NHS Dental: Transforming Dental Services
UX design for the NHS Business Services Authority, delivered with Accenture.
Overview
Redesigning a critical servicewithin a much larger NHS programme
Context
Accenture was rebuilding the legacy NHS dental portal: around 15 interconnected services, including those for dental earnings and pensions.
My responsibility
Owned the UX design for the Annual Earnings Review and related pension work, from Beta through testing, delivery and handover. Worked closely with engineers, stakeholders, product managers, designers and user researchers.
What I delivered
End-to-end journeys for dental practice managers and dentists, five interactive prototypes coded in HTML and CSS, tested interaction and status patterns, accessible components, developer documentation and build-ready handover.
- 3
- New design system components contributed to the NHS community on Figma
- 5
- Interactive prototypes, coded in HTML and CSS
- 96%
- Task completion in final usability testing
Context
Each year, practice managers and dentists agree the earnings used for pensionsThe agreed figure affects the dentist’s pension, so both accuracy and confidence matter.
- Step 1
Calculate
An initial earnings figure is calculated
- Step 2
Review
The practice manager reviews it for each dentist
- Step 3
Respond
The dentist confirms it or suggests a change
- Step 4
Resolve
The practice manager resolves the review before the annual deadline
For a dentist, this might be one short annual task. For a practice manager, it can mean coordinating the process across many dentists and contracts.
The Users
The same review creates two very different jobs
Practice manager
“Where do I need to act?”
- Works across many dentists and contracts
- Calculates, coordinates and follows progress
- Needs to identify exceptions and next actions
Dentist
“Is this figure correct?”
- Reviews one or a few figures
- Needs to understand and trust the amount
- Should not have to learn a management system
The Problem
The legacy portal treated those jobsas if they were identical
| Performer | Name | Start | End | NPE | NPEE | Performer NPE | Performer NPEE | Provider Status | Performer Status | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 06/01/2026 | 31/03/2026 | 420.00 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 0.00 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 4056.35 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 12743.75 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
The interface displayed the financial data, but it did not support the coordination and decision-making happening around it. It gave a high-volume manager and an occasional reviewer essentially the same experience.
Pain points
- Both roles received the same spreadsheet-like interface.
- Practice managers lacked a clear overview of progress and responsibility.
- Dentists “confirmed” an amount by typing the same number back into the system.
Contract View Page
One practice had to reconcile several dentists’ earnings,coordinate their responses and keep the combined figures within one contract limit.
| Clinician ID | Name | Start Date | End Date | Estimated NPE | Estimated NPEE | Confirmed NPE/NPEE 1 | Clinician status |
|---|---|---|---|---|---|---|---|
| 12034 | Ella Purnell | 01/04/23 | 30/07/23 | £ 10,000 | £ 0 | £ 10,000 | Accepted |
| 12034 | Ella Purnell | 01/08/23 | 30/03/24 | £ 0 | £ 30,000 | £ 30,000 | Waiting 2 |
| 12034 | Matt Brittin | 01/08/23 | 30/03/24 | £ 45,000 | £ 0 | £ 50,000 | Rejected £52,000 proposed |
First we added the key requirements
- Compare and revise each dentist’s figure
- Track who had responded and what had changed
- Keep the combined total within the contract limit
| Performer ID | Start Date | End Date | Estimated NPE/ NPEE | Revised NPE/ NPEE | Provider Status | Performer Status |
|---|---|---|---|---|---|---|
| 12035Ella Purnell | 01/04/2023 | 30/07/2023 | £10,000 NPE | £10,000.00 | Submitted | Accepted |
| 12035Ella Purnell | 01/08/2023 | 30/03/2024 | £30,000 NPEE | £35,000.00 | Submitted | Waiting |
| 12036Matt Brittin | 01/08/2023 | 30/03/2024 | £45,000 NPE | £50,000.00 | Waiting | Rejected£50,000 |
- Ceiling (43.9% of total contract value)
- £90,000
- Total of revised NPE/NPEE values
- £95,000
How might we help practices review and submit earnings across a contract?
The first prototype mirrored the process we had been given.
As the practice and dentist both participated, we initially gave each of them a separate status. It was technically logical and accurately reflected the workflow we had been given.
Each row contained either NPE or NPEE, so I combined them into one earnings column to reduce unnecessary complexity.
What testing fixed
Testing fixed the obvious interaction problemsbut the workflow was still unclear
Before
Participants missed the small “Edit” link
| Performer | Start date | End date |
|---|---|---|
| 123456Ella Purnell | 1 Aug 2024 | 31 March 2025 |
| 123457Matt Brittin | 1 Apr 2024 | 31 March 2025 |
| Total of confirmed NPE/NPEE figures | ||
| Ceiling | ||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
After testing
Edit → Change figures
The action became a clear button, placed where people look after checking the totals.
- You can come back and edit actual figures before the deadline date
- You will be notified once the performer has reviewed
Before
Participants did not realise they could return and change the figures
| Performer | Start date | End date |
|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 |
| 123456Ella Purnell | 1 Aug 2024 | 31 March 2025 |
| 123457Matt Brittin | 1 Apr 2024 | 31 March 2025 |
| Total of confirmed NPE/NPEE figures | ||
| Ceiling | ||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
After testing
Figures can be revisited until the deadline
The page says so before sending, and offers Confirm and send beside Discard changes.
| Performer ID | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE | Provider Status | Performer Status |
|---|---|---|---|---|---|---|
| 12035Ella Purnell | 01/04/2023 | 30/07/2023 | £10,000 NPE | £10,000.00 | In review | Accepted |
| 12035Ella Purnell | 01/08/2023 | 30/03/2024 | £30,000 NPEE | £35,000.00 | Not started | Not started |
| 12036Matt Brittin | 01/08/2023 | 30/03/2024 | £45,000 NPE | £45,000.00 | In review | Rejected£50,000 |
Before
Not all users knew the difference between NPE and NPEE
Enter amounts including pounds and pence.
| Performer | Start date | End date | Processed NPE/NPEE |
|---|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 | £10,000.00 NPE |
| 123456Ella Purnell | 1 Aug 2024 | 31 March 2025 | £30,000.00 NPEE |
After testing
The terms are spelled out
The heading explains net pensionable earnings (NPE) or equivalent (NPEE) and the ceiling rule in plain language.
The reframe
Two statuses described the systembut not who needed to act next
£50,000
Challenged£50,000
Rejected figures£50,000
We kept rearranging the same statuses.
We tried combination after combination to make progress clear, but nothing felt simple or right.
It only clicked when we zoomed out and reframed the problem itself.
The solution was right in front of us once we reframed the challenge
How might we make this feel like a clear exchange
between a practice and a dentist?
Contract View Page
One status showed progressand a note carried the conversation
| Performer | Start date | End date | Processed NPE/NPEE | Confirmed NPE/NPEE | Provider status |
|---|---|---|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 | £10,000.00 NPE | £10,000.00 | Confirmed |
| 123456Ella PurnellWaiting performer review | 1 Aug 2024 | 31 March 2025 | £30,000.00 NPEE | £35,000.00 | Reviewed |
| 123457Matt BrittinHas rejected £45,000 and suggested £50,000 | 1 Apr 2024 | 31 March 2025 | £45,000.00 NPE | £45,000.00 | To review |
| Total of confirmed NPE/NPEE figures | £90,000.00 | ||||
| Ceiling | out of £90,000.00 | ||||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
One status showed the next action; a note carried the conversation
Each row keeps one provider status, and what the dentist did sits as a note under their name. Try it: change a figure and send it.
| Performer ID | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE | Provider Status | Performer Status |
|---|---|---|---|---|---|---|
| 12035Ella Purnell | 01/04/2023 | 30/07/2023 | £10,000 NPE | £10,000 | Accepted | Accepted |
| 12035Ella Purnell | 01/08/2023 | 30/03/2024 | £30,000 NPEE | £35,000 | Revised | In review |
| 12035Matt Brittin | 01/08/2023 | 30/03/2024 | £45,000 NPE | £45,000 | To review | Suggested £50,000 |
- Ceiling (43.9% of total contract value)
- £90,000
- Total of revised NPE/NPEE values
- £90,000
Two statuses forced practices to reconstruct the conversation
Every row carried a provider status and a performer status, so practices had to work out who needed to act next.
| Performer | Name | Start | End | NPE | NPEE | Performer NPE | Performer NPEE | Provider Status | Performer Status | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 06/01/2026 | 31/03/2026 | 420.00 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 0.00 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 4056.35 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
| 01/04/2025 | 31/03/2026 | 12743.75 | 0.00 | 0.00 | 0.00 | Waiting | Waiting | Accept | ⋮ | ||
In the final testing, people understood the simplified statuses
Compared with the legacy platform, people navigated the provider journey without support.
Contract Landing Page
Practices needed a work queue,not just a contract list
Business Services Authority
One contract at a time, with no view of the workload.
The legacy portal only let practice managers search by contract ID or dentist name. They could not see:
- How much work remained
- Which contracts needed attention
- What was holding each contract up
| Contract | Progress notes | Status |
|---|---|---|
| 1234568182High Street Dental | All figures have been reviewed. Waiting for performer | Reviewed |
| 1234568184High Carr Dental Centre | Not started. 2 sets of figures to review | To review |
| 9934548112Dr. Pablo Lhotka | 2 performers rejected the figures | To review |
| 1730978082High Carr Dental Centre | Incomplete. 3 sets of figures to review | To review |
| 0034549133Ace Dental | All figures have been reviewed. Waiting for performer | Reviewed |
| 9832738112Dr Bina Bond Dental Clinic | All figures have been reviewed. Waiting for performer | Reviewed |
| 9934548098Ella Purnell | All figures have been reviewed. Waiting for performer | Reviewed |
| 1034109112Chester Cosmetics Dental and Aesthetic Clinic | All figures have been reviewed. Waiting for performer | Reviewed |
| 6734548555Green Park Dental | All figures have been reviewed and confirmed | Confirmed |
| 5674548221Green Park Dental | All figures have been reviewed and confirmed | Confirmed |
| 3334548133Lowe’s Smiles | All figures have been reviewed and confirmed | Confirmed |
| 5634098144Jennings Dentistry | All figures have been reviewed and confirmed | Confirmed |
| 4684987100Brown Medical Centre | All figures have been reviewed and confirmed | Confirmed |
We turned the contract list into a queue for action
Notes and statuses turned the landing page into a queue for action.
- Notes explained what was happening
- Status showed overall progress
- Filters helped narrow the workload
Review and confirm net pensionable earnings (NPE) and earnings equivalent (NPEE) for each contract before 30 June
| Contract | Provider | Notes | Status |
|---|---|---|---|
| 1234568182 | High Street Dental15 Baker Road, London, UB8 PH3 | 3 sets of figures to review | To review |
| 1234568184 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | 2 sets of figures to review | To review |
| 1730978082 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | 2 performers rejected the figures | To review |
| 0034549133 | Ace Dental15 Baker Road, London, UB8 PH3 | 1 performer rejected the figures | To review |
| 3334548133 | Lowe’s Smiles15 Baker Road, London, UB8 PH3 | 3 sets of figures to review | To review |
| 9934548112 | Dr Bina Bond Dental Clinic15 Baker Road, London, UB8 PH3 | All figures have been reviewed | Waiting for performer |
| 9832738112 | Dr. Pablo Lhotka and Dr. M. Mohammed15 Baker Road, London, UB8 PH3 | All figures have been reviewed | Waiting for performer |
| 6734548555 | Green Park Dental15 Baker Road, London, UB8 PH3 | All figures have been reviewed | Waiting for performer |
| 4684987100 | Jennings Dentistry15 Baker Road, London, UB8 PH3 | All figures have been reviewed | Waiting for performer |
| 3334548133 | Brown Medical Centre15 Baker Road, London, UB8 PH3 | All figures have been reviewed and confirmed | Confirmed |
Testing made the queue easier to identify and prioritise
Practice managers navigated the central contract list successfully. Testing led to two important refinements:
- Addresses distinguished practices with similar names
- Summary shortcuts surfaced total, in-progress and completed work
Dentist experience
Simplifying the dentist’s decisionWe tested three ways to support the same once-a-year task.
This is the dentist’s side of the exchange. Once the practice manager sends the figures, each dentist checks theirs and confirms them or suggests a change.
Editable table
Review and edit everything in one view.
TestedGrouped by status
Organise contracts by workflow stage.
TestedFocused questions
Make one decision at a time.
Taken forward
Confirm your net pensionable earnings (NPE) or net pensionable earnings equivalent (NPEE) for each contract
| Contract | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE | Clinician Status |
|---|---|---|---|---|---|
| 1234568182High Street Dental | 1 Apr 2024 | 30 Jun 2024 | £10,000 NPE | £ | Review required |
| 1234568182High Street DentalWaiting for Provider to review | 1 Aug 2024 | 30 May 2025 | £30,000 NPEE | £35,000 | Reviewed |
| 1234548112Dr. Pablo LhotkaProvider rejected £50,000 and suggested £45,000 | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50000 | Review required |
| 1234758690High Carr Dental Centre | 1 Apr 2024 | 30 May 2025 | £35,000 NPE | £ | Review required |
| 1837498371Ella PurnellWaiting for Provider to review | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50,000 | Reviewed |
| 2749201013Green Park DentalWaiting for Provider to review | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50,000 | Reviewed |
| 6749200333Green Park Dental | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50,000 | Confirmed |
Review required
Confirm your net pensionable earnings (NPE) or net pensionable earnings equivalent (NPEE) for each contract.
| Contract | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE |
|---|---|---|---|---|
| 1234568182High Street Dental | 1 Apr 2024 | 30 Jun 2024 | £10,000 NPE | N/A |
| 1234548112Dr. Pablo LhotkaProvider rejected £50,000 and suggested £45,000 | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50,000 |
| 1234758690High Carr Dental Centre | 1 Apr 2024 | 30 May 2025 | £35,000 NPE | N/A |
Reviewed
Waiting for provider to confirm your earnings
| Contract | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE |
|---|---|---|---|---|
| 1837498371Ella Purnell | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £45,000 |
| 2749201013Green Park Dental | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50,000 |
Confirmed
Your earning are confirmed by the provider
Review and confirm net pensionable earnings (NPE) and earnings equivalent (NPEE) for each contract before 30 June
| Contract | Provider | Notes | Status |
|---|---|---|---|
| 1234568182 | High Street Dental15 Baker Road, London, UB8 PH3 | Confirm earnings | To review |
| 1234568184 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | Rejected by provider | To review |
| 1730978082 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | Proposed £10,000.00 NPE and £10,000.00 NPEE | Waiting for provider |
| 0034549133 | Ace Dental15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE and £30,000.00 NPEE | Confirmed |
| 3334548133 | Lowe’s Smiles15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
| 9934548112 | Dr Bina Bond Dental Clinic15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE | Confirmed |
| 9832738112 | Dr. Pablo Lhotka and Dr. M. Mohammed15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE and £30,000.00 NPEE | Confirmed |
| 6734548555 | Green Park Dental15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
| 4684987100 | Jennings Dentistry15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE | Confirmed |
| 3334548133 | Brown Medical Centre15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
The Dentist View
The focused direction reduced the taskto three clear steps.
Review and confirm net pensionable earnings (NPE) and earnings equivalent (NPEE) for each contract before 30 June
| Contract | Provider | Notes | Status |
|---|---|---|---|
| 1234568182 | High Street Dental15 Baker Road, London, UB8 PH3 | Confirm earnings | To review |
| 1234568184 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | Rejected by provider | To review |
| 1730978082 | High Carr Dental Centre15 Baker Road, London, UB8 PH3 | Proposed £10,000.00 NPE and £10,000.00 NPEE | Waiting for provider |
| 0034549133 | Ace Dental15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE and £30,000.00 NPEE | Confirmed |
| 3334548133 | Lowe’s Smiles15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
| 9934548112 | Dr Bina Bond Dental Clinic15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE | Confirmed |
| 9832738112 | Dr. Pablo Lhotka and Dr. M. Mohammed15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE and £30,000.00 NPEE | Confirmed |
| 6734548555 | Green Park Dental15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
| 4684987100 | Jennings Dentistry15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPE | Confirmed |
| 3334548133 | Brown Medical Centre15 Baker Road, London, UB8 PH3 | Confirmed £25,000.00 NPEE | Confirmed |
Between 1 April 2024 and 1 December 2024, were your net pensionable earnings (NPE) £25,000.00?
Between 1 February 2025 and 31 March 2025, were your net pensionable earnings equivalent (NPEE) £5,000.00?
What were your earnings during this period?
Enter net pensionable earnings equivalent (NPEE) including pounds and pence.
£10000.00NPEE| Start date | End date | Processed NPE/ NPEE | Confirmed NPE/ NPEE | Action |
|---|---|---|---|---|
| 1 April 2024 | 1 December 2024 | £25,000.00 NPE | £25,000.00 | Change |
| 1 February 2025 | 31 March 2025 | £5,000.00 NPEE | £10,000.00 | Change |
A dentist finds their contract, answers one question per earnings period, then checks their answers before sending them.
Design System Contribution
Adapted the error patternfor dense financial tables
The message explained the rule, but not where to fix it
Users needed to know what was wrong, where it was wrong and how to fix it. Nothing pointed to the field with the problem, and the NHS design system had no guidance for errors inside tables.
Ella Purnell’s figures are in the wrong format. Figures need to be:
- A max of 7 whole number digits
- 2 decimal place digits
- E.g. 1000.56 - where the figures after the decimal points, denote pence.
Confirm net pensionable earnings (NPE) or net pensionable earnings equivalent (NPEE) for each performer without exceeding 43.9%
| Clinician | Start Date | End Date | Processed NPE/ NPEE | Confirmed NPE/ NPEE | Provider status |
|---|---|---|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 | £10,000 NPE | £10000 | Confirmed |
| 123456Ella PurnellWaiting performer review | 1 Aug 2024 | 30 May 2025 | £30,000 NPEE | £00.5476 | Reviewed |
| 123457Matt BrittinHas rejected £45,000 and suggested £50,000 | 1 Apr 2024 | 30 May 2025 | £45,000 NPE | £50000 | Reviewed |
| Total of confirmed NPE/NPEE figures | £60,000 | ||||
| Ceiling | out of £90,000 | ||||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
The summary linked users to the exact row and field
Each error sits beside its own figure, and the summary at the top links straight to it.
Enter amounts including pounds and pence.
| Performer | Start date | End date | Processed NPE/NPEE | Confirmed NPE/NPEE | Provider status |
|---|---|---|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 | £10,000.00 NPE | £10000.00 | Not started |
| 123456Ella Purnell | 1 Aug 2024 | 31 March 2025 | £30,000.00 NPE | Confirmed earnings must be more than £0.00£-1000.00 | Not started |
| 123457Matt Brittin | 1 Apr 2024 | 31 March 2025 | £45,000.00 NPE | £55000.00 | Not started |
| Total of confirmed NPE/NPEE figures | £65,000.00 | ||||
| Ceiling | out of £90,000.00 | ||||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
Not every error belonged to one field
A total can break a rule that no single figure breaks, so every figure is marked and the message sits with the totals.
Enter amounts including pounds and pence.
| Performer | Start date | End date | Processed NPE/NPEE | Confirmed NPE/NPEE | Provider status |
|---|---|---|---|---|---|
| 123456Ella Purnell | 1 Apr 2024 | 30 Jun 2024 | £10,000.00 NPE | £10000.00 | Not started |
| 123456Ella Purnell | 1 Aug 2024 | 31 March 2025 | £30,000.00 NPE | £30000.00 | Not started |
| 123457Matt Brittin | 1 Apr 2024 | 31 March 2025 | £45,000.00 NPE | £55000.00 | Not started |
| The total of confirmed NPE/NPEE must be the same or less than the ceiling | |||||
| Total of confirmed NPE/NPEE figures | £95,000.00 | ||||
| Ceiling | out of £90,000.00 | ||||
You'll be able to revisit and update these figures at any point before the deadline as published in the Dentist Bulletin.
A project filter became reusable guidanceacross NHSBSA services
30%
%
Use the filter and sort component to help users navigate a long list of items, such as a list of cases or search results.
You should only provide users with filters if there are more than 10 results. The component is always static, so there is no ability to hide it.
Users can select 1 or more filters. When the user clicks ‘Apply’ the page refreshes to show the items that match the filters. The selected filters are displayed at the top to let users see what they’ve selected and remove them easily.
Clicking ‘x’ on a selected filter refreshes the page and removes the filter. Users can clear filters one at a time or clear all by selecting ‘Clear filters’ or ‘Start new search’.
Users can use text input, radios or checkboxes to filter the list. User research will tell you the best order of filters.
The maximum height of each filter section is 320px.
Accordions are always used so that each filter section is collapsible.
Use clear labels to help users understand what each filter section is when it is collapsed.
If there are less than 6 sections, all accordions are automatically expanded on page load.
Checkboxes and radios in a filter section are ordered alphabetically A-Z.
If there are 6 or more checkboxes or radios, a scrollbar appears.
If a filter has a list of more than 20 items, use an accessible autocomplete (type ahead) to let users narrow down the options before making a selection.
For the typeahead, you should only show options if they match what the user has typed, or if they are already selected.
When Javascript is disabled, the search bar disappears, no matter how many checkboxes there are. For the typeahead search bar, suggestions appear after typing 1 character in the filter tray.
When Javascript is disabled, autocomplete in the filter tray always falls back to just a select menu.
Filter and sort tray
I worked with two designers to define how the component should scale, behave and remain accessible across services.
One component with checkbox, radio, range, date and sort sections, plus guidance on scale, behaviour and no-JavaScript fallbacks.
Outcome
The service became clearer,but confidence still depended on the data
What changed?
96%
Task completion in final usability testing
We presented the prototypes at the NHSBSA Dental Conference, where dentists, NHS staff, and practice managers responded positively telling us the new platform would make the process far easier to complete.
What remained?
They could finish the task, but not see the working.
Dentists couldn’t see how practice managers had worked out their earnings, and practice managers didn’t trust the system’s default estimates. Both wanted to see the working.
Reviews also changed hands: one practice manager could start a practice’s review and another finish it, with no record of what had happened.
A case log answered both, but it didn’t fit the deadline, so we added it to the backlog.
| Date | Details |
|---|---|
| 1 Oct 202511:50am | Earnings figure confirmed£50,000 recorded as Ella Purnell’s net pensionable earnings for contract 1234568182. |
| 15 Sep 20255pm | Ella Purnell accepted the proposed earnings figure of £50,000No changes requested. |
| 10 Sep 20255pm | Sent to Ella Purnell for reviewProposed earnings figure: £50,000. |
| 9 Sep 20255pm | High Street Dental proposed £50,000Calculated from 5,000 UDAs × £20 (£100,000), less a £10-per-UDA surgery contribution (£50,000). |
| 5 Sep 20255pm | High Street Dental started the reviewElla Purnell · Contract 1234568182 · 2024/25. |