The problem
Pharmacy claims get reviewed in a short window before payment. Catch a discrepancy in that window and it is corrected. Miss it and the pharmacy is paid, the audit happens later, and somebody spends months chasing the money back.
So the review window is the whole value of the process, and it was being spent on navigation. Completing one review meant working across three separate applications, moving out of the workflow and back into it repeatedly to gather data that should have been on the page.
What the users said. Four people, three auditors and a supervisor, walked through a realistic scenario the supervisor wrote. Even with every piece of data available and nothing blocking them, it took too long. Two comments did most of the work in the research summary: the interface made it easy to lose track of what had been audited and where you left off, and the page carried a great deal of information nobody needed while missing things they did.
The flow had been built from accurate business requirements by people who never watched anyone use it. Everything it was asked to do, it did.
- 3 → 1
- applications needed to complete one review
- 2 screens
- the entire redesigned flow: a queue and a detail page
- 4 users
- contextual inquiry across two roles
- 2 rounds
- moderated usability testing, recorded and scripted