A digital health plan enrollment journey with approval in four steps
A multi-step form where members identify themselves with their member card, provide contact and health details and submit a complete request.
- Requests arrive ready, no re-entry
- Record found by member card
- Errors stopped before sending
The challenge
Enrollment started on the phone and ended in data entry: someone on the team retyped into the system what the member had already said, and every repetition was a chance for a registration error. Customer service was busy collecting data instead of guiding callers.
The solution
A four-step form (identification, contact, health and confirmation) filled in by the member. The member card locates the existing record, each field is validated before submission and the request reaches the team already structured. Contact becomes about service, not about registration.
What was delivered
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Identification by member card
Member card number, tax ID (CPF) and date of birth locate the record, without the member retyping what Unimed already has.
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Four short steps
Identification, contact, health and confirmation, with progress always visible at the top.
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Field-by-field validation
Tax ID, dates and contacts checked instantly, with the correction message in the field itself.
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Confirmation before sending
Members review everything on a single screen before submitting.
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Structured request
The team receives organized data, ready to follow up.
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Built for mobile
Fields, keyboards and buttons designed for people filling it in on their phones.
How it was built
- Form JavaScript
- Steps, validation and field masks in the browser, without reloading the page at each step.
- Submission PHP
- Receives the request, validates it again on the server and delivers the data organized for the team.
