Longeviti Health

A practice in a box, run by automation

Longeviti digitizes a physician's expertise and turns them into a scalable, personalized-care practice in a couple of hours per service vertical. The platform automates patient outreach, enrollment, and billing, so the doctor can focus on care instead of marketing.

A cross-section of the platform, physician and patient sides

Great doctors, stuck on a treadmill

Two audiences had to say yes at once. The doctor is skeptical of new systems and has no time to run one; the patient has never heard the word "concierge" and is allergic to hidden fees. Every screen below answers to both.

Making a complex business legible

Longeviti was a new venture with a large, automation-heavy model, so discovery was about making that model legible before designing a single screen. I set a visual direction, then mapped the entire system as flowcharts so features, screens, and states were agreed before any UI. Personas and journeys (shown in the next two sections) kept both audiences in focus throughout.

Visual research

I aligned the visual direction with what these users expect and with the product's need to earn trust. The result is a minimalistic, calm interface that guides people through dense, high-stakes steps (contracts, payments, medical setup) with low cognitive load.

System flowcharts · the heart of discovery

Before UI, I mapped the whole application as flowcharts: eleven flows in total, seven for physicians and four for patients. The physician flows chain into one continuous journey, from the marketing site through account creation, concierge setup, marketing-media creation, and data intake, into the portal. Designing them as one path, rather than isolated screens, is what kept a long setup from feeling like a maze.

CRM & outreach Marketing site Account creation Concierge setup Marketing media Data intake Patient conversion Upsell & cancellation

Two sides of one marketplace

With no existing user base, I built proto-personas to keep the two audiences honest: the physician is the primary user and the hardest to win, the patient is the volume user who has to trust a new model fast.

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Two long journeys, made to feel short

Each persona turned into a headline journey. Both are long and high-stakes, so I mapped every phase with its touchpoint, action, motivation, and pain point, then designed them as continuous, guided paths. The physician goes from a skeptical lead to a running practice; the patient goes from a roster name to an enrolled member.

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Structure before visuals

With the flows agreed, I wireframed the core surfaces in low fidelity to test the information architecture and the content hierarchy before committing to visual design. Wireframes let me align the team quickly and make sure every element earned its place, especially on the dense onboarding and portal screens.

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A calm interface over a complex machine

With the structure settled, I built the high-fidelity system: a minimalistic, trustworthy interface that carries contracts, e-signatures, payments, and medical data without overwhelming anyone. Interaction is intentional, with progressive disclosure and whitespace to reduce cognitive load, and every branch, empty state, and per-vertical variant was designed, not just the happy path.

Design system

Built on a shared component foundation and extended with Longeviti's own style guide, components, and layouts, so the marketing site, both portals, and the internal views all feel like one product.

Marketing site · physician-facing

The sales site positions the physician as a strategic expert. Clear information architecture, a sales carousel of selling points, and honest, transparent framing lead to a short contact form that starts onboarding. It was designed responsively: toggle between desktop and mobile below, and scroll within any frame or click to open.

Desktop Mobile

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Physician onboarding · the guided setup

The longest, most branch-heavy surface, designed as one continuous flow: a short intro, practice details and demographics, contract-status and model branches, identity verification and consents, concierge setup with an automated financial comparison, brand personalization, pricing, and a final review. The opportunity dashboard shown in the overview is the moment that sells the switch.

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Each step designed for desktop and mobile in parallel

AI & automation · the product's engine

Automation is the whole thesis, so I designed the human-facing surface around it. The physician records a short script and the platform generates an AI marketing avatar, then auto-produces the domain, site, emails, and cadence. The doctor's job is simply to review and approve, with clear consent and privacy around the biometric capture.

AI marketing media. A guided recording flow (script, device checks, consent) produces a physician avatar and the marketing videos, with an AI or manual path per video.

Auto-generated assets and cadence. Domain options, brand, site, emails, and a timed marketing cadence are generated for the physician to review, not build.

Physician portal

The running-practice cockpit. The strongest systems-thinking piece is the reusable Patient Drawer: one component with Overview, Subscription, Financials, Receipts, and Family Members tabs, designed across six vertical contexts (concierge, performance optimization, care validate, meal plans, supplements, and all). Alongside it, a services area brings together the automated marketing tools.

Pricing & the hardship-discount logic

A highlight worth its own note. Physicians set prices and discounts within recommended guardrails; going past a cap triggers an approval request. The hardship discount is a range the physician sets once, shown only when a new patient tries to leave without paying or an existing patient tries to cancel. The system then gradually raises the discount within that range to find the highest price the patient will still accept, never below the physician's floor. It is retention, designed as an interaction.

Guardrails, not free rein. Recommended ranges keep pricing consistent across the platform, with a confirmation and approval step when a physician goes beyond a cap.

A negotiation, automated. The hardship discount appears exactly at the drop-off moments and settles on the highest acceptable price, protecting both conversion and the physician's revenue.

Patient enrollment

Designed to feel seamless and transparent: a personalized welcome, account creation from pre-filled information, terms and consent signing (including for family), a "secure your spot" step, a recurring-payment setup, and a clear confirmation. The full sequence was designed end to end, including the dialogs and the sidebar stepper.

Patient portal

Where enrolled patients live: their care plan and provider, active services, family group (with a per-member drawer that keeps each person's details private), payments, and messaging. The dashboard and services views appear in the overview above; the patient area also gives clear control over the family group and subscriptions.

CRM & internal admin

Behind both portals, Longeviti staff run acquisition and oversight. The CRM tracks the physician pipeline (new leads, contacted, closed, conversion rate), ranks communication channels, and manages mass outreach, while an admin view mirrors the physician portal so support staff work in a familiar system.

What the work delivered

Because this was a discovery and planning phase, the outcomes are the decisions and the plan the work produced, and the design coverage delivered, not live production metrics. The delivery separated finished surfaces from open questions, so the team knew exactly what still needed a decision.

Takeaways