Case study · USA
USAClinic management platform for admins, therapists, front desk, and patients
Designed dashboards and workflows for multiple clinic roles, then organized complex insurance authorization, visit limits, claims, denials, statements, and EDI 835 processing so non-specialist staff could work with confidence.
Role
Sr. UI/UX Designer
RoleScope
Healthcare SaaS · Team of 10 · 3 months
ScopeTools
Figma, Photoshop, Illustrator
Tools01 Context
Who, why, and what
01 ContextA single clinic platform needed to support several roles with very different daily workflows.
Designed forClinic administrators, therapists, front-desk staff, and patients
02 Problem
What needed to change
02 ProblemBilling, insurance, scheduling, and patient work were connected, but each role needed a different view of the same clinic day.
03 Approach
What I did
03 ApproachI mapped the moments where administrators, therapists, front-desk staff, and patients lost context or had to repeat work.
- Mapped the needs of clinic administrators, therapists, front-desk staff, and patients.
- Organized billing and insurance workflows into clearer role-based dashboards.
- Designed patient self-service for intake, scheduling, waitlists, and payments.
04 Solution
What shipped
04 SolutionOne role-based system that keeps the clinical workflow clear without hiding the operational detail behind it.
Billing, intake, scheduling, waitlists, Stripe payments, and therapist notes in one role-based system
05 Reflection
What stayed with me
05 Reflection