Project Overview
Problem
Busy practitioners lack the time to hold their clients accountable for payments & to manually call them to schedule appointments. Clients need a more efficient way to get in contact with their practitioner & pay for their sessions.
Solution
Design an app for PsyBill that can efficiently allow users to pay their bills, communicate with their health providers, and schedule for future appointments.
Research
Wireframe
User Flow
User Persona
UX/UI Design
My Role
Project Duration
March 2023 - September 2023
“I am overwhelmed by my everyday problems and managing my payments on time is one of them.”
Persona
Craig Ali
Pronouns: They/them
Age: 32
Education: San Francisco State
Status: Single, lives with cat
Location: New York City
Bio
Craig has been in the tech field for 6 years now. Recently, he got a position as a software developer in New York City. Although it’s rewarding, Craig finds himself overwhelmed & stressed by the amount of work he has to complete on the day-to-day basis. Craig struggles to find time for himself & forgets to pay his bills from his therapist.
Frustrations
“Unfortunately, I am not very good at keeping track of everything I have to pay for.”
Doesn’t have the time or energy to look at bills
Often forgets to respond to his doctors
Making late payments
Goals
Be able to stay on top of everything, including payments
Maintain a healthy lifestyle, mentally & physically
Appeal to their management for a promotion
User Journey Map
Actions
Task List
Feeling Adjective
Improve
Get App
Download app from app store
Making an account
Link bank account/credit card for payments
Frustrated by the amount of information needed to make an account
Worried about bank/credit card information stolen
Provide security for the client
Explore Features
Changing accessibility options
Finalizing profile
Finding the bill statements & payments
Confused about the icons & each page
Over-
whelmed by the features of the app
Make the pages flow nicely & provide easy-to-use navigation
Review Bill
Reviewing statements
Making statement changes
Anxious with the billing statement amount
Befuddled with the payment amount
Provide clients with option to speak with customer service
Submit Payment
Provide payment information
Confirming the balance due
Clicking submit on the payment
Unease with paying the amount on the statement balance
Giving clients option of payment when submitting
Receive Confirmation
Confirming the payment went through
Looking through email for confirmation on the payment
Relieved that the payment went through
Glad everything’s done
Able to receive confirmation immediately
Drafted up a homepage that would target user’s pain points to allow for a well-suited app. I prioritized the billing feature, inbox, and appointment reminder, so users can view important content immediately after opening the app.
Wireframing
Digital Wireframe
In the initial design phase, I made sure to base my screen designs from research findings & feedback from other app users.
The lack of using other forms of payment was a key user need when it came to billing apps.
Low-Fidelity Prototype
The low-fidelity prototype connected the primary user flow of paying the bill statement on the app. This prototype is used in a usability study with users.
View PsyBill’s low-fidelity prototype here
I conducted two rounds of usability studies. Findings from the first study guided me to create the high-fidelity prototype from the low-fidelity one. The findings from the second round of usability studies for the high-fidelity prototype revealed what aspects needed refining.
Usability Study: Findings
Users want more payment options
Users do not need a statement balance to pop up every time
Users want auto-pay to be more noticeable
Round 1 findings
Round 2 findings
Users had a hard time reading the words
User found buttons & text to be inconsistent
High-Fidelity Prototype
The final high-fidelity prototype demonstrated cleaner user flows for making a payment for the bill. It also met user needs by proportioning all buttons & fonts.
View High-Fidelity Prototype here
Refining Mockups
The second usability study revealed small details that appeared inconsistent. To fix this, I made the font bigger & prioritized unity with the wordings on the page.
The usability studies also revealed how disproportionate the buttons were on the page. Therefore, I consolidated by making them look exactly the same.
Mockups
Accessibility Considerations
Sitemap
After completing the app designs, I began designing responsive websites. I created & used PsyBill’s sitemap to guide the organization across each screen device to guarantee a consistent experience.
Responsive Designs
The designs varied across multiple screen sizes: mobile, tablet & desktop. I optimized the designs to cohesively fit all screen sizes to fit the user’s needs.
Takeaways
Impact
The app, PsyBill, makes users feel heard & their needs met since the focus is to give users more time to do what’s important to them.
What I Learned
While designing the PsyBill app, I realized that even though a lot of effort is put into the wireframes, the high-fidelity prototype may not be the best. It’s the process of improving the design from usability studies that makes the app special.
One quote from peer feedback:
“I’m always forgetting where I put my medical bills in the house, so this is an amazing way of making payments!”