ccepTx Pro is a software that helps orthodontists present treatment and fees to their patients.
When the development team was ready to integrate a payment portal into the application, I saw this a great opportunity to look at the treatment and payment plan process as a whole and redesign the experience from a user perspective.
I've started with a summary of the project. Read on to see the details, including before and after screens.
The business analyst and I reviewed the existing screens and grouped them by action, allowing us to see distinct steps of the process.