Jubo Home Care System

Information Design for Application Center

Duration

2022.08 ~ 2022.09

Team Member

Me, Shimin Chen (my design mentor), Engineer

Responsibilities

Focus Group, Usability Testing, User Interviews, Information Architecture, User Flow, UI Design, Prototype

Context

What does Home Care do?

Professionally trained caregivers are assigned to assist disabled people and older adults at their home, providing services such as bathing, cooking, medicine reminding, and medical checks companion, etc.

Empathize

Challenges Care Supervisors face when receiving notifications to verify applications and modify shifts

I conducted user interviews with 4 care supervisors from long-term care organizations and the customer success team in Jubo to dive into features and the user flow of current Home Care System.

Is it efficient for care supervisors to verify leave applications, adjust shift schedule, and assign shifts in real time?

What information do care supervisors prioritize and value the most to respond to sudden changes of home care services?

Notification Center is packed by reminders from different sources, mainly including four modules.

  • Application Center
  • Service Reports
  • Verification Management
  • Smart Scheduling

Care supervisors often need to urgently verify leave applications, adjust shift schedule, and
re-assign shifts in “Application Center” after receiving notifications in real time.

But...

Notificatioin Center

Current notifications they receive lack of personalization and classification, mixing up with other modules and reminders for other supervisors, caregivers, and the organization.

Application Center

Current user flow of verifying applications is complicated, they have to enter Application Center or click the link inside the notification from Notification Center to verify the application of leave requests and shift adjustment.

Define Problem

Care Supervisors need personalized information cards to manage service status, verify applications, and adjust shifts in homepage

What Care Supervisors Need are...

Directly view clear information in homepage, so that they can quickly and intuitively deal with leave applications and shift adjustment they need to verify, and shifts need to be re-assigned to caregivers.

Ideate & Initial Design

Design directions of what information need to be organized into home card and how to simplify the verification process

I mapped out the user flow to identify which sections of information are prioritized to put into the home information card, and further designed dialogs of the four modules – Senior Leave, Caregiver Leave, Shift Adjustment, and Shift Assignment – after clicking the home card.

User Flow

Home Information Card - Application Center in recent 7 Days

I explored three different types of data visualization to display quantities of pending applications and shift assignment replies that need to be verified and viewed.

Horizontal bar chart of five different modules

Vertical bar chart dividing verified and unverified

Vertical bar chart distinquishing five modules by colors

Dialogs after clicking Home Information Card

I re-arranged information and presenting ways based on user priorities. And I conceived two different information processing flows for verifying applications and viewing shift assignment replies.

1.

Notification with external Link

Link to “Application Center” for Verification

Link to “Shift Schedule Management” for Re-assigning Shifts

2.

Directly Verify / View in Dialogs

Directly Verify Applications in Dialogs (can verify in batch)

Link to Shift Schedule Management for Editing Shifts + Viewed (can check in batch)

Test & Iterate Prototypes

Testing on Ease of Use, Information Architecture, and User Preference to Make Design Decisions and Final Prototypes

Usability Testing & A/B Testing

I conducted the usability testing and A/B testing with 4 Care Supervisors and Caregivers from long-term care organizations. It aimed to understand if initial designs are feasible and more intuitive for them to manage the service situations, and if the verification processing flow match their expectations.

Home Information Card

    Unverified data are more critical for Care Supervisors. And they sometimes can only verify leave applications, adjust shifts, and view assignment replies once a week.

    Not only present pending applications every day in the home information card, but also an overview in recent 7 days.

    Directly Verify Applications & View Assignment Replies

      Dialogs of home information card should provide features that Application Center does not have, for quicker and urgent responses to service changes.

      Can verify short-term (7 days) applications directly in dialogs of home card, and have quick link to edit shifts in “Shift Schedule Management”.

      Priorities of Displayed Information Fields in Dialogs

        For different purposes, Care Supervisors prioritize different information to consider approving or rejecting. And they prefer fewer clicks to browse all information.

        Display all information fields without expanding or scrolling in need. Primary service changes and reasons are prioritized for verification.

        Home Information Card - Application Center in recent 7 Days

        Horizontal Bar Chart presents quantities of pending Applications and Assignment Replies

        Hover the horizontal bars of five modules, the pop-up prompt will display quantities in “Today” and “Past 7 Days”

        Dialogs after clicking Home Information Card

        Directly Verify Applications for Senior Leave, Caregiver Leave, and Shift Adjustment

        View + Link for Shift Assignment [Reject / Accept] to Reply Notifications Quickly

        Impacts & Retrospective

        Home Information Card and Verification Dialogs were Developed by Engineers and Implemented in Jubo Home Care System

        My design was implemented in the system, and enhanced care supervisors’ efficiency of responding urgent service changes related to caregivers and seniors, improving the quality of home care management for elder care facilities.

        Reduced Time-on-Task

        (Verify leave, Adjust schedule, Re-assign shift)

        ⇩ 30%

        Reduced Missed or Delayed Care Tasks

        ⇩ 25%

        Improved Application Verification Workflow

        40%

        Fewer Clicks