Jennifer Probert UX/UI Design
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ux/ui design

Unified Payment Posting

Web/iPad (mobile not supported)
August 2018 - October 2018

The Problem

Medical billing clients could not easily create claims, post payments or send billing statements. Additionally, clients had to navigate multiple screens and modals, often resulting in lost data and the need to repeat tasks.

The Challenge

To eliminate unnecessary navigation and loss of data, reduce time on task, and help clients accomplish all billing tasks from a single screen.


  • UX research
  • UX design
  • UI design

Activities Performed

  • On-site client visits
  • Client and stakeholder interviews
  • UX design
  • UI design
  • Created high-fidelity mockups
  • Implemented a Lean UX design-thinking process
  • Faciliated design sessions

"LOVE the tabbing to History and Notes without losing data... can't wait for it to be released."
C. Scontrion, OrthPTics

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.


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.


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.


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.

"We can simply edit a payment/line now without having to delete and add the entire claim again."
United Wound Healing