portfolio: Claim Submission

Details

Role: UX Solution Lead

Re-design of a responsive web and mobile app used millions of times/month for reimbursement accounts; with complexity added via the multiplicity of account types, claim types and documentation types.

  • Step 1: Enter claim details

  • Step 1.1: Confirm claim details

  • Step 2: Enter plan-specific claim details

  • Step 3: Documentation

  • Step 4: Review

  • Step 5: Completed successfully

 

Documentation

  • Create Claim - Flowchart

    flowchart

    view

  • Step 1 - Claim Details

    wireframe:
    enter claim details

    view

  • Step 2 - Account-specific Claim Details

    wireframe:
    confirm claim details

    view

  • Step 3 - Documentation

    wireframe:
    documentation

    view

  • Step 4 - Review

    wireframe:
    review

    view

  • Final Version

    transaction
    final version

    view