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Healthtech - Electronic Health Record

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Patient Chart 

B2B | SAAS | EHR
Led UX for a new EHR Patient Chart that unified data, streamlined workflows, and was called a “game changer” by staff.
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Medical Case Organization

B2B | SAAS | EHR
Designed a split-page layout that reduced context switching and improved documentation accuracy by allowing users to view case details and notes side by side.

Fintech - Billing Platform

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Patient Payments

B2B | B2C | SAAS
Conducted end-to-end research and design to bring the billing platform in-house, collaborating with the RCM team to streamline workflows, reduce spreadsheet reliance, and deliver a more accurate, transparent, and efficient solution embraced by stakeholders.
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Payment Plans

B2C | SAAS 
Spearheaded design and research to develop the payment plans feature within the billing platform, improving payment flexibility and user experience.
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Ledger

B2B | B2C | SAAS 
Designed the patient and client ledger feature within the billing platform to track all transactions, refunds, and adjustments, enhancing financial transparency and accuracy.

Design Systems & Patterns

Components & Patterns
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Components & Patterns

B2B | B2C | SAAS 
I built a library of reusable design components and patterns to streamline workflows and ensure consistency across products. This centralized resource empowered designers and developers to work more efficiently while maintaining a cohesive user experience.

Research

Research
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Payment Plan Creation & Merge

B2B | B2C | SAAS 
Delivered end-to-end research and design for a patient payment plan feature, enabling creation and consolidation of plans through merging, which improved billing flexibility and streamlined account management.

Personas

Personas
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Audience Segments

B2B | B2C | SAAS 
Developed a structured persona framework using interviews, empathy mapping, market research, and psychographic insights to define key audience segments, consolidate profiles, and deliver actionable findings that guided strategic product decisions.

Mapping

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User Journey

B2B | SAAS 
Developed a comprehensive user journey from the ground up by partnering with stakeholders to capture workflows, systems, pain points, and improvement opportunities. This visualized journey uncovered critical insights, driving alignment and informing strategic enhancements.

Creating & Merging Payment Plans

B2B | B2C | SAAS 
I established the UX research function from the ground up, building scalable processes, tools, and HIPAA-compliant workflows. I led research initiatives across complex healthcare products—planning studies, conducting interviews, mapping user journeys, and translating insights into impactful design decisions. This work enhanced usability, reduced operational friction, and positioned research as a key driver of product strategy.
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