Product Design/Ux
Dashboards are great for heads up information and high-level content for a quick analysis. But dashboards are even better when interactive elements are introduced.
The Transparent Network Portal is a tool that applies rules for claims processing. It delivers a suite of tools for payers and providers to edit and/or check (medical insurance) claim submissions.
The Reporting section of the portal defaults to a Dashboard Summary screen that provides the kind of high-level information expected on a dashboard. But it also has some controls and interaction that changes the content of the dashboard and the associated screens in the Reports section.
In designing dashboards I always look for opportunities to provide additional information to help the user see details to support the information displayed on the dashboard. However, those details aren’t always necessary to see up front, so it’s important to understand where, when and how to provide that additional information.
For this product I placed much of the interaction in the filters however, there were additional interactive elements that were added to provide more detail when needed. (See illustrations and captions for more detail)
Because this is a dashboard, I wanted to make sure that the most important information was displayed first and so through separate data-visualization meetings with the client, we worked through what should be first, second, third etc. in importance and place those data points in the appropriate locations on the screen.
The overall approach to the design of this product was to use templated designs because the same types of screens (with different information) would be displayed to different types of users. This would allow for easier development and more consistency across all user types. But this approach also made the design of the product easier to achieve with better management of the product and better quality throughout.
