PROJECT OVERVIEW

PROJECT OVERVIEW

Primary Record

Primary Record

Connecting families and care teams with a single shared place to collect, organize, and understand health information.

ROLE

Principal Product Designer / Individual Contributor

SCOPE

Product Design, Prototyping, Website + Marketing Support

INDUSTRY AND TYPE

Healthcare, Startup

What is Primary Record?

Created for families to have one secure place to organize, collaborate and share family health information, Primary Record had built a functional proof of concept mobile app that did the base tasks of what they wanted but they knew the experience was not in a state that was ready for consumers to use. I worked with this small early stage startup to help bring their products to market. In addition to the mobile app, desktop experiences were created for both consumer and business admin usage.

What we needed to Achieve

Working closely with the founders, product folks and the development team, I assessed their current build and made suggestions to improve. Enhancements included a more intuitive navigation system, simplified flows, support messaging and improved labeling, iconography, and a design system that established a consistent visual look and feel. Along the way we were interviewing users that matched their target audience to help understand pain points and help guide roadmap decisions.

Results

The project successfully bridged the gap between a technical proof of concept and a market-ready product experience.

By introducing a more intuitive information architecture, consistent interaction patterns, and a scalable design system, we reduced complexity across the platform while creating a foundation for future growth.

Most importantly, early user validation confirmed that the product was solving a meaningful problem for families and caregivers who often struggle to keep critical health information organized and accessible. The positive response provided confidence in both the product direction and the long-term opportunity for the business.

Improved Navigation

Improved Navigation

Understanding user needs and organizing content in the way users will look for them.

Chat Assistant

Chat Assistant

Using AI to quickly search health records, history, medications, and basic health information.

Activity Dashboard

Activity Dashboard

See upcoming events and previous activity based on the profile you are viewing.

Consumer Desktop Experience

Consumer Desktop Experience

To accompany the mobile app, a desktop experience was created.

Quick wireframe interactive prototypes were created to vet interactions with product, development and user testing.

Presentation Design

Presentation Design

Ranging from sales and investor decks, conference presentations, video support and marketing print collateral.

Ranging from sales and investor decks, conference presentations / booth design, and marketing print collateral.

My Takeaway

I love working with great people on projects that actually matter. Healthcare is messy, so it’s been incredibly fulfilling to build something that helps families stay connected and feel more in control while caring for their loved ones.

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