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- Project 02 -

Streamlined Form Management Yields 25% Faster Submissions

Heathcare

Streamlined Form Management Yields 25% Faster Submissions

Improving User Interaction for Online Healthcare Form Submissions Streamlining Digital Workflows for Healthcare Administrators and Program Staff

[Project Overview]

The CHEFS platform is designed to streamline form management and submission processes for healthcare facilities and program administrators. It enables real-time collaboration, structured data entry, error validation, and seamless authentication through BCeID and IDIR. With role-based access control, automated reminders, and intuitive UI components, the platform ensures accuracy, efficiency, and compliance with Ontario’s digital standards..

[Problem Statement]

Healthcare facilities and program administrators faced inefficiencies, errors, and delays in managing and submitting critical forms due to fragmented systems, manual processes, and lack of standardized validation. There was a need for a secure, collaborative, and user-friendly platform that supports structured data entry, real-time validation, and compliance with Ontario’s digital standards to ensure accurate and timely submissions.

[Industry]

Heathcare

[My Role]

Lead Designer

[Platforms]

Desktop and Android

[Timeline]

September 2023- March 2024

[Persona]

Nikkhil Gupta

Marketing Manager

I just want the checkout to be quick and painless—no surprises or unnecessary steps!

Age: 29

Location: New York City

Tech Proficiency: Moderate

Gender: Male

[Goal]

Easily complete and submit healthcare forms through a centralized, user-friendly platform.

Ensure data accuracy and compliance using built-in validation and role-based access.

Collaborate in real time with teams while tracking submission status and deadlines.

[Frustrations]

Manual, repetitive data entry across disconnected systems leads to errors and inefficiencies

Lack of real-time error validation causes submission rejections and delays.

Confusing login flows and inconsistent access controls hinder timely task completion.

[Process]

[01] User Research

Conducted user interviews with 15 participants to understand their frustrations and preferences.

Analyzed user behavior data to pinpoint where users dropped off in the process.

Benchmarked against competitors to identify best practices for checkout flows.

[01] User Research

Conducted user interviews with 15 participants to understand their frustrations and preferences.

Analyzed user behavior data to pinpoint where users dropped off in the process.

Benchmarked against competitors to identify best practices for checkout flows.

[01] User Research

Conducted user interviews with 15 participants to understand their frustrations and preferences.

Analyzed user behavior data to pinpoint where users dropped off in the process.

Benchmarked against competitors to identify best practices for checkout flows.

[02] Insights

Users were frustrated by unclear error messages and redundant form fields.

Mobile users struggled with small buttons and unresponsive layouts.

Trust the platform with her payment and personal information.

[02] Insights

Users were frustrated by unclear error messages and redundant form fields.

Mobile users struggled with small buttons and unresponsive layouts.

Trust the platform with her payment and personal information.

[02] Insights

Users were frustrated by unclear error messages and redundant form fields.

Mobile users struggled with small buttons and unresponsive layouts.

Trust the platform with her payment and personal information.

[03 Design Solution]

Simplified the checkout process into three steps: Cart Summary, Payment.

Added features like autofill suggestions and real-time error.

[03 Design Solution]

Simplified the checkout process into three steps: Cart Summary, Payment.

Added features like autofill suggestions and real-time error.

[03 Design Solution]

Simplified the checkout process into three steps: Cart Summary, Payment.

Added features like autofill suggestions and real-time error.

[04] Testing & Iteration

Conducted A/B testing with 500 users, comparing the original and redesigned flows.

Gathered feedback through usability testing and refined the design based on user input.

Designed a mobile-first layout with larger touch-friendly buttons and simplified navigation.

[04] Testing & Iteration

Conducted A/B testing with 500 users, comparing the original and redesigned flows.

Gathered feedback through usability testing and refined the design based on user input.

Designed a mobile-first layout with larger touch-friendly buttons and simplified navigation.

[04] Testing & Iteration

Conducted A/B testing with 500 users, comparing the original and redesigned flows.

Gathered feedback through usability testing and refined the design based on user input.

Designed a mobile-first layout with larger touch-friendly buttons and simplified navigation.