HealthEM.AI
HealthEM.AI
Type Dashboard Design
Platform Web App
Duration 1 Year

Designing a Comprehensive Healthcare Insurance Management Platform for Care Managers Across the United States.

The US Healthcare Industry is a costly market due to high physician, hospital stay, labs and procedure charges along with insurance premiums.

Members enrolled in an insurance program often do not take steps to maintain their health conditions. This leads to an increased number of hospital admissions and higher expenses for the payers.

HealthEM.AI was designed to bridge this gap — a platform that helps care managers proactively track, engage, and improve member health outcomes.

01 — THE PROBLEM

Too much data. Too little insight.

Members enrolled in an insurance program often do not take steps to maintain their health conditions — leading to increased hospital admissions and higher expenses.

/01

The Challenge

Despite gathering vast amounts of data, care managers struggle to utilize it effectively due to disconnected systems, leading to inefficiencies and reduced quality of care.

/02

Overwhelming Caseloads

Care managers handle hundreds of patients. Lack of proper prioritization makes it difficult to focus on high-risk individuals first.

/03

Disjointed Medical History

Information is scattered across different tabs and systems, requiring excessive clicking to get a full picture of a patient's health.

/04

Tedious Documentation

Logging calls, assessments, and follow-ups takes too much time away from actual patient interaction.

/05

Poor Tracking & Metrics

Administrators struggle to track team performance and reallocate caseloads without tedious manual reviews.

02 — STAKEHOLDERS

Aligning conflicting objectives.

The healthcare industry has three key stakeholders whose objectives often conflict.

Payers
01

Payers

Health plan providers, Medicare, and Medicaid — that set service rates, collect premiums, and reimburse medical claims.

  • Grow membership
  • Reduce medical spend
  • Retain most earnings
  • Maximise profit
Consumers
02

Consumers

Members enrolled in insurance plans and patients admitted to hospitals whose treatments payers are covering.

  • Get a trusted insurance plan
  • Get the best care available
  • Maintain their health
Providers
03

Providers

Doctors, Nurses, Clinics, Labs, Hospitals, and Old age homes that provide care to patients.

  • Get access to covered lives
  • Lumpsum deals with Payers
  • Reduce spending
  • Maintain quality of care
03 — METHODOLOGY

A structured path to execution.

A structured approach from research to final delivery.

01

Discover

Stakeholder interviews, contextual inquiry, user segmentation, and competitor analysis to understand the landscape.

02

Define

Persona creation, journey mapping, information architecture, and identifying design directions based on research insights.

03

Design

Wireframing, UI style guide, visual design, prototyping, and usability testing with real users.

04

Deliver

Design system documentation, developer handoff, and iterative improvements based on user feedback.

04 — USER RESEARCH

Understanding the human element.

Five distinct user roles were identified through stakeholder interviews and contextual inquiry sessions.

Care Manager

Nurses onboarded for tracking and health management of members

RoleClinical
PriorityPrimary User
Goals
  • Track member health outcomes efficiently
  • Reduce administrative overhead
  • Get timely alerts for high-risk members
Pain Points
  • Too much data spread across disconnected tools
  • Manual reporting takes excessive time
  • Unclear escalation paths for critical cases

Care Manager Admin

Head of Care Managers responsible for staff management and team goals

RoleManagement
PrioritySecondary User
Goals
  • Oversee team performance and workload
  • Ensure SLA targets are met
  • Identify bottlenecks and training gaps
Pain Points
  • Lack of real-time team visibility
  • Reports are hard to generate quickly
  • No unified view across all care managers

Primary Care Physician

Medical professionals acting as the first point of consultation for patients

RoleClinical
PriorityExternal User
Goals
  • Access complete patient history quickly
  • Coordinate with care managers seamlessly
  • Reduce time spent on administrative tasks
Pain Points
  • Patient data fragmented across systems
  • Slow referral and approval processes
  • No clear visibility into care plans

Chief Medical Officer

Healthcare administrators overseeing effective management of the system

RoleExecutive
PriorityStrategic
Goals
  • Improve clinical quality metrics organisation-wide
  • Ensure regulatory compliance
  • Make data-driven strategic decisions
Pain Points
  • Dashboards not actionable or real-time
  • Hard to drill down from summary to detail
  • Reports require too much manual work to produce

Chief Executive Officer

Responsible for company turnover through strategic reports and decisions

RoleExecutive
PriorityStrategic
Goals
  • Track company-wide health and performance KPIs
  • Identify cost-saving opportunities
  • Ensure member satisfaction and retention
Pain Points
  • No single source of truth for executive reporting
  • Data arrives too late to be actionable
  • Difficult to benchmark performance across teams
05 — PERSONAS

Designing for extreme cognitive load.

Deep-dive into our primary users to understand their goals, frustrations, and daily workflows regarding care management.

Crystal
Andrew
Sarah
David
Elena
@CrystalCM
Care Manager

"Maintaining accurate documentation of all calls while building trust is overwhelming without clear performance metrics."

@AndrewAdmin
CM Admin

"Reviewing team performance across programs and assigning individual patients to CMs is highly tedious."

@SarahPCP
Primary Care Physician

"Multiple CMs taking up the same patient reduces our overall efficiency and causes confusion."

@DavidCMO
Chief Medical Officer

"I want to help the elderly take care of themselves so nobody feels alone during a time of need."

06 — DESIGN DIRECTION

Paving the absolute clearest path.

Derived from client workshops, competitor analysis, and persona research.

All-In-One Platform

Integrate all data and functionalities into one holistic platform ecosystem, reducing workflow friction.

Smart Assists

Automated intelligence logic to assist care managers in day-to-day tasks.

Smart Filters

Suggestive advanced search.

Help & Info

Contextual guides aligned to data.

Grouped Data

Member details logically grouped to decrease system-level cognitive load and improve navigation speeds.

Graphical Representation

Data structures supported with automated graphs and visual status coding.

Selective Revelation

Dynamic hover features drop the massive cognitive load.

Minimalistic UI

Beautiful tracking of white space and absolute minimal design elements to ensure natively crisp information mapping.

07 — ARCHITECTURE

Mapping a frictionless mental model.

Restructuring the navigation and module hierarchy to ensure that care managers can find patient data with minimal clicks.

Entry Point

Log In

Forgot password, Help, Password expired, Lockouts

Global Component

Global Actions

  • Global Search
  • Notifications
  • Profile
Navigation Menu

Main Menu

Primary navigation hierarchy

View

Home

  • Top KPIs
  • Task suggestions
  • Reminders, Notes
  • Calendar
View/Edit

Members

  • Listing page
  • Detail page
Analytics

Dashboards

  • Care Manager Dashboard
  • Admin Dashboard
08 — VISUAL IDENTITY

Built to feel warm & trusted.

Building a trustworthy experience through consistent typography and thoughtful colors.

Bold Semi Bold Medium Regular
Fira Sans
H1 Banner Heading 32
H2 Page Heading 28
H3 Section Heading 24
H4 Section Subheading 20
H5 Use Cases SubHeading 16
B1 Body Text 14
B2 Body Text 12
Caption Caption 12

Colors

Primary #E8782B
Teal #2B8C8C
Blue #4A6FA5
Purple #7B5EA7

Semantic Colors

Success Confirm, Available
Warning Critical, Caution
Error Remove, Failed, Busy
Info Links, Neutral
09 — THE SOLUTION

A cohesive ecosystem for care.

Polished, production-ready interfaces built with real data, semantic colors, and intuitive information hierarchy.

Member Listing

A centralised view of all members across the care network. Care managers can filter by case status, risk level, and assigned physician — reducing time spent hunting for the right patient.

healthem.ai/members
Member Listing Screen

Member Detail

An in-depth profile combining medical history, care tasks, upcoming appointments, and real-time cost data. Designed to give care managers everything they need in a single, structured view.

healthem.ai/member-detail

Admin Dashboard

Executive-level visibility into team performance, case throughput, and cost savings. Built for CMOs and CXOs to track KPIs and make informed strategic decisions without leaving the platform.

healthem.ai/admin-dashboard
Admin Dashboard

Care Manager Dashboard

A personalised workspace showing each care manager's active caseload, task completions, and upcoming follow-ups. Prioritises urgent actions so nothing critical slips through the cracks.

healthem.ai/care-manager
Care Manager Dashboard