Noteworth · Product Designer

Noteworth Messenger for Clinical Teams

Designing a dual-audience messaging tool for care teams and the patients they treat.

Noteworth Messenger shown on laptop and phone

A companion to telemedicine

Noteworth Messenger was one of the first features clients were promised before it was ever built. As a companion to telemedicine, I was brought in to design the messenger experience — starting from a rough concept and turning it into something shippable.

Working from secondhand requirements

My only real input came from the CEO, who relayed what Geisinger wanted — I had no direct access to users. A handful of non-negotiables came out of those conversations:

Chat internally with care teams Chat directly with patients Global + patient-facing inbox with favoriting Attachments for clinicians and patients

Three products, three lessons

The legacy tool (built before I was assigned) was Slack-inspired: one single window, with the patient thread differentiated only by a gray background. Toggling between audiences triggered a banner — "You have switched to internal/patient communication" — but that banner was the only real signal of who'd receive your next message.

Outlook and Gmail shaped the inbox layout and scan pattern.

Gmail and Hangouts informed the general chat interface early on.

It was easy to find indirect competitors handling multi-thread or dual-audience messaging — Facebook Messenger, WhatsApp, Slack, Hangouts — but genuinely difficult to find any clinician-focused messaging examples at the time. A few common patterns from these apps ended up shaping what I borrowed:

Competitor messaging app example 1
Competitor messaging app example 2
Competitor messaging app example 3

The legacy tool, and my first attempt at fixing it

Here's the legacy tool I inherited — one window, a gray background marking the patient thread, and a banner confirming whichever mode you'd toggled into:

Legacy Slack-style messenger, single window with toggle banner
The original tool: audience determined by a toggle, confirmed only by a text banner.

My first attempt to redesign it pushed the threading further, rather than rethinking the toggle itself: a dropdown built into the message box let you pick "To Patient" or "To Internal" per submission, with each becoming its own thread — teal for patient, gray for internal — and a separate reply box per thread.

First redesign attempt, threaded view with dropdown
Per-submission threads, colored by audience.
First redesign attempt, dedicated reply panel
A dedicated reply pane per thread.

The CEO rejected this outright.

Solving the wrong problem

In hindsight, my first attempt solved the wrong problem — I'd made the threading more sophisticated, but audience selection was still one dropdown click away from being wrong, the same underlying risk as the toggle before it.

What the CEO actually needed: internal and external conversations visible at the same time — not toggled, not threaded together, and not split across separate pages either. I went back to Gmail/Hangouts with that constraint specifically in mind, this time focused on its pop-out windows — chats that stay visible no matter where else you are in the product. That's what led to the side-by-side layout.

What broke once real hands touched it

Noteworth employees tested the shipped version before rollout. Key feedback:

  • Can't click global inbox line items
  • Photo sent from iPhone is distorted and cropped
  • Spacing is very off
  • Hover states aren't working
  • No way to save an edited subject
  • Organization of conversations isn't clear
  • Message preview doesn't update
  • Patient inbox list is hard to scan

This feedback is exactly what the redesign further down responds to.

Two audiences, two platforms, one hard constraint

Designing for two audiences — patient and internal care team — across two platforms — desktop and mobile — with the internal/external split as a hard requirement: no separate pages, and no losing your place in either conversation.

What shipped

The mobile view is what the patient sees — one simple conversation, no toggling. The desktop view is what the clinician sees — internal and external threads side-by-side, so they can reference one without losing the other.

Shipped mobile patient messaging view
Patient-facing mobile experience.
Shipped desktop clinician messaging view
Side-by-side internal & external threads.

What we heard

Noteworth shut down not long after this shipped, so I don't have adoption metrics to point to. What I do have is direct feedback from Geisinger, our client at the time.

Geisinger found this to be extremely beneficial. They can reference certain areas of patient conversation and not lose their place when messaging with internal teams. Geisinger, Client Feedback

Revisiting this with fresh eyes

It's been almost two years since I last looked at this portfolio. Coming back to it now, I wanted to see how my UX/product thinking has changed — so I redesigned the messenger from scratch.

One box → three containers

Before: Inbox, internal thread, and external thread were all part of one merged surface.

Now: Each is its own clearly bounded container.

Why — testers called out "spacing is very off" and "organization of conversations isn't clear" — without visual separation, there was no hierarchy showing where one conversation ended and the next began.

Fixed identity colors, with opacity doing double duty

Before: Teal marked whichever pane was active; the other went gray. Color was tied to focus, not to the conversation itself.

Now: Internal and external each get a permanent hue — teal and purple — at full saturation when active, dropping to a low-opacity tint of the same hue when inactive rather than switching to neutral gray. Active state also picks up a shadow and slightly wider pane.

Why — color now does one job (identity) and state does another (focus), instead of both riding on the same variable. Using opacity variants of the existing hues — instead of new colors — also keeps the palette from sprawling into one-off values.

Icons vs. words, rebalanced

Before: "Subscribe(d)" text label; a bare "+" for adding participants; icon-only participant count.

Now: A star icon replaces "Subscribe(d)" to save header space; "+ Add" and "3 participants" spell it out where the icon alone was ambiguous.

Why — use icons where meaning is obvious, words where it isn't — not one rule applied everywhere.

A scannable inbox

Before: No way to star or favorite a conversation from the list — you had to open a thread first.

Now: Each row shows the unread dot (left) and a favorite star (right) right in the list.

Why — testers said the inbox was "hard to scan" — surfacing status at the list level removes an unnecessary click.

Redesigned messenger, internal conversation active
Updated messenger, internal thread focused.
Redesigned messenger, external conversation active
Updated messenger, external thread focused.
Previous Case Study ← Event Timeline Dashboard