Overview

OrthoFi is a healthcare SaaS platform that helps orthodontic practices manage insurance, billing, and patient onboarding. As part of a company-wide shift from Tableau to Power BI, the internal Business Intelligence (BI) dashboards needed a complete redesign.

This initiative focused on revamping three core dashboards used daily by account teams to evaluate insurance aging, claims status, and overall financial health. The original dashboards were inconsistent, visually dense, and difficult to act on.

The Objective:

Redesign key Power BI reports to streamline workflows, improve visual clarity, and support monthly client performance reviews.

My Role:
UX Designer — Data Visualization, Dashboard Architecture, Prototyping, Layout Systemization

Tools: Figma, Power BI, Excel

Team:

• Product Manager, Product Owner

• Engineering Manager (technical lead)

• Developer (Power BI specialist)

• Internal stakeholders (Account Managers, Finance)

• Subject Matter Expert

Design Strategy

Design Challenge:
Power BI, while powerful, has layout constraints and limited customization. The key was to design within those boundaries while improving readability, hierarchy, and modularity.

Design Goals:

• Prioritize top KPIs for at-a-glance comprehension

• Group related metrics visually using clear spacing and labels

• Use chart types purposefully: line for trend, pie for breakdown, table for detail

• Apply scalable, reusable patterns across all dashboards

Redesigns

Insurance A/R Summary

Problem: Account managers struggled to interpret aging receivables across multiple practices. KPI metrics were buried below visualizations, and filters were inconsistent.

Solution:

• Introduced a persistent KPI bar (Current %, >30, >90)

• Used a pie chart to visualize dollar distribution by aging bucket

• Added a line graph to show trends over time

• Reordered the layout to follow natural decision flow: filter → scan → dive deep

Claims Status Summary + Detail

Problem: Users couldn’t quickly identify which claims needed action and by whom. Overlapping filters and an inconsistent table made tasks slower.

Solution:

• Simplified and grouped filter logic by status and role

• Used bar/pie charts to highlight claim statuses and ownership

• Created sticky headers and sortable tables to reduce friction

Business Health Dashboard

Problem: This high-density dashboard tracked everything from conversions to carrier claims—but lacked clear groupings or flow. New users felt overwhelmed.

Solution:

• Grouped sections by business function (Conversions, Cash Flow, Collections, Insurance)

• Applied consistent chart types and spacing rules

• Standardized KPIs into reusable card templates

Results

These redesigned dashboards are now core to how OrthoFi's account teams evaluate financial performance. The visual clarity and modular structure have made the tools easier to use, faster to interpret, and more scalable across the business.

• Cut onboarding time for new team members by simplifying information architecture

• Made monthly reporting reviews quicker and more actionable

• Created design patterns now reused in other Power BI reports

• Influenced internal standards for how financial data is presented company-wide

What I Learned

This project deepened my ability to think systematically, not just about layout, but about how design choices shape behavior over time. I learned how to work within highly technical platforms, advocate for clarity in the face of complexity, and prioritize design decisions that serve real workflows under pressure.

• Clarity often comes more from layout rhythm and hierarchy than aesthetics

• Scalable UX requires reusable thinking, not just reusable components

• Even with rigid tools, you can build thoughtful, human-first interfaces when you know your user