Providence Health: Finance Transaction Research App

Client

Providence Health & Services

Industry

Hospitals & healthcare

Technologies

SQL Server, ASP.NET MVC Core

Overview

Project highlights

One consistent systemSeveral Access tools with different rules replaced by one application.
Research in a clickFilter transactions and open full detail with a single click.
Thousands at a timeBatch Search across thousands of imported transactions.
On the goResponsive design for reviewing transactions by phone.

Before

The challenge

Providence Health & Services is a Washington-based non-profit hospital network. Its finance teams relied on several outdated Access applications to import, organize, and process daily bank transactions.

The applications were cumbersome, required lots of manual entry, and each had different processing rules, so errors and discrepancies were frequent and costly. The original developers had all moved on, and the system had become unviable, full of workarounds and complexity.

After

What we built

J Street architected, planned, designed, and built a brand-new modern web application that consolidated their transaction processes and supports the full scope of transaction research for finance professionals and other stakeholders.

After a secure login, users can search transactions with many filter parameters and open any result in detail with a single click, including the transaction ID, amount, card details, and chargeback information. A Batch Search covers thousands of imported transactions, and an Imports page gathers pending transactions that haven't yet been processed or reviewed.

A Merchants screen shows payments made at businesses connected to Providence's healthcare services, such as hospital cafes, gift shops, and fitness centers, and an Import History Report shows the volume of regularly scheduled imports.

Inside the system

A closer look

Secure login

Upon accessing the system, users are greeted by the Secure login page with a forgotten password feature.

Transaction search

The transaction search allows users to filter using many parameters and review specific transactions and accounts. Search results are returned and can be viewed in detail with a single click.

Transaction detail

The Transaction Detail page allows the user to view full information related to a specific transaction, including Transaction ID, Amount, Card Details, and Chargeback returned payment information.

Batch search

Users can also filter and search through batches of thousands of imported transactions through the Batch Search page.

Pending imports

Pending transactions are uploaded and gathered through the Imports page. The list shows transactions that have not been processed or reviewed, and users can search specific imports through multiple filter parameters.

Merchants

The Merchants screen allows users to view payments initiated at businesses subsidiary to Providence's healthcare services, including hospital cafes, gift shops, and fitness centers.

Transaction search on a phone

The application is responsive to mobile devices allowing users to view transaction data from their phone. This is a standard feature of all J Street web applications. Above is the mobile view of the Transactions Search page.

Imports on a phone

Mobile view of Imports and pending transactions.

Import History Report

The Import History Report allows users to query the volume of regularly scheduled transaction Imports.

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The outcome

How it turned out

One modern web application in place of several outdated Access tools.
Transaction processes consolidated in a single application.
Finance staff can review transaction data from their phones.
Pending imports and the volume of scheduled imports can be reviewed in one place.

See more of our work for hospitals and healthcare.

Providence Health and Services

Project highlights

The challenge

What we built

A closer look

How it turned out

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