Reducing errors and manual work with role-based access, bulk actions, and reporting
I worked on new features for an app used for comprehensive medical expense reporting. The app manages contracts and payments, generating internal reports.
Domain
Healthcare
Platform
Web
Timeframe
2023-2024
Problem
There was only one user role in the system, which was used by people from different departments with varied needs and responsibilities. Contracts had to be added one by one, even if the data was nearly identical except for a few details. There was no way to verify if the payment data entered into the system was accurate which was a critical problem for the business. Additionally, accessing provider documents required using a separate application, creating extra effort for users needing to view these files.
Solution
We introduced role-based access control, allowing different departments their own access to the app's features and control over who can modify and view different parts of the system. Mass add and mass edit features were implemented for adding and editing multiple records simultaneously. A reporting feature was added to identify payment discrepancies and prevent errors. File storage was integrated with service providers, organizing documents for easy access and management. Additionally, we introduced a notification system to alert users about payment discrepancies or unpaid terms. The design for these features was done using the company's existing design system.
