ux/ui design

The Solution

Multiple design-thinking sessions produced a tabbed interface that reduced the screen count to a single screen and the modal count by 60%. This solved the problem of unnecessary navigation, lost data, and reduced time on task by up to 76%.

The default screen presented a collapsed tabbed interface, allowing the client to immediately see the status of the claim and the date posted. It also allowed enough space for the table to display multiple payment lines within a single claim. Previously, clients navigated several screens to obtain this data.

Activities Performed

• Pencil sketching, wireframing, low-fidelity mockups
• Presented mockups to stakeholders and engineers
• Client research to validate the design
• Facilitated design sessions
• Created high-fidelity mockups
• Wrote HTML and CSS, including tab animation, for handoff to engineers
• Implemented and coached engineers through an Agile/Lean UX process

Claim Details Tab

Clients were now able to view all transaction details within a claim, including dates, medical codes, charges, payments, balances, and adjustments.

A single claim can have many line items that previously required navigation to a seperate screen for each item. The solution eliminated excessive navigation.

Advanced searches were now performed directly from this screen, with results displaying in a modal. This reduced unnecessary navigation and eliminated lost data.

Improvements

Time on task was significantly reduced for the client with the removal of unnecessary navigation. All data was retained, eliminating the need to repeat tasks.

Transaction History Tab

Clients could now view every transaction for a patient from within the Transaction History tab. Through client research, it was determined that they preferred horizontal scrolling of the table over navigating to a new screen to view individual claims in the patient's history.

All relevant data was displayed above the table, allowing clients to easily see patient name, insurances, and balances. Previously, viewing this data required navigation to several screens. Filters were added to allow clients to narrow results to transactions that were relevant to their task.

Improvements

The removal of unnecessary navigation and the ability to filter results produced a much easier method to obtain needed data, reducing time on task and eliminating lost data.

Notes Tab

Clients could now view all previously saved notes for a patient, with the ability to filter by date. They were also able to create and save new notes.

Improvements

Unnecessary navigation was removed, saving a significant amount of time and eliminating the need to navigate to seperate screens to view saved notes or create a new note.

Results of the UX/UI Redesign

Time on task to create a new claim was reduced by up to 76%.

Clients reported the Billing module was faster and easier to use. There was no loss of data, all billing tasks were performed from one screen, and clicks were significantly reduced.