Therapist Billing Assistant
An invoicing application designed for therapists to make billing easier. This project is part of the Google UX Design Certificate program.
Problem Statement
Mental health therapists have many clients they see weekly. These professionals need an invoicing app that offers features that cut down on invoicing time.
Project Goals
Create an app that helps therapists bill clients directly
Empower therapists to take control of invoicing
Spee up the invoicing process
User Pain Points
Therapists see multiple clients daily, and they have to invoice each of them
Therapists have to squeeze time in between clients or set time aside to invoice
Billing multiple clients at once is not easy to accomplish on current invoicing platforms
Therapists tend to have repeat clients; invoicing these types of clients can be tedious
Some therapists require assistive technologies while invoicing
User Research Summary
Moderated user interviews were conducted with therapists and other professionals who regularly invoice their clients directly.
The participants confined initial assumptions about billing clients directly. However, research revealed that time on task was not the only factor limiting users from quickly invoicing their clients. Other problems included billing repeat clients, billing several clients in one tap, or challenges with previous apps that offer similar services.
Personas
Wireframe Sketches
Information Architecture
User Flow
Wireframes
Testing
Two rounds of usability studies were conducted with the low-fidelity prototypes.
The findings from these studies helped guide the design from wireframes to mockups.
The second round of studies used high-fidelity prototypes and revealed more findings to refine the mockups further.
Round 1 Findings
Users want to invoice clients quickly
Users wish to invoice repeat clients
Users wish to have a “one-stop shop” invoicing experience
Round 2 Findings
Users need a screen to select multiple clients and invoice them with one tap
There needs to be clarity when invoicing new clients
Streamline the invoicing process to avoid confusion
High Fidelity Prototypes
The final high-fidelity prototypes presented cleaner user flows for invoicing. They also met user needs for a way to invoice repeat clients with one tap.
Desktop Hi-fi Mockups
What I Learned
Designing an app for therapists to bill their clients taught me about the intricacies of invoicing. Users depend on invoicing apps to maintain and grow their businesses, which makes paying attention to their needs an extremely important task.
Redesigning with Accessibility in Mind
I researched color palettes that align with Web Content Accessibility Guidelines (WCAG) as a primary element for a redesign.
With accessibility in mind, I selected color combinations with a 4.5:1 contrast ratio, adhering to WCAG 2.1 AA standards. This guarantees excellent readability for all text sizes and graphics.
The images below show the app redesign with WCAG-compliant color palettes.
