PAYMENT PORTAL
A streamlined and user-friendly payment portal designed to simplify transactions and reduce stress for patients and families seeking treatment at American Addiction Centers.
My Role:
Product Designer
Tools:
Figma, Userzoom, Usio
Timeline:
Jan. 1, 2021 -> Jan. 30, 2021
Goals 📋
User Goals
• Simplify the payment process to reduce stress and confusion.
• Help patients and families feel confident completing transactions.
• Offer a new online payment method for added convenience.
Business Goals
• Increase payment completion rates.
• Reduce customer support inquiries and workload.
• Minimize patient out-of-pocket revenue loss from late/no payments.
Impact 🎯
Collection Efficiency
Improved collection efficiency by ~21% compared to previous year (2021).
Higher Patient Retention
By offering payment installments we saw the average length-of-stay for patients in 30+ days programs increased in 2021 from 18 days to 22 days, an increase of 22.22%.
Reduced Administrative Burden
Administrative Staff across all treatment center locations after a full roll out of the payment portal reported less time spent managing payment collections.
Setting the Stage 🖼️
You’re a patient with out-of-pocket costs or a family member trying to help pay the balance. All you want is a clear picture of what’s owed, but the process feels confusing and frustrating. For patients at an American Addiction Centers facility, this was the reality.

To make matters worse, not everyone could pay the full amount upfront. That’s why we introduced flexible payment arrangements, giving patients the option to break their balance into manageable installments. This wasn’t just about offering convenience, it was about reducing financial anxiety and making treatment more accessible.

With clear payment details and the flexibility to pay over time, patients and families could focus on what truly mattered: starting the path to recovery.
Keep it Simple
The thing about payment portals is that they’re transactional by nature so I wanted to make this experience as simple as possible.

To tackle this, I focused on 2 key principles:

1. Clarity: Make everything crystal clear, from what’s required to what happens next.

2. Efficiency: Streamline the process so users could get in, pay, and move on with their lives.
Design Process 🚀
User Flow
When designing the payment portal, we prioritized creating a smooth and intuitive user experience by focusing on an essential user flow that addressed common pain points. The flow, as depicted below, breaks the process into clear and manageable steps, ensuring users always know what to do next.
Wireframes
Following our first team feedback loop, we decided on prioritizing the payment details section we wanted users to focus more on completing the necessary fields to submit a payment.
Roadblock 🚧
A major challenge in this project was the complexity of integrating with our various treatment center locations and their different electronic health records (EHR) software. This problem necessitated updating the EHR software at all our treatment centers before launch to ensure it works with Usio's API.

To navigate around this roadblock we chose (1) out of our (7) locations to initially launch our payment portal with. We expedited the EHR software upgrade at this location, and would introduce this feature to other locations once their upgrades are complete. This would allow us to gather user data and feedback during the roll out to help improve future design updates.
Design System
User Testing 📊
We conducted an online unmoderated study of our prototypes using a platform called “UserZoom”. Because of time constraints I stuck to testing with a sample size of 5 users. This would provide me enough usability feedback to push our MVP forward. The usability test involved presenting (5) users with an interactive prototype of the payment portal and observing how they navigated the interface.

Participants' screens and audio were recorded as they spoke their thoughts out loud while using the clickable prototype.

Participants were asked to complete tasks such as making a payment and setting up a payment arrangement.

The data we collected included success rates for task completion, time taken for each task, and user feedback on ease of use and clarity of instructions.
Analysis & Insight
1. Success Rates: 100% success rates for completing tasks among all participants.

2. Time to Complete Tasks: On average, most users were able to complete both payment and payment arrangement tasks within 5 minutes.

3. Clarity of instructions: Some participants highlighted the need for clearer instructions, particularly regarding payment frequency options.

4. Visual cues and indicators: Suggestions were made to incorporate more visual cues, such as progress indicators or confirmation messages, to enhance the user experience.

5. Understanding payment frequency options: Some users expressed confusion or uncertainty about the available payment frequency options, suggesting the need for additional context or clarification.
Final Design Solution ☺️
On Load
Pay in Full
Payment Arrangements
Review Information
Payment Successful
Self-Reflection ❤️
This project was both beneficial and demanding and represented an important step in my career, shifting from marketing design to operational design. I deepened my knowledge of the addiction treatment space and recognized the substantial role design can have in improving operational efficiency.

An area I felt I grew in was balancing empathy and usability. By focusing on creating a simple intuitive user experience, I was able to design a solution that was accessible and easy-to-navigate. The project's effectiveness was demonstrated by a 21% increase in collection efficiency.

Furthermore, this project helped me hone my skills in stakeholder communication and cross team collaboration. It taught me how to manage the complexities of their needs and limitations. This cooperation was vital in coming to a solution that satisfied both patient requirements and business goals. Through repeated feedback and ongoing refinement, I improved my capacity to merge various viewpoints into a unified design solution.