Providers think in patients, not cards.
Providers often manage 3–12 subscriptions per patient, so editing them one card at a time was slow, and easy to mess up.
Vibrant Provider Portal
Vibrant America’s provider portal supports the full lab testing workflow, including test ordering, patient management, lab report setup, and recurring sample send-outs.
My team redesigned the Subscription page to make recurring lab orders easier to review, select, and send.
Managing multiple subscriptions across hundreds of patients.
Each patient could carry multiple active subscriptions, but a card grid buried them under duplicate info with no way to act on more than one at a time.
Long product names had nowhere to go but a tooltip — and the tooltip got in the way.
Truncated titles triggered tooltips that popped up right over the action buttons next to them.
Splitting patient info from the subscription list.
A fixed left column holds avatar, gender, DOB, and samples to be sent — freeing the right column to just be about subscriptions.
What’s inside the info card
Checkboxes turn one-by-one editing into batch editing.
Every subscription gets its own checkbox, plus a Select All for the whole set, so providers can act on several at once.
Batch editing
Grouping by order batch instead of flattening everything.
Subscriptions from the same order carry a label like “Created by order (1233344), last edited on Jan-01-2025 11:00 AM,” so their origin stays traceable.
Anatomy of a subscription block
Show More beats showing everything at once.
Each patient defaults to 2–3 visible subscriptions, with the rest tucked behind a “Show More (9)” — enough to stay useful without overwhelming the screen.
Collapsed vs. expanded, and why it matters
Research
Where it all started
As the Subscription feature grew, patient count and order volume kept climbing — but the page was still the same card grid built for a handful of subscriptions.
Every new patient added made it more crowded. So did every new subscription.
Talking to providers instead of guessing.
Rather than assume, I went straight to the people using this page every day.
Goals
- Understand the real steps and friction behind editing subscriptions today.
- Find out what an ideal batch flow looks like to providers.
All of our sorted insights
6 provider interviews, spanning front-desk and back-office staff — to understand how they cope with heavy patient loads, and the workarounds they’d already built for themselves.
Turning interviews into a few key insights.
The research pointed in a clear direction, and became our north star:
- Providers organize information by patient, not by subscription card.
- Batch ordering is the norm — subscriptions in the same batch are usually edited or reviewed together.
- A page works if you can tell, at a glance, how many subscriptions a patient has and what state they’re in.
So… why was this happening?
Digging into usage patterns and internal feedback, the pain kept clustering around the same three things: can’t find it, can’t finish editing, can’t read it clearly.
Evaluating ideas against research and technical constraints.
Working closely with engineering meant every idea got checked against the data model and the build timeline before it went any further.
From ideation to implementation.
Looking at similar healthcare back-office tools, I went through plenty of list and grouping layouts before landing on the final one.
A few of the versions along the way
Testing the prototype with users, engineers, and product.
Once ideation settled, I built everything into one testable prototype and put it in front of providers and the team.
Early testable prototype
Making the hard calls after testing.
Testing with providers and engineers surfaced something the original design hadn’t accounted for: providers weren’t used to seeing Select All at two levels, and sometimes selected more than they meant to.
Feedback we received
Landing on the final version
We realized providers didn’t need to understand every layer of the hierarchy — just a clearly labeled batch and a Select All that stayed put was enough. So we pulled the two levels apart visually, and kept the batch header front and center.
What we assumed needed full flexibility, it turned out, just needed clear layering.
The final solution, and comments
Key Learnings
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Don’t over-engineer a complicated fix for a simple problem. When two levels of Select All confused people, we kept the existing list + grouping and just pulled apart their visual weight.
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Be a chronic communicator. Sharing progress with engineers and stakeholders regularly meant changes got caught early, not late.
This is just a snapshot of the entire design process.
Reach out for the full story.
AgentX
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