Case study 02

Pharmacy Care Experience

Building Pharmacy Care from 1 to 2 — evolving the product by untangling the complexity of medications, rules, workflows, and client configurations into a clearer, more supportive member experience.

RoleLead Product Designer
Timeline2024–2026 (15 months)
TeamProduct, Clinic, Solutions, Care Support, Web & Mobile Eng, external partners

Background

Pharmacy Care onboarded its first client this year and has been evolving quickly based on member feedback and client needs. Updated data from our PBM partner, Prescryptive, continues to shift what information is available — creating ongoing design and technical constraints the team must adapt to.

Challenge

  • Frequent data updates from Prescryptive require continuous design adjustments to align with what can be surfaced to members
  • Client-specific requirements add complexity and require tight coordination across internal teams and external partners

My role

  • Conducted user research to identify pain points and prioritize high-impact improvements
  • Collaborated with PM, PMM, and cross-functional partners to scope feasible solutions within data and technical constraints
  • Shaped the end-to-end member experience while delivering fast, pragmatic design solutions for client requests

Usability testing on 5 key user flows

  • Conducted moderated user interviews across five key flows to uncover usability issues and understand real member behaviors, decision points, and points of confusion
  • Identified core pain points in the current MVP experience
  • Partnered with PM, Growth PM, and PMM to refine the interception journey and redesign it into a more intuitive, streamlined experience
Research plan: 1-week timeline, 24-person panel, moderated interviews across 5 prototypes
Research plan — timeline, panel size, and approach
Screening criteria for research participants
Who we tested — screening criteria
"How would this app receive prescriptions from my doctor, and how would it interact with my existing pharmacies?"— quote from a user

Persona definition & roadmap alignment

  • Partnered with PM to analyze insurance and claims data and define four target user personas
  • Iterated high-level design concepts informed by usability findings
  • Collaborated with PM and Solutions to shape roadmap priorities alongside client requests

Four personas

Persona 1

Premium plan, generic drugs

Not a priority group — won't use TC that much, and won't see much price difference due to insurance coverage.

Want: Convenience

  • Generic, alternative options upfront
  • Various pharmacy options, especially mail order
Persona 2

HDHP plan, generic

Will see a big price difference and go with the lowest-cost option, regardless of insurance or Rx savings card.

Want: Save big & save more over time

  • Saving through various pharmacies, including mail order
  • Keep saving with notifications
  • Generic & alternative options upfront
  • Use the price search tool to compare and transfer prescriptions to a lower-cost pharmacy
  • Save on dispensing fees (30 days vs. 90 days)
Persona 3

Premium plan, Tier 3+ brand users

May have a higher copay for brand drugs, and deal with prior authorization.

Want: Reduce the copay price, transparency

  • PA tracker
  • Generic, alternative options upfront
Persona 4

HDHP plan, Tier 3+ & brand drug users

Drugs are very expensive for this group — they can see big price differences across pharmacies and deal with PAs all the time.

Want: Save money, and have transparency about PA status and coverage clarity

  • Saving through various pharmacies, including mail order
  • Generic & alternative options upfront
  • Use the price search tool to compare and transfer prescriptions to a lower-cost pharmacy
  • PA tracker
Feature

Savings opportunities from claims

Problem: we receive multiple savings data points from our partner and need to surface them through key pharmacy flows to help drive utilization.

What I did
  • Explored ideal-state solutions and wireframed a redesigned pricing card
  • Partnered with PM to scope a lighter-lift version based on engineering capacity and timeline
  • Designed supporting UI elements for consistency across the full flow

Outcome: a lightweight update surfacing savings opportunities on Rx details and the medicine cabinet at key moments, and enabling price comparison when searching for a next fill.

Feature

Prior authorization pizza tracker

Problem: more prior-authorization data became available, but the current UI didn't fully support it, creating gaps that needed to be addressed through redesign.

Process
  • Worked with engineers and PM to identify new PA data and how it should fit into the existing flow and UI
  • Applied usability testing insights to reduce member friction and create a more guided experience
  • Worked with PMM to simplify and tighten product copy

Outcome: refined the pizza-tracker pattern with new data to clearly represent each step of the prior-authorization flow.

Prior authorization pizza tracker UI
Feature

Claim activities & flexible export

Problem: the existing claims activity page only showed claims by month, leading to empty states when medication schedules didn't align with calendar months — activity was fragmented and statuses were unclear.

What I did
  • Conducted competitive research (e.g. bank statements) on flexible date selection and export patterns
  • Mapped claim scenarios (pre- and post-pickup) to clarify status for each medication
  • Collaborated with developers to accommodate PDF generation delays and created a calendar UI component

Outcome: members can now view all claims on a single page, select custom date ranges, download PDFs, and clearly understand each claim's status.

Claims activity page
Feature

"How does pharmacy benefit work" education piece

Problem: usability testing revealed members didn't understand what the product offered — as a PBM, the service felt confusing compared to typical price-checking tools.

What I did
  • Synthesized usability testing findings to identify pain points and the easiest path to understanding the benefit
  • Aligned with PMM to plan an educational approach and marketing materials
  • Designed step-by-step guidance to make the benefit easier to understand and navigate

Outcome: a new page aligned with marketing materials that sets clear expectations, educates members, and guides them through the pharmacy benefits experience.

How to send prescriptions to Transcarent — desktop and mobile education page
"How to send prescriptions to Transcarent" — desktop and mobile
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