Patient Enrollment Interface
I designed a flexible enrollment tool that helped site staff monitor patient status, verify eligibility, and manage key study requirements, making it easier to stay organized and guide patients through each stage of the clinical trial.
Due to NDA certain content is redacted and simplified.
MY ROLE
LEAD PRODUCT DESIGNER
PRODUCT
B2B, CRO
TIMELINE
NOV 2024 - APRIL 2025
The Problem
Site staff needed an efficient way to track patient progress, manage visit schedules, and complete required forms. Fully customizable studies made it difficult to maintain a consistent experience. I was tasked with designing a flexible, GCP-compliant system that could adapt to varying protocols with minimal engineering effort.
The project was eventually paused to prioritize core features aligned with long-term scalability, but it laid the foundation for a more modular approach moving forward.
Constraints & Requirements
Several important factors shaped the design direction
GCP Compliance
Some actions (like advancing patients) had to meet clinical and regulatory standards.
Customization
Studies had unique visits, forms, and settings. The UI needed to adapt without losing usability.
Data Integration
Patient data pulled from our system had to stay consistent and accurate throughout the UI.
Limited Team Capacity
To reduce engineering work, it was advised to reuse components from our existing design system as much as possible.
Design Process
With collaboration with my project manager and medical officer, we mapped user flows across key phases:
• Prescreening
• Screening
• Enrollment
• Post-enrollment
For each phase, we had to be mindful that our application was modular. Forms, visit structures, and workflows could vary widely depending on the study protocol. This required designing a flexible system that could support diverse configurations while maintaining consistency and clarity for site users.
The Solution
The final interface was composed of several modular sections:
Before
After
Check In Patient
The check-in button dynamically adjusts based on the patient’s visit status, ensuring that users only view actions relevant to their workflow.
Schedule
Default view shows visit history and upcoming appointments, helping site staff track progress and plan next steps.
Assessment Progress
Shows the status of all required assessments per visit, helping site users quickly see what’s completed, scheduled, or still pending.
Assignments
Forms like consent, labs, and visit outcomes were grouped under Assignments. These varied by study protocol but were critical to patient progression. The design emphasized adaptability and clarity so site staff could easily track and complete forms.
Reflection
This project taught me how to design for complexity without compromising usability. I learned to navigate regulatory constraints while building a flexible system that could adapt to different study protocols. Collaborating closely with medical and data stakeholders challenged me to think critically about how information is presented, accessed, and entered in high-stakes clinical environments.
Most importantly, it strengthened my ability to design modular solutions that could balancing the needs of users, engineers, and compliance requirements. This experience deepened my confidence as a systems thinker and reinforced my belief that great UX in healthcare starts with clarity, adaptability, and empathy.
