Platform for Healthcare Management Organizations
Client: Spatially Health
Overview
Spatially Health set out to transform healthcare delivery by leveraging all available data sources to improve outcomes for underserved populations. Their goal: empower providers to make smarter, location-aware decisions across the Medicaid and Medicare landscape in the U.S.
We led the full system design—from concept to interface—translating Spatially Health’s ambitious vision into a powerful, real-world product. Today, this B2B platform is used by healthcare organizations across the U.S., supporting data-driven care planning and operational efficiency.
The product
This healthcare analytics platform helps healthcare organizations (HCOs) improve patient outcomes, streamline operations, and reduce costs within Medicaid and Medicare populations. The product identifies spatially-based care gaps, recommends interventions, and allows for easy record keeping for a full follow-up with the clients. By combining spatial intelligence with advanced data analytics, the product provides insights as to the care that different populations may need.
Main Challenges
1
Design an intuitive system with layered display of information
2
Craft a dashboard to guide strategic management decision
My role
+ Concept design
+ Provide full UX design
+ Conduct user testing
+ Work with product and dev teams across the globe
+ Follow-though to the product lifecycle
The iterative process
A
Research
B
Prototype
C
Design
D
Test and
reiterate
User Research
In each Health Care Organization, two personas will use the system. Main users are social workers. Secondary users are their managers. Here is the persona for the social worker.
Persona: Social worker
Name: Barbara
Age: 53
Role: Social worker
Education: Master's in Social Work (MSW)
Experience: 24 years in social work, 15 specifically with Medicare patients
Technology usage: Moderate comfort with technology, but heavy daily usage
Tools: A few softwares on her work computer, and an external phone connected to a headset
Work environment: Works from home
Behavior: Most of the work is over the phone. Takes detailed notes during patient interactions. Conducts home visits for high-risk patients.
User journey
User steps
Thoughts
What are the criteria for today?
This is hard to find!
Am I sure I want to deal with this patient?
How do these details help me ?
I need to know more about the service and the provider
This is the most important part of my job!
This patient really needs me, I am here to help!
This is tedious
Pain points
Search, filter and export are not easy
Difficult to understand what happened with this patient previously
Difficulty finding the appropriate intervention
Communication difficulties
May encounter difficulty sending information to patient
Needing to use a separate system
Takes too much time and effort
Opportunities
Documentation in-system will reduce export and ease follow up; Allow easy search, sort and filter
Suggest interventions;
Integrate service and service provider’s details
Report and flag difficulties
Easy send-out to patients
Integrate this phase with previous ones: report during the call
Wireframes
Concept design
As a result of the research, I devised two main displays for patients data.
On the first display, each patient is presented in a card, allowing easy focus on a patient, without overwhelming the users. On the second option, all patients data is combined into one table, condensing more information in the fold, and allowing easy sort in a click. As Spatially Health is all about spatial representation, patients are also displayed on a map, in both displays.
Next, since both solutions share abilities, I provided the affordance that allows to switch between the two displays.
Full UX/UI Design
Together with the UI designer we created the main screens. Simultaneously, we expanded the initial design into a fully functional prototype, with an advanced filter, sort, and additional action buttons.
As one main display is enough for a MVP, we focused on the table display, as it allows easier sorting and visual scanning.
MVP
Focusing on search and sort capabilities for the MVP, we provided detail design for the search functionality, and focused further on the map integration, working with the dev team to maximize the capabilities of the selected map tool.
While working closely with Product and Dev teams, a mutual understanding was reached that the “due dates” feature, that should have allowed tasks prioritization, is not going to be developed soon. Due date tags were thus removed.
The Patient Page
Each patient is a case for the social worker. Analyzing the pattern of working on a case, I created the following UX prototype. I tried to keep the notion of a timeline for all contact and contact attempts made between the org and the patient.
This design encountered a few issues, mainly:
The scaled timeline did not work well, as many calls are a day apart while others are 6 months apart.
Navigation (back button and tabs), takes up a lot of the upper left side, which is the most important part of any page.
Patient contact details: location on the upper right side means these may be overlooked.
Re-iterating the Patient Page
In order to avoid the main issues:
Outreach listed in order, disregarding time gaps.
Patient details migrated to the left, where they are easier to find, and the back button there took less space out of the main display.
Although contact details were now on the left, we wanted to allow fast call action, so that was placed on the far right, again not ideal.
In this new paradigm, each outreach received its own tab.
All actions were done inside the outreach tab.
That, as you can see, was becoming too nested and difficult to follow.
We have tried to minimize the complexity inside the tab, by introducing a strict 4 step process, and changing the display in the tab.
This solution still looked a bit complex.
Further user research revealed:
A. Social workers don’t have a mandatory order of work
B. Actions may be taken in-between outreaches, and not tied to a specific outreach.
C. Social workers need to conduct different actions in different organizations.
We needed a new Information Architecture, to base the system design on.
Revised Information Architecture and Design
I divided the actions into 4 categories, each designed to be a tab.
Each action (on any tab) got a timestamp and user stamp (avatar), so that anyone can track the order of actions, and the actor. All actions taken accumulate on the 5th tab, the History.
Detailed Design
Following the Information Architecture, we created the full system, annotated it, provided full detailed design documentation, and delivered a Design System. This page is one example of a tab in what we call a “patient’s space”.
Impact
Dorai Raz, Head of Product:
“I had the privilege of working with Adi Meir, and I can confidently say she is an exceptional UX designer. Adi has a deep user-centric mindset, always prioritizing the needs of users while balancing business goals. Her flexibility in thinking sets her apart - she never settles on just one solution, even after investing significant effort. Instead, she remains open to feedback, exploring multiple perspectives to refine and elevate her designs.
Adi played a key role in designing a new product from scratch with us, shaping the full concept and building a structured design system. This was an incredibly challenging task, requiring both vision and adaptability, and she executed it brilliantly. Her ability to bring clarity to complex ideas and turn them into intuitive, seamless user experiences significantly elevated our product design”
