UPMC: IDP Review Tool
Fall 2024 - Spring 2025
Tools: Microsoft Loop, Miro, Azure DevOps
Overview
Designed an AI-assisted document review experience for Medicare Enrollment Specialists to validate, correct, and submit HIPAA forms more efficiently. I partnered with business stakeholders to understand workflow challenges, define product requirements, and translate complex compliance needs into an intuitive interface.
Business Challenge
The existing OCR solution extracted data from HIPAA documents but lacked a centralized workflow for users to review, validate, edit, and submit records. This created opportunities for manual effort, processing delays, and data accuracy issues.
My Role & Contributions
Led discovery sessions with business stakeholders to understand operational goals, user needs, and workflow pain points.
Translated stakeholder input and business requirements into user workflows, interface requirements, and product decisions.
Defined key functionality needed to support document validation, including:
Side-by-side document comparison and extracted data review
Inline editing and correction workflows
Approval, rejection, and submission states
Unsaved changes notifications and user feedback mechanisms
AI confidence and system status indicators
Collaborated with cross-functional partners to ensure the solution balanced usability, accessibility, compliance, and technical feasibility.
Documented UX decisions and requirements to support alignment across design and development teams.
Solution Highlights
The final concept introduced a streamlined review workflow that enabled specialists to:
Compare extracted OCR data against source documents
Correct inaccuracies before submission
Track document status through clear workflow states
Confidently interact with AI-assisted functionality through transparency and feedback
Expected Impact
30% reduction in document review and submission time
60% reduction in manual data entry errors
Improved efficiency for approximately 20–50 Medicare Enrollment Specialists