Patient Portal Testing
We were unable to send prototypes of our patient portal to many people due to our instruction to keep it as confidential as possible. We instead created user personas and tested it within our team before releasing it out to the public.
Our User Persona
With our user persona above, our goal was to create a persona that reflected the strengths of our product, and how we can build upon that. Our product focused on virtual visits with your doctor, highlighting that it can be more convenient for someone with a busy schedule. With this user persona in mind, we can create a product that focused on ease of use for the user, and tailoring our designs to display your essential medical information at a glance.
USER NEEDS:
She is looking to find a consistent and reliable weight-loss program that she can fit into her busy schedule
OUR SOLUTION:
Our web-portal can be accessed on any browser - desktop or mobile. So you can access all your Mochi weightloss resources anytime and anywhereOur doctor visits are fully virtual - so scheduling video visits are more flexible Essential information is displayed at a glance, eliminating any excess time digging around files and documents to find the information you are looking for.
Doctor Portal Testing
After gathering necessary information from our doctors and designing a prototype around their input, we sent a figma prototype to our back to them and acquired the necessary changes needed to polish our final version. What we got in response were a lot of praise of getting it close to perfect on our first attempt, and then gave us constructive criticism on how we can further improve on what we had designed.
Admin Portal Testing
Similar to the doctor portal, we sent our prototypes to our admin staff via Figma prototype and received constructive criticism on how we can further improve on our product. This mainly included rearranging certain features, adding necessary medical information, removing unneeded information, and general feature requests to add that would help with their workflow.
🤜 Impact
We saw great impact upon launching this product. Successfully transferring all of our patients to our web-portal almost instantaneously, seeing a great increase in the amount of patients signing up, and with that then translating to more profit and attention to our company.
✅ Final Designs
After 3 months of work - our final product had launched. We were able to deliver a responsive web-based user portal experience for patients, providers and admins; all working in unison and embodying the functionality built for it's respective user group.
Patient portal experience
The patient portal experience is where patients get to view/join upcoming video visits with their doctor, message customer service and chat with their provider, pay their bills, and upload medical information. These were the main features we wanted to be fully operational upon the intended 3-month release window.
Patient portal key features_
Click though the images below to view our portal features with more in-depth detail.
FEATURE 1
Login Page
Designed to be a simple login page where you enter the email and password associated with your account. Also have the ability to change your password if forgotten
FEATURE 2
Onboarding Procedure
On your first time setting up your account, you have to enter some important information such as insurance info, nearest local pharmacy, choosing your provider, and fill out a mandatory intake form to connect you with the best doctor for your situation.
FEATURE 3
Home Dashboard
The home dashboard houses where you would see and join your first visit, action center for completing urgent tasks from your doctor, and even to view our online community nourish circle program where you can join the video call with just a click of a button.
FEATURE 4
Progress Tracker
The progress tracker was designed to track your weight loss journey and have a visual chart that represents that. You enter your weight-loss goal and update your weight over-time.
FEATURE 5
Calendar
The calendar page is an overview of all of your appointments. You can use this page to cancel/reschedule future appointments and also view your most recent visits below.
FEATURE 6
User Profile
The user profile was designed for patients to edit their personal information if they needed changes to anything. Changing insurance information, emergency conctacts, etc. This was also a place to upload documents for both mochi staff and doctors to see.
FEATURE 7
Subscription and Billing
This page was designed for patients to view their subscription payments and to make any changes if necessary. This was one of the most essential features to get right as we were dealing the source of our company's revenue, so the the user experience and ease of use had to be extremely fluid and easy to understand
FEATURE 8
Messaging
This feature was made for patients to message Mochi staff and doctors in a chat/email-like system. The messaging feature was a whole beast of its own to design. We made a messaging app from scratch. And being the only UX/UI designer on the team, a lot of blue-printing/user-flow planning was a lot on my shoulders. But I believe we did well.
There is a whole project in my portfolio dedicated to just in-portal Messaging, and you can check it out here.
Provider portal experience
The provider portal serves similar purpose as the patient portal. Access to their calendar and upcoming visits, messaging patients/admins and viewing medical documents. The stand-out feature of this portal is when viewing patient information, everything is organized and laid out with intention, based on the ideal workflow they had requested. This included a built in document viewer, easy access to essential information, current providers, insurance information, and even a tagging system for their symptoms and attributes - all within one page.
Provider portal key features_
Click though the images below to view our portal features with more in-depth detail.
FEATURE 1
Home Dashboard
The dashboard serves as a calendar view for the doctors to see all of their appointments at a glance. Doctors get a lot of appointments, and so designing a calendar that could encompass all of their visits in a way where it is easy to navigate around was a top priority in its design.
FEATURE 2
Patient Page
The patient page is what gets pulled up every time a doctor is live with a patient. This information could also be seen at anytime. On the left is a PDF/file viewer where they can see necessary paperwork, and on the right is other vital patient information like their BMI, weight, and even a tagging system for doctors to easily identify mild to extreme symptom cases.
FEATURE 3
New Encounter Pop Up
This encounter pop-up can be pulled up an any point. This is so that doctors can take notes and write down any immediate information for record keeping. This was designed to be a pop-up that can be toggled at any-point to be as accessible as possible.
FEATURE 4
Messages
Similar to the patient profile, doctors have a messaging feature where they can message patients and mochi staff directly.
There is a whole project in my portfolio dedicated to just in-portal Messaging, and you can check it out here.
FEATURE 5
Encounters
This encounter page is where providers can view all their uploaded encounters. They can also view notes from admins about that patient as well. This is very essential when keeping track of patients progress and history
FEATURE 6
Refill Requests
Before patients can purchase refills for their medication, the providers must approve of this first. This page was designed for that, and their decision will be sent directly to an admin and will be taken from there. But it must always start from the provider's approval.
FEATURE 7
Profile Page
This is the provider's profile page. It keeps track of how many new patients they have, current patients, cancelled patients, etc. This also houses their state licenses as each doctor must have an active license to be working in that area.
Admin portal experience
The admin portal experience contains the most dense features that serves at the backbone for this entire portal structure. All patient/doctor messages are filtered and approved by our admins first. Admins have access to all patient-doctor visits within the entire company. All files, subscriptions, medical tracking, insurance information, and customer service messages are all managed in the admin portal. Getting this portal right was undeniably the backbone of this 3-way portal system.
Admin portal key features_
Click though the images below to view our portal features with more in-depth detail.
FEATURE 1
Calendar
Similar to the provider and patient portal, the admin portal gets a calendar that oversees all company virtual visits. They have the ability to also cancel and reschedule when necessary.
FEATURE 2
Inbox
The inbox feature was where all patient and provider messaging filters through. A message is received from a patient, and that message must be picked up by an admin to start chatting.
There is a whole project in my portfolio dedicated to just in-portal Messaging, and you can check it out here.
FEATURE 1
Messaging
After taking a case from the inbox the admins can then chat to their patient, or forward the message to their primary provider if necessary
There is a whole project in my portfolio dedicated to just in-portal Messaging, and you can check it out here.
FEATURE 1
Patient Page
The admins also get to view all patient information and make changes if necessary. They also have the capability of switching a patients provider for them after a request to switch has been made.
FEATURE 1
Providers Page
The providers page allows admins to search up any provider working with the company and view their information when needed.
FEATURE 1
Medication Page
The medication page is admins can purchase medication for the patient if a request has been made. This page lists all the necessary details including the patient and the provider who prescribed the medication.
FEATURE 1
Advanced Search
With thousands of patients and hudenreds of doctors within the company, we needed to design a search bar that could search at a more convenient and specific way to make the experience as productive as possible
FEATURE 1
Clock In/Clock Out
Your classic clock in and clock out UI made for our admins. This was designed with ease of use and friendliness in mind. Using lighter colors of green and red to make the UI as clear and concise as possible.
🔧 Development
- Very overwhelming. This being a start-up company meant that I had to wear many hats and perform different tasks that had great importance to the development of this project. Those tasks being lead UX/UI designer, branding designer, UX researcher and product designer. That was along side my other assigned tasks in our company marketing department; designing social media posts, website maintenance, and packaging design.
- Conceptually, this project was extremely convoluted. It went through a numerous amount of changes. Things we’d work on for weeks just to be scrapped the next day, designs that I would spend days designing, all for it to be an unnecessary feature that we don’t need. Being involved in that process taught me how to adapt, to stay consistent to innovate and be involved even with the prevalent emotional and mental struggle.
- This project being in the medical field meant that it was accompanied by a lot of documentation. Patients sign up and take eligibility tests for us to determine the optimal web experience for them. This meant that as the visual front-end designer for the company, I had to create hundreds of Figma pages in questionnaire documentation, while creating user flows in directing the user order of those pages. My struggle as a designer came from both constant innovation along side numbing repetitiveness.
- Although the process wasn’t entirely smooth and structured, my team and I were able to create great work chemistry and deliver the final product within the tight 3 month timeline given to us. There was a lot of learning that had to be done, both in the work itself and how to effectively work as a collective unit. We were an international team, so we had team members from Africa, Japan, California and India all working together on this project. Learning to communicate with each other effectively was as important as the work that we put out individually.
📈 Future Steps
1. Optimize features for all display sizes - at the time of us creating these features, we had only focused on the desktop experience, while creating a passable mobile version for launch. I would be more intentional on scaling our features to be fully optimized in every display size to greatly improve user experience.
2. Additional features - During the time of our launch, we had to scrap any non-essential features to prioritize solidifying the performance and optimization of the priority features. Now that the dust has settled, I would love to redirect our team’s focus into innovating and developing on our secondary set of features.
3. Visual Polishes - As the visual designer behind the entire portal system, there is still definitely room for improvement. Tweaking some spacing between texts, adding/removing color choices I had made to make look more user friendly, all these little changes aren’t very demanding but go a long way for visual user experience.
4. Review user-feedback - Now that this is officially out to the public, it’s essential that our team takes the feedback and criticism from our users very seriously. Whether that be through a google sheets survey, or a written email. We should take intentional time to listen to user feedback to better enhance their experience.
😌 My Takeaways
- Oh so that’s how this works - This being my first large scale UX project, I now know all the little bits and pieces that come into creating a product. Especially having to be assigned in multiple positions, I have a much better understanding of how the team operates, how all the roles come into play with each other, and more importantly: Which roles I thrive at the most.
- Resiliency is a non-negotiable - I would come across a handful of hurdles when working in this product design team. My ideas would get shot down, my team-mates don’t take me seriously just because I am new to the role, I be assigned work that later just gets completely scrapped - it was challenging to say the least, both mentally and emotionally. But it did teach me how to stay resilient. Believe in my ideas and to share them with my team. To also stay humble and take feedback maturely. I was new to the role/roles after all.