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Intuit | Quicken Medical Expense Manager
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Transcript of Intuit | Quicken Medical Expense Manager
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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
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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
![Page 3: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/3.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Medical Expense Manager V1
![Page 4: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/4.jpg)
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
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
User Types
![Page 6: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/6.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
![Page 7: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/7.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
![Page 8: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/8.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
![Page 9: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/9.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Process Flows
![Page 10: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/10.jpg)
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
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Expense Log
Concept O
Concept L
Concept CNo log, just filterable reports.
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Expense Details
Concept O Concept LConcept C
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Initial Concepts – Reports
Concept O Concept LConcept C &
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Expense Resolution Scenarios
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
![Page 16: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/16.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
![Page 17: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/17.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
UI Wireframes
![Page 18: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/18.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
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December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
![Page 20: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/20.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
![Page 21: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/21.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
![Page 22: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/22.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design
![Page 23: Intuit | Quicken Medical Expense Manager](https://reader034.fdocuments.us/reader034/viewer/2022050804/54b406fd4a79591e6b8b465d/html5/thumbnails/23.jpg)
December, 2005 |
QUICKEN MEDICAL EXPENSE MANAGER V2Research & Design
Final Design