Kareo Encounter Tool


Medical Billing is a nightmare. Especially when most enterprise billers handle many claims and it becomes a difficult process to keep track of medical claims and their level of completion. As a result of a cumbersome process revenue declines for providers and their medical practices. Enter the Kareo Encounter Tool. I designed an enterprise level billing system for medical coders processing a large batch of claims and encounters for medical practices.


  • • User Experience
  • • UI Design
  • • Content Strategy
  • • User Research

    After interviewing medical billers and understanding their needs I was able to optimize traditional billing workflows and created an experience around making the process a lot more efficient and streamlined. I did this by identifying what claims haven’t been created, which ones were pending to be done, and identifying claims that were stuck or needed to be worked on.

    Identifying and filtering through large numbers of claims to be created helped medical billing teams prioritize and assign staff appropriately in order to meet monthly goals. I created a task management system that allowed for filtering a high volume of medical claims.

    Clicking on a line item on the left gives the user a batch of superbills awaiting to be processed by the medical biller. The design on the right includes a document viewer and input fields on the right to capture information on the superbills.





    This decision tree outlines the multiple steps involved in processing a claim and the interaction between the biller and provider. On average providers often send a huge pile of 100+ superbills weekly to be processed as claims so they can get paid for the services provided to patients.

    Here is the navigation header I designed to accommodate the rest of the platform features and areas.





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