Shapa health

Admin portal for medical partners

A 0 → 1 initiative transforming fragmented workflows into a scalable enterprise patient management platform

A 0 → 1 initiative transforming fragmented workflows into a scalable enterprise patient management platform

An image of Dreelio's dashboard

Platforms

Web environment

Timeline

3 months duration

Teams

Product, Engineering and QA

My role

In a 0→1 build, I led the design of Shapa’s Admin Portal, creating a centralized system for enterprise clients to monitor and manage patient health at scale. I combined research insights with systems thinking to define role-based environments, flexible data views, and task-oriented navigation. Working in a highly collaborative environment with product, engineering, and data, I navigated technical constraints and iterated on complex data components to ensure both usability and scalability. I drove the project from discovery through implementation, delivering a platform that reduced reliance on support and enabled more efficient, action-oriented workflows.

Impact

-60%

Reduction in support tickets

< 30 sec

Report generation time

Real-time

Patient monitoring & insights

Project overview

Shapa partners with enterprise clients such as HMOs, insurance companies, and eating disorder clinics to support patients’ health journeys through a personalized app.

As Shapa scaled its enterprise offering, clients struggled to manage patient data efficiently, relying heavily on manual reports and support requests.

I led the design of Shapa’s first Admin Portal: transforming fragmented workflows into a centralized, data-driven platform that enables organizations to monitor, manage, and engage their patients at scale.

Problem

Enterprise clients lacked a centralized system to manage their patients.

This resulted in:

  • Fragmented visibility across users and health data

  • Heavy reliance on support for accessing reports and insights

  • Inefficient workflows that slowed down treatment management

Research

Key Questions

What do enterprise clients actually need to manage patients effectively?

Where are they experiencing friction-and how severe is it?

How can we reduce dependency on support while improving outcomes?

Methods

Quantitative and qualitative support data

Guerrilla research

In-person stakeholder interviews

01

No holistic view of patients
Clients couldn’t easily monitor progress across individuals or groups

02

Limited access to data
Downloadable reports were hard to access, delayed, or required support

03

Lack of engagement tools
No way to communicate with patients or assign actions directly

04

Different user roles, same system
Two distinct personas emerged:

  • Admin (day-to-day patient management)

  • Super Admin (higher-level configuration & oversight)

Key insights
Prototyping

After mapping out the proposed concept in rough sketches, I moved into building the design system before touching any screens. Starting with the core components - buttons, badges, stat cards, and table rows - meant that by the time I assembled the full dashboard, every element already had a clear visual language and purpose. This approach kept the interface consistent across all views (Admin and Super Admin) and reduced cognitive overload for clinicians who needed to scan large amounts of patient data quickly. Each block was designed to answer one question: what does the admin need to act on right now?

Final design

The final experience focused on clarity, flexibility, and usability- organizing tasks and UI based on users’ mental models and validated behaviors.

Strategic direction

Enable enterprise clients to independently monitor, manage, and engage patients at scale.

This led to three strategic pillars:

Centralization – one place for all patient data

Self-service – reduce reliance on support

Actionability – turn data into meaningful interventions

Problem

Enterprise clients lacked a centralized system to manage their patients.

This resulted in:

  • Fragmented visibility across users and health data

  • Heavy reliance on support for accessing reports and insights

  • Inefficient workflows that slowed down treatment management

Research

Key Questions

What do enterprise clients actually need to manage patients effectively?

Where are they experiencing friction-and how severe is it?

How can we reduce dependency on support while improving outcomes?

Methods

Quantitative and qualitative support data

Guerrilla research

In-person stakeholder interviews

Key insights

01

No holistic view of patients
Clients couldn’t easily monitor progress across individuals or groups

02

Limited access to data
Downloadable reports were hard to access, delayed, or required support

03

Lack of engagement tools
No way to communicate with patients or assign actions directly

04

Different user roles, same system
Two distinct personas emerged:

  • Admin (day-to-day patient management)

  • Super Admin (higher-level configuration & oversight)

Strategic direction

Enable enterprise clients to independently monitor, manage, and engage patients at scale.

This led to three strategic pillars:

Centralization – one place for all patient data

Self-service – reduce reliance on support

Actionability – turn data into meaningful interventions

Prototyping

After mapping out the proposed concept in rough sketches, I moved into building the design system before touching any screens. Starting with the core components: buttons, badges, stat cards, and table rows- meant that by the time I assembled the full dashboard, every element already had a clear visual language and purpose. This approach kept the interface consistent across all views (Admin and Super Admin) and reduced cognitive overload for clinicians who needed to scan large amounts of patient data quickly. Each block was designed to answer one question: what does the admin need to act on right now?

Final design

The final experience focused on clarity, flexibility, and usability- organizing tasks and UI based on users’ mental models and validated behaviors.

An image of Freelio's project ui

Flexible, task-oriented navigation

  • Navigation structured around core user tasks

  • Reduced cognitive load and improved efficiency

  • I choose dark color to reduce contrast fatigue during long monitoring sessions and visually separates nav chrome from patient data.Ability to create multiple dashboard pages and place charts contextually

An image of Freelio's project ui
Prototyping
An image of Freelio's project ui

Flexible, task-oriented navigation

After mapping out the proposed concept in rough sketches, I moved into building the design system before touching any screens. Starting with the core components - buttons, badges, stat cards, and table rows - meant that by the time I assembled the full dashboard, every element already had a clear visual language and purpose. This approach kept the interface consistent across all views (Admin and Super Admin) and reduced cognitive overload for clinicians who needed to scan large amounts of patient data quickly. Each block was designed to answer one question: what does the admin need to act on right now?

  • Reduced cognitive load and improved efficiency

  • I choose dark color to reduce contrast fatigue during long monitoring sessions and visually separates nav chrome from patient data.Ability to create multiple dashboard pages and place charts contextually

An image of Freelio's project ui
Prototyping

Role-based environments

  • Separate experiences for Admin and Super Admin

  • Tailored permissions and workflows based on responsibilities

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
Final design

Flexible, task-oriented navigation

  • Navigation structured around core user tasks

  • Reduced cognitive load and improved efficiency

  • I choose dark color to reduce contrast fatigue during long monitoring sessions and visually separates nav chrome from patient data.Ability to create multiple dashboard pages and place charts contextually

An image of Freelio's project ui

Role-based environments

  • Separate experiences for Admin and Super Admin

  • Tailored permissions and workflows based on responsibilities

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
Final design

Flexible, task-oriented navigation

  • Navigation structured around core user tasks

  • Reduced cognitive load and improved efficiency

  • I choose dark color to reduce contrast fatigue during long monitoring sessions and visually separates nav chrome from patient data.Ability to create multiple dashboard pages and place charts contextually

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui

Centralized patient management

  • Unified view of all patients

  • Ability to monitor health progress and weight trends at both group and individual levels

Self-service data access

  • Quick export functionality

  • Easy access to previously hard-to-reach reports

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui

Centralized patient management

  • Unified view of all patients

  • Ability to monitor health progress and weight trends at both group and individual levels

Self-service data access

  • Quick export functionality

  • Easy access to previously hard-to-reach reports

Customizable dashboard

  • Admins can configure views and remove irrelevant fields

  • Supports different workflows across organizations

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui

Customizable dashboard

  • Admins can configure views and remove irrelevant fields

  • Supports different workflows across organizations

An image of Freelio's project ui
An image of Freelio's project ui
An image of Freelio's project ui
Project overview

Shapa partners with enterprise clients such as HMOs, insurance companies, and eating disorder clinics to support patients’ health journeys through a personalized app.

As Shapa scaled its enterprise offering, clients struggled to manage patient data efficiently, relying heavily on manual reports and support requests.

I led the design of Shapa’s first Admin Portal: transforming fragmented workflows into a centralized, data-driven platform that enables organizations to monitor, manage, and engage their patients at scale.

The problem

Enterprise clients lacked a centralized system to manage their patients.

This resulted in:

  • Fragmented visibility across users and health data

  • Heavy reliance on support for accessing reports and insights

  • Inefficient workflows that slowed down treatment management

Research

Key Questions

What do enterprise clients actually need to manage patients effectively?

Where are they experiencing friction-and how severe is it?

How can we reduce dependency on support while improving outcomes?

Methods

Quantitative and qualitative support data

Guerrilla research

In-person stakeholder interviews

Key insights

01

No holistic view of patients
Clients couldn’t easily monitor progress across individuals or groups

02

Limited access to data
Downloadable reports were hard to access, delayed, or required support

03

Lack of engagement tools
No way to communicate with patients or assign actions directly

04

Different user roles, same system
Two distinct personas emerged:

  • Admin (day-to-day patient management)

  • Super Admin (higher-level configuration & oversight)

Impact

My role

In a 0→1 build, I led the design of Shapa’s Admin Portal, creating a centralized system for enterprise clients to monitor and manage patient health at scale. I combined research insights with systems thinking to define role-based environments, flexible data views, and task-oriented navigation. Working in a highly collaborative environment with product, engineering, and data, I navigated technical constraints and iterated on complex data components to ensure both usability and scalability. I drove the project from discovery through implementation, delivering a platform that reduced reliance on support and enabled more efficient, action-oriented workflows.

Platforms

Web environment

Timeline

3 months duration

Teams

Product, Engineering and QA

-60%

Reduction in support tickets

< 30 sec

Report generation time


Real-time

Patient monitoring & insights

Impact & outcomes

Shifted the experience from reactive, support-heavy workflows to a proactive, scalable system for enterprise patient management.

Support tickets reduced
Data & reporting requests

↓ 60%

Report generation
from manual → instant export

< 30 sec

Patient insights
Faster, data-driven
decisions

Real-time

Project outcome

Shifted the experience from reactive, support-heavy workflows to a proactive, scalable system for enterprise patient management.

↓ 60%

Support tickets reduced
Data & reporting requests

< 30 sec

Report generation
From manual → instant export

Real-time

Patient insights
Faster, data-driven
decisions

↓ 60%

Support tickets reduced
Data & reporting requests

< 30 sec

Report generation
From manual → instant export

Real-time

Patient insights
Faster, data-driven
decisions

Strategic direction

Enable enterprise clients to independently monitor, manage, and engage patients at scale.

This led to three strategic pillars:

Centralization – one place for all patient data

Self-service – reduce reliance on support

Actionability – turn data into meaningful interventions

Crafted with creativity, late-night iterations, Ctrl+Z reflexes, and a carefully curated playlist.

© Chen Segal 2025

Crafted with creativity, late-night iterations, Ctrl+Z reflexes, and a carefully curated playlist.

© Chen Segal 2025


© Chen Segal 2025