Projects

Improving Veterans’ Enrollment at Medical Centers

How can the VA ensure consistent experiences across channels and reduce the risk of enrollment delay?

Partners & Funders

The Project

Veterans must submit enrollment applications to receive health services but this process is not always consistent across channels. PPL researched veterans’ motivations for enrolling in VA health care at VA medical centers and designed opportunities to improve the enrollment experience.

The Outcome

PPL mapped out the five phases of veterans’ and staff’s experiences, identified key insights based on research, and highlighted opportunities for improving each phase of veterans’ experiences.

Improving Veterans’ Enrollment at Medical Centers

How can the VA ensure consistent experiences across channels and reduce the risk of enrollment delay?

Partners & Funders

The Project

Veterans must submit enrollment applications to receive health services but this process is not always consistent across channels. PPL researched veterans’ motivations for enrolling in VA health care at VA medical centers and designed opportunities to improve the enrollment experience.

The Outcome

PPL mapped out the five phases of veterans’ and staff’s experiences, identified key insights based on research, and highlighted opportunities for improving each phase of veterans’ experiences.

Project Background

As America’s largest integrated health system, the Veterans Health Administration (VHA) provides essential care to approximately 9 million veterans each year. Veterans can apply for health benefits through five channels — online, by phone, by mail, by fax, or in person at a VA Medical Center (VAMC) — but approximately 70% choose to enroll in person. While the other four channels are monitored by the VHA’s Health Eligibility Center (HEC) using centralized systems, in-person enrollment is managed independently by individual VAMCs, creating inconsistencies in the experience.

PPL partnered with the VA’s Veterans Experience Office and Atlas Research to explore why so many veterans prefer to enroll in person, how a shift to centralized enrollment systems might affect veterans and staff, and what opportunities there might be to improve the overall enrollment process. The team conducted research across six facilities in New York City, Atlanta, and Topeka. They engaged 34 participants, including veterans, frontline staff, and subject matter experts.

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Participants

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Facilities (VAMCs and Call Centers)

What We Found

Research with veterans and staff generated key insights about the enrollment experience:

Veterans often don’t learn about VA health benefits through official military transition channels — they hear from friends, recruiters, or VSO representatives, who typically encourage them to enroll in person. Rather than arriving to “enroll,” veterans come to see the facility, ask questions, and understand what the VA can offer them. Enrollment is often triggered not by military separation, but by a life event years later — a health issue, college enrollment, or impending retirement.

Once inside, veterans are generally satisfied. They trust knowledgeable staff to navigate complex forms on their behalf and appreciate the private, personal attention. However, significant frustrations arise when veterans attempt to switch channels mid-process and have to start over, when they leave without a provider assignment or ID photo, or when they receive no follow-up on pending applications — despite VA’s belief that all pending cases are being tracked and contacted.

Walk-In Enrollment Experience Journey Map

This journey map represents the steps that Veterans and VA Medical Center staff take in the enrollment process, along with associated bright spots and pain points. View the full journey map here.

What We Designed

The team produced a Walk-In Enrollment Experience Journey Map — a large-format printed poster and digital file — capturing the actions, pain points, and bright spots of both veterans and VAMC staff across all five phases of enrollment. The map also documented opportunities for improvement across three timeframes.

Immediately actionable opportunities:

  • Redirecting outreach representatives to promote online and phone enrollment as a fast, reliable first step before visiting a VAMC
  • Identifying common life-event triggers for enrollment to develop more timely outreach campaigns
  • Piloting an Orientation Team at select VAMCs, where dedicated staff greet and guide new enrollees
  • Requiring ID photo capture at the first in-person visit to eliminate unnecessary return trips
  • Profiling “Easy Enrollees” — veterans with straightforward documentation — and directing them to self-enroll online or by phone

Medium-term opportunities:

  • Researching the most common enrollee case types to develop tailored enrollment pathways per persona
  • Conducting research into what is working well about the in-person experience, so that centralized systems preserve and enhance those merits
  • Developing a deeper understanding of pending cases to clarify where veterans are falling through the cracks between VAMC and HEC follow-up

Longer-term opportunities:

  • Integrating enrollment data systems so veterans can switch channels without restarting the process
  • Helping “Easy Enrollees” self-identify and self-enroll via phone or digital channels through targeted outreach campaigns
  • Offering digital data entry tablets at VAMCs as a precursor to in-person validation, allowing veterans to begin the process while they wait

What We Implemented

PPL delivered its findings — including the journey map and the full Customer Findings and Insights Report — to the VA’s Veterans Experience Office. The report and map were designed for immediate use by VA leadership, enrollment staff, and system designers working to centralize enrollment protocols across VAMCs nationwide. These artifacts helped inform strategic decisions around the enrollment process–preserving the highlights of the in-person experience while reducing inconsistencies for the millions of veterans who rely on VA health care.

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