All work

Healthcare · Product Design

b.well Health

Connecting your health records without the paperwork

The b.well returning home on a soft lilac field: 412 records from 4 places, record coverage at 3 of 4, an A1C trend, medications and recent activity
Role
Sole UI/UX Designer
Scope
Onboarding · Data Connections · Search · Consent · Dashboard
Read
2 min

01/The project

Getting your health records into one place

b.well is a health app that brings a person's records together from their doctors, hospitals, labs, pharmacies and insurer. I was the only designer on Data Connections, the part where people find their providers and connect them, and the onboarding that leads into it. It's the first thing people do, and the old flow made it feel like paperwork.

The work is under NDA, so this page shows a selection of it. The screens are a refreshed pass on that work. They keep b.well's colours and type, and all of them come from one component library in Figma.

  • 01Data Connections and onboarding
  • 02Responsive web
  • 03Healthcare

02/At a glance

Where connecting starts now

The old first step, and the hub that replaced it.

Search comes firstThe old flow asked for a record type before anything else. The hub starts with one search box that covers every kind of provider.

03/The problem

Connecting records felt like paperwork

In the old flow, people picked a record type, then searched, then found out one click deeper that their doctor had several portals. The automatic route asked for a photo of an ID, a selfie and a hand-off to the phone, and three failed tries ended on a screen with nowhere to go. The consent step still showed template text.

So the work was mostly about one thing: getting someone to their first connected portal without guessing what comes next.

04/Two ways in

Two ways in, not one gate

The ID check used to stand in front of everyone. Now the first visit asks: should we find your records, or would you rather add providers yourself? Neither path depends on the other.

  • Everyone met an ID check first. It's now one of two paths, and searching yourself needs no check at all.
  • Verifying meant a photo ID, a selfie and a QR hand-off. It's now a code by text and the last four of the SSN.
  • Three failed tries locked people out. Now nothing is locked, and the screen offers three ways forward.
Choose a pathEach option says up front what it asks for and how long it takes. Searching yourself needs no identity check at all.
Before: scan a QR code with another deviceAfter: a six-digit code by text and the last four of the SSN, all on the device you're already using.
No dead endThree failed tries used to lock people out. Now the screen says nothing is locked and offers three ways forward.

05/Search

Finding the right John Smith

On the do-it-yourself path, everything starts from one box: doctors, hospitals, labs, pharmacies and insurers. Results already say where a doctor keeps your records.

  • People picked a record type before they could search. One box now covers doctors, hospitals, labs, pharmacies and insurers.
  • There was no way to tell which John Smith was yours. Each result shows the networks and the address, and the map shows where the office is.
  • A doctor who wasn't on b.well just didn't show up. They stay in the list with a Request button.
Portals before you clickThe typeahead shows how many portals each doctor has, so people know what they're about to connect before they open anything.
Before: a search box and nothing elseAfter: each result shows its networks and address, and the map opens beside the list rather than over it.

06/Connecting

Leaving b.well to sign in

Connecting means leaving b.well to sign in somewhere else, which is where trust is easiest to lose. So every step says plainly what happens and what b.well will see.

  • The sync list showed names and nothing else. Each portal now shows its records and your last visit.
  • Consent still read {connection.entity}. It's now plain words, and Continue stays off until the box is ticked.
  • After signing in, a spinner and no end in sight. Three named steps, and people can close the window while we keep going.
Before: a list of names to tickAfter: each portal says which records it holds and when you last visited, so people can tell which ones are theirs.
Before: template copy in the consent stepAfter: plain words for what b.well can read, and a button that says where you're going next.
Show what arrivedCounts by type land straight away. It's the payoff, so it gets the whole screen.

07/After

After the first connection

Once records arrive, the product stops being a setup checklist and starts telling you what needs attention.

  • There was no sense of how much was connected. A coverage gauge counts types of records, and every doctor shows portals connected, like 1 of 3.
  • Expired sign-ins hid in a long list. The one that needs you gets its own card at the top.
What needs you comes firstCoverage, connection health and records over time sit side by side, and an expired sign-in gets its own card with Reconnect.
Before: expired sign-ins mixed into one long listAfter: the one that needs you gets its own card with Reconnect, above a table you can filter by status.

08/Looking back

What mattered most

The two changes that mattered most were structural. The identity check moved from the front door to an optional path, and portal details moved onto the card where people were already deciding. The refresh mostly makes those decisions easier to see.