Centene Recovery Platform

Leading a $40 million dollar Initiative to solve Insurance-hospital communication

StrategyFacilitationTeam LeadershipConsultationProduct Design

Role

Lead Product Designer
Consultation
Facilitation

Platform

Web App

Team Formation

Hybrid Product Team
Agile, Scrum

Duration

2 years

Who is Centene?

Centene Corporation is a leading healthcare enterprise specializing in government-sponsored and commercial healthcare programs, including Medicaid, Medicare, and marketplace insurance plans. As of writing this, Centene is listed as number 22 on Fortune 500 with 74,000+ employees.

The Problem

Steve, a patient receiving care at a hospital, has active health insurance. As part of his treatment, the hospital carefully tracks every service and charge incurred during his stay.

 

When Steve is discharged, the hospital sends the bill to Steve’s insurance. However, Steve’s insurance can’t process (adjudicate) the bill fast enough to meet the payment deadline.

To insure uninterrupted care, Steve’s insurance overpays the hospital immediately.

Months later, the bill is finally done processing and the hospital has to pay back all overpayment. The insurance company can now send Steve a bill for the total amount owed. 
Steve ends up being responsible for a bill for an unknown price months later having never fully known how much his insurance was going to cover.

This process is time-consuming, prone to error, and ultimately leads to higher patient costs.

It takes two to four months to process recoveries in our current environment.

— Product Owner

Every claim is overpaid by design. That’s just how the current system works.

— Business Analyst

The current process is costing us $34 million dollars annually.

— Business Analyst

We heavily rely on 3rd party vendors to manage this process for us.

— Senior Manager

Project Goal

Increase claim validation speed, minimize errors, and simplify the recovery calculation process.

Key Stage

Setting up the team

Our product teams followed a hybrid approach to team formation. This allowed us to run an in-house consulting model, enabling each product designer to embed themselves within other departments and product teams and lead those initiatives.

Each product team is organized around a Scrum formation, with the product designer leading the design process for each initiative.

Defining The Approach

With a new team, it’s important to introduce a few fundamental frameworks the human-centered design process should follow. These frameworks include Agile product design, Lean thinking, and a general understanding of how product design process.

An introduction to these concepts begins with a presentation with a goal of building these mental models. 

Gathering Team Alignment

I facilitate a Product Canvas exercise as a method of gathering team alignment. This exercise allows the team to form a shared basis of understanding. Moving forward, we can build momentum with known we all agree on where we currently are and the fundamental problems we’re trying to solve.

Introducing Dual-Track Agile

To maximize momentum in an Agile framework, I introduced the team to Dual-Track Agile. This cadence enables the product team to known their involvement with design and when.

This cadence cycles with each iteration, enabling the design momentum to stay ahead of development. The image below examples how this process works, but isn’t necessarily the exact timeline we followed. 

I further break down each sprint and introduce a design cadence. This enables the team to understand what is expected of them and when those expectations are required.
Where We’re At So Far 

Formation: Organized cadence, team structure, and stakeholder management.

Alignment: Agreement on business goals, target audience, and potential friction points.

Criteria: Understanding of business prioritization, desired impact, and potential product segmentation.

Key Stage

Prioritizing Outcomes

Building Hypotheses

The next problem that needs solving is aligning a team on where effort should begin. With an agile mindset and an objective of publishing quickly, the goal is to determine where we can provide the most value with the least amount of effort.

The Hypothesis Prioritization process from Lean UX builds team alignment while prioritizing momentum. We can use the data collected from our Product Canvas to quickly build arguments.

Arguments can then be repositioned into hypotheses.
Hypotheses can then be presented to the greater team for prioritization. Product Owners can evaluate the value of each outcome while developers and analysts can evaluate the effort involved with building the feature.
Where We’re At So Far

Alignment: Agreement on outcomes that should be prioritized.

Momentum: Starting momentum on the specific iteration of effort.

Criteria: A list of outcomes that can now be measured and validated as success criteria.

Key Stage

Iteration Delivery

Choosing a Design System

The team chose PrimeReact, an open-sourced, federated design system to meet our constraints with tech stack, legal, and maintenance requirements. This system excels at presenting and manipulating data—a mechanic paramount to our users’ workflows.

High-Fidelity Agile Iteration

Based on our two-week sprint cycles and values of a lean, agile workflow, value of effort was spent on quick, high-fidelity mockups over wireframes.

To communicate iterations and effort, we use a process called Slicing.

Test & Measure

To validate the momentum of this iteration, I demo with various stakeholders and users to challenge if the output drives toward the intended outcome. Feedback was gathered enabling us to build new hypotheses as we begin tackling the next iteration of outcomes.

I need to see the history behind the claim, the story it has gone through, and the decision-making that has been made along the way.

— Business Analyst

Would love to not have to open Amysis, Excellis, or other applications. It would be great to be able to see everything in one place.

— Business Analyst

I hate emails. We get far too many of them and things are getting lost

— Business Analyst

A big part of this process is vendor management — who gets what and how much. Looking at trend data has helped in the past but we could use deeper analytics.

— Product Owner

Key Stage

Validation

Outcome Prioritization

To maintain communication with the broader stakeholder team, momentum is captured through Outcome Prioritization and Feature Rollouts. 

Outcome prioritization enables any stakeholder to view the discovery effort of the team. 

Feature Rollouts

Feature Rollouts enables all stakeholders to see the momentum of the application within each iteration. 

Key Stage

Project Outcome

2 Years Later

149

Completed Business Goals

182

Hypotheses Tested

31

Developed Iterations

35

Unique Personas

53 

Outcomes Delivered

125

Hypotheses Developed

64 

Usability Tests

207

Completed User Needs