Blue Cross Blue Shield of North Carolina Form Redesign

Download PDF

Blue Cross Blue Shield of North Carolina (BCBSNC) needed to improve return rates due to incomplete or incorrectly filled-out forms. For this project, TecEd partnered with Caroline Jarrett, one of the world’s most respected consultants in forms design.

Background

Our Client: Blue Cross and Blue Shield of North Carolina (BCBSNC) is a leader in delivering innovative health care products and information, serving the people of North Carolina for 70 years

Product: Blue Advantage Enrollment Application Form

Challenge: Redesign the Blue Advantage Enrollment Application to improve return rates due to incomplete or incorrectly filled-out forms

Objectives

  • Learn where the original forms were confusing to applicants
  • Find out how easily the original forms were processed on completion
  • Gauge how well the redesigned forms supported users

Solutions

  • Applied an iterative design and usability-testing approach including both user feedback and stakeholder knowledge
  • Limited the “fill in the blank” questions and standardized checkboxes
  • Created new verbiage to clarify each page of the application

Results

  • Streamlined application form
  • Reduced user errors
  • Fewer applications returned for clarification
  • 23% more successful applications (no human intervention required), compared to the previous year

Before (sample page)

Blue Cross Blue Shield of North Carolina Before page

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

After (sample page)

Blue Cross Blue Shield of North Carolina After page

Blue Cross Blue Shield of North Carolina form after TecEd redesign