HealthTap · New service design

Virtual primary care

  • Shipped
  • 1-month research, 6-month design + eng (07.2020 – 01.2021)
  • Lead product designer
  • 2 PM, 6 front-end engineers, 1 back-end engineer
  • Web, iOS, and Android
Virtual primary care on phone and desktop
Background
HealthTap provided 24/7 on-demand virtual urgent care to individual consumers and to partner employees.
Problem
Subscribers cancelled right after their first visit. Urgent care is by nature something you need rarely, so nothing held people to the subscription.
Approach
Designed a virtual primary care service around a lasting doctor–patient relationship rather than a one-off transaction — then A/B tested that premise against the alternative.
Outcome
MVP 01.2021, official launch 03.2021. Retention, revenue and conversion all moved together over the following six months.
Subscription retention
Customer revenue
+12%NPS scores

Problem

High subscription churn in virtual urgent care

HealthTap's 24/7 virtual urgent care worked — but urgent care is something you need rarely, so most subscribers cancelled after their first visit.

Our hypothesis: a full virtual primary care service could lower churn.

The existing urgent care video visit experience

User research

User interviews to identify key factors target customers care the most

Interviews with target customers surfaced three factors, and the third one reframed the whole project.

Affordable, quick access

No insurance or a high-deductible plan, and the ability to see a doctor within two days.

A quality doctor

Nearly half of participants checked patient reviews and ratings before choosing a doctor.

The relationship

7 of 10 interviewees had more than two primary care visits with the same doctor in the past 12 months, because they trusted and felt comfortable with them.

“I have a high-deductible insurance plan, so I used to put off doctor visits because of the cost and long wait times. Virtual primary care is affordable. No surprise bills. I finally have access to a high-quality doctor I trust, without the financial stress.”

Michelle R, New York

“From the very first visit, I knew I had found the right doctor. She listened, remembered my history, and actually cared. In the last year I've had three visits with the same doctor. The ongoing relationship I've built with her has made me feel truly supported.”

Sarah M, California

Design strategy

Relationship-based primary care

Shift the experience from transactional, one-time visits to a virtual primary care model designed to build lasting doctor–patient relationships.

We focused the MVP on four experiences that make relationship-based care possible: a personalized home, seamless appointment booking, personal doctor assignment, and ongoing asynchronous messaging.

Customer journey map across research, seek care, book a visit, pre visit, visit and post visit, with goals, pain points and opportunities at each stage
Feature backlog scoring every item by user story, phase, customer value, product priority rank, platform, dev cost and UX ETA
Roadmap prioritisation with PM, leadership, and engineering.

MVP design

The end-to-end virtual primary care flow

Step 1: Discover virtual primary care

The new architecture put paid care services at the top, with a carousel surfacing key events like upcoming appointments. It also removed features such as the Symptom Checker that served neither users nor the business.

The previous home screen, led by a tasks banner and symptom-checker tiles, beside the new one led by Talk to a Doctor with a named doctor, next available appointment and price

Step 2: Choose my personal doctor

Research said people check ratings and reviews first. The question: lead with a browsable list, or send people into a full profile? Option A won — easier to compare by photo, rating and time, with fewer steps to the next stage.

The available doctor list, each row carrying a photo, speciality, rating, review count, next available appointment and a Book button, beside the full doctor profile with visit reviews

Step 3: Scheduling and checkout first, intake later

Putting scheduling and payment ahead of the five-step intake drove conversion instead of losing people to a form.

The booking flow in five numbered steps — access primary care from the home page, select a doctor, choose a date and time, check out with the membership and visit fee, then start the intake process
Scheduling with a new doctor in five numbered steps — tap the more icon on the current doctor, choose Change your Doctor, select a new primary care doctor, choose a date and time, then start the intake process

Step 4: Join video visit

SMS and email reminders reduce no-shows, and an upcoming appointment section on the logged-in home screen lets users view, confirm, and join in one step.

Joining a video visit in five numbered steps — receive an SMS appointment reminder, preview and test video and sound, join and wait for the doctor, talk to the doctor, then rate the visit

Hypothesis validation

AB testing to validate relationship-based care

Rather than assume the strategy was right, we tested it. Version A led with the patient's personal doctor. Version B offered any available doctor.

A/B test: version A leads the home screen with the assigned doctor and goes straight to their schedule; version B offers generic Primary Care and sends patients to a list of any available doctor
Version A, personal doctor, against Version B, any available doctor.

Higher ratings

Version A received higher visit ratings than Version B.

More conversation

A higher volume of messages was exchanged between HealthTap doctors and patients.

Less transactional

Version B's approach proved more transactional in nature — which was exactly the churn problem we started with.

Impact

What changed after launch

MVP launch 01/2021, official launch 03/2021. Six-month performance compared with the previous period.

Subscription retention
Customer revenue
+12%NPS scores

“It's not a random app doctor — I always see the same doctor who listens and understands my conditions. It's worth much more than $15 a month.”

Shirley T, Texas

“Best doc I've ever had. Love her. She is so kind, compassionate and loving! I want to see her all the time! So proud she's my doc! Also I feel like she's my friend! We love you and thank you from the bottom of our heart!”

Rhonda M, New York

More projects