Soundry Health EHR Portal

Soundry EHR Portal

A healthcare platform used by 90+ US providers to process over $2M in insurance coverage.

SOUNDRY HEALTH
Soundry Health EHR Portal
Timeline
6 Months
Team
  • Oyindamola Akinleye Founding Product Designer
  • Austin Howe Founding Software Engineer
  • Barry Saik CEO
Market
USA (90+ providers)
Goals
Optimise 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

Soundry helps integrative healthcare practices manage patient care and insurance billing. For providers, that work extends beyond an appointment: documenting treatment, preparing claims, tracking payments and keeping patients informed. The product needed to bring those tasks together in a practice portal and a companion patient portal.

As founding product designer, I designed the core experience alongside the founding engineer and CEO over six months. The platform went on to serve more than 90 providers across the United States and process over $2 million in insurance coverage.

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.

Practice portal — Soundry original design

Client management

Soundry's client management feature provides a comprehensive overview of client information, including detailed analytics and insights.

Practice portal — Soundry original design
Practice portal — Soundry original design
Practice portal — Soundry original design

Billing management

The Billing Dashboard provides a centralised 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.

Practice portal — Soundry original design

Digitising SOAP Notes

Soundry's SOAP Notes Module, our most used feature, transforms the traditionally tedious documentation process into a seamless digital experience. By digitising patient interactions, clinicians can easily capture and organise 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.

Practice portal — Soundry original design

A platform for patients/care receivers

The client portal offers a seamless experience, providing a personalised 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.

Client portal — Soundry original design
Client portal — Soundry original design
Client portal — Soundry original design
Client portal — Soundry original design
Client portal — Soundry original design

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.

Artefacts — Soundry original design

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 prioritise and optimise my workflow to meet the demands of this extensive project.

Key learnings — Soundry original design
Soundry EHR Portal