dvmRx Product Portal
PRODUCT DESIGNdvmRx is a software company that uses AI to process and organize all of the 3rd party prescription requests that go to animal hospitals, enabling veterinarians to approve or reject prescription requests in seconds.
In my role as the Senior Product Designer, I was entrusted with the task of creating exceptional web experiences tailored specifically for dvmRx's B2B clientele, veterinary clinics. My responsibilities included redesigning the product portals.
I was deeply involved in refining the product vision and roadmap to ensure they align seamlessly with our overarching objectives. Collaborating closely with the engineering team, I took on the challenge of overcoming implementation hurdles, guaranteeing that our final product not only meets but surpasses the expectations of dvmRx’s valued customers.
Below are a few projects I worked on to improve the dvmRx portal.
TOOLSFigma
TIMELINEMay 2024 - July 2024
Portal Login
Designs were needed for the dvmReach and dvmRx login pages. I aimed to provide users with the option to choose their portal experience: dvmRx or dvmReach, as most users have access to both. Additionally, I designed various dashboard options. In the main menu, users can switch between the dvmReach and dvmRx portal experiences.
Corporate Group Experience
A design was required for the corporate group experience to enable practices to view insights and analytics regarding all activities in the dvmRx portal. This design needed to include:
The number of prescriptions: received, approved, and converted.
The number of prescriptions that timed out due to unsuccessful client contact.
Average approval and processing times.
The number of active practices.
The number of scheduled appointments.
A monthly breakdown of data for all practices, with an option to filter by month.
Reasons for declined offers.
Research Questions
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Yes, it’s possible. We have all this data in the back end. We see no problem implementing this design in the front end.
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It’s possible to do now that we are capturing the reason why the offer was declined in the agent app. We have to think through where this info goes on the page and how the UI looks.
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It is a bit time consuming but it can be done. We still think this is a high effort task, but we want to prioritize the other tasks needed to be completed to meet our deadline.
Reports
I was assigned the task to enhance the Reports page. The first design update I implemented was displaying statistics for the number of prescriptions received and the number of prescriptions converted at the top of the page. Additionally, I included metrics for the average time to approve a prescription at both the practice and doctor levels.
Notes Feature
With members accessing the dvmRx portal throughout the day, it was crucial to track who is working on a prescription, its current status, and any updates. The staff members at the practice needed the ability to update a prescription note indicating that they need assistance from an Rx agent regarding that specific prescription.
For this task, I created low-fidelity mockups as a clickable prototype in Figma and shared them with the engineering team for initial feedback. After iterating based on their feedback, I conducted user research using the prototype to gather insights from both internal and external users. I also scheduled meetings with practices to present the designs to hospital staff and gather their input. Finally, I developed a full-fidelity design for the implementation team.
Wireframes
I created mockups for several options for the notes feature, including a notes box, a slider, and a pop-up/modal, for the Inbox, Prescriptions, and Prescription Details pages.
Final Design
The team and I chose the slider/drawer design for all pages. When the user clicks on the “+” or number button under the Notes column, a slider will appear, allowing them to add new notes and view previous notes associated with that prescription.
Support Page
Another task was to design a tab under the main menu and a page for a practice support section. This page would display all essential practice information for our team and dvmRx information for the practice's use. It included:
A section showing the practice’s information (fax number, phone number, email, doctors in the practice).
A dedicated dvmRx support contact page for easy reach.
Resources such as training videos, step-by-step guides, and FAQs.
Flow Chart
The first step in my process was to create a flow chart to better understand how the pages information will be displayed on the Support page.
Research
The next step was to create an assumptions list outlining what is needed and compile a list of questions for the dvmReach support team. Since they frequently interact with animal hospitals, their insights would help determine what information the practices would want to see on the page.
Wireframes
I created low-fidelity wireframes to illustrate the potential layout of this page. Given the substantial amount of content, I opted for a tab design to organize the information effectively. This allowed me to separate the practice's onboarding details (assigned email, phone number, and fax number) from the support information they can use to contact us for additional help.
Final Design
I then added the different sections of rescources we wanted to include such as the FAQs, step by step guide, and training videos.
