MobileODT :

Web app and admin tools

Type: Healthcare / Medical devices
Role: Lead UX/UI
Platform: Web application

The MobileODT web portal is a toolset for client administrators, supporting user management, data analysis, reporting, and alerts. Administrators can view new cases submitted through the EVA mobile app—as HIPAA-compliant documents with patient identifiers omitted—and add annotations or send messages to the examining nurse in real time.

Admin portal

Admin portal

Users / Personas

User research revealed two key personas for this feature. The primary was the organization administrator—I interviewed several existing clients and used their input to build representative personas, with many also agreeing to beta test the feature. The secondary persona was the customer support team member, who would use the portal to create and manage client profiles as part of their daily workflow.

Personas

Permissions and Hierarchies

Understanding the hierarchy within client organizations was essential for defining user permissions, feature access, and profile types tailored to each role.

Organizational hierarchy and profiles.

The web portal content adapts based on user type. Some profiles can view patient cases they’ve created in the app and provide feedback on others—but not all users have the same level of access. This hierarchy required a permissions system to restrict certain content, particularly personally identifiable data (PID), even within the same organization.

Patient case with annotations - “Profile B”/ own case view

“Profile B”/ own case view - Patient case with annotations

Patient case with a conversation - “Profile B”/ other nurse’s case view

“Profile B”/ other nurse’s case view - Patient case with a conversation

Data tracking and reporting - “Profile C” view

“Profile C” view - Data tracking and reporting

Case study - "Add new user" feature

As MobileODT grew, the company aimed to give clients more autonomy—starting with the ability to create and manage user profiles within their own accounts.

Challenges

The original profile creation flow had been built by engineers for internal use, without considering client needs. I used this existing process as a starting point for redesign. During the discovery phase, several key usability issues emerged:

  • The layout and action flow were confusing and unintuitive.

  • Developer terminology was vague or misleading.

  • Some features were outdated or irrelevant.

  • The interface was schematic and raw, never intended for client use, and visually inconsistent with MobileODT’s design language.

The goal of the redesign was to clarify the experience, streamline the workflow, and align the UI with the broader product ecosystem.

Original UI

Original UI

Objectives


Based on user research and observation, I defined the following goals for the redesigned profile creation flow:

  • Simplify the process: Creating a profile should be intuitive and self-explanatory.

  • Support multiple roles: Admins should be able to create various profile types based on organizational roles, and duplicate existing profiles when needed.

  • Clarify access levels: Data access permissions should be easy to understand and clearly communicated.

  • Scale across organization sizes: The workflow should accommodate both large, multi-user organizations and single-user accounts.

  • Enable modular features: The system should allow features to be added or removed based on the client's membership plan.

Prototypes
I began by sketching basic user hierarchies on whiteboards, then moved into wireframes and interactive prototypes to explore solutions. Throughout the process, I tested these prototypes with users using screen-sharing tools to gather feedback and refine the design. Early versions included “profile presets” to speed up creation, but this concept was eventually set aside in favor of a more flexible structure for the final release.

Early prototype with presets

Permissions


One challenge I focused on was defining profile access permissions. Setting up the permissions wrong could potentially expose sensitive patient information to the wrong user. Originally, the engineers created a permissions presets list that quickly proved unsustainable - it was too long and the definitions were too confusion for external users. Working directly with our users, I iterated on solutions until a I reached small selection with a manageable amount of options. For reassurance, the interface was accompanied by a natural language description of the selected permissions.

Final permissions layout

Final permissions layout

Outcomes


One key challenge was defining profile access permissions. Incorrect configurations could expose sensitive patient data to the wrong users, so clarity and control were critical. The original engineer-built solution relied on a long list of preset permission sets, which quickly proved unsustainable—too complex, with confusing labels for external users.
To address this, I worked closely with users to iterate on simplified options, ultimately narrowing it down to a small, manageable set. To build confidence and clarity, each selection was paired with a plain-language summary describing the granted permissions.

Users list and “Add new user” call to action

Users list and “Add new user” call to action

Feature design - new step by step profile setup tool with tooltips, contextual fields and more.

Feature design - new step by step profile setup tool with tooltips, contextual fields and more.

Feature design - The last step of the setup allows for quick duplication of the profile.

Feature design - The last step of the setup allows for quick duplication of the profile.