Before & After
Improving Visibility and Traceability in Patient Document Uploads
Patient documents such as insurance cards, IDs, and forms are frequently uploaded and referenced across departments.
Staff need to quickly confirm what was uploaded, when, and whether it requires follow-up.
Before
Upload tasks were disconnected from review workflows
Limited visibility into file details (size, date, notes)
Follow-up issues (blurry scans, missing pages) were easy to overlook
Actions (view, download, delete) were visually de-emphasized
Users had to open files individually to assess status
After
Introduced a structured, table-based view for uploaded documents
Surfaced critical metadata (file type, size, date, notes) at a glance
Made follow-up notes directly editable within context
Clearly exposed common actions (view, download, delete)
Supported batch actions such as “Download All”
Aligned uploads with broader patient workflow navigation
How the redesign reduced friction:
Users can assess document quality without opening every file
Follow-up issues are visible immediately through notes
Reduced back-and-forth between upload and review tasks
Improved continuity across registration, billing, and clinical workflows
Lowered likelihood of missed or incomplete documentation
UX shift:
From upload and forget → to upload, review, and manage with confidence.
Why this matters:
Incomplete or unclear documents delay care and billing
Administrative inefficiencies create downstream clinical impact
Clear document status supports audit readiness
Better visibility reduces rework and repeat patient requests