Diabetes and Heart disease are some of the most common life changing conditions in North America. While sugegstions of lifestyle changes are provided, sticking to them is unfortunately not always the case. Also, conventional care, typically works off a single blood pressure and glucose measurement yearly. This data point guides decisions around medication, dosage, and suggested lifestyle modifications. And with this lack of visibility, patients risk being incorrectly prescribed. Primary care physicians don’t have the data support they need.
The goal for the web platform is to leverage continuous monitoring and data analytics to offer a more nuanced understanding of each patient's health. This wealth of information will empower primary care physicians with the insights needed to make informed decisions regarding medication, dosage adjustments, and tailored lifestyle recommendations.
To begin, I wanted to get a sense of how elderly patients were doing with monitoring their health with traditional methods and what frustrations were they faced with.
Objectives of the studies
I conducted several rounds of moderated interviews and surveys with internal stakeholders, customer representative leadership and current Tangerine customers to gain an understanding of our platform’s user experience. We hoped to identify pain points and bugs in order to improve our final version. Upon completion of the study, we decided to redesign new flows and pages to improve overall usability and engagement.

Most Americans over 65 years old have a difficult time staying on track with a strict health plan that requires their input on a daily basis. For some, they forget to monitor daily and this creates data that is fragmented and makes it difficult to build patterns that would help predict health risks. By connecting the data to a patient nurse’s fingertips, their support gets personal, and the treatments get impactful. The nurse will be there with guidance and advice, helping the patient stay on track. Daily data collection will monitor changes in health, detect patterns, and identify potential health issues. By combining continual monitoring with intentional and consistent support, the patient will start to regain control of their health.

CopilotIQ's user experience was conceived from the ground up, strongly backed by extensive user research, and fueled by strong user empathy. Collaborative sessions were instrumental in identifying user personas and customer journey maps. Innovative design solutions led to the creation of new features that effectively addressed user problems, enhancing the user experience while maintaining alignment between Welo’s business goals and user needs.
Design began with the set of tools and features needed by an individual nurse to track and monitor patient health. The task manager also consists of goals and performance metrics the nurse will be able to track.

The creation of the patient file through various information forms.


Next, was the creation of the patient reports page, listing all the petients on file.

The Nursing manager through a dffferent user type login, will be able to track the performance of each individual nurse and also of the entire nursing team. This gives the nursing manager a global view of the daily operations and nurse to patient interactions.


With the use of connected devices and leveraging data analytics and machine learning we were now able to anticipate potential health issues before they manifest clinically. These insights enable proactive interventions, personalized healthcare recommendations, and early detection of diseases.

The new secure platform was a huge success post launch as it filled an susbtantial gap in account managament and intuitive use. Furthermore, the engagement and daily usage increased on a monthly basis. Cost of operations and customer service call reduction was a great benefit to the organization as well. A win-win for both users and the business.
