Mapped the platform's end-to-end workflows with three other designers, establishing the structural backbone the redesign built on.
Designed the analytics experience on top of that structure: unified operating views that pulled claims status, payment history, denial codes, and billing notes into one place.
Turning scattered revenue data into one operating picture
This piece zooms into the design work behind the redesign spec, the analytics views and workflow structure referenced in the parent case study. The through-line was data synthesis: revenue cycle work meant pulling fragmented information into one place so users could act on it, then mapping how that work moved from insights into drill-down details.
The Work
Core Workflow Visualization
Three other designers and I mapped the end-to-end experiences across the platform. I owned most of the surfaces, including claims processing, accounts receivable aging, and the financial management view, and shared coding review and billing reconciliation with the team to keep our design components consistent.
This is a site map laid out for financial manager experience, making the scope of the redesign legible before we designed any screen.
Workflow diagram traced how information moved from dashboard to data tables, so the team could see how the data is sliced along the path the user takes.
A screen-level view of the workflow in interactive form, translating the map into the actual paths users would take.
Analytics-First Workflow Design
Research identified data synthesis as the primary friction point. To resolve issues efficiently, users had to pull together information from several sources: claims status, payment history, denial codes, and billing notes.
The redesign prioritized:
Unified operating views combining related data streams
Role-based dashboards surfacing the metrics each role needs to focused on
Scorecard views tracking performance across revenue types
A customized dashboard surfaces the key metrics that matter to each roles.
Widgets surface high-level data first, so users can choose where to dig deeper.
A timeline filter on the widet controls the view, letting users surface the specific insight they’re after.
Interacting with a widget drills into the underlying data table.