Designed Remedly’s RCM dashboard to help billers see claim status, prioritize exceptions, and take action from one place.
Recreated with Claude from the original products designs.
ROLE
UX Research & Product Design
PLATFORM
Desktop
TEAM
Product, Engineering, Compliance,
OVERVIEW
Billing work spans more than one queue
Billers move between claim management, payment management, and the billing ledger to understand what needs attention. I brought these workflows into a clearer dashboard structure, with status, filters, and actions easier to find.
PROBLEM
Billing work doesn’t follow a straight line.
Claims can stall, return for review, or need follow-up. The dashboard needed to make status and ownership visible so billers could decide what to do next without losing context.
GoaL
Make the next step clear
Help billers manage claims more efficiently by bringing key billing workflows into one dashboard and making claim status, ownership, and next actions easier to find.
RESEARCH & DISCOVERY
Understanding the full billing lifecycle
I mapped how claims move through the billing workflowfrom submission and review to payment and follow-up to identify where billers needed clearer status and next steps.
Determining the user flow
USER teSTING
Testing with multiple billers
We tested early dashboard concepts with multiple billers to understand how easily they could identify approved claims and find the right next action. Their feedback helped us refine the claim queue and keep common actions accessible from each claim.
NEW DESIGN
A dashboard that communicates status at a glance.
I organized the dashboard around three work areas: Claim Management, Payment Management, and Billing Ledger. and made key filters, claim statuses, and inline actions easier to scan.
OUTCOME