
BACKGROUND
The United State's Health Insurance Oversight System (HIOS) was developed in order to implement many provisions of the Affordable Care Act. It's a Secure portal consisting of 25+ modules all of which perform a cariety of tasks in order to regulate and maintain standards set fourth for health insurance companies across the United States.
PREFACE
Our job was to redesign the portal to look better, feel better, and add any necessary functionality to better fit user needs. By the time I joined the effort nearly 50% of the portal had already been redesigned. Because of this, I had no say in the look or feel of the redesign. Additionally, because this effort was ongoing, only half of the portal consisted of the mantis green theme while the other half consisted of the dark blue look.

REUSABILITY
The first task that I was assigned was to update the Add a Relationship page within HIOS. Adding a relationship within HIOS was necessary for any company to provide Third Party Administrator Services (TPA) to an insurance company. Services could range from anything to data allocation to computer troubleshooting and in order for one company to provide these services to another, they first had to create a relationship within HIOS.
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Reusability remained key for the Add a Relationship page as it saved time and money by bypassing the need for 508 compliance approval while also saving developer hours. That said, the Add a Relationship page was designed to mirror an already existing page within HIOS - the Request a Role page. Below you can see the request a role page. It consisted of a 4 step process built with an accordion-like format that walks the user towards requesting a role within HIOS. The idea was to do the same.

LO-FI MOCKUPS ROUND 1
The briefing on what I needed to design was delivered to me in a crash course fashion with a 10 minute phone call on a Friday afternoon. That said, this first round of mockups didn't quite capture what was expected in the design. Here are a few of those initial mockups. Keep in mind, the wireframing phase was skipped due to management not seeing this as a necessary step. We would soon learn that this was a mistake.

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LO-FI MOCKUPS ROUND 2
Incorporating the feedback, below were my resulting designs. The new design would merge steps 1 and 3 together, add better reusability within the design, move the start and end date attributes to step 2 and provide a summary screen for review in step 4. These mockups were shared with the client in a short demo to collect their feedback as well.
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HI-FI MOCKUPS ROUND 3
In this round of mockups, word changes were made, the reverse functionality of adding a relationship would be added and the functionality of searching for an insurance company using their issuer ID would be removed. All searches would take place using the organization FEIN and advocated to change the search box to specify the number of issuers selected. This way there would be no confusion of how many issuers were selected if the user were to navigate to a different page using the pagination.
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