HealthXchange

Improving clarity of 7+ user flows and refining 35+ screens
Computer monitor displaying HealthXchange dashboard alongside the company logo on a blue background.

Summary

HealthXchange rewards users for making payments towards their medical bills and they work with several businesses to support this feature.

This specific project focuses on a dental practice software where staff can view treatments and request payments from patients. From existing designs, we worked on simplifying the user flow and modernizing the site.

Role

UI/UX Design Consultant (1 design partner + 2 engineers + 1 product owner)

Tasks

UI/UX Design, UX Research

Tools

Figma, Google Suite

Time

October 2025 - December 2025 (3 months)

What is HealthXchange?

HealthXchange (HX) is a startup company built by a team of healthcare insiders who prioritize seamless patient experiences. This HX product is catered towards dental offices partnered with the company.

Goal + Solution

Reduce clutter and simplify the user flow to allow staff to easily navigate through the software. To solve this, we decided to condense the information on the dashboard and adjust the appointments display section to complete everyday tasks.

Impact

  • simplified a total of 15+ user flows, polished 70+ desktop screens
  • established official branding elements and kept consistency with 20+ components
  • strengthened visual hierarchy throughout screens
HealthXchange logo - lowercase letters 'hx' with 'h' in orange and 'x' in blue gradient overlapping in the center.

Identifying necessary changes

Prior to joining the project, previous screens were made using UX Pilot. We were asked to refine and modernize the existing designs, create new pages, as well as, make the user flows more intuitive.

HealthXchange dashboard showing a scheduling interface with tabs for today's and upcoming appointments.

Final design

While I’m unable to show the entire design because the product isn’t public yet, here are screens highlighting some changes before and after completing this project.

Comparison of HealthXchange user dashboards before and after redesign, showing a more modern, user-friendly interface with appointment and payment details.

How was this project for me?

Successes

  • individually simplified 7+ user flows and refined ~35 existing desktop screens
  • established official branding elements + design system
  • strengthened visual hierarchy throughout site

Key learning

  • work in a fast-paced environment without sacrificing quality of the product
  • necessity to communicate with development team to ensure an intuitive product

Challenges

  • short time-constraint with ~70 screens total (split between two designers)
  • learning how to design for a B2B Saas platform

Next steps

  • demo the site to potential clients
  • improve designs based on client feedback, client and user needs, and usability testing
HealthXchange logo - lowercase letters 'hx' with 'h' in orange and 'x' in blue gradient overlapping in the center.

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