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HEALTH TECH CONVERSATION DESIGN

Copy That Puts

Humans First,

Compliance Second.

Seven health portals. One content governance system.

A conversation design framework built on 16 years of clinical nursing.

7

PORTALS

5

REGULATIONS

16

YEARS CLINICAL

Raven Lolia · ravenloliawrites.com

01 TELEHEALTH

ClearCare

02 SCHEDULING

Proceed

03 WEARABLE

Pulse

04 FITNESS

Thrive

05 EMERGENCY

ER Check-In

06 RX & LABS

RxClear

07 CLINICAL CHART

ChartOS

GOVERNANCE

System

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DESIGN PHILOSOPHY

Every word is a clinical decision.

Most health products are designed by engineers who test with product managers.

These portals were designed by a nurse who understands what a person feels at

2 AM reading a lab result — and what copy needs to do about it.

01

Emotional state

before interface state

Tone, vocabulary, and cognitive load are calibrated to where the user is — not where the product wants them to be.

02

Compliance as

copy craft

HIPAA, FDA, FTC, Section 508, and CMS rules are embedded in the copy architecture — not appended as disclaimers.

03

The caregiver is

a user, not an edge case

The person next to the patient gets explicit copy designed for their context, their fears, and their authorized access.

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PORTAL 01 · TELEHEALTH PLATFORM

HIPAA · Section 508 · FTC

01 ClearCare

"Your care is in good hands."

Autonomy bias

Peak-end rule

Cognitive fluency

Endowment effect

USER EMOTIONAL STATE

Anxious · Anticipatory

ClearCare

DESIGN REGISTER

Warm, organic — sage palette, Fraunces serif

WHAT MOST PLATFORMS MISS

Captures emotional state before the visit begins — mood check routes context to the provider before the patient joins. Most platforms open with a waiting room.

READABILITY TARGET

Grade 7

PORTAL NUMBER

01 of 07

Raven Lolia · Health Tech Conversation Design · Portal 01: ClearCare

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PORTAL 01 · CLEARCARE · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"Add a note for Dr. Reyes before her visit — she sometimes forgets to mention shortness of breath."

ACCESS SCOPE

Caregiver toggle shows authorized actions: add pre-visit note, request to join, view post-visit summary.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · Section 508 · FTC. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 01: ClearCare · Caregiver Design

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PORTAL 02 · OUTPATIENT SCHEDULING

HIPAA · CMS · Section 508

02 Proceed

"You're in the right place. Let's find a time that works."

Zeigarnik effect

Loss aversion

Framing effect

Cognitive fluency

USER EMOTIONAL STATE

Worried · Uncertain

Proceed

DESIGN REGISTER

Navy & teal, Playfair Display — authoritative but reassuring

WHAT MOST PLATFORMS MISS

"What to expect on the day" timeline is built into the scheduling flow — not buried in a confirmation email. Caregiver panel states legal escort obligations before booking, not at arrival.

READABILITY TARGET

Grade 8

PORTAL NUMBER

02 of 07

Raven Lolia · Health Tech Conversation Design · Portal 02: Proceed

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PORTAL 02 · PROCEED · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"You cannot leave her at the facility. Someone must stay for 4 hours post-discharge."

ACCESS SCOPE

Family scheduler role with explicit transport obligations and discharge rules stated during booking.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · CMS · Section 508. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 02: Proceed · Caregiver Design

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PORTAL 03 · WEARABLE DATA DASHBOARD

HIPAA · FDA 21 CFR · Section 508

03 Pulse

"Your data. In context. Shared with your care team."

Framing effect

Cognitive fluency

Social proof

Autonomy bias

USER EMOTIONAL STATE

Data-curious · Mildly anxious about readings

Pulse

DESIGN REGISTER

Dark terminal aesthetic — IBM Plex Mono, cyan accent

WHAT MOST PLATFORMS MISS

"Shared with Dr. Reyes" confirmation closes the loop between consumer device and clinical encounter. Caregiver view shows curated summary — not raw feeds. Alert copy avoids diagnostic language.

READABILITY TARGET

Grade 7

PORTAL NUMBER

03 of 07

Raven Lolia · Health Tech Conversation Design · Portal 03: Pulse

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PORTAL 03 · PULSE · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"This data has been shared with Dr. Reyes for your visit today."

ACCESS SCOPE

Caregiver view: curated alerts, sleep average, step count — clinically framed, not raw data.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · FDA 21 CFR · Section 508. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 03: Pulse · Caregiver Design

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PORTAL 04 · DAILY HEALTH & FITNESS APP

FTC · Section 508 · FDA (no diagnostic claims)

04 Thrive

"You're 2 minutes from your exercise goal."

Zeigarnik effect

Endowment effect

Loss aversion

Peak-end rule

USER EMOTIONAL STATE

Motivated but inconsistent

Thrive

DESIGN REGISTER

Vibrant, mobile-first — Outfit typeface, activity rings

WHAT MOST PLATFORMS MISS

AI coach interprets data, doesn't just report it: "A 10-minute walk after lunch would close all three rings." Caregiver view surfaces mood trends for family supporting chronic conditions — a user state almost never designed for.

READABILITY TARGET

Grade 7

PORTAL NUMBER

04 of 07

Raven Lolia · Health Tech Conversation Design · Portal 04: Thrive

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PORTAL 04 · THRIVE · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"Viewing for a loved one? See mood trends and send encouragement."

ACCESS SCOPE

Caregiver mode shows mood log trends and an encouragement action for chronic condition support.

COMPLIANCE LAYER

All caregiver copy has been validated against: FTC · Section 508 · FDA (no diagnostic claims). Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 04: Thrive · Caregiver Design

ravenloliawrites.com

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PORTAL 05 · EMERGENCY DEPARTMENT INTERFACE

HIPAA · EMTALA · Section 508

05 ER Check-In

"What brings you in today?"

Cognitive fluency

Autonomy bias

Framing effect

Social proof

USER EMOTIONAL STATE

Frightened · In pain · Maximum cognitive load

ER Check-In

DESIGN REGISTER

High-contrast dark — Barlow Condensed, red urgency signaling

WHAT MOST PLATFORMS MISS

Severity captured before identity — not insurance, not name. Critical bypass notice always visible above the form, never scrolled past. Language selector is first-screen, not buried in settings.

READABILITY TARGET

Grade 6

PORTAL NUMBER

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Raven Lolia · Health Tech Conversation Design · Portal 05: ER Check-In

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PORTAL 05 · ER CHECK-IN · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"You can check in on their behalf. We have interpreters and patient advocates available at no cost."

ACCESS SCOPE

Caregiver / interpreter / patient advocate options surface before the form begins — not discovered at the desk.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · EMTALA · Section 508. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 05: ER Check-In · Caregiver Design

ravenloliawrites.com

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PORTAL 06 · RX & LAB RESULTS PORTAL

HIPAA · FDA · CMS

06 RxClear

"Your lab results, explained."

Framing effect

Cognitive fluency

Loss aversion

Autonomy bias

USER EMOTIONAL STATE

Anxious about numbers — prone to anxious Googling

RxClear

DESIGN REGISTER

Clean institutional light mode — Plus Jakarta Sans

WHAT MOST PLATFORMS MISS

Every flagged lab result includes a plain-language panel: what the test checks, what the value means, and what doesn't need to happen right now. Caregiver access scope is explicitly defined — not implied.

READABILITY TARGET

Grade 7

PORTAL NUMBER

06 of 07

Raven Lolia · Health Tech Conversation Design · Portal 06: RxClear

ravenloliawrites.com

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PORTAL 06 · RXCLEAR · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"Authorized for: medication review, lab summaries. Not authorized for: mental health records."

ACCESS SCOPE

Explicit caregiver access scope with clear boundaries — prevents both over-sharing and under-sharing.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · FDA · CMS. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 06: RxClear · Caregiver Design

ravenloliawrites.com

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PORTAL 07 · CLINICAL EHR CHART VIEW

HIPAA · 21 CFR Part 11 · Section 508

07 ChartOS

"Provider-facing. Precision-built."

Cognitive fluency

Framing effect

Autonomy bias

Social proof

USER EMOTIONAL STATE

Time-pressured · Information-dense

ChartOS

DESIGN REGISTER

Utilitarian density — JetBrains Mono + DM Sans

WHAT MOST PLATFORMS MISS

Caregiver access scope is surfaced at the provider level — "James Chen (son): authorized for medication review and lab summaries. Not authorized for: mental health records." The only portal designed for the clinician reading a chart while family is in the room.

READABILITY TARGET

Clinical register

PORTAL NUMBER

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Raven Lolia · Health Tech Conversation Design · Portal 07: ChartOS

ravenloliawrites.com

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PORTAL 07 · CHARTOS · CAREGIVER DESIGN

The person next to the

patient is also your user.

Most digital health products give caregivers a login and call it 'family access.'

This portal gives them context, authorized actions, explicit scope, and copy

written for their specific fear — which is different from the patient's fear.

WHAT THE CAREGIVER SEES

"Caregiver access: James Chen (son) — authorized for medication review and lab summaries. Not authorized for: procedure notes, mental health records."

ACCESS SCOPE

Caregiver access notice visible to the provider at chart level — a real clinical scenario existing EHRs handle by silence.

COMPLIANCE LAYER

All caregiver copy has been validated against: HIPAA · 21 CFR Part 11 · Section 508. Scope is explicit — no ambiguity about what a caregiver can and cannot see.

COPY PRINCIPLE APPLIED

Autonomy bias — the patient's control over shared information is stated, not implied. The caregiver understands what they have access to and why.

Raven Lolia · Portal 07: ChartOS · Caregiver Design

ravenloliawrites.com

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CONTENT GOVERNANCE SYSTEM

The compliance layer�beneath everything.

Every portal is built on a 3-layer governance system that runs before a single word ships.

Hard stops block publication. Warnings require review. Readability targets are enforced.

HARD STOPS — 6 RULES

PHI in user-facing copy

Unqualified cure claims

Unsupported health guarantees

Non-descriptive link text

WARNINGS — 6 RULES

Complex medical jargon

Fear-based language

Non-inclusive patient language

Missing disclaimer signal

READABILITY TARGETS

FK Grade 6–8 (hard stop at 10+)

Reading Ease 60–70+

Avg sentence ≤20 words

Consent copy Grade 8 max

REGULATORY COVERAGE

HIPAA — PHI rules

FDA — 21 CFR Part 11

FTC — health claims

Section 508 / ADA Title III

6-GATE REVIEW PROCESS

— Gate 1: Automated compliance scan

— Gate 2: Readability review

— Gate 3: Clinical accuracy

— Gate 4: Legal sign-off

PSYCHOLOGY LAYER

Loss aversion (with health cautions)

Endowment effect

Zeigarnik effect

Cognitive fluency

Raven Lolia · Content Governance System · ravenloliawrites.com

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CONVERSATION DESIGN FRAMEWORK · PSYCHOLOGY OF COPY

8 principles. Applied with intention,

not as manipulation.

In health tech, these principles require specific cautions — loss aversion, for example, causes avoidance

behavior when applied to chronic condition management. Knowing when NOT to use a principle

is as important as knowing when to use it.

Loss Aversion

⚠ NEVER for health behavior change — causes avoidance

USE: SaaS/fintech conversion

Endowment Effect

'Your health score', 'your care team' — strong fit in health

USE: Onboarding, dashboards

Zeigarnik Effect

Effective in onboarding when completion delivers real value

USE: Scheduling, setup flows

Cognitive Fluency

Critical in health — simplicity = trust = compliance

USE: All health contexts

Framing Effect

Gain frame for prevention; loss frame for detection/screening

USE: Lab results, alerts

Social Proof

Normalize, don't pressure — all claims must be FTC-safe

USE: Behavior change apps

Autonomy Bias

Patient autonomy is an ethical principle AND engagement driver

USE: Consent, access control

Peak-End Rule

Care completion moments are remembered most — design them

USE: Post-visit, milestones

Raven Lolia · Conversation Design Framework · ravenloliawrites.com

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COMPLIANCE COVERAGE MATRIX · ALL 7 PORTALS

Every portal. Every regulation.

Portal

HIPAA

FDA / 21 CFR

FTC

Section 508

EMTALA / CMS

Readability

Caregiver Layer

ClearCare

CMS

Grade 7

Visit access · notes · summary

Proceed

CMS

Grade 8

Scheduler role · transport obligations

Pulse

21 CFR

Grade 7

Curated summary · alert delegation

Thrive

FDA

Grade 7

Mood trends · encouragement actions

ER Check-In

EMTALA

Grade 6

Multilingual · interpreter · advocate

RxClear

FDA

CMS

Grade 7

Scoped access · explicit limits

ChartOS

21 CFR

Clinical

Provider-visible scope notice

Raven Lolia · Compliance Coverage · ravenloliawrites.com

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HOW I WORK · THE PROCESS BEHIND EVERY PORTAL

Clinical UX writing isn't guesswork.

It's a structured methodology.

01

🧩

Context Interview

Who is the user? What are they feeling? What's the product type and compliance scope? I ask before I write a single word.

02

🗺

Emotional Mapping

Map every touchpoint to an emotional state. Match the NNG tone dimension to context. Identify anxiety hotspots and decision moments.

03

✍️

Copy with Reasoning

Write primary copy plus alternatives. Annotate every decision with the psychological principle applied and the compliance consideration checked.

04

🔍

Governance Scan

Run the automated checker. Resolve hard stops. Flag warnings for clinical review. Verify reading level. Document for audit trail.

05

Stakeholder Handoff

Deliver annotated copy with rationale, compliance status, alternatives, and research questions so the team can test, iterate, and build.

Raven Lolia · Process Overview · ravenloliawrites.com

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AVAILABLE FOR PROJECTS

Your product should feel

like a

conversation,

not a form.

I bring 16 years of clinical nursing, UX Writing Hub certification, and a content governance system

that keeps health products compliant without sacrificing human connection.

ravenloliawrites.com

linkedin.com/in/ravenlolia

7

Portals Built

5

Regulatory Layers

16 yrs

Clinical Background

3-Layer

Governance System