Optimizing Physician Referrals

Data visualization work for Mongoose Health to develop a physician referral optimization dashboard to be used by primary care providers, population health managers, and chief medical officers.

Role: UX/UI Designer
Agency: Mongoose Health

Project Scope

‍Health systems have a unique opportunity to lead the next chapter of value-based care, and Conduce Health is at the forefront of that chapter. As a contractor, I designed a web prototype that predicts patient needs, matches patients with the right specialists for them, and optimizes specialty care networks.

The deliverables included user scenarios in documented from, as well as defined functionalities and interactive prototypes that were used to raise over $3 million in a seed round with investments from CT Innovations, AlleyCorp, Black Opal, and more.

In addition, Conduce Health was listed as 2025 New York Digital Health's 100 by Digital Health New York. Not too shabby!

$3 million
Raised in
investments
πŸ†2025 New York
Digital Health 100
Recipient

Read about Conduce Health's recent achievements on Yahoo Finance.

Constraints + KPIs

I was the sole designer for this project and was allotted approximately two months of full time work for completion. Designs were meant to act as a proof of concept rather than production, with the goal of garnering positive sentiments during the first round of clinician impressions testing, as well as investor backing.

Research Synthesis

Alongside a few user interviews, I consolidated multiple research articles to understand the health system environment as it pertains to specialty care and referrals. I also drew from my own past experiences working in health tech settings.

I identified three abstract personas that fit into the health system ecosystem. Our product would interact with all three differently.

How can we align our patient signatures with existing mental models of patient population categories?

First Iterations

I began designing a wire frame representing the key inflection point for each of the different personas. I asked myself, "What information do clinicians wish they had when choosing a specialist?", "What is considered optimal vs sub-optimal referral?", and "How can we align our patient signatures with existing mental models of patient population categories?"

Upon presenting each wire frame to the team, I noted what the design succeeded in as well as areas for iterated improvement.

Chief of Medicine

An iPhone wireframe depicting

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Visual indication of quantity, as well as distanced from optimized value.

Hidden information on hover state decreases visual complexity.

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Unspecified driver behind cost makes data less actionable.
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Other actionable information (type of procedures, in/out of network, distance, etc.) missing.

Population Health Manager

An iPhone wireframe depicting

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Patient signatures match existing mental model of how health directors think about their population.
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Factors behind cost listed clearly in hover state with time.

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Difficult to deduce how different population groups compare to each other, as well as which groups are contributing most to overall cost.
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Primary Care Provider

An iPhone wireframe depicting

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By distance, an important factor referral process, shown clearly by visual map.

Credibility established by comparing single patient to larger population outcomes.

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Other important referral factors, such as availability and network type are unavailable.

Missed opportunity for decision feedback.
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Many iterations later...

In addition to the areas of improvement identified previously, I found that re-organizing our user flow lead to a more cohesive exploratory experience. Initially, we had three distinct and separated user flows that mimicked the way we structured our database. This created an artificial segmentation of our differing personas.

We found that conceptually, it was more natural to organize features for the population health manager and chief medical officer persona into one, larger connected flow. The primary care provider flow remained minimal and segmented apart.

An iPhone wireframe depictingAn iPhone wireframe depicting

"Vanessa Ta offers fantastic work by incorporating excellent visual design craft and communicating strong, user-centric, design justification."

- Harvard Pan, Chief Operating Officer

Conclusion

‍The project was a success after raising over $3 million in funding! I loved getting to work with Geoff Matous (President and CGO) and Harvard Pan (COO)Β on this project. Keep your eyes out on Monduce Health as they continue to refine their offering, they're one to watch out for!

‍See Next Project

Think we'd work well together?

I think so too :). Send me an email and we'll work something out.

Β©2025 Vanessa Ta - Based in Seattle, WA