Evercred: Designing a Credential Management Wallet for Medical Professionals
Reinventing Medical Credential Management with Evercred
Imagine you’re a doctor juggling patient care, medical research, and personal commitments.
Now, add another layer: ensuring your credentials—medical degrees, board certifications, and state licenses—are always up to date. A lapse could mean penalties, job loss, or missing out on new opportunities.
Hospitals, on the other hand, operate on outdated systems. Some still rely on fax machines to verify credentials, making digital transfers difficult. This disconnect between medical professionals and hospital credentialing systems creates inefficiencies and risks.
Hospitals, on the other hand, operate on outdated systems. Some still rely on fax machines to verify credentials, making digital transfers difficult. This disconnect between medical professionals and hospital credentialing systems creates inefficiencies and risks.
Evercred plans to tackle this issue with the use of AI. At the time, we needed a fantastic user experience to win the confidence of investors and customers. I took the leap to work at Evercred because two things stood out:
I resonated with the founder, Dr. Leah Houston’s, passion for solving this problem.
Evercred was one of those rare solutions where AI wasn’t just a gimmick—it was necessary to solve a real human problem.
The fact that this wasn’t just a UX problem; it was a system-wide challenge requiring a balance of product thinking, business alignment, and technical feasibility - was very exciting to me
Evercred plans to tackle this issue with the use of AI. At the time, we needed a fantastic user experience to win the confidence of investors and customers. I took the leap to work at Evercred because two things stood out:
I resonated with the founder, Dr. Leah Houston’s, passion for solving this problem.
Evercred was one of those rare solutions where AI wasn’t just a gimmick—it was necessary to solve a real human problem.
The fact that this wasn’t just a UX problem; it was a system-wide challenge requiring a balance of product thinking, business alignment, and technical feasibility - was very exciting to me
My Role
My Role
Identified pain points in experience as well as in the organization
Expanded product scope from basic storage to credential sharing and verification
Stepped into a hybrid designer/PM role to fill critical operational gaps
Created PRDs, shaped business logic, and explored pricing strategies
Collaborated directly with non-technical healthcare professionals
Supported the founder in building team confidence and aligning solutions with customer expectations
Identified pain points in experience as well as in the organization
Expanded product scope from basic storage to credential sharing and verification
Stepped into a hybrid designer/PM role to fill critical operational gaps
Created PRDs, shaped business logic, and explored pricing strategies
Collaborated directly with non-technical healthcare professionals
Supported the founder in building team confidence and aligning solutions with customer expectations
Our Solution: A Credential Management Wallet
Our Solution: A Credential Management Wallet
We designed a credential management wallet where medical professionals can upload documents in bulk. Our AI platform extracts key data, organizes it, and enables seamless sharing with hospitals.
But solving the user’s problem wasn’t enough — I had to address the broader ecosystem challenges.
Identifying Key Flows
Identifying Key Flows
We wanted to focus on flows that drive value. Every interaction needed to be intuitive, reliable, and built for real-world constraints.
Document Scanning & Extraction
Credential Storage & Organization
Sharing Credentials
Credential Expiry Notifications
Document Scanning & Extraction
Credential Storage & Organization
Sharing Credentials
Credential Expiry Notifications
Document Scanning & Extraction
Doctors often receive their credentials in various formats—PDFs, scanned images, or even printed certificates. The challenge? Extracting key details quickly without requiring them to manually enter data. I designed a scanning experience that instantly recognized and categorized document types, providing real-time feedback so users knew their uploads were clear and readable. No more blurry scans or missing information—just a frictionless way to get credentials into the system.
Document Scanning & Extraction
Doctors often receive their credentials in various formats—PDFs, scanned images, or even printed certificates. The challenge? Extracting key details quickly without requiring them to manually enter data. I designed a scanning experience that instantly recognized and categorized document types, providing real-time feedback so users knew their uploads were clear and readable. No more blurry scans or missing information—just a frictionless way to get credentials into the system.
Credential Storage & Organization
A credential wallet is only useful if it’s easy to navigate. Early research showed that medical professionals struggled with finding specific documents when they needed them. I reimagined storage with structured categorization, smart tagging, and an intuitive dashboard that made every credential easy to access. Whether a user needed to check an expiration date or pull up a board certification on short notice, everything was just a tap away.
Credential Storage & Organization
A credential wallet is only useful if it’s easy to navigate. Early research showed that medical professionals struggled with finding specific documents when they needed them. I reimagined storage with structured categorization, smart tagging, and an intuitive dashboard that made every credential easy to access. Whether a user needed to check an expiration date or pull up a board certification on short notice, everything was just a tap away.
Sharing Credentials
Credential verification is still a cumbersome process, with hospitals relying on outdated methods like fax or email attachments. I designed a streamlined sharing experience that put professionals in control—allowing them to set permissions, choose exactly what to share, and even set expiration dates for shared links. This not only reduced administrative overhead but also built trust by ensuring that sensitive information was shared securely.
Sharing Credentials
Credential verification is still a cumbersome process, with hospitals relying on outdated methods like fax or email attachments. I designed a streamlined sharing experience that put professionals in control—allowing them to set permissions, choose exactly what to share, and even set expiration dates for shared links. This not only reduced administrative overhead but also built trust by ensuring that sensitive information was shared securely.
Credential Expiry Notifications
No doctor wants to find out at the last minute that their license is about to expire. But with so many responsibilities, keeping track of every renewal deadline is nearly impossible. I designed proactive notifications that worked around their busy schedules—gently nudging them with reminders and even allowing them to sync deadlines with their calendars. Instead of scrambling at the last minute, users could renew with confidence and avoid unnecessary stress.
Credential Expiry Notifications
No doctor wants to find out at the last minute that their license is about to expire. But with so many responsibilities, keeping track of every renewal deadline is nearly impossible. I designed proactive notifications that worked around their busy schedules—gently nudging them with reminders and even allowing them to sync deadlines with their calendars. Instead of scrambling at the last minute, users could renew with confidence and avoid unnecessary stress.
Solving UX Adjacent Problems
Solving UX Adjacent Problems
Beyond designing for users, I had to think about the bigger picture—how Evercred would sustain itself as a business and gain traction in an industry that’s notoriously slow to adopt new technology.
Pricing the Features
Hospital Buy-In
Building Trust While Showing Value
Pricing the Features
Hospital Buy-In
Building Trust While Showing Value
Pricing the Features
This problem started with deceiving easy task of designing the pricing page. In the process, we discovered some unanswered crucial questions. AI-driven automation made credential management easier, but how much would users be willing to pay for that convenience? I worked in collaboration with the CEO to help solve this problem. We did a lot of iterations and conversations with users. Some of the more product facing questions were - How do we bundle features? How do we set up pricing for features that will be released soon but haven't been deployed yet?
Pricing the Features
This problem started with deceiving easy task of designing the pricing page. In the process, we discovered some unanswered crucial questions. AI-driven automation made credential management easier, but how much would users be willing to pay for that convenience? I worked in collaboration with the CEO to help solve this problem. We did a lot of iterations and conversations with users. Some of the more product facing questions were - How do we bundle features? How do we set up pricing for features that will be released soon but haven't been deployed yet?
Hospital Buy-In
Medical professionals loved the idea of a credential wallet, but hospitals—the ones verifying these credentials—were stuck in outdated processes. Some still relied on fax machines, making them hesitant to adopt a fully digital solution. Instead of forcing change, we positioned Evercred as a bridge between their current workflows and a more efficient future. This shift in approach made adoption feel less like a disruption and more like a natural evolution.
Hospital Buy-In
Medical professionals loved the idea of a credential wallet, but hospitals—the ones verifying these credentials—were stuck in outdated processes. Some still relied on fax machines, making them hesitant to adopt a fully digital solution. Instead of forcing change, we positioned Evercred as a bridge between their current workflows and a more efficient future. This shift in approach made adoption feel less like a disruption and more like a natural evolution.
Building Trust While Showing Value
When credentials are shared to hospitals, we debated putting a sign up wall before credential access or not. Our business goal was to show value in the quickest way possible, so putting a sign up wall was counter to the goal. After testing with potential users, and consulting with a cybersecurity engineer, we decided to add a sign up wall because trust in new users is as important as showing value.
Building Trust While Showing Value
When credentials are shared to hospitals, we debated putting a sign up wall before credential access or not. Our business goal was to show value in the quickest way possible, so putting a sign up wall was counter to the goal. After testing with potential users, and consulting with a cybersecurity engineer, we decided to add a sign up wall because trust in new users is as important as showing value.
Another important aspect of value when it comes to an AI product is designing for edge cases of when the model hallucinates, fails or takes too long.
Another important aspect of value when it comes to an AI product is designing for edge cases of when the model hallucinates, fails or takes too long.
Impact
Impact
Beyond designing for users, I had to think about the bigger picture—how Evercred would sustain itself as a business and gain traction in an industry that’s notoriously slow to adopt new technology.
Working at Evercred wasn’t just about designing interfaces—it was about solving deep-rooted inefficiencies in the healthcare industry while navigating the complexities of an early-stage startup. Beyond crafting user experiences, I found myself bridging gaps between design, product, and business strategy, stepping into a hybrid role that required adaptability, clear communication, and strategic thinking.
Working at Evercred wasn’t just about designing interfaces—it was about solving deep-rooted inefficiencies in the healthcare industry while navigating the complexities of an early-stage startup. Beyond crafting user experiences, I found myself bridging gaps between design, product, and business strategy, stepping into a hybrid role that required adaptability, clear communication, and strategic thinking.
Driving Real-World Impact
By streamlining the credentialing process, we significantly reduced the manual effort required for verification, helping medical professionals stay compliant with less stress. Hospitals, often slow to embrace change, became more receptive through a thoughtfully designed onboarding experience that positioned Evercred as a seamless addition to their existing workflows. More importantly, proactive notifications and intuitive document management fostered trust, increasing user retention and engagement.
Driving Real-World Impact
By streamlining the credentialing process, we significantly reduced the manual effort required for verification, helping medical professionals stay compliant with less stress. Hospitals, often slow to embrace change, became more receptive through a thoughtfully designed onboarding experience that positioned Evercred as a seamless addition to their existing workflows. More importantly, proactive notifications and intuitive document management fostered trust, increasing user retention and engagement.
Key Learnings
Key Learnings
Empathy Over Efficiency – In a fast-moving startup, it’s easy to focus on speed and execution, but I learned that true impact comes from keeping the end-user in mind. Designing with empathy ensured that our solutions weren’t just functional but genuinely valuable.
Empathy Over Efficiency – In a fast-moving startup, it’s easy to focus on speed and execution, but I learned that true impact comes from keeping the end-user in mind. Designing with empathy ensured that our solutions weren’t just functional but genuinely valuable.
Collaboration Builds Buy-In – Whether working with a non-technical manager or aligning cross-functional teams, I saw firsthand how structured communication and clear documentation could transform skepticism into trust and support. Strong relationships made my UX proposals easier to adopt.
Collaboration Builds Buy-In – Whether working with a non-technical manager or aligning cross-functional teams, I saw firsthand how structured communication and clear documentation could transform skepticism into trust and support. Strong relationships made my UX proposals easier to adopt.
Delight Comes from Solving Problems, Not Just Aesthetics – A sleek UI means little if the experience is frustrating. I learned that true delight isn’t about fancy interactions—it’s about making users’ lives easier in ways they may not even realize. The most satisfying moments came not from visual polish but from removing friction in essential workflows.
Delight Comes from Solving Problems, Not Just Aesthetics – A sleek UI means little if the experience is frustrating. I learned that true delight isn’t about fancy interactions—it’s about making users’ lives easier in ways they may not even realize. The most satisfying moments came not from visual polish but from removing friction in essential workflows.