Healthcare patient portal tree test template

Patient portals combine urgent tasks (results, messages) with admin tasks (billing, insurance). Tree testing shows whether your hierarchy matches patient urgency, not clinic org structure.

Use plain-language tasks. Patients search for 'blood test results', not 'Laboratory diagnostics'. Align task wording with how people phrase requests to front desk staff.

Mobile-first recruitment matters. Most portal use is on phones; tree test on desktop still beats no test, but follow with mobile usability if budget allows.