Raquel Figueiredo.
← Back to work Case Studies — Healthcare · B2B2C · Mexico

Welbe Care

Two journeys from Welbe's healthcare ecosystem — a clinical data model built with a medical-domain PM, and a quota-aware purchase experience built for enterprise scale — plus the shared design system underneath both.

Case Study 01

Historia Clínica

Structuring a longitudinal clinical record across patient, clinician, and enterprise touchpoints.

Role
Senior Product Designer
Timeline
~1 week
Team
1 PM (clinical background)
Platforms
App/Web, WhatsApp, Doctor portal

Context

Welbe's medical network had no structured way to capture a patient's clinical background before a consultation. Doctors started every appointment from zero — re-asking the same questions about allergies, chronic conditions, family history, and current medication — which slowed consultations down and left gaps in the data Welbe needed to power preventive-care analytics for its enterprise clients.

The goal was a Historia Clínica experience where patients complete their own medical background once, in plain language, while doctors get a standardized, code-based clinical record to rely on and build on at every subsequent visit.

The Challenge

Design question: How might we let a layperson accurately self-report ten categories of sensitive health information, while feeding a data model rigorous enough for a doctor to use clinically?

  • A patient-facing questionnaire (mobile + web) simple enough for someone with no medical vocabulary.
  • A clinician-facing record (desktop) dense enough to review, correct, and extend live during a consultation.
  • Standardized diagnosis coding (ICD-10 / CIE-10), medication tracking, and per-condition detail.
  • A WhatsApp entry point for patients without easy app access.
  • Backoffice groundwork for enterprise-specific variants (e.g., a dedicated Bimbo version).

Discovery

Unlike a typical discovery built on user interviews, this project's discovery was shaped by working directly with a Product Manager with a clinical background — translating medical requirements into the right questions, in the right order, with the right classification.

Stakeholder alignment

Partnered with the PM to define clinical accuracy for every question, while keeping language understandable to a layperson.

Sequencing sensitive topics

Mapped the ten-step patient journey, sequencing sensitive topics (family history, addictions, medication) so it felt progressive, not invasive.

Clinical requirements definition

Defined, with the PM, which fields doctors needed to see and edit once patient data reached them — standardized coding, treatment status, comments.

AI-assisted organization

Used Claude to organize the question set, structure the step-by-step flow, and accelerate wireframe exploration.

Key UX Challenges

  • Holding two audiences with opposite needs on the same underlying data.
  • A patient who needs low cognitive load, one decision per screen.
  • A doctor who needs density, speed, and completeness live in consultation.
  • Standardized medical classification (ICD-10/CIE-10) that stays precise while remaining quick to use.
  • Conditional answer states (default / answered-yes / answered-no) revealing detail only when relevant.

Design Process

Information Architecture

Ten sequential, self-contained steps for the patient; a persistent tab structure (A.H.F → A.P.P → A.P.N.P → Vaccines → Diagnostics → Medication) for the doctor.

User Flows & Wireframes

Mapped every patient path, including yes/no branching, alongside the doctor's review-and-edit flow. Validated both structures separately in low-fidelity before merging into one system.

Interface & Prototyping

One question per screen on mobile for patients; dense tables and standardized inputs on desktop for doctors. Built navigable prototypes for both, validated with the PM.

Handoff

Documented the full solution, including new form-state components, and handed off to Engineering.

Design System

New reusable components contributed to Welbe 2.0: yes/no answer-state components, the antecedent row pattern, the ICD-10/CIE-10 lookup field, the progress-step header, and the clinical record tab navigation — all reused elsewhere at Welbe.

Cross-functional Collaboration

Unlike other Welbe projects, this one didn't involve a contested design decision to defend. The core challenge was translation — taking clinically precise requirements from a PM with medical training and shaping them into an experience two very different audiences could each use confidently, from the same data.

Impact

  • Replaced repetitive, verbal intake with a structured, self-service clinical history patients complete once.
  • Gave doctors a standardized, code-based record (ICD-10/CIE-10) instead of starting from scratch.
  • Established reusable form patterns now used across other clinical and enterprise-configuration flows.
  • Became the foundation for enterprise-specific clinical intake, starting with Bimbo's white-label rollout.

UX Principles Applied

  • Progressive Disclosure · Recognition rather than Recall · Visibility of System Status
  • Cognitive Load Reduction · Information Density Matched to User Role · Consistency

Learnings

Designing for two audiences on one data model requires resisting the urge to solve it with a single interface. Holding both without compromising either — while staying tightly aligned with a subject-matter expert instead of running a traditional discovery process — was the real design problem to solve.

Case Study 02

Compra de Estudios Médicos

Designing a quota-aware healthcare marketplace for employees and families, inside Welbe's B2B2C ecosystem.

Role
Senior Product Designer
Timeline
6 days / 48 hours
Team
1 PM, 1 Tech Lead, 1 FE, 1 BE, 1 QA
Platforms
White-label mobile/web app

Context

Welbe operates a B2B2C model: companies purchase health benefits, employees use them, and HR teams get administrative and analytics capabilities. Large enterprise clients, including Bimbo and MetLife, required a new benefits model based on usage quotas — each employee gets a limited number of subsidized consultations or exams, and must be able to purchase additional services directly through the platform once that limit is reached, without depending on Welbe's support team.

This required a completely different experience from the existing app, plus digital payments integration via Stripe.

The Challenge

Design question: How might we make benefit quotas, out-of-pocket payment, and appointment booking understandable in one continuous journey — without forcing employees to contact support?

  • Employees with available quotas, and employees with exhausted quotas.
  • Family members linked to the plan, with individual and family quotas.
  • Free and paid consultations; free and paid exams.
  • Stripe integration, with multiple payment methods available in Mexico (card, bank transfer, OXXO).
  • Payment confirmation, lab confirmation, and post-approval scheduling.

All of this needed to feel intuitive, even for users who had never used this kind of corporate benefit before.

Discovery

This project didn't include direct user interviews, but the full discovery process was run in close partnership with business stakeholders.

Stakeholder alignment

Met with the PM and business teams to understand the new enterprise clients' specific needs and every rule behind the quota model.

Existing product analysis

Audited the legacy app flow end-to-end to identify limitations, friction points, and improvement opportunities before proposing a solution.

Benchmark

Researched healthcare platforms and digital-service purchase experiences to understand market patterns for booking and payment journeys.

Flow mapping

Structured the full flow architecture in Miro, covering dozens of scenarios related to quotas, payments, lab confirmation, and scheduling.

AI-assisted organization

Used Claude to organize requirements, structure flows, and accelerate the first wireframes before prototyping.

Key UX Challenges

This project carried far more complexity than a typical checkout. It required holding, in one journey:

  • available vs. exhausted quotas; family benefits; fully covered vs. partially subsidized exams;
  • full out-of-pocket purchase; multiple labs; multiple payment methods; payment and confirmation states.

In total, the project resulted in approximately 45 responsive screens, covering every possible journey scenario.

Design Process

Information Architecture

Structured navigation flows accounting for the different states a user's journey could be in — quota available, exhausted, family-linked, or fully paid.

User Flows

Mapped every possible path to guarantee consistency between business rules and user experience.

Wireframes

Built low-fidelity wireframes to quickly validate the flow's structure before layering in visual design.

Interface

Evolved into high-fidelity interfaces using Welbe's Design System, once the wireframes were validated.

Prototyping

Built navigable prototypes for validation with the PM and stakeholders before development began.

Handoff

Documented the complete solution and ran full handoff to Engineering, following implementation alongside the technical team.

Design System

Identified components that didn't yet exist in Welbe's Design System, used them in the flow, and formally incorporated them into the company's shared library: quota cards, benefit cards, discount indicators, payment-status components, exam cards, lab information blocks, and new reusable visual patterns — now used across other products on the platform.

Cross-functional Collaboration

During project reviews, Product, Engineering, and Design disagreed on the best way to present available quotas to the employee. My proposal prioritized UX principles — recognition over recall, visibility of system status, reduced cognitive load, and clarity on available benefits before purchase.

I presented the reasoning grounded in usability best practices and argued the experience should let the employee immediately understand their situation before starting payment. After discussion, the solution I proposed was approved and shipped to production.

Deliverables

  • Documented discovery, user flows, information architecture, wireframes, navigable prototypes.
  • ~45 responsive screens, new Design System components, technical documentation, full handoff.

The entire project was delivered in approximately 48 hours of work spread across six days.

Impact

  • Employees purchase consultations directly through the platform — no more contacting support.
  • Greater transparency on available vs. used quotas; fewer steps during purchase.
  • A simpler, more intuitive payment experience; increased employee autonomy.
  • Reusable components created for future features; fewer support tickets tied to purchases.
  • The flow remains live in production and is still used by the platform's clients today.

UX Principles Applied

  • Recognition rather than Recall · Visibility of System Status · Progressive Disclosure
  • Information Hierarchy · Consistency · Error Prevention · Cognitive Load Reduction

Learnings

This project reinforced the importance of balancing complex business rules with a simple user experience, and demonstrated how UX-grounded decisions can influence Product and Engineering toward more intuitive, sustainable solutions across the whole platform.

Case Study 03

Welbe 2.0 Design System

Co-owned and maintained alongside a second Product Designer (Antonio) — the shared foundation every product at Welbe is built on.

Role
Co-owner & maintainer
Team
2 Product Designers
Scope (this file)
Tokens & Components
Structure
5 linked Figma files

Context

Welbe's Design System spans five linked Figma files — Tokens & Components, Patterns, Modules, Templates & Pages, and Base-flows (WhiteLabel/Aura). As one of two Product Designers at Welbe, I share ownership of this system with Antonio — together we're responsible for creating and maintaining it as the single source of truth every product surface (App, WhiteLabel/Aura, Backoffice, Doctor and Médicos portals) is built from.

This section documents the foundation layer: Tokens & Components — the raw design tokens (color, typography, spacing, radii) and the base component primitives everything else in the system composes from.

A system built for a brand transition

Every token in the system is versioned across two modes — Welbe 1.0 and Welbe 2.0 — letting the team evolve the visual language (a shift toward a deeper teal, more saturated brand palette) without breaking any component still referencing the legacy mode. 461 variables across 4 token collections currently sit behind Welbe's entire product surface.

Color

A scaled, semantic color architecture: global color ramps (gray, red, pink, purple, cyan, blue, teal, green, yellow, orange, and four brand-specific ramps — main, second, third, complement) each running 50→950, feeding a semantic layer (Wb-bg, Wb-border, Wb-text, plus status colors) so components reference intent ("success", "warning", "muted") rather than a raw hex value.

Typography

A single typeface — Inter — for heading, body, and mono roles in Welbe 2.0 (Welbe 1.0 used Montserrat for headings, one of the visual shifts the rebrand token layer absorbed). Nine-step font-size scale, full 100–900 weight range, five line-height steps, five letter-spacing steps.

Aa
Inter · sizes 10 → 128px · weights 100 → 900 · line-height 18 → 32 · tracking -0.8 → 1.6

Spacing & Radii

A 4px-based spacing scale (2 → 384px) drives all gaps and padding. Corner radius follows its own scale — none to full (9999px, for pills/avatars) — with three semantic aliases (l1, l2, l3) mapped to specific steps so components reference "level 1 rounding" rather than a raw pixel value.

Why this matters

Every mockup in the two case studies above — the Historia Clínica questionnaire, the doctor's clinical record, the Estudios Médicos purchase journey — is built entirely from this token layer: the same teal scale, the same radius steps, the same type scale. Maintaining it alongside Antonio means every new flow at Welbe starts from a consistent, accessible, on-brand foundation instead of one-off decisions per screen.

More sections of this Design System (Patterns, Modules, Templates & Pages, Base-flows) to be added as each file is reviewed.