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Patient Rx Management

Medly | Prescription Checkout & Delivery

Company
Medly Pharmacy
Role
Lead Product Designer, B2C Web
Timeline
4 months
Team
PM, Engineering, iOS Design, Compliance, Clinical Relations
Impact

65% of patient-support time given back

Automating phone scheduling freed agents company-wide to focus on higher-value patient care.

10× more deliveries scheduled per day

Self-serve checkout scaled from 20–30 a day at first launch to 250+ company-wide.

1,000+ prescriptions in a peak week

The new flow held up under real delivery volume as adoption grew.

Medly

Overview

Medly is a digital pharmacy that delivers medications and manages prescriptions for patients who previously had to call in every order. I led design on the self-serve checkout that took scheduling off the phone: patients could see what was ready to fill, choose what to pay for, and schedule delivery, without an agent.

The screens were the straightforward part. What decided whether this shipped at all, and stayed coherent once it did, were two judgment calls: pushing to delay launch rather than ship a checkout that still made patients phone in, and holding the design together as the product cycled through three PMs in a year. That's where the real work was, so that's where this case study starts.

The Problem

Everything a patient might want to do ran through a single channel, a phone call with an agent:

See prescriptions on file
Schedule a delivery
Remove one prescription
Call an agent
every single time

Patients had no way to see what was on file, no way to schedule a delivery themselves, and no way to drop a single prescription from an order without calling in.

Objectives: let patients self-serve prescription selection and flexible delivery scheduling (with in-store pickup as an option), and free agent time for higher-value patient support.

The decision to delay launch

The original plan routed checkout out to a separate, text-based mobile web app. Partway through, engineering discovered the two systems couldn't sync patient data, which would have forced patients to re-enter information they'd already given us in the middle of checkout. That left one real choice:

Hit the date

Ship on the original date

  • × No checkout, profile & prescriptions only
  • × Patients still call an agent to order
  • × Teaches patients the app can't do the one thing they need
✓ What I pushed for

Delay & build checkout natively

  • Real self-serve scheduling, no call
  • One synced source of patient data
  • Phased lower-priority pieces to protect the timeline

I pushed for the delay. The whole point of the product was to get scheduling off the phone, and shipping a version that still required a call would have taught patients the app couldn't do the thing they needed it for. We moved the date, built checkout natively, and phased lower-priority pieces to protect the new timeline.

Holding the line through three PMs

The project cycled through three product managers in a year. I was the constant, which meant design ownership expanded into keeping the work coherent across handoffs.

PM 1
project start
PM 2
mid-project
PM 3
within one year
Design: the one constant
Reconciled the backlog · wrote requirements · introduced sizing · kept web & iOS aligned

When a new PM joined, I walked the backlog with her to reconcile what had been specced against what the product actually needed, and flagged the features that had no tickets at all. We wrote requirements together from there.

The team had also never estimated work. I introduced sizing so we could forecast when phases would land, and proposed sizing well-documented front-end tickets asynchronously in Slack to keep it from becoming another meeting. Both stuck.

Alongside that, I coordinated with the iOS team so the web checkout and the app stayed aligned.

Approach

The self-serve flow I designed took the patient from what's on file to a scheduled delivery, start to finish, no call:

See what's ready
prescriptions on file
Choose & add to bag
pay for what you want
Schedule delivery
or pick up in-store
Confirmed
no call needed
BeforeCall an agent for every order, every change
AfterDone in the app, start to finish

I ran a competitive analysis of pharmacy checkout flows, extended the existing component library rather than building from scratch, and prototyped the flow (view the prototype) for moderated usability interviews, recruiting real patients over Google Meet to walk through checking out live prescriptions.

Early prescriptions-selection concept.
Early concept of Medly's prescription-selection screen
Early checkout concept.
Early concept of Medly's checkout screen with a filled order
Early bag concept.
Early bag concept
Early modal explorations.
Early modal explorations
Early pharmacy-pickup concept.
Early pharmacy pickup concept

Research Findings

Patients moved through the flow smoothly overall: “Good. Like checking out on Amazon.” and “Pretty straightforward and easy” were typical reactions. But two specific points of friction showed up consistently, and each pointed to a change:

Friction observed
Two look-alike actions, “Exclude from Order” and “Remove a Prescription,” sat side by side. Patients couldn't tell them apart.
What changed
Cut the redundant, call-only action; renamed the other to say what it does. Exclude from OrderRemove from Bag
Friction observed
A pre-filled bag they couldn't edit confused patients: they expected to add and remove items themselves, not be routed to a separate bag page.
What changed
Gave patients direct control to add and remove prescriptions from their own bag, instead of a pre-filled state.

Solution

Those changes shipped in the final designs:

Final prescriptions design with add-to-bag control.
Final prescriptions design
Final bag management design.
Final Medly bag-management design letting patients add and remove prescriptions
Final order confirmation design.
Final Medly order-confirmation screen after scheduling a delivery

Impact

Many patients still preferred walking to their pharmacy in person. The new flow was additive to that relationship, not a replacement for it, and that nuance shaped how we talked about the feature internally.

Testing also surfaced the post-launch roadmap patients asked for directly: order cancellation and rescheduling, default payment methods, and richer delivery notifications.

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