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Proof Of Concept Tollgate | Rental Property
Intuit Confidential | Do Not Distribute Outside of Company December 12, 2005 |
Quicken Medical Expense Manager
V2 Research & Design
Beth GoldmanUE Lead, QMEM V2
December 12, 2005
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Overview
Medical Expense Manager V1
V1 Launch & Learn CI’s
User Types
Process Flows
Initial Concepts
UI Wireframes
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Medical Expense Manager V1
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
V1 Launch & Learn CIs
1. Determine what to do with a medical bill or EOB
2. Take full advantage of medical tax deductions
3. Stay on top of pending situations related to medical expenses
Rod
Lenore
Duane
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
User Types
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Concept O – Overview/Summary Concept C - Calendar Concept L – Log
Description / Main View
• Home page overview provides status and reminders.
• Expense details include in-context worksheet to assist users to enter correct values.
• Calendar-driven navigation for expenses, reminders, and follow-up items.
• Expenses can be related to appointments and to each other.
• Reports are log with filter and saved views.
• Log-driven with graphical view of status.
• Expense details screen includes a graphic workflow displaying multiple statuses with access to worksheets.
• Multiple services per expense.
Top Outcomes Solved
• time to determine whether deductibles have been met
• time to find info to dispute a charge
• remember to follow up on an item that is in dispute
• likelihood of recognizing billing errors
• accurate expense info to evaluate medical spending
• remember to follow up on an item that is in dispute
• time to determine whether I have already paid a bill
• time to determine whether a claim has been filed
• time to retrieve info about past payments
• likelihood of recognizing billing errors
• accurate expense info to evaluate medical spending
• time to determine whether I have already paid a bill
Initial Concepts
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Expense Log
Concept O
Concept L
Concept CNo log, just filterable reports.
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Expense Details
Concept O Concept LConcept C
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Reports
Concept O Concept LConcept C &
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Expense Resolution Scenarios
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
