HealthCRM :: Manual
Here..
Homepage
The UI will be very simple, clear, and uncluttered.
Some of the intended users are senior citizens, thus the interface will have both large fonts and highly- contrasting colors.
Section 508 compliance is a design objective.
User Registration
Website visitors will be able to register for free.
System wil collect a minimum amount of information.
Quick, easy on-boarding
User controls level of value-added:
Sign up for relevant Clinical Trials
Accept to receive coupons, offers
You & Family
Once registered and logged in, User will be able to use all functional areas of the system.
The Dashboard tab will provide a graphical display of the entire family’s financial status.
Note: we use the broad concept of "family" to refer to adults living in the same house, possibly with children at or outside the house that are still dependent for healthcare coverage; as well as older parents that the adults manage healthcare issues for.
Partner, Children, Parents
System can support large families
Mom’s the “Chief Medical Officer” across multiple generations.
Dashboard with pending bills, appeals
You & Family: list of individuals User is managing healthcare bills for (self, partner, kids, parents, etc.)
Payer Definition
Payers are organizations responsible for covering healthcare expenses (Medicare, employment-related).
Pre-populated with licensed payers' info sourced from both the federal and state level.
Provider Definition
Providers are individuals and organizations that deliver health-related services to family members.
Pre-populated with licensed providers' info.
Bill Management
Bills: individual bills submitted by Providers for services to a family member that should be covered by Payers.
Minimum information required from user.
OCR capabilities to be deployed later on.
Same coding standards widely used in industry.
Appeals
Appeals: initiating and tracking the Appeals process of individual Bills against Payers.
Pre-populate forms with patient's data
