Patient Insurance Tracking Dashboard
A web app designed for hospitals to efficiently track patient insurance, monitor agent performance, and streamline E&B verifications.
Client
Patient Connect
Service Provided
Web Design
Overview:
Hospitals often struggle with managing patient insurance, tracking agent conversions, and ensuring smooth verifications. This dashboard simplifies these processes, offering an intuitive interface for managing insurance data efficiently.
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Challenges:
⚠️ Hospitals lacked a unified system for tracking insurance approvals, failures, and verifications.
⚠️ Manual data entry was tedious, and bulk uploads often led to errors.
⚠️ There was no way to track which agents performed best in securing insurance approvals.
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Goals:
✅ Reducing manual effort – Enabling CSV uploads and smart data entry to minimize errors.
✅ Improving verification workflows – Introducing bulk actions, real-time status tracking, and alerts.
✅ Enhancing decision-making – Providing clear insights into agent conversions and insurance company distribution.
✅ Optimizing UI for efficiency – Designing a user-friendly dashboard with advanced filters, clear status indicators, and intuitive interactions.
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Key Features
🔹 Advanced Filters – Users can filter data by dates, status, client, and payer for quick retrieval.
🔹 Smart Data Tables – Users can view, edit, and download patient forms, with expandable row options for more details.
🔹 Bulk Actions – "Bulk Full Forms Download" and "Verify Patients" to improve workflow efficiency.
🔹 Color-Coded Status Indicators – Clear distinction between Verified (Green), Not Verified (Yellow), and Failed (Red) for easy understanding.
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Results & Impact
🚀 30% faster insurance verification due to streamlined data entry and bulk verification actions.
🚀 Reduced manual entry errors by integrating CSV validation and auto-suggestions for patient details.
🚀 Improved agent performance tracking, allowing hospitals to identify top-performing agents and optimize resources.
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Prototype
Currently Unavailable
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