NexaVida+ UI/UX Design Documentation
Overview
NexaVida+ is an AI-powered Electronic Health Record (EHR) system designed to cover all
aspects of hospital operations. It is intended to streamline patient care, manage medical
records, and handle hospital administration efficiently. This document will outline the key
features and functionalities for the Accounting/Finance department within the EHR.
Accounting
Manages financial transactions, billing, and invoicing related to patient services, insurance
claims, and operational expenses.
1. Dashboard:
• Overview of Key Financial Metrics:
o Revenue: Display total revenue generated over specific periods, such as
daily, weekly, monthly, or annually.
o Expenses: Break down expenses into categories (e.g., payroll, supplies,
utilities) and show trends over time.
o Profitability: Calculate and display net profit margins, with visual indicators
(e.g., green for profit, red for loss).
o KPIs: Include key performance indicators like average cost per patient,
collection efficiency, and outstanding balances.
• Charts and Graphs:
o Use line graphs, bar charts, and pie charts to visualize trends in revenue,
expenses, and profitability.
o Include drill-down capabilities for more detailed insights into specific
categories or time frames.
• Quick Access:
o Provide shortcuts or widgets for the most frequently accessed reports and
summaries.
o Include notifications for pending tasks like unpaid invoices or upcoming
audits.
2. Payments:
• Payment Entry Form:
o Simple, user-friendly forms for entering payment details, including payer
information, amount, and payment method.
o Options for different payment methods (cash, credit/debit card, bank
transfer).
o Integration with patient records for automatic payment posting to the correct
account.
• Payment Tracking:
o Visual indicators (e.g., color codes) to show the status of payments (e.g.,
pending, completed, overdue).
o Detailed history of all payments made by patients, including dates, amounts,
and methods.
o Ability to filter and search payments based on various criteria like date range,
patient name, or payment method.
• Banking System Integration:
o Direct integration with banking APIs for real-time payment processing.
o Automated reconciliation of payments with bank statements.
o Secure, encrypted connections to ensure safe transactions.
3. Insurance:
• Insurance Payments Management:
o Dedicated section for managing payments from patients with insurance
coverage.
o Ability to link patient records to specific insurance providers and plans.
o Tracking of insurance payments against patient invoices, with status
indicators.
• Claims Submission Form:
o Electronic forms for submitting insurance claims, pre-populated with patient
and service details.
o Automatic validation checks to ensure completeness and accuracy before
submission.
o Integration with insurance providers’ systems for real-time claim submission
and tracking.
• Insurance Directory:
o A directory of all insurance companies the hospital works with, including
contact information and policy details.
o Categorization and organization tools to manage and sort patient records
based on their insurance provider.
o Quick links to insurance-related reports and payment histories.
4. Invoices:
• Invoice Generation:
o Customizable templates for creating detailed invoices for various patient
services.
o Options to add service descriptions, codes, quantities, and prices.
o Integration with patient management systems to pull in service details
automatically, ensuring accurate invoicing.
• Invoicing History and Tracking (Ledger):
o A comprehensive history of all invoices generated, with filters for date,
patient, status, etc.
o Status tracking (e.g., sent, paid, overdue) with visual cues for quick
identification.
o Notifications or alerts for overdue invoices or unpaid balances.
5. Reports:
• Financial Reporting Dashboard:
o A centralized hub for generating and analyzing financial reports.
o Interactive features to drill down into specific data points or financial
periods.
o Real-time data analysis, with AI-driven insights and trend predictions.
• Customizable Report Templates:
o A library of templates for different types of financial reports (e.g., revenue,
expenses, profitability, budget analysis).
o Ability to customize templates based on specific reporting needs, including
selecting data sources, time frames, and formats.
o Save and reuse custom templates for regular reporting.
• Scheduled Report Generation:
o Options to schedule automatic generation and distribution of reports at
specified intervals (e.g., daily, weekly, monthly).
o Integration with email and internal messaging systems to distribute reports
to relevant stakeholders.
o Notifications and reminders for scheduled report generation.
6. Insurance Claims Management: Automated processing and tracking of insurance
claims.
• Automated Claims Processing:
o AI-driven tools to automatically process insurance claims, reducing manual
effort and minimizing errors.
o Real-time claim status updates, with notifications for approvals, rejections,
or required corrections.
o Integration with patient records and insurance systems for seamless claim
management.
• Claims Tracking:
o A centralized view of all insurance claims, with filters for status, insurance
provider, patient, etc.
o Visual timelines or progress bars to track the life cycle of each claim from
submission to payment.
7. Audit Trail: Maintain a log of all financial transactions for audit purposes.
• Financial Transaction Logs:
o Maintain a comprehensive log of all financial transactions, including user
actions, timestamps, and transaction details.
o Search and filter capabilities to quickly locate specific transactions or
actions.
o Secure storage and encryption of audit logs to ensure integrity and
compliance.
8. Corporate Accounting (Access-dependent):
• Expense Tracking and Management:
o Detailed forms and tools for tracking corporate expenses, including vendor
payments, utility bills, and other operational costs.
o Budget allocation and comparison tools to monitor spending against
approved budgets.
o Automated alerts for budget overruns or unapproved expenditures.
