Clinic Admin DASHBOARD
PER EMPLOYER POLICY, I AM not allowed TO SHARE DESIGNS for this project
Project Details
OBJECTIVE
Provide users who log in with a clinic admin role a dashboard with valuable, actionable information
Challenge & Solution
Users with an admin role, which has limited access (mostly appointment setting), see a homepage that is primarily blank when they log in. This is because the homepage was built for clinicians—and as admins, they don't have access/permissions to most of the clinician data. Admins need their own homepage that sums up useful information and actionable tasks that are relevant to their role.
ROLE
Lead - Research, UX Design, Testing
TOOLS
Google Forms (survey), Lucky Orange (survey invite), Sketch & PowerPoint
Research
With the help of our Provider Experience managers who reached out to their clinic contacts, I was able to collect a list of admins to give feedback on what homepage content/features would best support them when they first log in to our platform. Out of my list of contacts, 6 admins responded; some from standalone clinics and others from large networks.
After learning the specifics about their clinic, such as how long they have used our platform and how many patients they assist, I asked questions pertaining to their activities on the platform and what features they would like access to when they log in. Upon completion of the survey, I had a great list of features to inform my design for the new homepage. I shared the survey and my analysis with our UX Director and proceeded to Sketch.
Design
I started with wireframes to ensure the layout accommodated the key features requested by our admins. The page evolved into three main sections:
1. Appointments
2. Patients
3. Quick Links
After iterating on the design, I worked with the UX Director to refine content within the patient information table. I then developed high-fidelity mockups, uploaded them to InVision, and led a stakeholder meeting to present survey results, my analysis, and the proposed solution. The design was well received, with minor revisions requested due to technical constraints.
I refined the design accordingly and prepared to gather final feedback from the admins. While my role transitioned out of the company before implementation, I’m proud of the strategic foundation I built and the direction I set for the team.
