Navigating Smarter Forms

Problem

Filing claims can be a long, daunting process

The process for filing a claim can be a lengthy, confusing, and daunting experience for an applicant. To apply, they need to submit paper or PDF forms that are complicated to fill out. A person may have several symptoms, requiring multiple forms, and have to enter redundant data. In regards to the applicant, doctors must submit evaluations in support of their claim. Throughout the life of claim, all files must be tracked, evidence verified, back and forth communication is slow.

Solution

Design a centrally managed e-filing system

Design a sophisticated, robust platform to build forms, manage data across them, support communication and streamline the entire process. My first task, design the UX and UI for a working prototype of a medical evaluation form. Doctors are busy, we want to streamline the forms so they can complete them quickly.

Developed Prototype

See the Design Process

OVERVIEW

As a member of a small agile scrum team, we produced a working prototype in one 2 week sprint. Our team consisted of myself (UX/UI designer, front-end dev), software engineers, software architect, DBA, PO, BA, scrum master, QA, and Dev Ops.

ROLE

  • UX/UI Designer
  • Front End Developer

TOOLS

  • Axure
  • HTML5
  • CSS3
  • Sass
  • USWDS Design System
  • Font Awesome
  • Bootstrap
  • JQuery

Approach

Rapidly design and develop MVP prototype

Sprint 0 - Setup for Success

  • Get clarity on the project
  • Talk with the client, listen to their needs, goals, vision and pain points
  • Design high-level user personas, scenarios, application architecture and features

Sprint 1 - Produce a working prototype

I was able to jump-start the prototype with little time and effort by utilizing industry standard libraries. By using default styling, choosing just a couple colors and a font-family, I could focus on understanding workflows and the user experience.

We started with a couple of sample forms. We were provided with a set of validation rules. Based on the rules, data relationships, and the type of information being collected; I designed a set of UI patterns.

For the navigation, I experimented with very low-fi wireframes. We wanted to show both status and progress in an unobtrusive way. The prototype uses a responsive layout, optimized for desktop and tablet, so these factors were kept in mind to be flexible and optimize views.

UI Patterns

Design UI patterns based on design principles and dynamic data sets

Expose relevant fields only when necessary

One click, auto-populate field sets

Build smart components that dynamically present the right controls for the best user experience based on the dataset.

Reflections & Learnings

Get everyone involved in designing the user experience

I ran a modified design sprint for our remote team; it was great sharing ideas from different disciplines and roles. It's amazing what can be accomplished when you work collaboratively with a great team.