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Healthcare / Human–AI workflows

Giving coders their
focus back.

I redesigned a medical coding workflow so AI and verifiers prepare the chart, and coders can concentrate on clinical judgment.

Explore the decisions
Adaptive Coder interface preview
Adaptive CoderProduct in focus ↗
Project
Adaptive Coder
Optum / Episource
My role
Senior Product Designer
Sole designer from 2025
When
2024–present
30,000+Charts audited

Zero errors detected in the reported QA results.

887Pilot participants

85% overall rating for member verification.

End to endWorkflow to validation

Shared design ownership in 2024; sole designer from 2025.

Inside the product

L1 coding / The chart arrives prepared

Press “Capture E11.42” to record the coder’s decision. Press again to undo.
Adaptivecoder
Example chart · DEMO-001Fictional reconstructionHCC review
✓ Member verified✓ Encounter verifiedCapture diagnoses
Encounter 01 · 12 Mar 2026

Diagnosis capture

Pre-verified by L0

Credentials: MD · corrected by L0

E11.42

Type 2 diabetes mellitus with diabetic polyneuropathy

NLP suggestion · page 6
Progress note · page 6 of 12

Assessment & plan

Type 2 diabetes mellitus with diabetic polyneuropathy. Reports numbness and tingling in both feet M. Monofilament exam shows reduced sensation in both feet; A1c 7.8% E. Neuropathy assessed as stable A. Continue metformin; refer to podiatry T.


M · E · A · T marks the Monitor, Evaluate, Assess, and Treat evidence a coder checks before capturing. Fictional note written for this demonstration.

Combo code

Two findings, one code

E11.9Type 2 diabetes+G62.9Polyneuropathy=E11.42

The note links both conditions, so one combination code replaces the pair. Capturing it marks both underlying findings as covered.

Ready for review. NLP found the passage; the coder decides.L1 · Coding
  1. 1Verification arrives complete. The one L0 correction travels with the chart, so the coder can see what changed.
  2. 2The passage is highlighted in the source, with its MEAT support marked, instead of summarized away.
  3. 3The combo relationship is shown, so the coder does not reconstruct it from memory.
Interactive reconstruction.
Fictional chart and codes; simplified interface.

01 / The process

A speed problem with a deeper cause.

More than 3,000 medical coders review patient documentation and capture diagnosis codes used in risk adjustment. They work under pressure to move quickly, while incorrect coding carries financial and compliance consequences.

The business case showed that 66% of their time went to scrolling and validating. The existing workflow asked the same person to verify the patient, check the encounter, read the chart, and code it. Optimizing individual clicks would leave those competing responsibilities in place.

Before: four jobs competing for one coder’s attention

The same person checks identity, verifies encounters, finds evidence, and captures diagnoses. This reconstruction makes the original responsibility problem visible.

Adaptivecoder
Example chart · DEMO-001Fictional reconstructionHCC review
Verify memberVerify encounterFind evidenceCapture diagnosis
Prior workflow · simplified reconstruction
ChartMember detailsEncounterDiagnosis
Example chart AFind name and DOB on each pageCheck dates, provider, credentialsSearch 12 pages for evidence
Example chart BName mismatch on page 8?Merge two encounters?Not started
Example chart CNot startedNot startedNot started

One coder carries every responsibility. Mechanical verification repeatedly interrupts clinical judgment.

66% of time on non-coding work in the business-case baseline.Before

What I owned

Workflow and interaction design, verification states, the coding workspace, feature design, training guides, and user surveys. I shared design ownership with a Principal Designer in 2024, then became the sole designer in 2025.

How I worked

In a product trio with PM and engineering, with equal influence on product direction. I connected the workflow architecture to the details coders would encounter every day.

The team boundary

Engineering and data science owned NLP and the backend. Compliance requirements were established with the business. My responsibility was the experience of using, checking, and correcting the AI output.

02 / The process

Move the work to the right person.

I advocated for separating verification from coding. L0 combines NLP extraction with a dedicated verification workflow. L1 receives the prepared chart, with clear signals about what has been checked.

This changed the product beyond its screen layout. It introduced a handoff, a dedicated verification role, and a responsibility to make unresolved work visible. I shaped those boundaries with product and engineering.

After: one chart, four owners

Transcribed from the original workflow slide below. Each lane receives only work the previous lane has resolved.

  1. AI processing
    1. OCR and NLP extract member, encounter, and diagnosis data
    2. AI member check passes or flags pages
  2. L0 · Verification team
    1. Review only the pages the AI check flagged
    2. Identity fails → HOLD queueWith a reason such as “Patient DOB missing.” The chart stops before any coder sees it.
    3. Verify encounters: dates, pages, provider, credentials, signature
  3. L1 · Coder
    1. Member verification: skipped by coder
    2. Review AI-found diagnoses beside the source
    3. Capture codes and submit
  4. Audit
    1. A sample of completed charts receives an end-to-end review

Original workflow slide

The source for the diagram above. The green area marks the checks a coder skips after preparation.

Original four-lane workflow showing AI processing, verification, coding and audit, with a hold path for failed verification

L0 verification / Correct the extraction before handoff

NLP missed the provider’s credentials. The verifier checks the source, applies the value, and only then can the chart move to L1. Press the button to apply the correction; press again to undo.

Adaptivecoder
Example chart · DEMO-001Fictional reconstructionHCC review
✓ Verify memberVerify encounterHand off to L1
L0 · Verification

Encounter 01

Member detailsAI check passed on all pages
Encounter details1 field needs review
NLP extraction, checked against the source
Date of service12 Mar 2026
Pages5–7
Note typeProgress note
ProviderExample Provider
CredentialsNot extracted
SignaturePresent

Source · page 7Electronically signed by Example Provider, MD

Other corrections: Confirm · Modify · Merge · Split · Add

Handoff

Waiting on 1 field

The chart hands off to L1 only when every field matches the source. The correction stays visible to the coder.

If identity fails instead

The chart goes to the HOLD queue with a reason and never reaches a coder.

Credentials are missing from the extraction. The chart cannot move to L1 yet.L0 · Verification

The alternative

Add NLP assistance inline while keeping every responsibility with the coder. It would require less organizational change.

The trade-off I accepted

The split makes the overall system more complex. Dedicated roles, routing, and handoff logic must work so the individual coder can focus.

The design decision was who should do the work, before it was how the screen should look.

03 / The process

Make the AI useful.
Keep judgment visible.

NLP can merge encounters incorrectly, miss information, or extract the wrong provider details. A polished interface should not make an uncertain extraction look like established truth.

I designed a correction toolkit for L0 and clear verification states for L1. Users can understand what was checked, what is incomplete, and when they need to intervene.

Member verification requiredReview before coding.

Verification required

Preparation is unresolved. The interface makes the need for review explicit.

Do not assume extracted means verified.

Member verification partially successfulReview needed: Patient DOB missing, pages 11–12.

Partially verified

Some checks are complete; remaining flags name the exact pages.

87.4% positive in the 887-person pilot: the alert helps identify flags quickly.

Member verification completeName and DOB matched on every page.

Verification complete

The completed checks are visible to the coder receiving the chart.

Move forward with context.

An intentional interruption

A mandatory AI acknowledgment explains that extracted information does not replace professional judgment. I accepted the extra interaction as part of making responsibility explicit.

Correction is part of the product

Confirm, modify, merge, split, and add actions make imperfect extraction recoverable. A disclaimer alone cannot provide that control.

Three panels, one decision in progress

Coders need the source document while capturing diagnoses. I placed diagnosis capture, the chart, and reference material together to support that cross-checking. Combo-code relationships became visible, while section headers helped people locate relevant passages.

04 / The process

Strong signals.
A clear next iteration.

I designed and analyzed surveys to understand whether the workflows helped users. Two studies answered different questions: a larger member-verification pilot and a smaller coding alpha.

The results supported pre-verification and several coding features. They also showed that the three-panel container needed further work.

Member verification pilot

887 participants · Phase 1 controlled pilot · 13 April 2026

85% overall rating

89% average feature effectiveness. 90% found verification indicators clear and easy to understand.

87.6% said verification improves coding speed by reducing non-coding activities. 89.4% found verification outcome alerts clear and consistent.

Reported QA results: 30,000+ charts audited with zero errors detected. This describes the observed audit, not a guarantee of zero future errors.

Adaptive coding alpha

20 participants · 27 March–17 April 2026

80% overall rating

88% average feature effectiveness. Pre-verified details and diagnosis search both received 100% favorable responses.

Small-sample feedback is directional. It does not establish an organization-wide productivity effect.

The layout scored below the features inside it.

I designed for simultaneous access to dense information. The lowest score, 74% for the three-panel layout, suggests that this can become too much to process at once. Useful information still needs a manageable container.

Pre-verified details help faster coding100%100%
Diagnosis search is helpful100%100%
Section headers are helpful95%95%
Combo codes help accurate coding90%90%
Easy to learn and get started85%85%
Chart snippets reduce navigation78%78%
Left-panel diagnosis capture is better than Click to Code pop-ups78%78%
Three-panel layout supports efficient coding74%74%

Feature-level results from the coding alpha. Scores are reproduced from the source survey, not recomputed from a combined participant pool.

Question 1 / Does pre-verification help coders at scale?

Original slide, member verification pilot, 887 participants. Its key results are transcribed in the study card above: 85% overall, 89% average feature effectiveness, 90% indicator clarity.

Original evidence / Member verification pilot

Question 2 / Which coding features help, and does the layout?

Original slide, coding alpha, 20 participants. The feature ratings above are transcribed from it; the three-panel layout scored lowest at 74%.

Original evidence / Coding alpha

05 / The process

Own the next question, too.

My next iteration would test progressive panel disclosure: keep the current task prominent and reveal supporting panels as needed. That proposal still needs validation.

The alpha also pointed to tighter MEAT-reference integration and performance on charts with many encounters. Those remain product problems to solve, alongside the visual density.

Next-iteration concept / One task in front

Unshipped and untested. A sketch of progressive panel disclosure, prompted by the 74% layout rating. The source stays open because a coding decision depends on it.

Shipped · three active panels

Everything is visible at once. Rated 74% for efficient coding.

Concept · focused

Capture and source lead. References open beside the passage when the task needs them.

Good AI interaction starts with a clear division of responsibility.

Adaptive Coder taught me to work at both levels: shape the workflow with product and engineering, then make its responsibilities legible in the interface. The AI prepares evidence, verifiers check it, and coders retain clinical judgment.

What this work demonstrates: product direction, complex workflow design, human–AI interaction, and ownership through validation.