Design Approach

Our design approach focused on reducing cognitive load while aligning the interface with real-world analyst workflows. Rather than reinventing the product, we aimed to refine it by:

  • Streamlining repetitive interactions

  • Introducing recognition-based inputs instead of recall

  • Making dashboards and charts actionable rather than static

  • Reducing context switching by embedding analysis directly into workflows

  • Improving hierarchy, consistency, and accessibility

These principles guided decisions across all redesigned surfaces.

Key Design Solutions

Dashboard
We re-established visual hierarchy to surface high-impact metrics and priority tasks first. Charts were made interactive, allowing users to click directly into filtered case views, and tooltips were added to clarify financial terminology.

Cases Table & Filtering
The cases table was redesigned with Excel-style filtering, clearer column prioritization, and improved scannability. Autosuggestions and consolidated filter panels reduced manual entry and made case triage faster and more intuitive.

Individual Case View
The case page was reorganized to surface essential information immediately, reduce visual noise, and support deeper analysis through customizable graphs, inline notes, and enhanced table interactions.

Intervention Workflow
The intervention flow was simplified by reducing steps, improving CTA placement, adding progress indicators, and aligning visual patterns with the rest of the platform to create a more predictable and accessible experience.

Impact & Evaluation

The redesigned experience enables analysts to move from insight to action with fewer clicks and less reliance on external tools. Success would be measured through:

  • Reduced time to identify and prioritize high-dollar denials

  • Faster completion of filtering and intervention tasks

  • Increased in-platform analysis and reduced Excel exports

  • Improved usability feedback and lower support friction

Overall, the redesign shifts Denials Navigator from a reporting tool to a more active analytical workspace.

Reflections & Next Steps

This project reinforced the importance of designing enterprise tools around expert mental models rather than surface-level feature parity. Future opportunities include deeper in-platform analytics, improved table flexibility, reduced duplicate data entry, and continued accessibility improvements.

By grounding design decisions in real workflows and usability principles, this redesign demonstrates how thoughtful UX can directly support operational efficiency in complex, high-stakes domains like healthcare revenue cycle management.

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!