CopilotIQ cover
Role Product Designer (UX)
Country United States
Industry Health Tech
Website Copilotiq.com
UX Research User Journeys Visual Design Prototyping Strategy Stakeholder Alignment Design System
Overview

Direct-to-patient care for chronic conditions

Diabetes and heart disease are some of the most common life‑changing conditions in North America. While lifestyle changes are recommended, adherence is inconsistent without ongoing support.

Conventional care typically relies on a single annual blood pressure and glucose measurement. That limited data guides medication decisions and dosage changes, leaving physicians without the visibility they need to support patients effectively.

Product context

Limited data creates clinical blind spots

Without continuous monitoring, patients risk being incorrectly prescribed and providers lack the data support required to make timely, accurate decisions. CopilotIQ was created to fill that gap with frequent, direct-to-patient care and ongoing monitoring.

The core challenge

Inconsistent measurement, low visibility, high risk

  • Inconsistent glucose measurements
  • Inconsistent blood pressure measurements
  • Lack of daily medical monitoring
  • Higher risk of sickness and comorbidities
My role & ownership

Research-to-design leadership for the web platform

I led UX research, user journeys, visual design, prototyping, and product strategy to shape the CopilotIQ web platform, aligning stakeholders and clinical teams around patient-first workflows.

Business goals & constraints

Success metrics

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 insight enables better clinical decisions, dosage adjustments, and lifestyle recommendations.

  • High patient adherence rate
  • Health outcome improvement
  • Physician decision accuracy
  • User satisfaction and engagement
Competitive landscape

Traditional care models lack continuous data

Most care models rely on infrequent measurements and fragmented records. CopilotIQ differentiates by connecting continuous monitoring with nurse-led support to reduce gaps in care.

User insights

Narrowing in on the problem

To begin, I wanted to get a sense of how elderly patients were doing with monitoring their health with traditional methods and what frustrations they faced.

Objectives of the studies

  • Understand key frustrations with the native app
  • Identify business problems driving user frustration

I conducted several rounds of moderated interviews and surveys with internal stakeholders, customer representative leadership and current customers to identify pain points and usability gaps.

The solution

Designing the web platform

Most Americans over 65 have difficulty staying on track with strict health plans that require daily input. CopilotIQ connects data to a patient nurse’s fingertips so support gets personal and treatments get impactful.

Iterative approach and design sprints

CopilotIQ's user experience was conceived from the ground up, backed by extensive research and strong user empathy. Collaborative sessions shaped personas and journey maps, resulting in features that addressed user problems while aligning with business goals.

Design decisions & tradeoffs

Balancing automation, transparency, and control

What we chose not to build

We did not auto‑apply recommendations. We chose user control over automation (automation vs user control).

Where we pushed back

We pushed back on opaque scoring models, prioritizing transparency over black‑box accuracy (clarity vs complexity).

How we reduced delivery risk

We accepted fewer automated actions, choosing auditability over speed (speed vs correctness).

The decision with the largest downstream impact

We defined a shared “confidence + evidence” pattern. We traded team autonomy for platform reuse to standardize AI UX (platform reuse vs team autonomy).

Outcomes & Impact

Clinical visibility and patient engagement

CopilotIQ enabled more frequent patient monitoring and clearer clinical decision-making through continuous data collection and nurse‑led support.

Key learnings

Building trust through continuous care

Frequent monitoring paired with human support increased adherence and improved confidence in care. Clear data visibility and progressive guidance were essential to helping patients stay on track.













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