More about Zelis Provider Portal Guided Enrollment
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Designs were made with WebAIM. WCAG standards were strictly adhered to for colour contrast.
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Provided access to users who are visually impaired through adding alt text to images for screen readers.
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Alternative options were provided for gestures, like; clicking outside and overlay to close it. Used icons to help make navigation easier.
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W3C recommendation for duration (150ms - 500ms) of motion was strictly adhered to.
Accountability Considerations
The user testing participants had no major issues with the tasks at hand and were able to complete all tasks quickly. The results of the testing were overwhelmingly positive.
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100% Success Rate - 15/15 Users were able to easily able to complete enrollment in Provider Portal
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5 Users mentioned that they loved the look and feel of the site and enjoyed the ability to actually learn about NFTs before engaging in the community.
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8 Users asked when or if the solution is going to be released because they are eager to use.
Results
15 Users | 5 Tasks
The user tasks asked to perform included:
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Input user information
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Specialize manner in which payment information was sent
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Choose how they want their funds dispursed
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Input business, bank and other information
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Review & Submit Information
User Testing

UX/UI Designer for Payments Team
Zelis Provider Portal Guided Enrollment
Overview

Strives to deliver a modern and effective enrollment process that allows medical clinicians to easily sign up and set up their preferences accordingly.
01
Highlights the importance of user information, business information and their payment delivery options.
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Combines all these and incorporates swift delivery to medical clinicians from all corners of the healthcare field effective access of their service payments.
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User Research for Provider Portal Guided Enrollment
- Understand the processes and emotions that users experience around the problem the Guided Enrollment is trying to solve
- Identify common user behaviors and experiences with tasks that the Provider Portal Guided Enrollment is trying to address
- Understand what culminates in a happy user for the Provider Portal Guided Enrollment
Goals
1
In order to gain some quantitative insight, we surveyed 30 medical clinicians. In doing so we wanted to dig deeper into their pain points and expectations for enrollment within a newly reconstructed provider portal.
The survey's participants were emailed the questionnaire after agreeing to participate verbally via a series of meetings. The participants consisted of medical clinicians within the company’s user pool. All participants were random and on a voluntary basis ONLY.
Survey
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- Understand the processes and emotions that users experience around the problem the Guided Enrollment is trying to solve
- Identify common user behaviors and experiences with tasks that the Provider Portal Guided Enrollment is trying to address
- Understand what culminates in a happy user for the Provider Portal Guided Enrollment
Interview Objectives
3
For the next phase of the research for the new Provider Portal, I interviewed 15 medical clinicians that indicated they were willing to participate in an interview on their survey. The goal was to gain a better understanding of user challenges and motivations and lastly, building on what we learned from the surveys sent out, I was able to establish my interview objectives.
Interviews
4

More research, as it‘s a complex and extensive topic with many factors (for example, technical and social challenges) and various stakeholders
If there was more time available…
Conduct another round of usability studies to validate whether the pain points users experienced have been effectively addressed.
If there was more time available…
Conduct more user research to determine new areas of need.
If there was more time available…
Add more features and flexibility backed by research.














