Healthcare Billing Analysis & Visualization

client: Sift Healthcare
duration: On and off for about a year
role: Freelance UX, workflows, data visualization, dashboard design
steps in healthcare billing process: too. many.

summary

This is an ongoing project with protected health and financial information. Screenshots are abstracted to protect Sift and their clients.

Sift Healthcare works with hospital and billing collection agencies to help them better understand their billing practices. Sift needed a partner who could help them build out their data visualization capabilities. I worked with Sift to understand their needs through whiteboarding sessions and wireframing. I built out mockups and now help with front-end development implementation in their BI platform.

  • Data Visualization
  • Brand Style Guide & Design System
  • Wireframes in Adobe XD
  • Working Prototypes in Axure
  • Front End Dev (CSS, JavaScript, JQuery, JSON)

process

Workflows

Healthcare billing is a complicated process — one that few understand (myself included). I first took time to look at the data and payment workflows. How are patients being billed? How are hospitals being paid? What’s missing? I drew workflows and created very simple personas to understand the process. From there, we were able to decipher what information was really critical to visualize.

  • Data Workflows
  • Journey Mapping
  • Whiteboarding Sessions
Planning Session for a Sift Page

Planning contents for a page in a whiteboarding session

Visual Design

Sift already had a marketing website, but it needed to be translated and expanded. As I built out screens, I built out their brand style guide and translated elements into a Sift design system.

  • Brand Style Guide
  • Design System
Sift Styleguide

Design system for Sift

Data Visualization Design

I translated the workflows and requirements into roughly 30 screens. I then used hotspots, conditional formatting and basic scripting in Axure to turn the screens into a fully working prototype.

  • Focus on KPIs and key drivers
  • Highly interactive and filterable
  • Working prototype
Sift Mockups

Highlevel view of some of the Sift wireframes

BI Implementation

Sift and I chose a BI and data visualization platform called Sisense to implement our vision. My role was to take the important data and metrics and create usable, aesthetically pleasing data visualizations. This involved some of the tools within the platform, but also required a lot of CSS and Javascript changes. I also worked directly with the REST API to make feature changes.

  • Github project and collaboration
  • Design changes via CSS injection and JQuery
  • Feature changes via JSON and REST API

Future

This is still an ongoing project. Next steps include expansion of the data visualization tools and training on creation of new dashboard and design choices.