Early Feedback
Pilot Walkthroughs
The first few months on the project I was working under another designer before they took another opportunity and I became the lead designer. During this time, the initial user testing consisted of several remote sessions with the advanced user group (McKinsey & Company).
As our power users, they will be using all aspects of the tool. In order to make sure that our more common user group is also able to get the most out of the new analytics tool, we conducted user tests with a few customers remotely while watching them interact with the tool via video conferencing.
Infinx iBridge
Healthcare Portal
Project Overview
iBridge ensures insurance verification and provides insight into patient benefit information. Preauthorization helps ensure that all parties (clinics, insurance companies, patients) are properly informed prior to a procedure. When you know what is covered and your patient knows what they must pay – payment arrangements significantly increase revenue.
Role
Research, UX, Visual Design
Deliverables
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Competitive Research
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Wireframes
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Prototypes
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High-Fidelity Mockups
The Team / Stakeholders
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CEO
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Head of Product Innovation
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Backend (India)
Platform
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Web
Where We Started
Collections of cases based on status (macro view of cases)
Queue list of cases (micro view cases)
Working specific case
Original iBridge queue: Dashboard View (on the left), Queue List (center), Form View (on the right)
Who are the Users
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Client Healthcare Provider
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Infinx Manager
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Infinx Case Worker
Pain Points
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Takes several clicks to move between cases
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"Free-for-all" - case workers can pick any case, however, they may miss the most immediate case that has a looming deadline
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Unorganized lists with no clear indication of case status
Understanding the Current Flow
It was important to keep in mind the team's request to keep a similar structure to the flow that was already in place. Understanding how a case is started, the process for completing a case, the status that a case is given at each step, and how a case is completed.
Existing screens and taking time to understand the current flow
Finding Inspiration
There are several examples of well-designed dashboards not only on design inspirational sources such as Pinterest, MaterialUp, Dribbble but also looking at companies that have dashboards such as Asana, Salesforce, and many more.
Sketching and Wireframing
Exploring a possible new search experience
Iterations for Dashboard
Several iterations were created to explore the dashboard, forms, search, icons, and much more.
Final Deliverables
Final handoff included an InVision prototype to show flow and interactions, Zeplin Files with assets, and a checklist of points that needed polish after development began.
Hi-Fidelity Mockups
Zeplin for Asset Handoff
After Delivery, Working with Development
Once the files were handed off and development had started, I began to track change requests to help the team fine-tune the product.
Google sheet to document the design polish changes
View More Design Projects
Tools
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Sketch
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InVision
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Zeplin