Billing Module –
Foundational for the Future
This effort was about immediately modernizing how customers see and manage their billing when using the platform. This was part of our shift to focus on our move upstream, form small hands-on facilities to enterprise-level health system. With that evolution came multiple roles, complex collaboration, and growing facility accountability needed.
While designing the MVP experience, had to be strategically laying the framework to keep us preparing for our rapid up-market march.
This work needed strategy, scalability, and design depth. I knew this module would need to be the cornerstone of our endeavors to optimize pricing, internal accounts revenue management, and more lucrative customer experiences (for the company and for the user).
Historically, invoices were mailed, leading to and experience the to many understandably felt to opaque, delayed, and disconnected from the product platform experience itself. A primary service experience focus for this product is to continually drive disparity between the feeling of contracting with slow, costly, and cumbersome staffing companies to a quick, lightweight, self-service model that’s more efficient, and less headache. This module was crucial to make that distinction larger and larger in our users' minds.
This feature brought actual billing functionality into the application for the first time to create better transparency, actionability, and help add one more element of trust in an area that was previously quite limited.
My role in this one was strategy through final delivery.
I led the design strategy to align with our broader product evolution, then executed all UX and UI design work—from concept to detailed specifications. With a leaner team, I worked directly with engineering on implementation to ensure fidelity and consistency across the system.
The MVP: Transparency and Modern Payment.
The first milestone was straightforward but essential: make invoices visible and payable online. Users could now view clear line-item details, manage payment methods, and complete transactions directly in the app—bringing foundational modernization to a long-overlooked workflow.
“Invoice Tab” (The OG Billing Solution)
Though simple, this very early phase billing solution in our junior version of the app provided valuable early feedback that shaped the more robust successor.
Byproduct of a Weekend Turn-around
Before the full rebuild, leadership requested an interim solution—a quick way for customers to preview upcoming mailed invoices. I designed the first version of our “Invoice” tab in a weekend (the CEO said to!) and this is what sat – a bit like a lump – for over a year. The View action just showed the user the form that was coming in the mail.
Designing for Communication, Not Just Transactions.
Billing is more than numbers—it’s a conversation. The new experience enabled direct communication between customer and finance teams, supporting real-time dispute resolution.
Building for Scale and Strategic Cost Insight.
Beyond collecting payments, the billing module was designed as an analytics layer—illuminating where the platform generated long-term savings compared to agency-based staffing. By visualizing spend patterns, shifts worked, and utilization trends, administrators could project future costs and identify efficiency gains. The data made visible the hidden value: lower overtime expenditures, reduced agency minimums, fewer fines tied to staffing shortages, and more predictable labor costs overall. The design drove a clear message—using our platform wasn’t just operationally smoother, it was financially smarter. (This piece is as of yet unreleased design work though as the “engine” is in the works to provide the data to support this.)
Mitigating Financial Risk through Design.
On the company side, the same system helped surface payment trends and customer reliability indicators. By integrating smart data visualization and cumulative logic, we could better manage credit exposure and forecast revenue with higher confidence.
State-Specific Adaptations: California Compliance.
A special implementation accommodated California’s CDPH530 requirements, enabling precise capture of shift-level billing data and supporting the review and signature process mandated by the state. The design balanced compliance precision with usability for busy medical finance teams. (Though shown as a flow in Figma, this is released functionality in production.)
Designing Across Devices.
The billing module was designed to adapt gracefully from desktop to mobile. While large data tables remained desktop-focused for usability, mobile access provided on-the-go visibility into totals, shift summaries, and payments—prioritizing immediacy where it mattered most.