Statement of Health
Designing a guided online health form that combines dependent logic, required questions, medical communication rules, and a clear multi-step journey.
Turning a rules-heavy health form into a guided digital experience.
The online Statement of Health needed to support employee information, identification of proposed insureds, health history, health questionnaires, lifestyle questions, and signatures while keeping users aware of progress and required completion.
The challenge
- Conditional yes/no questions with follow-up inputs
- Dependent-specific responses and verification
- System-pulled employee/dependent information
- Medical information messaging and privacy sensitivity
UX structure
- Landing page with bilingual option and privacy link
- Left-hand dashboard with status states
- Progressive step-by-step sections
- Required completion before submission
The form needed to guide users through complexity without hiding the overall structure of the journey.
The section dashboard and progress indicators helped users understand what was not started, in progress, and complete.
Selected Screens
A clearer architecture for a sensitive, multi-step application.
The design clarified section grouping, status visibility, conditional question behavior, and how users verify information before submission.