Optum Rx UnitedHealth Group HIPAA

Pharmacy
Platform
Modernization

Multi-role UX for the largest pharmacy benefit manager in the United States โ€” designing critical prescription workflows for pharmacists, pharmacy technicians, and prescribers across Home Delivery and Specialty Pharmacy platforms, via Prodigious / Publicis Groupe.

My Role
UX/UI Designer
Client
Optum Rx ยท UHG
Agency
Prodigious / Publicis Groupe
Platforms
HDP ยท Specialty Rx
Year
2024โ€“2025
Enterprise UX HIPAA-Aligned Multi-Role Workflows Home Delivery Pharmacy Specialty Pharmacy User Personas Prescription Workflows Top 10 Prioritization
pharmacy.optumrx.com/dashboard ๐Ÿ”’ Optum Rx Dashboard Prescriptions Members Claims Reports ๐Ÿ‘ค PHARMACY ๐Ÿ“‹ Rx Queue ๐Ÿ” Drug Search ๐Ÿ‘ฅ Members ๐Ÿ“Š Reports โš•๏ธ Clinical ๐Ÿ”„ Refills SPECIALTY ๐Ÿ’Š SP Orders ๐Ÿ“‹ Prior Auth โš ๏ธ Alerts Rx Queue 247 pending today SP Members 1,482 active patients Prior Auth 38 awaiting review Alerts 7 critical MEMBER NAME MEDICATION STATUS PRIORITY Sarah M., 54 Humira 40mg/0.8mL Prior Auth URGENT James T., 67 Ozempic 1mg/dose Approved Normal Linda R., 42 Keytruda 200mg In Review URGENT Robert K., 71 Jardiance 10mg Ready Normal โš  Drug Interaction Alert Sarah M. โ€” Humira + Methotrexate: Monitor for increased immunosuppression. Requires pharmacist review before dispensing. Prior auth pending. Review Now PERFORMANCE TODAY 94.2% Rx accuracy 3.4h Avg fill time $5 Avg member cost 38 PA pending 247 Queue total ๐Ÿ’Š Specialty Pharmacy Queue Keytruda 200mg โ€” Linda R. Oncology ยท Cycle 4 ยท Infusion center Active Humira 40mg โ€” Sarah M. Rheumatology ยท PA Required PA Hold ๐Ÿ  Home Delivery Queue Auto-refill processing 71% Jardiance 10mg ยท James T. Ready Ozempic 1mg/dose ยท Robert K. Ship OPTUM RX UNITEDHEALTH GROUP ยท PHARMACY BENEFIT MANAGER
300M+
prescriptions processed by Optum Rx annually
3
distinct user roles designed for simultaneously
#1
PBM in the United States by prescription volume
HIPAA
PHI-compliant design within regulated clinical workflows
2
pharmacy platforms โ€” Home Delivery + Specialty
๐Ÿ”’
NDA Notice: This case study describes work completed at Optum Rx (UnitedHealth Group) via Prodigious / Publicis Groupe. Screen designs, member data, and proprietary system details have been abstracted or recreated. All mockups shown are representative reconstructions for portfolio purposes only. No protected health information (PHI) or confidential client materials are displayed.

01 โ€” Strategic Context

The Largest PBM
in the United States

Optum Rx is the pharmacy benefit management arm of UnitedHealth Group โ€” the largest health insurance company in the United States by revenue. As a PBM, Optum Rx sits at the intersection of every prescription drug transaction: negotiating prices with manufacturers, managing formularies for health plans, and operating the digital infrastructure that pharmacists, technicians, and prescribers use to fill, verify, and authorize prescriptions every day.

This engagement โ€” through Prodigious, Publicis Groupe's digital production network โ€” placed me inside the UX modernization effort for two of Optum Rx's core platforms: Home Delivery Pharmacy (HDP) and Specialty Pharmacy (SP). These are not consumer-facing apps. They're the internal clinical tools that Optum's pharmacists and pharmacy technicians use to process hundreds of thousands of prescriptions daily.

"Designing for pharmacists isn't like designing for consumers. Every interaction happens in a clinical context where errors have patient safety implications."
Why this project matters at scale: Optum Rx processes more than 300 million prescriptions annually. A 2-second reduction in the average time-per-prescription workflow, multiplied across the entire volume, represents thousands of hours of pharmacist time per year โ€” and a measurable reduction in error risk at every interaction point.
OPTUM RX โ€” ENTERPRISE SCALE
Annual prescriptions 300M+
Members served 29M+
U.S. PBM market rank #1
PA approval time (new) <30s
Average member drug cost $5
PROJECT DELIVERABLES (HDP + SP)
๐Ÿ“„
SP User Persona Documentation
Specialty Pharmacy user research โ€” external role definition
๐Ÿ“Š
Specialty Top 10 โ€” Opportunities & Recommendations
Prioritized UX improvements for SP platform (Dec 2024)
๐Ÿ‘ฅ
Users HDP โ€” Home Delivery Pharmacy
User roles and workflow documentation for HDP platform
๐Ÿ“‹
HDP Top 10 Ranking & Details
Prioritized improvements with implementation details

02 โ€” Two Platforms, One Mission

Home Delivery vs. Specialty โ€”
Not the Same Product

A critical early discovery: HDP and Specialty Pharmacy are not just different feature sets โ€” they serve fundamentally different clinical contexts, user types, and urgency levels. Designing for them required two distinct mental models.

๐Ÿ 
PLATFORM 01
Home Delivery Pharmacy
Mail-order prescription fulfillment for maintenance medications โ€” chronic conditions that require ongoing, predictable refills. Think diabetes management, blood pressure, cholesterol. The primary challenge here is scale and efficiency: processing high volume with precision and minimal pharmacist intervention on routine fills, while surfacing exceptions that genuinely need human review.
High-volume prescription queue management
Auto-refill enrollment and scheduling
Shipping, delivery tracking, and confirmation
Drug interaction alerts and exception flagging
Payment processing and FSA/HSA support
Key UX challenge: 50,000+ scripts processed daily. The interface must route urgent cases to pharmacist attention without burying them in routine queue noise.
๐Ÿ’Š
PLATFORM 02
Specialty Pharmacy
High-cost, complex medications for serious conditions โ€” oncology, rheumatology, rare diseases, MS, HIV. Average cost per prescription: $5,000โ€“$50,000+. These are not routine fills. Every prescription involves clinical judgment, prior authorization, insurance coordination, patient counseling, and often cold-chain logistics. One error doesn't just waste a refill โ€” it can interrupt critical therapy.
Prior authorization management and tracking
Specialty drug adherence and clinical monitoring
Patient assistance programs and financial support
Oncology provider coordination and adverse event tracking
Cold-chain and infusion site coordination
Key UX challenge: Complexity, not volume. Each SP case may take 2โ€“3 days of coordination across pharmacists, prescribers, and insurance teams. The interface must support longitudinal case tracking, not just transactional fills.
HDP vs. SPECIALTY โ€” KEY DESIGN DIFFERENCES
DIMENSION HOME DELIVERY (HDP) SPECIALTY PHARMACY
Primary user needSpeed + accuracy at scaleCase management + clinical context
Decision complexityLow per transaction, high overall volumeHigh per case, requires longitudinal view
Error consequenceWrong dosage, wrong member, wrong addressInterrupted therapy, adverse event, $50k+ waste
Primary interface patternQueue management + exception handlingCase timeline + multi-stakeholder coordination
UX priorityMinimize clicks per routine fillSurface complete clinical picture per case

03 โ€” User Research & Personas

Three Roles.
Three Mental Models.

A key deliverable of this engagement was producing SP User Persona documentation and Users HDP role mapping โ€” defining exactly who uses each platform, what they need, and where the current system creates friction. Designing for "pharmacy users" as a single persona would have been the wrong approach from day one.

The discovery that shaped everything: Pharmacists, pharmacy technicians, and prescribers sit in the same workflow but have fundamentally different information needs at each step. What a pharmacist needs to see to make a clinical decision is different from what a technician needs to see to fill an order efficiently. Designing one screen to serve all three created the exact confusion we were hired to fix.
Role 01 โ€” HDP + Specialty
๐Ÿ‘ฉโ€โš•๏ธ
The Pharmacist
Clinical decision-maker ยท License at stake
Final clinical authority on every prescription. Needs comprehensive drug information, patient history, interaction alerts, and clinical context โ€” but not the operational details of queue management. Working under time pressure with 50,000+ daily scripts means they need information hierarchically structured so critical cases surface first.
PRIMARY NEEDS
Complete drug profile with contraindications and interactions
Patient medication history and adherence data
Prior authorization status and clinical notes
Urgent/exception queue prioritization
Clinical counseling workflow for specialty drugs
TOP PAIN POINT (pre-redesign)
Critical drug interaction alerts buried in the same visual hierarchy as routine processing confirmations. Pharmacists were desensitized to alerts because 90% were irrelevant to their immediate queue.
Role 02 โ€” HDP Primary
๐Ÿง‘โ€๐Ÿ’ผ
The Pharmacy Technician
Operational executor ยท Volume specialist
The backbone of Home Delivery Pharmacy operations. Processes the highest volume of transactions, handles insurance verification, packaging, and shipping coordination. Needs operational efficiency above all โ€” a clean workflow with minimal friction for routine fills, and clear escalation paths when something needs pharmacist review.
PRIMARY NEEDS
Fast queue processing with keyboard-first workflows
Insurance eligibility verification and copay calculation
Shipping label generation and tracking
Clear escalation trigger for pharmacist review
Auto-refill management and patient outreach tools
TOP PAIN POINT (pre-redesign)
The same dense clinical information designed for pharmacists was shown to technicians, who don't need drug interaction data to process a routine refill โ€” creating cognitive overload and slower processing times.
Role 03 โ€” SP External
๐Ÿ‘จโ€โš•๏ธ
The Prescriber / External
Occasional user ยท Context-switching
Physicians, oncologists, rheumatologists, and nurse practitioners who interact with the Specialty Pharmacy platform to check prior authorization status, respond to clinical queries, and receive adverse event notifications. They're not full-time users โ€” they interact intermittently between patient appointments, with no time to learn complex interfaces. Documented in the SP User Persona as "Externos."
PRIMARY NEEDS
PA status at a glance โ€” approved/denied/pending
Simple response interface for clinical queries
Patient drug history summary (no operational noise)
Adverse event reporting with minimal friction
Zero learning curve โ€” infrequent interaction
TOP PAIN POINT (pre-redesign)
The prescriber-facing interface required navigating through operational pharmacy queue screens to reach the specific prior authorization or clinical query relevant to their patient โ€” designed for pharmacists, used by doctors who find it unusable.
THE FINDING THAT CHANGED THE DESIGN DIRECTION
3
distinct user roles with incompatible information needs sharing one interface
90%
of clinical alerts shown to technicians were irrelevant to their workflow โ€” creating alert fatigue
0
distinct role-based views existed in the prior system โ€” one screen for all three user types

04 โ€” Specialty Pharmacy โ€” Top 10 Prioritization

The Most Important
Systematic Artifact

One of the core deliverables of this engagement was a structured Specialty Top 10 โ€” Opportunities & Recommendations document produced in December 2024. This was the output of a full research synthesis and prioritization exercise: mapping all identified UX problems in the Specialty Pharmacy platform, scoring them by impact and feasibility, and producing an actionable ranked roadmap.

๐Ÿ’Š SPECIALTY TOP 10 โ€” PRIORITIZED OPPORTUNITIES (Dec 2024)
# OPPORTUNITY IMPACT EFFORT
01 Role-based information hierarchy โ€” pharmacist vs. technician view separation HIGH MED
02 Prior authorization status tracker redesign โ€” real-time status with action triggers HIGH HIGH
03 Drug interaction alert severity triage โ€” clinical vs. informational alert separation HIGH LOW
04 External prescriber portal โ€” simplified PA check and response for physicians HIGH HIGH
05 Specialty case timeline โ€” longitudinal view of multi-day prescription coordination MED MED
06 Patient financial assistance program discovery โ€” surfacing eligible programs at Rx entry MED LOW
07 Mobile-responsive interface for prescriber PA check โ€” zero-download MED MED
08 Adverse event notification integration with prescriber EHR workflow MED HIGH
09 Cold-chain prescription tracking and temperature alert integration MED MED
10 Accessibility audit and WCAG 2.1 AA compliance remediation for all SP screens LOW LOW
How the Top 10 was built
1
Research synthesis from 3 sources
Stakeholder interviews with pharmacists and technicians, user session observation, and platform UX audit across both HDP and SP workflows.
2
Impact/effort scoring matrix
Each identified opportunity scored independently by patient safety impact, frequency of encounter, and implementation complexity โ€” then ranked.
3
Stakeholder validation
Ranking presented to Optum product owners and clinical leads. Two items reranked based on upcoming regulatory requirements. Final deck delivered December 2024.
4
Phased implementation roadmap
Top 3 items defined as Q1 2025 sprint priorities. Items 4โ€“7 as Q2. Items 8โ€“10 as backlog with dependency on third-party integrations.
Why this format matters: A UX opportunity list without prioritization is just a wish list. The Top 10 format forced hard choices about what we'd actually design vs. what we'd document for later โ€” making the engagement immediately actionable rather than producing a 200-page research report nobody reads.

05 โ€” Interface Design Work

Designing for Clinical
Environments

The interface work for Optum Rx operated under constraints that don't exist in consumer product design. Every design decision was evaluated against: Does this reduce cognitive load for a pharmacist processing 500 scripts today? Does this surface critical patient safety information without overwhelming routine operational noise? Is this HIPAA-compliant in how it handles PHI?

Prior Authorization โ€” The Most Complex Flow

Prior authorization (PA) was the single highest-pain workflow in Specialty Pharmacy. Before redesign: average approval time was 8.5 hours. Optum Rx's PreCheck PA system reduced this to under 30 seconds for automated approvals โ€” but the UX needed to surface this correctly to pharmacists, so they could act on PA statuses without hunting through screens.

๐Ÿ”’ pharmacy.optumrx.com/specialty/prior-authorization
PA STATUS QUEUE
URGENT ยท Expired
Sarah M.
Humira 40mg
Pending Review
Linda R.
Keytruda 200mg
PreCheck Auto
James T.
Ozempic 1mg
Approved
Robert K.
Jardiance 10mg
Awaiting Info
Maria C.
Enbrel 50mg
PRIOR AUTHORIZATION ยท SPECIALTY PHARMACY
Sarah M., 54 โ€” Humira 40mg/0.8mL
PA#: OPT-2025-PA-00847 ยท Rheumatology ยท Prescriber: Dr. Johnson
โš  PA EXPIRED
โœ“
Submitted
Jan 15
โœ“
Approved
Jan 16
โ†บ
Active
Jan 16 โ€“ Apr 15
!
EXPIRED
Apr 16
โ†’
Renew
DRUG INFORMATION
Humira (adalimumab) 40mg/0.8mL
TNF inhibitor ยท Rheumatoid arthritis
Sig: Inject subcutaneously every 2 weeks
Refills remaining: 2
โš  DRUG INTERACTION ALERT
Humira + Methotrexate (co-prescribed)
Monitor: increased immunosuppression risk. Clinical review required before dispensing.
Severity: Moderate ยท Documented by prescriber
Initiate PA Renewal
Contact Prescriber
View History
Override (Auth)
Prior Authorization detail view โ€” Specialty Pharmacy. Status timeline, drug interaction alert with severity classification, and role-appropriate action buttons. Pharmacist view shown (full clinical context). Technician view would hide the drug interaction panel and show operational actions only.

Home Delivery Queue โ€” Technician View

The HDP queue is the highest-volume interface in the system. Pharmacy technicians process hundreds of prescriptions per shift. The design principle: routine fills should require zero extra clicks; exceptions should be impossible to miss.

๐Ÿ”’ pharmacy.optumrx.com/hdp/queue ยท Technician View
Tech: J. Rivera
Process Next
Batch Auto-Refills
๐Ÿ” Search member, Rx#, drug...
Filter: Exceptions (7) Auto-refill New Rx
Queue: 247
MEMBER MEDICATION FILL TYPE DAYS SUP. COPAY STATUS ACTION
๐Ÿ”ด Sarah M., 54 Humira 40mg/0.8mL Specialty 30 days $15.00 PA Expired
Escalate
๐ŸŸข James T., 67 Ozempic 1mg/dose Auto-refill 90 days $5.00 Ready
Process
View
๐Ÿ”ต Maria C., 38 Metformin 1000mg New Rx 90 days $0.00 Verify
Verify & Fill
๐ŸŸข Robert K., 71 Jardiance 10mg Auto-refill 90 days $5.00 Ready
Process
View
Showing 4 of 247 โ€” 7 exceptions require attention ยท 168 auto-refills ready to batch process
HDP Queue โ€” Technician View. Color-coded priority system: red = escalation required, green = ready to process, blue = needs verification. Batch processing button for auto-refills reduces clicks by 90% for routine fills. Exceptions always surface at the top regardless of sort order.

06 โ€” Patient & Pharmacist Journey

The Full Prescription
Experience Map

The journey map for Specialty Pharmacy spans multiple days and multiple actors โ€” pharmacist, technician, prescriber, and patient. Understanding this full arc was essential to designing interfaces that supported the complete workflow, not just individual transactions.

Specialty Pharmacy โ€” Full Prescription Journey
Persona: Specialty Pharmacist ยท Scenario: New specialty Rx โ€” prior authorization required
STAGE Rx Received Benefit Check Prior Auth Clinical Review Dispense Delivery Follow-up
ACTION New Rx enters queue from prescriber EHR. Technician verifies member eligibility and plan benefits. Insurance coverage verified. Copay calculated. Formulary tier confirmed. PA request submitted. PreCheck Auto evaluates in <30s. If manual: clinical notes sent to prescriber. Pharmacist reviews drug-drug interactions. Contacts prescriber if clarification needed. Final clinical approval. Prescription filled, labeled, verified by pharmacist. Cold-chain packaging if required. Shipped to member or infusion site. Tracking initiated. Member notified via app/text. Adherence check at 30 days. Adverse event monitoring. Refill reminder sent.
FEELING ๐Ÿ˜
Neutral
routine
๐Ÿ˜
Focused
๐Ÿ˜Ÿ
Frustrated
wait
๐Ÿง
Focused
clinical
๐Ÿ™‚
Confident
๐Ÿ˜Š
Satisfied
๐Ÿ˜
Proactive
OPPORTUNITY
Smart queue routing โ€” route specialty Rx directly to SP queue, not general HDP
Real-time benefit check with instant formulary tier display โ€” no manual lookup
PreCheck PA automation surface โ€” show PA status in <30s at queue level, not buried in detail view
Contextual drug interaction alerts with severity level โ€” critical only, not informational noise
One-click cold-chain packaging flag based on drug type โ€” no manual selection
Proactive delivery failure detection โ€” alert before member calls about missing package
AI-powered adherence prediction โ€” flag members at-risk of non-adherence before they miss doses

07 โ€” Key Design Decisions

The Hard Calls in a
HIPAA Environment

Designing for Optum Rx meant every decision had regulatory, clinical, and operational dimensions simultaneously. These are the moments where the right answer wasn't obvious โ€” and where the reasoning mattered as much as the output.

DECISION 01 โ€” Most Impactful
Role-based information architecture over a single unified view
The existing system showed the same screen to pharmacists, pharmacy technicians, and external prescribers. Our research showed that technicians were experiencing cognitive overload from clinical data they couldn't act on, while pharmacists were struggling to find the clinical context they needed buried under operational noise. The temptation was to add tabs or filters to the existing view.
CONSIDERED
Add a role filter to the existing interface โ€” let users toggle between "pharmacist mode" and "technician mode" on demand.
VS
DECIDED
Separate information architectures per role, determined at login. No toggling โ€” a pharmacist never needs to see the technician queue, and vice versa.
Why the toggle was wrong: A toggle implies both views are equally valid for one user. They're not โ€” these are distinct professional roles with distinct responsibilities and liability. A technician toggling into "pharmacist view" could attempt clinical decisions outside their scope of practice. The architectural separation enforces professional boundaries, not just UI preferences.
DECISION 02 โ€” Most Debated
Alert severity classification over comprehensive alert display
The existing system showed every drug interaction alert to every user on every prescription, regardless of clinical severity. The result: pharmacists were seeing 50+ alerts per shift, 90% of which were low-severity informational notices. Classic alert fatigue โ€” and a direct patient safety risk, because critical alerts were getting dismissed along with routine ones.
STAKEHOLDER PUSH
"Show all alerts โ€” we can't be responsible for what the pharmacist misses if we suppress anything." Legal/compliance default position.
VS
UX POSITION
Alert fatigue from undifferentiated alerts IS a patient safety risk. A system that cries wolf on every interaction desensitizes pharmacists to the critical alerts that actually matter.
How we resolved the compliance tension: All alerts are still surfaced โ€” but with a severity classification system. Severity 1 (contraindicated) triggers a mandatory review step that can't be bypassed. Severity 2 (moderate) shows in context with a one-click acknowledge. Severity 3 (informational) is accessible but not surfaced unless the pharmacist requests it. Compliance is maintained; alert fatigue is reduced.
DECISION 03 โ€” Most Technical
PHI display minimization as a design principle, not just compliance
HIPAA requires that protected health information (PHI) is only displayed to the minimum extent necessary for the task at hand. We had to design for this not just as a legal checkbox but as an actual UX constraint โ€” what member information does a technician processing a refill actually need vs. what does a pharmacist doing clinical review need?
What this changed in practice: The technician queue shows member first name + last initial + age + drug name. Full member details only appear after the technician opens the prescription record. The pharmacist view shows complete patient history immediately. Same regulation, different implementation per role โ€” because the minimum necessary PHI is different for each workflow. This isn't just HIPAA compliance; it's cleaner UX for technicians who don't need the noise.
DECISION 04 โ€” Hardest to Argue
PreCheck PA status must surface at queue level, not just in detail view
Optum Rx's PreCheck Prior Authorization system can approve a PA in under 30 seconds โ€” but if the pharmacist has to open a prescription detail view to check PA status, they're still adding time and cognitive load to every specialty Rx in the queue. The engineering team initially resisted surfacing PA status in the queue table because "it adds too much information density."
ENGINEERING VIEW
PA status is "advanced information" โ€” it belongs in the detail view to keep the queue table clean and performant.
VS
UX POSITION
PA status is the single most time-sensitive piece of information in the specialty queue. A pharmacist shouldn't have to click into a record to know if they can dispense it.
How we won this: Calculated the cumulative time cost. Specialty pharmacist opens 80+ SP records per shift. If PA status requires an extra click + load time per record, that's 80+ extra interactions ร— ~15 seconds each = 20 minutes of unnecessary navigation per pharmacist per shift. Across a 50-pharmacist SP operation, that's 1,000 minutes of time waste per day that PreCheck PA was designed to eliminate. The data ended the debate.

08 โ€” Obstacles & How We Navigated Them

Enterprise Healthcare UX
Is Never Clean

Obstacle
Regulatory compliance vs. UX clarity in direct conflict
The legal and compliance teams had a consistent position: "show everything, let users decide what to read." This was their safe harbor. If they suppressed any information and something went wrong, they'd be exposed. But undifferentiated information display was producing alert fatigue that created its own patient safety risk.
Resolution
Built the case on clinical outcomes, not UX aesthetics. Alert fatigue is a documented, published clinical safety concern. Framing the design recommendation in clinical terms โ€” rather than "it looks cleaner" โ€” changed the conversation from preference to evidence.
Obstacle
No direct access to end users during research
HIPAA and enterprise security restrictions meant we couldn't observe actual pharmacists processing real prescriptions in the production environment. We were designing for a workflow we couldn't directly watch with live data.
Resolution
Structured interviews with pharmacists and technicians in anonymized session environments (no PHI). Combined with published literature on pharmacy workflow UX and Optum's own internal operational metrics. Triangulated findings across three sources rather than relying on direct observation alone.
Obstacle
Designing for the most risk-averse stakeholder environment possible
In consumer UX, a failed experiment costs you session time. In pharmacy UX, a failed experiment can affect patient care. This reality made every stakeholder more risk-averse than in any other environment I've worked in โ€” including emergency medical dispatch at Traumasoft.
Resolution
Framed all recommendations as hypotheses with explicit test protocols rather than proposed solutions. "Here's what we believe, here's why, here's how to validate it with minimal risk." This language reduced stakeholder anxiety by making the uncertainty explicit rather than hiding it behind confident-sounding recommendations.
Obstacle
Three stakeholder groups with genuinely conflicting priorities
Pharmacists wanted more clinical context. Technicians wanted less friction. Prescribers wanted simplicity. These weren't compatible if we were designing one system โ€” they became compatible only with role-based separation. Getting all three groups to accept that their needs required different interfaces (not a shared one with filters) required a facilitated alignment session.
Resolution
Workshop session where each role described their worst day using the current system. When technicians described being distracted by clinical alerts, pharmacists described missing critical ones, and prescribers described getting lost in operational screens โ€” the case for role separation made itself. Stakeholders aligned because the problem was visible, not because we argued the solution.

09 โ€” Impact & Learnings

What Healthcare Enterprise
UX Taught Me

2nd
Healthcare enterprise UX engagement โ€” after Traumasoft. Two very different clinical contexts.
Top 10
Prioritized UX opportunities delivered for both HDP and Specialty Pharmacy platforms
#1
PBM in the U.S. โ€” the largest and most complex pharmacy benefit context possible
01
Clinical UX requires a different risk model than consumer UX
In consumer products, I design for delight and efficiency. In clinical pharmacy, I design for safety first, efficiency second, and delight not at all. This changes everything โ€” from how I write error messages (use clinical language, not friendly copy) to how I design confirmation steps (friction is sometimes correct) to how I argue for simplicity (show the patient safety argument, not the UX argument).
02
Role-based UX is not optional in multi-role enterprise systems
The single biggest UX failure mode in enterprise healthcare software is designing one interface for multiple roles and adding filters. Roles don't just have different preferences โ€” they have different responsibilities, different liability, and different cognitive needs. Designing for all three roles simultaneously required holding three completely different mental models of "what success looks like" in parallel.
03
Alert fatigue is a design problem, not a user training problem
The instinct of clinical systems teams when pharmacists report missing alerts is to add training. "Pharmacists need to read alerts more carefully." This is the wrong frame. If 90% of alerts are irrelevant to the user's current task, the system is trained wrong โ€” not the pharmacist. Redesigning the alert taxonomy reduced cognitive load without removing any information from the system.
04
The most important design conversations happen before the wireframes
The Top 10 prioritization exercise โ€” before any UI work began โ€” was more valuable than any single screen I designed. Getting stakeholders to agree on what the 10 most important problems were, in order, prevented the scope creep and directional pivots that kill enterprise engagements. The research and prioritization work is the design work. The wireframes are just the visible output.
PORTFOLIO POSITIONING
"Contributed to enterprise UX modernization for Optum Rx (UnitedHealth Group's PBM) through Prodigious / Publicis Groupe, designing multi-role prescription workflows for pharmacists, pharmacy technicians, and prescribers within HIPAA-aligned clinical environments."
10 โ€” Real Prototype Work

Add New Prescriber Flow โ€”
Advanced Interactive Prototype

One of the deliverables I built for Optum Rx was a fully interactive Figma prototype for the "Add New Prescriber" and "Prescriber Profile" flows โ€” the interface used by pharmacists and pharmacy technicians to register and manage prescriber credentials, NPI numbers, DEA numbers, addresses, and contact methods in the Specialty Pharmacy system.

SCREEN 01 โ€” ADD NEW PRESCRIBER
figma.com/proto/NoA1458STfS57CA1xT3lxX
Add New Prescriber
Prescriber Name
First Name *
Last Name *
Middle Initial
Alias
Contact Information
Address line 1
Address Line 2
City
State
Selectโ–พ
Zip
Number
Ext
Type
Selectโ–พ
Credentials
NPI
DEA
Cancel
Add Prescriber
Empty state โ€” form validation requires First Name, Last Name, and NPI/DEA credentials. Structured sections: Name โ†’ Contact Info (with dynamic address blocks) โ†’ Credentials.
SCREEN 02 โ€” VALIDATION ERROR STATE
figma.com/proto โ€” Validation Error
Add New Prescriber
โš ๏ธ Alert Error Message
Prescriber Name
First Name *
Last Name *
Middle Initial
Alias
Address line 1
City
State
Selectโ–พ
Credentials
NPI
DEA
Cancel
Add Prescriber
Validation error state โ€” required fields (First Name, Last Name) highlighted in red with an inline alert banner at the top. The prototype demonstrates real-world form validation behavior for clinical data entry.
SCREEN 03 โ€” PRESCRIBER PROFILE (Post-creation view)
figma.com/proto โ€” Prescriber Profile
Prescriber Profile
Johnathan A Smith Active ๐Ÿ””
Alias
John
NPI
0000000000
DEA
WW0000000
Address City State Status
Jean Baptiste Point du Sable Lake Shore Drive Chicago IL Verified
Address Information
Address
Jean Baptiste Point du Sable Lake Shore Drive
Current Time
HH:MM PM
SPI
000000000012341
Contact Methods
Number Ext Type Last Outreach Usage Type Status Fax
(123) 000-1234 1231 Landline 28/04/2025 Prescription
Inactive
โ€”
Add New Contact Methods
Number
Ext
Type
Select Typeโ–พ
+ Add New Address
Cancel
Update Prescriber
Prescriber Profile โ€” shows the complete clinical credential view after a prescriber has been added. Key fields: NPI (National Provider Identifier), DEA (Drug Enforcement Administration) number, verified address table, contact methods with Usage Type (Prescription/Fax), Last Outreach date, and SPI identifier. The "Verified" status badge confirms address validation against the national prescriber registry.
Why this prototype demonstrates senior-level thinking
NPI + DEA as required credentials
NPI is federally required for any prescriber in the U.S. healthcare system. DEA is required for controlled substance prescribers. The form architecture reflects real clinical compliance requirements โ€” not invented fields.
Address verification with "Verified" status
Prescriber addresses must be validated against the NPI registry for prescription routing. The "Verified" badge + Selected row design communicates which address is currently active for prescription dispatch.
Contact methods with Usage Type
Pharmacies contact prescribers for different reasons (prescription clarification, PA support, adverse events). The Usage Type field (Prescription/Fax/Other) allows routing logic to select the right contact method automatically.
Validation error UX with inline alert
The error state shows the alert banner + field-level red highlights simultaneously. This follows clinical form UX best practices: never let a user submit incomplete clinical data silently.
INTERACTIVE PROTOTYPE Open prototype โ†—
Click through the prototype โ€” Add New Prescriber form โ†’ validation error state โ†’ Prescriber Profile view. Built with conditional interactions in Figma.
DESIGN PRESENTATION VIDEO
Video walkthrough of Optum Rx designs

A recorded presentation walkthrough of the Optum Rx UX work โ€” showing the design decisions, the interface screens, and the rationale behind the prescriber flow. Available on request due to NDA constraints.

Watch Presentation Video
The Most Complex Healthcare UX I've Done
Two platforms. Three user roles. 300M+ prescriptions per year. HIPAA-compliant design within the most regulated clinical context in U.S. healthcare. This engagement was the definition of high-stakes enterprise UX โ€” and it's the one that most directly reflects where I want to take my career.
See Also: Traumasoft EMS โ†— โ† Back to Portfolio