Enterprise healthcare platform supporting pre-operative consultations, clinical documentation, and insurance billing workflows.
Impact: Designed a HIPAA-compliant pre-surgical portal that centralized patient data and clinician–patient communication, reducing last-minute surgical risk and operational friction before surgery day.
Context
H3A is a healthcare platform designed to support surgical workflows before, during, and after patient consultations. The system had to coordinate clinical teams, patient communication, documentation, and insurance billing within strict regulatory, privacy, and security constraints. The platform served surgeons, clinical staff, billing teams, and patients—each with different priorities, levels of expertise, and risk tolerance—while operating in time-sensitive, high-stakes medical environments.
Problem
Existing workflows relied on fragmented systems for video consultations, clinical notes, patient records, and billing documentation. This fragmentation introduced risk at critical moments, including:
- Incomplete or inconsistent clinical notes during consultations
- Delays and errors in insurance claim submission
- Poor visibility into patient context across teams
- Increased administrative burden on clinicians and staff
The challenge was to design a unified system that reduced friction without compromising clinical accuracy, compliance, or security.
My Role
- End-to-end product and UX design ownership
- Defined system architecture, navigation, and core workflows
- Designed interfaces for clinicians, billing staff, and administrators
- Partnered with engineering, compliance, and medical stakeholders
- Led prototyping and iterative validation with real users
I was responsible not just for screen design, but for how the system behaved under real clinical and operational pressure.
Design Approach
1. Prioritize Operational Clarity Over Surface Polish
In clinical environments, speed and correctness matter more than visual novelty. Interfaces were designed to:
- Surface the right information at the right moment
- Minimize context switching during live consultations
- Reduce ambiguity in documentation and billing flows
2. Design for Trained Professionals, Not Casual Users
Users were clinicians, billers, and staff—not first-time consumers. The system assumed domain knowledge and focused on:
- Dense but scannable information layouts
- Structured data entry aligned with real workflows
- Clear system feedback and status visibility
3. Respect Regulatory and Security Constraints
All workflows were designed with HIPAA, data minimization, and auditability in mind. Sensitive data exposure was controlled by role, context, and task—not just permissions.
The System
Video Consultation Interface with Notes Panel
The consultation interface combined live video with structured clinical notes, patient history, and participant roles in a single view. This allowed clinicians to document and reference patient information without breaking the flow of the consultation.
Key considerations:
- Notes remained accessible and editable during live sessions
- Patient context was visible without navigating away
- Participant roles were clearly defined to reduce confusion
Billing Form & Patient Profile
Billing workflows were unified into a single, structured view combining patient demographics, clinical details, insurance data, and claim actions.
Key considerations:
- Reduced handoffs between clinical and billing teams
- Structured fields aligned with payer requirements
- Clear visibility into claim status, verification, and submission
The goal was to reduce submission errors and administrative rework, not just speed up data entry.
Outcomes
While formal analytics were limited due to regulatory and organizational constraints, qualitative outcomes included:
- Improved clarity during live clinical consultations
- Reduced friction between clinical documentation and billing
- Fewer follow-ups caused by missing or inconsistent information
- Higher confidence from staff operating the system under time pressure
The platform was designed to scale across multiple practices while maintaining consistency and compliance.
Reflections
Designing H3A required balancing clinical precision, security mandates, and patient usability—often with competing stakeholder priorities. Progress came from early prototyping, direct walkthroughs with surgeons and staff, and prioritizing operational clarity over surface polish in moments that directly impacted care delivery.
