Patient Enrollment Portal Redesign

I led the redesign of our patient enrollment portal end-to-end, one of the company's core internal tools. This case study highlights how early user research shaped our redesign approach, resulting in a more intuitive, scalable, and user-centered experience.

My Impact
Outcome
Collaborators

1 CEO, 1 PM, 1 design manager, 1 designer, 3 engineers, 3 QAs

Problem

Why a redesign was needed

The existing portal was built on assumptions, with no formal user research to validate user needs or behavior. As usability issues and outdated visuals became more apparent, the business initiated a redesign to improve both UX and UI.

User research

A/B testing with 5 health care providers

To ensure a more user-centered outcome, we conducted user research to uncover how users actually navigated and experienced the portal. One of the key learning areas was form flow since the digital form flow was one of the highlights of our product. So, we incorporated A/B testing to understand how users would like to fill in forms digitally (typical form flow with all questions on a screen vs. step-by-step flow with one question at a time).

Key takeaways

Afterwards, we synthesized our findings, using an impact vs. effort matrix, which helped us identify quick wins for implementation. Key takeaways include: :

 

Design exploration

Wireframing for communication & alignment

To illustrate ideas on a redesign with the new insights, I dived into design explorations. For quick alignment on structures and functional UI with stakeholders, I communicated with low-fidelity wireframes.

 

Improvement

Dashboard

Before

After

  • To reflect actual user behavior and highlight the most-used feature, I redesigned the dashboard with clearer hierarchy, personalized UX copy, and expanded action items.

Navigation bar

Before

After

  • To support future scalability and reflect user behavior, I introduced a vertical sidebar with an expanded search for better visibility and usability.

Filter

Before

After

  • I introduced a unified filter modal that combines search and filtering, to remove visual clutter and improve scalability.
  • What I’d do differently now: The new filter at that time felt like an improvement, but I now recognize it may have introduced friction, especially for users who needed to scan patients, apply filters, and browse simultaneously. In hindsight, a more open-space layout (instead of a modal) might have balanced usability with a clean UI.

Key UI screens

Reflections

Designing from Real Insight

This project shifted my mindset from solving surface-level problems to designing based on real user behavior. Conducting research upfront helped uncover workflows and pain points we hadn’t considered and ultimately led to a more focused, user-centered solution.

 

It reinforced the importance of starting with curiosity and letting user insight guide design decisions.

Thinking Ahead

This project taught me the importance of designing with the future in mind. While I initially focused on the current navigation needs, I later realized the value of planning for growth and scalability.

 

It was a valuable reminder that as a product designer, anticipating future use cases is just as important as solving today’s problems