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.
Research, UX, Visual Design
The Team / Stakeholders
Head of Product Innovation
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
Client Healthcare Provider
Infinx Case Worker
Takes several clicks to move between cases
"Free-for-all" - case workers can pick any case, however, they may miss the most immediate case that has a looming deadline
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
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 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.
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