RxtoMe Pharmacy Portal 2.0

Information Architecture | UI Design

This desktop app allows pharmacies to connect to the RxtoMe 2.0 mobile app. Through this platform, pharmacists are able to manage subscriptions, patients and prescriptions.

RxtoMe Pharmacy Portal 2.0 user interface showcased in a macbook.

Project Details

My Role: UX/UI Designer

Client: RxtoMe / Prizm Media Inc.

Developers: Matthew Chan & Sean Park

Duration: 3 Months

Tools: Balsamiq Mockups, Adobe Illustrator, Adobe XD, Invision App

Problem

The users of the Pharmacy Portal 1.0 are pharmacists that are already subscribed to the RxtoMe 2.0 mobile app services.

As opposed to the RxtoMe 2.0 mobile app which was being updated and tested, the RxtoMe Pharmacy Portal 1.0 had not been updated and was missing new features.

The Marketing team started working on the RxtoMe 3.0 mobile version and the Pharmacy Portal had not been updated to even match RxtoMe 2.0.

The two interfaces did not look like they belonged to the same product.

Discovery

RxtoMe 1.0 Mobile App

These are the original screens of the first version of the RxtoMe App. It was developed and designed before I joined the team.

The beta version was still under development, when a new Marketing Director joined the company.

Once the Development team and the Marketing team started working together, they decided to create RxtoMe 2.0

RxtoMe 2.0 Mobile App

The new marketing strategy focused on giving the user a monetary incentive to use the app. It also promoted the creation of a Pharmacy Network, which meant that the subscribed pharmacies would have a Pharmacy Portal.

The main new features added were:

  • Order Prescriptions
  • Transfer to Pharmacy Network
  • Cashback Rewards

I wasn’t part of this phase yet.

Pharmacy Portal 1.0

These are some of the screens of the first version of the Pharmacy Portal. 

It included the following features:

  • Change status of prescription orders.
  • Buy credits (users) from the RxtoMe network.
  • Send an email to their representative.

I hadn’t joined the company for this either.

RxtoMe 3.0 Mobile App

The new marketing team made the decision to redesign the UI and turn it into dark mode and add the following features:

  • Transfer Medication
  • Upload Prescription
  • Order Refill
  • Medication Reminders
  • Calendar
  • Trackers
  • Insurance Wallet
  • Tutorial
  • Rewards System
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Challenge: Feature Integration

The stakeholders approved the creation of the Pharmacy Portal 2.0 desktop app. However, due to time constraints and resources, the portal should have the following characteristics:

  • Be shipped before RxtoMe 3.0 mobile app
  • Include the features of the 3.0 version
  • Match both RxtoMe 2.0 and 3.0 user interfaces.

Decision: No Pharmacy Portal 3.0 in the near future.

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Challenge: Team Communication

There was a big disconnect between the Development team and the Marketing team. The only communication happened between directors, who would later share their findings with the rest of the team. The developers did not know what the designers were working on, and vice versa. No meetings, no collaboration, pure silos. 

Communication was a big challenge at the beginning of this project and it was also a problem for the development of the RxtoMe User Portal project.

Research

Pharmacy Portal 1.0 Features

The original Pharmacy Portal was created to match the RxtoMe 1.0 mobile app. So it had a very basic user flow.

It included the following features:

  • Change status of prescription orders.
  • Buy credits (users) from the RxtoMe network.
  • Send an email to their representative.

Pharmacy Portal 1.0 sitemap

RxtoMe Pharmacy Portal 1.0 Sitemap

Competitors’ Analysis

In order to find the best way to integrate the new features to the Pharmacy Portal 2.0, I had to compare and contrast with the competition.

RxtoMe’s main competitors are PrescribeWellness, Speed Script and SimplePractice. I created accounts for each one of the platforms to navigate their product and assess their user flow, compare features and study their user interface.

PRescribeWellness

This platform had the most valuable information for our research. Same as RxtoMe, PrescribeWellness has a B2B (community pharmacies) and B2C (patients with chronic diseases) business model.

B2B Business Model

Target Market:
Local Pharmacists / Independent Pharmacies

  • Cloud-based platform – No software installation required
  • Marketing Kits
  • Refill Reminder
  • Med Sync systems – increase maintenance prescription revenue

Goals:

  • Help clients (community pharmacies) reach more patients
  • Improve medication adherence and loyalty
  • Improve Star Ratings, and lower DIR fees.
  • Increase maintenance prescription revenue
  • Increase daily scripts
  • Target patients that put Star Rating in risk*
  • Easier reimbursements with- billing and claim processing forms

*The Centers for Medicare and Medicaid Services (CMS) implemented the Five Star Quality Rating System to help educate consumers on quality of health care and make quality data more transparent.

B2C Business Model

Target Market:
Patients with chronic diseases / Patients in
health treatments / Pregnant women / Families

  • Refill Prescriptions
  • Home Delivery
  • Transfer Prescriptions to a local community pharmacy
  • Book Appointments with Pharmacies
  • Medication Review
  • Diabetes Management
  • Others**

Goals:

  • Provide the patients with a Pharmacy Directory
  • Home Delivery (manage changes, security, synchronized
    prescriptions, personalized service, “better health”)

**Custom medications, Bubble packs, Smoking cessation, Pet medications, Hormone replacement therapy, Prescribes birth control, Opioid abuse treatment,
Blood pressure checks, Medication flavoring, Medicare plan reviews, Vaccines, Once-a-month medication pickup, Weight loss programs, Biometric screenings,
Flu vaccine, COPD support, Travel vaccines, Lifestyle health, Diabetic shoes, Fall prevention, HIV management, Care services and Depression screening.

PrescribeWellness was established in 2010, in Irvine, CA. Their business models and marketing strategies had position them in the industry where RxtoMe strives to be. I did a more thorough research about the company that helped out for various case studies at RxtoMe.

It includes information regarding their:

  • Product and Services
  • Product Strategy
  • Business Model
  • Marketing

To view the full 2018 competitor’s analysis report, click here.

SpeedScript

  • Name Inquiry
    • Patient Name
    • Account Number
    • Phone Number
    • Birth Date
  • Patient Search
    • Patient Information
      • Family/Bill to Relationships
      • Dependents
      • Comments
      • Rx History
      • Payment Information
      • Drug Information
      • Physician
      • Dispensing Information
  • Auto Refill Rx
  • Patient Info
    • Status
    • Picking Up
  • Refill Reminder
  • Rx Information
    • Drug Interaction
    • Allergies

SimplePractice

Features:

  • Secure Messaging
  • Therapy Notes
  • Client Portal
  • Autopay
  • Appointment Reminders
  • Simple booking

Portal:

  • Calendar
  • Clients
  • Billing
  • Insights
  • Activity
  • Reminders

Research Results

Possible Features:

  • Automatic Refills
  • Barcode Generation
  • E-Prescribing
  • Insurance Processing
  • Inventory Management
  • Multi-Store Management
  • Online Refills
  • Pill Imaging
  • Prescription Processing
  • Rx Image Scanning
  • Patient Billing
  • Patient Records Management
  • Reports

RxtoMe 3.0 Features:

  • Refill Reminders
  • Order Manager
  • Credits
  • User Status – Active / Inactive
  • Patient Management
    – Contact Information
    – Insurance
    – Diagnosis
  • Billing
  • Reports
  • News feed / Activity
  • Calendar
  • Rebates/ Cash Rewards

Outcomes

Integrating Features

After further discussion with the team, we decided to include the following features to the Pharmacy Portal 2.0.

  • Orders List
  • Order Status
  • Patients List
  • Patient Profile
  • Memberships
  • Payment Methods
  • Messaging
  • Account Settings

The reasons why these features where included is that they meet the basic needs of the user (Pharmacies and Pharmacists) to connect properly with both RxtoMe 2.0 and RxtoMe 3.0 in the fastest time and without ignoring any of the features of the latest product release.

Ideation

Pharmacy Portal 2.0 User Flow

1. Orders

1.1 Order Number

1.1.1 Prescription Image
1.1.2 Insurance Image

1.2 Change Status

1.2.1 Rejected by Patient
1.2.2 Rejected by Pharmacy

1.3 Notes

2. Patients

2.1 Patient Profile

1. Orders (Sorted by Name)
5.3.1 Send Email to Patient

3. Memberships

3.1 Membership Type

3.1.1 Terms and Conditions
3.1.2 Select Membership

3.1.2.1 Pay Per Order
3.1.2.2 Bronze Plan
3.1.2.3 Silver Plan
3.1.2.4 Gold Plan

3.1.3 Payment Method
3.1.4 Checkout

3.2 Purchase History

4. Payment Method

4.1 Credit Card
4.2 Paypal

5. Inbox

5.1 Message
5.2 Email my RxtoMe Representative
5.3 Patient List

5.3.1 Send Email to a Patient

6. Account Settings

6.1 Pharmacy Services
6.2 Pharmacy Information

6.2.1 Edit

6.2.1.1 Edit Hours
6.2.1.2 Password

6.3 Shipping Information
6.4 Contact Information

Pharmacy Portal 2.0 Site Map

Medium Fidelity Mockups

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Dashboard – Activity Feed

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Patients – Patient’s Profile

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Representative

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Credits 

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Patients – Patients List

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Orders – Orders List

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Settings – Pharmacist Profile

RxtoMe Pharmacy Portal medium fidelity mockups of the Credits screen.

Settings – Pharmacy Profile

Medium Fidelity Mockups

Using Balsamiq Mockups app, I created medium fidelity screens based on the new approved user flow and site map. I used these screens later to create a prototype that was used for testing.

These are some examples of the screens:

Medium Fidelity Prototype

Using InVision App, I put together the medium fidelity prototype to test the new proposed features and user flow. Due to lack of resources, the protype was only tested by volunteer employees of Prizm Media who helped us figure out if the proposed flow was usable and navigable.

Prototype

Desktop Version High Fidelity Mockups

After testing the medium fidelity prototype internally and after considering the Product Owner’s business model, the results made us made little changes to the labelling and position of certain elements. However the user flow worked.

These are some of the screens of the high fidelity mockups for the RxtoMe Pharmacy Portal 2.0 Desktop version. You can view all the screens in the prototype.
Click here to view in InVision App.

Log In

Orders List

Patients List

Memberships

Patient Summary

Patients List and Patient Summary

Order Details

Account Settings – Pharmacy Services

Desktop Version High Fidelity Mockups

After testing the medium fidelity prototype internally and after considering the Product Owner’s business model, the results made us made little changes to the labelling and position of certain elements. However the user flow worked.

These are some of the screens of the high fidelity mockups for the RxtoMe Pharmacy Portal 2.0 Desktop version. You can view all the screens in the prototype.
Click here to view in InVision App.

Mobile Version High Fidelity Mockups

I had to create a few high fidelity screens for the developers to use as a guide for the responsive version. Some of those screens are the following:

Log In

Mobile Menu

Order List 

Order List – Order Information

Order List – Doctor Information

Memberships – Payment Method

Memberships – Purchase History

Account Settings

Patient Details

New Message

Message Active Patient

Message Inactive Patient

Search Messages

Memberships

Implementation

Front End Development

All the implementation for this project was under the responsibility of Mattew Chan and Sean Park. I was resposible to share with them the Adobe XD export file that includes all the specs for developers. I was available for any communication with them regarding any doubts or questions they may have.

Testing

High Fidelity Prototype – Desktop Version

Unfortunately, due to resources and time, the only testing we were able to do was internal with company volunteers. I put together this high fidelity prototype for their use. Any feedback was added to the developer’s notes and implemented in the final product.

RxtoMe Pharmacy Portal 2.0 user interface

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