Enrollment Tool

I designed an enrollment tool for caregivers and disabled clients to help them through an extremely complicated enrollment process. This new tool replaced a paper system that had required many iterations of costly back-and-forth with clients to get accurate information from them.

Preliminary designs

My Role

This tool was designed to completely overhaul an outdated process. I was the UX and UI designer who helped envision the new approach.

I broke down all the elements of the old forms to recategorize the information gathered into easier-to-understand sections. This streamlined the time and effort spent tracking down everything from names and addresses to tax information and how caregivers get paid. By guiding the user through a step-by-step navigation, we eliminated mistakes and missing information and saved precious time.

I also used best practices for all the form fields to make them much easier for the user to complete.

Approach

Preliminary Sketch

Sketch illustrating how steps and substeps function, and visually let the user know where they are in the navigation, and what's been completed.