Soundry Health - EHR Portal
Soundry Health is a top medical claim processing and practice management platform that provides an innovative approach to simplify patient and insurance billing management.
SOUNDRY HEALTH- Timeline
- 6 Months
- Team
- Oyindamola Akinleye Founding Product Designer
- Austin Howe Founding Software Engineer
- Barry Saik CEO
- Market
- USA (90+ providers)
- Website
- Visit Soundry
- Goals
- Optimize the workflow for integrative health practitioners by creating a seamless experience that simplifies billing, patient management, scheduling, and reporting.
- Results
- This product has been used by more than 90 healthcare providers across the United States to process insurance coverage totaling more than $2 million USD to date.
Project summary
I designed the core product experience to simplify patient and insurance billing management for Soundry Health.
Seamless onboarding for billers
To ensure a seamless onboarding experience, Soundry features a simple, intuitive process that guides billers through the setup process. Upon accessing the app, a clear and structured task flow presents billers with a concise overview of pending tasks, ensuring a comprehensive and efficient onboarding experience.
Client management
Soundry's client management feature provides a comprehensive overview of client information, including detailed analytics and insights.
Billing management
The Billing Dashboard provides a centralized hub for billers to manage all aspects of client billing. From this dedicated page, billers can efficiently track and manage invoices, claims, and payments, as well as set up and manage insurance and billing details, streamlining their workflow and ensuring accuracy and efficiency.
Digitizing SOAP Notes
Soundry's SOAP Notes Module, our most used feature, transforms the traditionally tedious documentation process into a seamless digital experience. By digitizing patient interactions, clinicians can easily capture and organize patient data, eliminating paperwork and reducing administrative burdens. With an intuitive interface, providers can quickly and accurately record SOAP notes, freeing up time for high-quality patient care.
A platform for patients/care receivers
The client portal offers a seamless experience, providing a personalized dashboard for patients/care receivers to view open invoices, pending tasks, appointments, and payment history. Patients can also communicate directly with clinicians, and a quick start guide ensures a smooth onboarding process.
Modals
Modals are strategically used throughout the Soundry experience to deliver contextual information and focused interactions, enabling users to swiftly access key workflow interactions, such as notifications, appointment schedules, and clinician communications, while maintaining a seamless and intuitive workflow.
Key learnings
Working on this fast paced, domain specific and complex project, I gained valuable insights that further shaped my approach to iterative design and cross-functional collaboration.
Effective communication is crucial
As a small team working at a fast pace, I had to be proactive and transparent in my communication with key stakeholders, ensuring that everyone was aligned and informed throughout the design process.
Being open to change is essential
As the project evolved, I adapted to new data and market feedback, refining my approach through a 'learn by doing' mindset. This further taught me how embracing change is key to delivering success.
Scalability and adaptability are key
With hundreds of design screens and countless hours invested, I learned to prioritize and optimize my workflow to meet the demands of this extensive project.
