CodeForPhilly / CodeForPhilly/balancer-main

Update the Medication Suggester Flow to reduce on-screen clutter and improve usability

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TypeScript
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Description

Date: 5/12/26
Pages: Medication Suggester

Link: https://balancerproject.org/

Phase of Balancer work: 2.0 Part of Content Audit stage after MVP

Description of Problem:
The current Medication Suggester Flow is a bit awkward in that it has weird interaction when switching between edit/view/new patient and it shows too much at once.

The following Changes will help improve the flow without making too heavy of a lift:

- Only allow one content window (New Patient Form, Patient Summary, Edit) to show at once
- Remove the minimize/close/hide buttons
- remove the expand icon and expand/collapse functionality of the new patient button/div from while on the patient summary

[Here's a slide show showing what this will look like](https://www.figma.com/deck/4tmWoR6DXple9C18Nvb2Q7)

[Additionally here is a prototype to demonstrate how this works](https://www.figma.com/proto/yeYlsI3hHzg5XjKjWyNn6j/Balancer?node-id=1124-57&viewport=1100%2C-1297%2C0.19&t=MufoW7V5lgC38UF8-1&scaling=min-zoom&content-scaling=fixed&starting-point-node-id=1124%3A57&page-id=1083%3A78)

The prototype has some improvements included in it that I wrote separate tickets for.

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