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Improving access to benefits for those in need

Simplifying fit-note submissions, increasing digital uptake by 9.7pp

Role
Product Designer
Date
2024
Client
GOV.UK
Status
Shipped
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Project hero image showing the benefits application interface

Overview

This case study shows my work on a government benefits service, enabling 500,000 - 700,000 citizens each year to submit fit notes and access financial support.

Monthly sessions

46K

Average service traffic

Digital uptake

+10pp

Increase after launch

Customer satisfaction

+5pp

Increase after launch

Scope and ownership

ROLE
Lead UX Designer
DURATION
1 year, 2 months
TEAM
10+ cross-functional members

Constraints

  • Low completion and satisfaction rates
  • Limited developer capacity
  • Nuanced policy requirements

Approach

  • Map upstream issues to downstream service impacts
  • Iterate research and prototypes to reduce upload failures
  • Align design decisions across technology, policy, and operations
Process flow diagram illustrating the user's journey in the benefits application process.

Problem

Citizens need to submit fit notes as evidence for their benefit claim, but face significant difficulties when doing so. Through research, we found that primary users are likely to submit their fit note several times due to a recurring health condition.

CITIZEN EXPERIENCE

Uploading a fit note was too difficult

  • Guidance was confusing and difficult to follow.
  • Technical upload issues interrupted an already stressful journey.
  • Unsupported file formats prevented valid fit notes from being submitted.
  • Frustration and uncertainty caused some users to abandon the process.
OPERATIONAL IMPACT

Failed uploads created avoidable work

  • Support teams received high volumes of calls from users who could not complete the journey.
  • Agents manually reprocessed incorrectly uploaded fit notes.
  • Rejected evidence delayed benefit processing for people awaiting financial support.

Persona

Andy, who has chronic health conditions, relies on government support to manage his living expenses. He wants to ensure he receives the benefits he needs to maintain his financial stability.

Consider

Begins benefits claim and obtains a fit note from the doctor.

Explore

Reads instructions. Selects either paper or digital fit note. Follows guidance.

Upload

Selects the correct format. Uploads the fit note. Asks for help from friends or family if needed.

Accept

If successful, Andy gets a text notification, and the fit note is sent for processing. Otherwise, he must post it manually.

User confidence declines across the journey, with the greatest frustration during upload and completion.

"What do I need to do here?"

"Seems clear enough"

"Wait, this was meant to be simple!"

"That took far too long"

Process

My primary tools were Figma and the GOV.UK prototyping kit, which uses HTML, CSS and JavaScript. Our team's user-centred design approach was as follows:

DELIVERY SEQUENCE

Activities

  1. User research

    Reviewed the feedback inbox and conducted interviews and usability testing with citizens and staff.

  2. Analysis

    Assessed backend performance and user flows, identified bottlenecks, and compared similar services.

  3. Prototyping

    Designed low- and high-fidelity prototypes, tested them with users, and refined the journey.

  4. Collaboration

    Worked with content, research, development, and policy teams to align feasibility and secure sign-off.

  5. Implementation

    Partnered with developers during rollout to preserve design intent and respond to delivery constraints.

Feedback Inbox Analysis

  • Analysed 4,767 user comments from the feedback inbox exported as Excel rows.
  • Grouped feedback by satisfaction score (SS) using Net Promoter Score (NPS) principles.
  • Classified SS1 to 2 as service demoters, SS3 as passive, and SS4 to 5 as service promoters.

Satisfaction Score Distribution

Satisfaction Score (SS)NPS CategoryRowsComments
1Demoter919544
2Demoter877530
3Passive644331
4Promoter1324765
5Promoter32312597
Total69954767

NPS Demoter (SS1 & SS2)

We prioritised addressing the demoter levels, which had 1,074 comments. The table below shows the top 20 categories. Highlighted rows show specific feature requests from users.

Top 20 categories for NPS Demoter (SS1 & SS2)
RankCategoryOccurrences
1Communication issues230
2Difficulty uploading178
3Photo acceptance139
4General frustration106
5Phone lines general100
6Fit note not received94
7Payments89
8File type70
9Difficult to use65
10Fit note acceptance56
Feature request: 11Multiple fit note upload56
12Other42
Feature request: 13Digital literacy36
Feature request: 14Guidance30
Feature request: 15Photo orientation28
16Fit note feedback24
Feature request: 17Needs extra info21
18Other channels21
19Upload preview20
20Fit note needed signing19

Top 7: Most Common Feedback Categories (SS1 & SS2)

Visual representation of the most frequent feedback categories from users with low satisfaction scores (1 and 2).

Top 7: Most Common Feedback Categories (SS1 & SS2) data
CategoryOccurrences
Comms issues230
Uploading178
Photo acceptance139
General frustration106
Phone lines100
Not received94
Payments89
RESEARCH ROUND 01

Finding where submissions failed

We combined feedback-inbox analysis with interviews involving citizens and agents, then used affinity mapping to identify the strongest recurring patterns.

Feedback inbox

  • Communication problems, upload failures, and missing fit notes dominated negative feedback.
  • Payment complaints were common among detractors but sat outside our scope, so we escalated them.
  • Uploading multiple fit notes in one session was the most requested feature.

User interviews

  • Many users had limited digital confidence or accessibility needs.
  • Mobile phones were often the only available way to access the service.
  • Repeat submissions made unclear guidance and upload failures especially costly.

Behavioural data

3
average upload attempts
37%
drop-off rate
63%
monthly completion rate

Iterations

  • I worked with the Content Designer to improve the guidance page copy.
  • I designed variants to help users understand how to take clearer, more acceptable photos.
Variant layouts tested to improve users’ ability to take acceptable photos.

The first iteration reworded the guidance to make it simpler to follow, using plain language and clearer structure so critical information was easier to find. We took it to design critique, where feedback highlighted the need to make the page shorter.

Revised guidance page layout with improved copy for better user clarity.

I then explored visual variants that used imagery and step-by-step prompts to guide users towards taking photos that met system requirements, while also making the page shorter. These variants tested much better in user research.

RESEARCH ROUND 02

Testing the clearest guidance

I took the revised designs through critique and heuristic evaluation, then worked with the team across several usability-testing rounds to understand which guidance people could act on.

What users showed us

  • Crosshairs around the fit-note image made the intended framing easiest to understand.
  • Data matrices had to remain clearly visible so the service could extract fit-note information.
  • “Data matrix” and “QR code” confused users, especially those with lower digital confidence.

What we changed

  • I worked with the content designer to describe the data matrix as a “black and white square.”
  • The phrasing tested well because each fit note contains only one such square.

“My mum wouldn't know what a QR code is.”

User of the benefits service

Further iterations

  • I also designed and prototyped new error messages and 'multiple fit note' upload flows.
  • I explored ways to convey contextual error messages and play back the user's uploaded fit note.
  • Due to limited developer capacity, these were placed in the backlog.
Iteration exploring a clearer, more intuitive upload process.

These iterations streamlined the upload experience, ensuring clearer instructions and more predictable system responses to reduce user confusion and failed submissions.

Iteration exploring a simplified process for multiple file uploads.

I also explored designs for handling multiple file uploads, making it easier for users to attach all of them in one go and reducing the need for repeat submissions.

Solution

After several testing rounds and iterations, we finalised the new guidance content and concepts for 'upload' pages to improve users' understanding of what's needed.

Key features include:

  • Clearer, more helpful guidance content and error messages
  • Better examples of good and bad fit-note images
  • Primary and secondary buttons placed closer together on the upload page
  • HEIC and HEIF file support, delivered with developers
Key design improvements implemented to simplify the process and improve clarity.

These refinements addressed user pain points by simplifying the layout, improving the visibility of critical instructions, and ensuring the process could be completed with fewer steps and less scrolling.

Results

My design changes delivered significant results in under six months, demonstrating the effectiveness of my solutions and the value they provided.

Completion rate

+3pp

Increase after launch

Digital uptake

+10pp

Increase after launch

Customer satisfaction

+5pp

Increase after launch

Finalised solution that streamlined the process and improved clarity.

The final solution consolidated key guidance, optimised visual hierarchy, and reduced unnecessary scrolling. This made the process faster to complete, more accessible, and easier for users to follow without confusion.

Conclusion

Through accessible and thoughtful design, we empowered users to navigate the service more confidently, transforming lives and demonstrating the profound impact design can have on public services.

Data-driven design

In live projects, using quantitative data helps you do Reach, Impact, Confidence, and Effort (RICE) scoring. This method can help prioritise design changes effectively, focusing on areas with the greatest benefit to users in the shortest amount of time. Live dashboards and A/B testing can then help validate how our design changes impact the service.

Digital inclusion

Users were told to take a screenshot of their fit note, but one user thought a 'screenshot' meant taking a photo of your screen with a separate camera. This revealed the 'curse of knowledge' bias, where we assume users understand the same things we do. This highlighted the need for simpler language and relatable analogies to support those with lower digital literacy.

Content can't solve it all

Not all issues can be fixed with front-end changes. To reduce failed uploads and improve processing accuracy, we introduced key back-end enhancements. This included a HEIC file converter to support iPhone image uploads, and improvements to the scanning capabilities. These changes led to fewer errors, less manual rework, and a further 6%+ uplift in user satisfaction.