top of page

TheraNest EHR Dashboard

Data visualization is not for the faint of heart. This Electronic Health Records company needed serious help when it came to gaining new customers, but their ability to show customers what they could offer was unorganized and confusing. Before I helped them design a dashboard, users were sent to plain scheduling page. With their new dashboard, users can visualize all of their important data and tasks in one place when logging into their system.
background.png
Before
Beforeedited.png
The Process
The Problem
    TheraNest is a medical electronic health records company that was struggling to attract and retain new clinics to use its software. They had resorted to decreasing their membership fees to the point where the company was no longer profitable. TheraNest struggled to understand why this was happening despite offering many features their competitors lacked.
    As a TheraNest user with my own business, I had a hunch as to why this might be. TheraNest has many features that simply get buried in all the information an EHR platform needs to hold. When logging into the platform, users are sent to a generic calendar page (or sometimes a random page within the clinics documents). This makes other EHR systems more enticing when they are able to showcase all of their features in a way that is comprehensible to the client. 
Key Points
  • TheraNest was losing clients to competitors
  • TN had no dashboard or designated landing page when logging in
  • TN didn't have a palatable way of showcasing all they have to offer to clients  
Market Research
  • Best price per month for practices with >1 employee​
$42+
$69+
TheraNest
Main Competitor
  • TheraNest has 4/5 stars for features included in their plan, according to their website
According to clinic forums, the #1 reason practice owners chose to use a different EHR platform was difficult navigation 
  • Create a dashboard landing page for customers to see their most important information upon sign-in
  • Transform how TheraNest stores this information into visual elements to enhance productivity and give users an efficient way to process data.
It looks good, but does it actually help?
It's all about the psychology of productivity. Think the opposite of "out of sight, out of mind."
Live message updates from staff in the same organization allow for real-time collaboration and staying as up-to-date on organization news.
grant gif.gif
Interactive grant or goal tracker to help visualize progress and increase motivation through psychology research principles of positive reinforcement and sight-by-progress.
visits summary.gif
Track visits throughout the year to pinpoint when demand is highest and when there's a lull in appointments.
The Solution
Outcomes
Future
Considerations
   While this approach proved to be effective in our goal: attracting and maintaining customers, TheraNest may need to consider more long-term UX and UI options that allow users to easily navigate the whole site and features, not just the dashboard presentation. 
   Of course, this would require extensive redesign work, but could be worth it in the longrun of keeping up with new EHR software platforms that continue to grow TheraNest's competition for clinics in the US.
Project Challenges
A challenge I ran into while working on this project really stuck out during the wireframing phase, where finding ways to fit data visualization into TheraNest's existing UI proved to be somewhat difficult due to how limited their existing structure is. After incorporating the existing UI into the "To-Do List" and "Missing Reports," I was able to combine existing UI with a robust new design structure that users ended up being really happy with.
For user testing, we sent the new dashboard iteration to 5 current TheraNest users and 5 users of their main competitor.
  • 10/10 participants gave the new design a 10/10 rating
  • 5/5 current TheraNest users reported that they were "highly likely" to continue with their subscriptions with the new features
  • 5/5 practice owners from TheraNest's main competitor reported they were "highly likely" to switch EHR platforms
100% satisfaction rating
User Feedback

© 2025 by Alyssa Proulx

bottom of page