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Billing Revenue Dashboard

The Challenge

Healthcare Providers and Administrators are struggling to understand billing and revenue for chronic care programs. This struggle is beginning to call into question the value of the program to their business. The Customer Success Representatives assigned to serve these clients find that billing reports and revenue displayed to the clients do not match causing friction and potential loss of business.

The Solution

Start by addressing potential gaps in reporting vs displayed values in the client facing application. Close those gaps by creating global measurement definitions - collaborating with business stakeholders to establish terminology. Introduce a new Billing Revenue dashboard for clients, allowing transparent view of expected revenue and fees - clearly showing the value program participation.

The Delivery

5+

Data visualizations addressing financial transparency for clients and company.

2x data

Data Points for QBRs Addressing Client Satisfaction and Retention concerns.

25% +

New revenue calculations to reduce friction - consistent calculations and display

UX Research

UI/UX Design

Data Visualization

Reporting / Analytics

Billing Revenue Dashboard

The Challenge

Healthcare Providers and Administrators are struggling to understand billing and revenue for chronic care programs. This struggle is beginning to call into question the value of the program to their business. The Customer Success Representatives assigned to serve these clients find that billing reports and revenue displayed to the clients do not match causing friction and potential loss of business.

The Solution

Start by addressing potential gaps in reporting vs displayed values in the client facing application. Close those gaps by creating global measurement definitions - collaborating with business stakeholders to establish terminology. Introduce a new Billing Revenue dashboard for clients, allowing transparent view of expected revenue and fees - clearly showing the value program participation.

The Delivery

5+

Data visualizations addressing financial transparency for clients and company.

2x data

Data Points for QBRs Addressing Client Satisfaction and Retention concerns.

25% +

New revenue calculations to reduce friction - consistent calculations and display

UI/UX Design

Data Visualization

Billing Revenue Dashboard

The Challenge

Healthcare Providers and Administrators are struggling to understand billing and revenue for chronic care programs. This struggle is beginning to call into question the value of the program to their business. The Customer Success Representatives assigned to serve these clients find that billing reports and revenue displayed to the clients do not match causing friction and potential loss of business.

The Solution

Start by addressing potential gaps in reporting vs displayed values in the client facing application. Close those gaps by creating global measurement definitions - collaborating with business stakeholders to establish terminology. Introduce a new Billing Revenue dashboard for clients, allowing transparent view of expected revenue and fees - clearly showing the value program participation.

The Delivery

5+

Data visualizations addressing financial transparency for clients and company.

2x data

Data Points for QBRs Addressing Client Satisfaction and Retention concerns.

25% +

New revenue calculations to reduce friction - consistent calculations and display

UI/UX Design

Data Visualization

See Full case Study Details Below

Problem statement.

Healthcare Providers and Administrators are struggling to understand billing and revenue for chronic care programs. This struggle is beginning to call into question the value of the program to their business. The Customer Success Representatives assigned to serve these clients find that billing reports and revenue displayed to the clients do not match causing friction and potential loss of business.

Users

  • Client Providers

  • Client Administrators

  • Client Success Representatives

  • Internal Administration


Research

  • Interviews with stakeholders and executive leadership

  • Usability testing of existing applications

  • Analysis of reporting data vs displayed data in applications

See Full case Study

Details Below

Problem statement.

This medical technologies company faced challenges with fragmented solutions across multiple applications. The lack of system integration leads to user confusion and increased cognitive load, pushing users to rely on spreadsheets for operations. These inefficiencies and poor user experiences necessitated a cohesive design approach to scale the business effectively.

Finding #1

Problem with Perceived Value of Program Providers and Administrators feel uncertain about the value of chronic care programs due to unclear financial reporting.

Finding #2

Lack of Transparency of Revenue and Fees Clients frequently express frustration over the opacity of revenue and fee structures, leading to confusion and mistrust.

Finding #3

Inconsistency in Reported Data vs. Displayed Data An internal audit highlighted significant discrepancies between reported data and displayed data, causing numerous client complaints.

Transparent Value

Transparent Value

Show your work.

  1. Highlight value of current Patients - include values for expected billable patients for the month.

  2. Highlight potential value of patients to enroll - show the clients that more value is waiting to be captured.

  3. Highlight a location breakdown of revenue: specificity allow administrators to understand value and potentials of locations.

  4. Tie new data visualizations to reports: ensure display matches reporting, using consistent values and visuals.

Delivery.

Delivery.

Design work doesn't stop in Figma.

After delivery of initial requirement and assets, its important to ensure that the problem that was identified has been addressed. To ensure thats the case, here are a few ways I support delivery to the client.

  1. Collaborate with Development: I work closely with developers during the implementation phase to ensure the design is accurately translated and any issues are promptly addressed.

  2. Facilitate Usability Testing / UAT: Gather feedback from internal users to identify any oversight, pain points, or areas for improvement in the implemented design.

  3. Provide Ongoing Support: Post-launch support and updates, addressing any emerging issues and adapting the design based on user feedback and evolving requirements. Iterate quickly to clear issues and deliver value.

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