Filtering

• We utilized simple filtering to allow users to navigate multiple locations. The filtering allows users responsible for one or many locations to create a custom view that allows them to do their work more efficiently. This feature is collapsed to save space and appears when the filter button is selected. This feature only appears for multi-location practices.

Scalable Content

RevenueWell’s current patient profile page includes essential account information like appointments, billing, and other general information. As we integrate better with existing practice management systems and introduce new ones, we can potentially have dozens of categories with hundreds of data points that a user must sift through.

We decided that an accordion structure would let us represent the content we currently have while preparing with the influx of content that will come in the future. When collapsed, the accordion structure allows the user to quickly scan and find the correct category. This becomes more important as the content expands.

Slide It Out

• One of the most important things to have when talking to a patient is having proper context. It is vital to see key pieces of information like appointment history, billing information, and tasks that need attention. This allows users to have better experiences throughout the platform. We designed the patient profile to open in a “slide-out”. This allows users to open it up when they need it and close it when they don’t. It was essential to see two pieces of information side-by-side. The content in one will affect how you use the other.
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• We decided to introduce this quick profile across the product. Anytime a user selects a patient’s name, the “slide-out” will appear. We used the mobile responsive version of the profile for minimal use of space with maximum impact on day-to-day workflows.

On the Go

We designed Contacts for our mobile app. This will allow users to quickly pull up a patient's information away from their desk.

We adapted the patient profile to ios using mobile-friendly patterns. We introduced a horizontal swipe to better navigate between profile categories. We used swipe-up menus for better reach and easier access.