Product Design
Making Medicare Easier to Navigate
Designed a personalized Medicare timeline that turns complex information into clear, step-by-step guidance for people approaching Medicare eligibility.
Client:
Clearway Health Insurance
Role:
UX/UI Designer
Project Duration:
6 months (Phase 1)
The company name and identifying details have been changed to protect confidential information.
What Needed to Be Designed and Why
The Problem
Members approaching Medicare eligibility often felt overwhelmed by deadlines, coverage options, and uncertainty about when to act. Important information was spread across multiple resources, making it hard to understand what applied to their situation and what to do next.
The Challenge
Create a guided experience that could meet members at different levels of readiness, including those who knew when they planned to enroll, those continuing employer coverage, and those who were not yet sure.
My Role and Collaboration
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage. The journey continued into a guided questionnaire to help members find plans based on their needs and preferences.
I collaborated with UX, research, content, product, engineering, accessibility, and brand partners throughout the project. Researchers conducted usability testing, and our design team used those findings to evaluate concepts and refine the experience.
Exploring and Shaping the Experience
Finding the Right Direction
The team explored several ways to organize the Medicare journey, including storyboard, staggered-card, and linear approaches. Research favored the storyboard direction, creating a more visual, step-by-step way to navigate Medicare information.
Designing for Different Levels of Readiness
Not every member knew when they planned to enroll. The entry screen offered two ways forward: enter a month and year for personalized guidance, or select “Start learning” to explore Medicare without choosing a date.
Turning Complexity into Guided Learning
The timeline organized Medicare education into manageable steps covering the basics, key deadlines, common mistakes, plan types, and enrollment preparation.
Educational drawers provided additional information within the experience, allowing members to learn more without losing their place.
The Five-Step Journey
01 · Medicare Basics. 02 · Important Deadlines 03 · Common Mistakes
04 · Medicare Plan Types 05 · Prepare for What's Next.
From Overview to Action
The supporting screens carried the journey beyond the timeline, giving members more detail at each step and a clear way to continue when they were ready.
Research-Informed Iteration
The initial blue card was designed to stand out in the timeline. As the illustrations and other design-system cards evolved, the blue background no longer worked as well. I shifted to a white surface to better support the updated artwork and align the card with the broader experience.
Research testing also revealed that members were missing the primary action. Using the team’s findings, I increased its prominence with a blue button and refined the supporting copy to clarify the next step.
Across research rounds, the team also tested action wording, personalized messaging, enrollment-date details, and employer-coverage guidance. I used these findings to inform UI refinements alongside design-system requirements.
From Responsive Design to Implementation
I adapted the experience across desktop, tablet, and mobile, refining layouts, visual hierarchy, components, and illustrations. Working with the broader team, I prepared design documentation and supported compliance review, UAT, and development handoff.
The Final Experience
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage.
The project reinforced the importance of meeting members at their level of readiness. My contribution focused on translating research findings into responsive interfaces aligned with the design system.
More Projects
Product Design
Making Medicare Easier to Navigate
Designed a personalized Medicare timeline that turns complex information into clear, step-by-step guidance for people approaching Medicare eligibility.
Client:
Clearway Health Insurance
Role:
UX/UI Designer
Project Duration:
6 months (Phase 1)
The company name and identifying details have been changed to protect confidential information.
What Needed to Be Designed and Why
The Problem
Members approaching Medicare eligibility often felt overwhelmed by deadlines, coverage options, and uncertainty about when to act. Important information was spread across multiple resources, making it hard to understand what applied to their situation and what to do next.
The Challenge
Create a guided experience that could meet members at different levels of readiness, including those who knew when they planned to enroll, those continuing employer coverage, and those who were not yet sure.
My Role and Collaboration
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage. The journey continued into a guided questionnaire to help members find plans based on their needs and preferences.
I collaborated with UX, research, content, product, engineering, accessibility, and brand partners throughout the project. Researchers conducted usability testing, and our design team used those findings to evaluate concepts and refine the experience.
Exploring and Shaping the Experience
Finding the Right Direction
The team explored several ways to organize the Medicare journey, including storyboard, staggered-card, and linear approaches. Research favored the storyboard direction, creating a more visual, step-by-step way to navigate Medicare information.
Designing for Different Levels of Readiness
Not every member knew when they planned to enroll. The entry screen offered two ways forward: enter a month and year for personalized guidance, or select “Start learning” to explore Medicare without choosing a date.
Turning Complexity into Guided Learning
The timeline organized Medicare education into manageable steps covering the basics, key deadlines, common mistakes, plan types, and enrollment preparation.
Educational drawers provided additional information within the experience, allowing members to learn more without losing their place.
The Five-Step Journey
01 · Medicare Basics. 02 · Important Deadlines 03 · Common Mistakes
04 · Medicare Plan Types 05 · Prepare for What's Next.
From Overview to Action
The supporting screens carried the journey beyond the timeline, giving members more detail at each step and a clear way to continue when they were ready.
Research-Informed Iteration
The initial blue card was designed to stand out in the timeline. As the illustrations and other design-system cards evolved, the blue background no longer worked as well. I shifted to a white surface to better support the updated artwork and align the card with the broader experience.
Research testing also revealed that members were missing the primary action. Using the team’s findings, I increased its prominence with a blue button and refined the supporting copy to clarify the next step.
Across research rounds, the team also tested action wording, personalized messaging, enrollment-date details, and employer-coverage guidance. I used these findings to inform UI refinements alongside design-system requirements.
From Responsive Design to Implementation
I adapted the experience across desktop, tablet, and mobile, refining layouts, visual hierarchy, components, and illustrations. Working with the broader team, I prepared design documentation and supported compliance review, UAT, and development handoff.
The Final Experience
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage.
The project reinforced the importance of meeting members at their level of readiness. My contribution focused on translating research findings into responsive interfaces aligned with the design system.
More Projects
Product Design
Making Medicare Easier to Navigate
Designed a personalized Medicare timeline that turns complex information into clear, step-by-step guidance for people approaching Medicare eligibility.
Client:
Clearway Health Insurance
Role:
UX/UI Designer
Project Duration:
6 months (Phase 1)
The company name and identifying details have been changed to protect confidential information.
What Needed to Be Designed and Why
The Problem
Members approaching Medicare eligibility often felt overwhelmed by deadlines, coverage options, and uncertainty about when to act. Important information was spread across multiple resources, making it hard to understand what applied to their situation and what to do next.
The Challenge
Create a guided experience that could meet members at different levels of readiness, including those who knew when they planned to enroll, those continuing employer coverage, and those who were not yet sure.
My Role and Collaboration
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage. The journey continued into a guided questionnaire to help members find plans based on their needs and preferences.
I collaborated with UX, research, content, product, engineering, accessibility, and brand partners throughout the project. Researchers conducted usability testing, and our design team used those findings to evaluate concepts and refine the experience.
Exploring and Shaping the Experience
Finding the Right Direction
The team explored several ways to organize the Medicare journey, including storyboard, staggered-card, and linear approaches. Research favored the storyboard direction, creating a more visual, step-by-step way to navigate Medicare information.
Designing for Different Levels of Readiness
Not every member knew when they planned to enroll. The entry screen offered two ways forward: enter a month and year for personalized guidance, or select “Start learning” to explore Medicare without choosing a date.
Turning Complexity into Guided Learning
The timeline organized Medicare education into manageable steps covering the basics, key deadlines, common mistakes, plan types, and enrollment preparation.
Educational drawers provided additional information within the experience, allowing members to learn more without losing their place.
The Five-Step Journey
01 · Medicare Basics. 02 · Important Deadlines 03 · Common Mistakes
04 · Medicare Plan Types 05 · Prepare for What's Next.
From Overview to Action
The supporting screens carried the journey beyond the timeline, giving members more detail at each step and a clear way to continue when they were ready.
Research-Informed Iteration
The initial blue card was designed to stand out in the timeline. As the illustrations and other design-system cards evolved, the blue background no longer worked as well. I shifted to a white surface to better support the updated artwork and align the card with the broader experience.
Research testing also revealed that members were missing the primary action. Using the team’s findings, I increased its prominence with a blue button and refined the supporting copy to clarify the next step.
Across research rounds, the team also tested action wording, personalized messaging, enrollment-date details, and employer-coverage guidance. I used these findings to inform UI refinements alongside design-system requirements.
From Responsive Design to Implementation
I adapted the experience across desktop, tablet, and mobile, refining layouts, visual hierarchy, components, and illustrations. Working with the broader team, I prepared design documentation and supported compliance review, UAT, and development handoff.
The Final Experience
The Medicare timeline brought together personalized guidance, approachable education, and clear next steps for members preparing to enroll, exploring options, or keeping employer coverage.
The project reinforced the importance of meeting members at their level of readiness. My contribution focused on translating research findings into responsive interfaces aligned with the design system.