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.

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, tested or reviewed in a long time 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

Product Description

B2C
RxtoMe is a mobile app for users to order  prescriptions online with free delivery and cash rewards.

B2B
RxtoMe Pharmacy Portal is a desktop app for pharmacists in the RxtoMe network to manage subscriptions, patients and orders.

The development of RxtoMe 1.0 and Pharmacy Portal 1.0 started with a team of developers, no designers participated in this phase.

RxtoMe 2.0

As the product progressed, the company hired a Marketing director to improve the engagement and increase sales and downloads.

This lead to the development of RxtoMe 2.0, which included:

    • Order Prescriptions
    • Transfer to Pharmacy Network
    • Cashback Rewards

RxtoMe 3.0

While the development team was working on shipping and testing RxtoMe 2.0, the marketing director and his team started working on RxtoMe 3.0.

For the latest version, the marketing team decided to make the UI dark and to include these new features:

    • Transfer Medication
    • Upload Prescription
    • Order Refill
    • Medication Reminders
    • Calendar
    • Trackers
    • Insurance Wallet
    • Tutorial
    • Rewards System

Pharmacy Portal 1.0

While the mobile app was being worked on, the Pharmacy Portal hadn’t been updated and neither the features or the user interface matched.

The Development team was not aware that the Marketing team was working already on the 3.0 version.

Two mobile phones showcasing RxtoMe 1.0 User Interface screens
Two mobile phones showcasing RxtoMe 1.0 User Interface screens

Product Description

B2C
RxtoMe is a mobile app for users to order  prescriptions online with free delivery and cash rewards.

B2B
RxtoMe Pharmacy Portal is a desktop app for pharmacists in the RxtoMe network to manage subscriptions, patients and orders.

The development of RxtoMe 1.0 and Pharmacy Portal 1.0 started with a team of developers, no designers participated in this phase.

Two mobile phones showcasing RxtoMe 2.0 User Interface screens
Two mobile phones showcasing RxtoMe 2.0 User Interface screens

RxtoMe 2.0

As the product progressed, the company hired a Marketing director to improve the engagement and increase sales and downloads.

This lead to the development of RxtoMe 2.0, which included:

    • Order Prescriptions
    • Transfer to Pharmacy Network
    • Cashback Rewards
Two mobile phones showcasing RxtoMe 3.0 User Interface screens
Two mobile phones showcasing RxtoMe 3.0 User Interface screens

RxtoMe 3.0

While the development team was working on shipping and testing RxtoMe 2.0, the marketing director and his team started working on RxtoMe 3.0.

For the latest version, the marketing team decided to make the UI dark and to include these new features:

    • Transfer Medication
    • Upload Prescription
    • Order Refill
    • Medication Reminders
    • Calendar
    • Trackers
    • Insurance Wallet
    • Tutorial
    • Rewards System
Pharmacy Portal 1.0 User Interface Screen
Pharmacy Portal 1.0 User Interface Screen

Pharmacy Portal 1.0

While the mobile app was being worked on, the Pharmacy Portal hadn’t been updated and neither the features or the user interface matched.

The Development team was not aware that the Marketing team was working already on the 3.0 version.

q

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.

q

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

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 models.

  • Help clients reach more patients
  • Improve medication adherence and loyalty
  • Increase maintenance prescription revenue
  • Increase daily scripts
  • Provide the patients with a Pharmacy Directory
  • Home Delivery

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

Speed Script

  • 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

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 models.

  • Help clients reach more patients
  • Improve medication adherence and loyalty
  • Increase maintenance prescription revenue
  • Increase daily scripts
  • Provide the patients with a Pharmacy Directory
  • Home Delivery

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

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 Sitemap

This is the sitemap of the original Pharmacy Portal. Including the following features:

 

  • Orders
  • Patients
  • Memberships
  • Payment Method
  • Inbox (Messaging)
  • Account Settings

Content Outline for the Pharmacy Portal 2.0

 

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

RxtoMe Pharmacy Portal 1.0 Sitemap

Pharmacy Portal 1.0 Site Map

This is the sitemap of the original Pharmacy Portal. Including the following features: 

 

  • Account Settings
  • My Inquiries
  • Contact My Representative
  • Purchase Credits
RxtoMe Pharmacy Portal 2.0 Sitemap

Pharmacy Portal 2.0 Site Map

This is the sitemap of the original Pharmacy Portal. Including the following features:

 

  • Orders
  • Patients
  • Memberships
  • Payment Method
  • Inbox (Messaging)
  • Account Settings

Content Outline

 

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

Solution

Team Communication

Lack of communication was one of the primary set backs for the product.

There was a gap between the teams, even during lunch break. I was the newbie, and since I am very extroverted and talkative. I wanted to get to know the teams. I heard that the developers were joining the BC Game Jam Hackathon, and coincidentally they needed a designer. So I joined! My participation in this hackathon made it possible for us to create a bridge between developers and designers.

We started meeting up on Thursdays. We would share the progress of our different progress and we were able to learn from each other. This definitely helped out bridgning the gaps in communications and the deliverables surely improved after we instated the Thursday meetings.

Prototype

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:

Grid with eight screenshots of the screens of the medium fidelity prototype of the RxtoMe Pharmacy Portal 2.0
Medium fidelity prototype screens of the Pharmacy Portal 2.0

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.

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.

RxtoMe Pharmacy Portal 2.0 user interface

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.

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 

Memberships

New Message

Message Active Patient

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.

View Similar Projects

Iphone with user interface design of the Actibeety App Dashboard. Actibeety logo next to it.

Actibeety – Mobile App

Computer monitor with RxtoMe User Portal user interface

RxtoMe Desktop App

Computer monitor with RxtoMe User Portal user interface

RxtoMe Website