End-to-End Design: Building a High-Compliance Self-Service Fee Schedule Platform
Role: Junior Product Designer
Focus: Complex Workflow Design, Information Architecture, Data Management, Compliance Features.
Tools: Figma, Notion, Linear
Company: Commure/Athelas (Healthcare SaaS)
Context:
A Fee Schedule is a list of services (identified by CPT codes) and the maximum amount that a healthcare provider can be paid by an insurer for those services. It is a critical component of billing and revenue management. Any error in this schedule directly impacts revenue and compliance.
The Challenge
The billing process for healthcare sites relied heavily on a separate, siloed Retool application managed exclusively by the Operations (Ops) team. This manual, legacy system created three major, high-friction problems:​
01
The Retool process lacked direct validation and error checks. Issues were frequently discovered only after billing was completed. These costly errors generated a high volume of Zendesk support tickets, requiring substantial time and resources from the Ops team and delaying critical service delivery.
02
Every fee schedule update, regardless of size, required submitting a request to Ops, leading to slow turnaround times and dependence on a single team.
03
Sites lacked visibility into their own insurance-based fees, and the system had zero traceability. Users couldn't see who changed what, when, or why, posing a significant compliance risk.
The Goal
Migrate the Fee Schedule management from the high-friction Retool application into a central, self-service platform to enable scalable, error-free billing and significantly reduce Ops dependency.
Scope
Streamlined Navigation
Contributed to the design of the centralized "Configurations" area to organize site-level setup and billing automations.
​
List Management & Bulk Actions
Designed the core table interface, filtering, search, and bulk editing functionality.
Validation & Error Feedback
Defined immediate, inline validation and clear warning messages to prevent errors before data was committed to the database.
Bulk Import Wizard
Assisted in the user flow design for the flexible, multi-step wizard, focusing on the CSV mapping, validation, and automated import logic.
​
Audit Trail & Versioning
​
Built-in history for every fee change, ensuring traceability and compliance.​​
Configurations/Navigation
The solution nested all fee schedule management within "Configurations," the core area for site-level setup and billing automations. This structure centralizes critical billing controls and clarifies exactly where administrators need to go to manage their accounts.
%203_47_56%E2%80%AFp_m_.png)
Bulk Import Wizard (data mapping)
-
Flexible Multi-Step Flow: Designed a step-by-step wizard to guide users through uploading hundreds of fee changes via CSV.
-
Intelligent Data Mapping: The wizard provided clear mapping between CSV columns and system fields and helped map payers, avoiding duplicates or mismatched records.
Bulk Actions
-
Smart Edit / Copilot Feature: Designed a "smart edit" or "copilot" option within the Bulk Actions flow. This high-value feature allowed users to select specific CPT codes and use the copilot to apply complex edits, providing a clear preview of the consequences of the changes before final execution. This dramatically reduced the risk of mass errors and restored user confidence.
-
Bulk Selection & Actions: Designed the standard flows for selecting multiple entries to perform a Bulk Edit or Bulk Delete action.
-
List Interface: Created a searchable, filterable interface with clear visual hierarchy.
-
Permission Control: Ensured that actions were available per user type (edit, delete, view history) to maintain security and compliance.
History Log
-
Dual View (Global/Individual) of all changes, Trazability (who/what/when), and Compliance Support with export capability and previous version viewing.
Impact & Takeaways
Business Impact
The product successfully shifted ownership of critical billing data from the legacy Retool system and the Ops team to self-service site administrators, significantly reducing the volume of support tickets and manual errors.
Technical Learning
This project reinforced my understanding of Information Architecture and the necessity of handling complex logic (validation, versioning, and permissions) behind the scenes to deliver a reliable UI.
Collaborative Delivery
Successfully contributed to the entire end-to-end design, delivering high-compliance features while collaborating effectively with the Lead Designer and Engineering team on a compressed timeline.