How SUNZINET improved patient portal search accuracy and scalability with AI-driven metadata

The person in the white lab coat is scanning a sample with a barcode scanner that she is holding in her hand. In front of her is a test tube rack with vials, while diagrams and data are visible on the computer screen in the background.

The Challenge

Bridging the gap between medical jargon and patient searches

Our client is one of the biggest medical diagnostics companies in Poland, carrying out 140+ million tests each year. With a calatogue of 2,500+ laboratory tests, their online platform serves as a key information hub for 20 million patients. Navigating such a complex offering, however, presented a significant challenge, in spite of the existing search functionality. The ElasticSearch-based engine relied solely on formal medical terminology, which often led to confusion for users searching with more common, layman’s terms. This mismatch resulted in:

  • Ineffective Search: The results were presented in a random order and did not suggest additional answers that might be related to a person’s query e.g. by type of medical condition.
  • "No Results Found" Errors: Users encountered these errors even when relevant tests existed – unless one used the exact scientific wording.
  • User Frustration: This led to higher abandonment rates, impacting engagement and test bookings. 
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The Goal of the Project

Make medical test searches more intuitive for patients

The main objective of this project was to enhance the search functionality of our client’s online platform, ensuring that patients could easily find relevant lab tests. In order to create a more intuitive, user-friendly search experience, we focused on 3 main objectives:

  • Enhancing Accuracy: Make the search engine smarter, allowing it to better understand patient intent even for complex or imprecise searches. 
  • Improving Relevance: Improve search ranking algorithms to display the most relevant and popular results first. 
  • Ensuring Scalability: Design a solution that would scale with the platform as it grows, making it easy to integrate new medical tests and adapt to future technologies without disrupting the user experience. 

Strategy: Defining the path to an improved search experience

  • A group of three colleagues is having a discussion in a meeting room, with a whiteboard full of notes in the background | AI Chatbot SUNZINET

    The strategy began with a shift in focus from merely optimizing the search engine itself (ElasticSearch) to enhancing the quality and completeness of the data being processed. This meant improving metadata and refining the structure of test descriptions to ensure more relevant and accurate search results for users.

  • A man and a woman are engaged in a conversation at a high table in a modern office setting | AI Chatbot SUNZINET

    The next step involved enriching the existing test data by adding essential metadata like synonyms, related diseases, and relevant tags. Using ‘chain of thought’ prompting, we generated unique and accurate synonyms for lab tests. The AI output was then evaluated by the customer’s medical board to ensure formal validity.

  • Three men are sitting together on a sofa, looking at a laptop screen | AI Chatbot SUNZINET

    To improve search accuracy for longer and more complex queries, we suggested a hybrid approach combining traditional keyword-based search (BM25) with semantic search technology. This would allow for better understanding of user intent and more relevant results, especially for multi-word or ambiguous search terms.

A group of three colleagues is having a discussion in a meeting room, with a whiteboard full of notes in the background | AI Chatbot SUNZINET
A man and a woman are engaged in a conversation at a high table in a modern office setting | AI Chatbot SUNZINET
Three men are sitting together on a sofa, looking at a laptop screen | AI Chatbot SUNZINET

Solution

AI-enhanced ElasticSearch

Optimizing the search performance did not stop at creating an AI-enriched vector database. SUNZINET provided a detailed report outlining further strategies for our client to implement. In order to fully leverage ElasticSearch capabilities and ensure sustainable improvements, we recommended the following actions:

Icon_searchLimit Fixed Search Rules

Use only for specific tests or promotions to avoid scalability issues.

Icon_dataOptimize Data Structure

Avoid indexing descriptive text in Elasticsearch; focus on structured, standardized data.

Icon_testsetCreate a Test Set

Develop a set of frequently searched terms to monitor and ensure search quality over time.

Icon_A_BConduct A/B Testing

Test new features (e.g., tags, metadata) to assess user value before full implementation.

Icon_userTrack User History
 
Optionally save and display individual search histories using cookies to improve future search relevance. 
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Results & Impact

Scalability through data quality

Our approach went beyond fixing short-term search inefficiencies—it laid the groundwork for long-term scalability. By prioritizing structured metadata and improving data consistency, our client can now continuously refine its search functionality as new tests are added and patient needs evolve. 

With AI-driven metadata enhancements and optimized data structures, the search engine is now positioned for lasting performance improvements, reducing frustration for users while increasing engagement and test bookings. By focusing on data quality over temporary fixes, the company has a future-proof solution that ensures both operational efficiency and an improved patient experience. 

Looking to optimize your search functionality with AI? Let’s talk!

Simply fill in the form to arrange an initial, no-obligation meeting and we will get back to you within 24 hours on working days.

In this first meeting, we will talk about your challenges and goals and suggest possible next steps!

Florian-von-Waldthausen-570x570 1

Florian von Waldthausen

Business Development

waldthausen.florian@sunzinet.com

+49 221 / 355 009 0