User research and design for caregivers

Read time: 10 minutes

Summary

My team led investigations to understand and empathize with caregivers, also known as direct support professionals (DSPs), whose jobs are to provide care for folks with intellectual or developmental disabilities (I/DDs). Then we designed, tested, and iterated solutions to their problems. Our work resulted in new solutions that includes digitizing critical documents about the people DSPs support and more intuitive, digital ways to log activity on the job. And a new job application flow that 1. users said is fast, easy, and clean, 2. takes users less than 5 minutes to apply, and 3. in its 2-month life so far has contributed to over $1.2 million in annual recurring revenue.

Company

Circulo Health

When and where

Jan. 2022 - Mar. 2022
Ohio + remote

Methods

Diary study
Survey
Interviews
Field research
Affinity diagram
Journey map
Literature review
Workshops
‍Usability test

Topics

UX research
UX strategy
UX design
Quantitative
Qualitative
Caregiver

high fidelity responsive designs of caregiver onboarding interfacehigh fidelity screens of one of the tools designed for caregivers

Background

Circulo Health was founded in 2021

Its mission is to create the future of health with innovative solutions that put people first. In November of 2021, Circulo Health acquired Red Door, a company that has provided home and community-based services to people with Intellectual and Developmental Disabilities (I/DD) in Southeast Ohio since 2014, forming Circulo Homes.

Problem

Circulo needs more DSPs with higher rates of employee retention

Direct Support Professionals (DSPs) provide home and community-based services to people in the I/DD community. Historically, this role sees a very high turnover rate. At Circulo, about half of DSPs turnover within a few months. When Circulo Homes started, they wanted to understand what problems DSPs faced in their day-to-day lives and roles and find ways technology could help solve those problems, improve overall job satisfaction, attract more employees, and decrease employee turnover.

Approach

My role: user researcher and designer

I joined forces with our UX strategist to plan and conduct mixed-methods research and create a roadmap for solving salient problems we uncovered. We partnered with 2 product managers while collecting and synthesizing qualitative and quantitative data. Then the UX strategist and I prototyped and tested the solutions we designed. From there, we helped the product managers prioritize development of our proposed solutions.

Before trying to solve DSPs’ problems, we needed to learn about them

First, I did a deep dive into existing literature and research from other organizations to see what the rest of the industry was saying about DSPs. A few big problems surfaced: a churn crisis in the DSP profession due to bad pay, unfairness between coworkers, bad relationships with managers, unappreciated low-dignity work, and mitigating life circumstances. DSPs' lives are typically high-stress due to poverty and high work demands, demands on their schedules, and demands on the kinds of work they must do for the people they support. And the industry-wide costs related to DSP churn are astronomical. Was there anything we could do to make DSPs' lives easier?
An image of a zoom call recording during a call rep observation session.
DSP churn levels in the caregiving industry are high, and the costs associated with turnover are astronomical.
One of the first things we learned from the stakeholders and subject matter experts was that DSPs receive what’s called an Individualized Support Plan (ISP) for each person they support. These ISPs traditionally come in the form of a huge binder (often over 100 pages) full of information about the person they support. DSPs log their daily activities manually, and the state is billed based on those activities performed that are outlined in the ISP. 
An image of a zoom call recording during a call rep observation session.
A page from an example ISP. It's really hard to read, skim, and scan.
To help us better understand DSPs, what their job consisted of day-to-day, and what pain points or obstacles most often got in their way of a good work experience and doing their best work, the UX strategist, the 2 product managers, and I composed a series of research questions. To answer these research questions, we found 13 DSP volunteer participants and conducted a survey, a 2-week diary study, and follow-up interviews. I also conducted stakeholder and subject matter expert interviews. And, a few members of our team went through DSP training. 
An image of a zoom call recording during a call rep observation session.
One of the most important findings in the diary study was that DSPs often try to use the ISP for emergent information they quickly need.
To uncover how ISPs were actually used by DSPs, as well as to learn more about their daily roles and how they logged billable and non-billable information, the UX strategist and I conducted a two-week study with DSPs. We sent an initial survey about what devices they use (computers or phones), how they log what they do, and when they believe they typically log what they do. Each day for 10 workdays, the DSPs filled out a diary detailing what information they logged, how often they logged it, and how often they accessed the ISP throughout their shift. We followed up with five of these DSPs who were willing to participate in interviews, asking them more in-depth follow-up questions about their day-to-day work experiences. 
An image of a zoom call recording during a call rep observation session.
One of the things we had DSPs log every day in the diary study included when they accessed ISPs

Synthesizing the data

The 4 of us took all the data we found from the background research, subject matter expert interviews, training, DSP interviews, survey, and diary study research and built an affinity diagram. This meant we created a thematic analysis, taking observations, grouping them, and naming those groups. We did that to help uncover hidden themes that wouldn’t be obvious from just looking at the data. (And to reduce researcher bias.)
An image of a zoom call recording during a call rep observation session.
Our affinity diagram resulted in 79 thematic groups and 9 over-arching actionable insights.

Assets to inspire empathetic solutions

From here, we created easily digestible DSP personas (i.e.: fictitious, data-informed representations of the kinds of users we are designing solutions for), which could then be leveraged by teams across the organization to enlighten everything from DSP recruiting and business strategy to product design and brand messaging, to inform our product design, infusing these personas with all that we’d found throughout our research, in an easy to understand, digestible form. From there, we had to flesh out actionable recommendations. We created a low fidelity journey map to illustrate how we thought we could intervene on some of the problems we learned about. And we presented our top insights to the company.
An image of a zoom call recording during a call rep observation session.
One of our DSP proto-personas
An image of a zoom call recording during a call rep observation session.
A quick-and-dirty "ideal" journey map of the new-hire DSP problem space that we used to narrate our proposed solutions.

Impact

Long-term, better care from medical provider staff

One of our top insights from this research was that doctors don't always know how to interact with folks living with intellectual and developmental disabilities, and tend to provide un-empathetic care. To compound the issue, medical providers tend to ignore the expertise that caregivers have with the folks they serve. And folks with IDDs tend to be overprescribed medications, often prescribing conflicting medicines. Caregivers tend to believe this is all because "they just want to get us out of their hair." Caregivers deeply resent all of this, and resent that providers tend to have more empathy with others than they do with folks with IDDs.

Thankfully, Circulo Health deeply cares about this problem, and is working to better educate and train doctors, nurses, and others on how to more effectively empathize with folks with IDDs and their caregivers. Currently they are working on new training materials.

Better working and living conditions

Not all of the homes for the folks caregivers serve are ideally situated for them. For instance, we talked to one caregiver who works with someone who has seizures, and they live in a home with hard flooring. Every time they have a seizure, the caregiver must scramble to find something soft to put under them that they can fall on more safely (e.g., couch cushions and pillows). In another case, furniture was so uncomfortable for the caregiver that they resorted to sitting on the floor during their night shift. The research work I did helped lead to solutions for these issues. For instance, soft carpeting is now installed so that there's a softer surface to fall on during a seizure. And a more comfortable chair was furnished so that caregiver wouldn't need to sit on the floor anymore. While Circulo already cared deeply about providing comfortable environments for residents and caregivers, they are now even more mindful of the impact physical environments have on caregiver and resident well-being, and Circulo now has a CX group who actively monitors for these kinds of instances.

A better way for caregivers to find information about the people they serve.

We knew from our research that residents' individual service plans (ISPs) would need to be digitized and its contents better organized for DSPs. As they are, ISPs are largely unusable. The state of Ohio does not currently have a standard ISP format. They are often needed for emergent information and at doctor’s appointments, but as they currently are in a big, bulky binder, it can take sometimes 20 minutes or more to skim and scan to find needed information, and they are too big and bulky to tote around easily. We realized there were several possible solutions.
So the UX strategist and I led a workshop spread over 3 days, with a visual designer, product manager, and developer to ideate solutions with us to the particular ISP problems we found.
    An image of a portion of the affinity map for this project.
    We workshopped to find solutions to the problems we identified DSPs had with ISPs.
    The strategist and I then prototyped and usability tested a few different solutions uncovered from the workshop. The one that would best serve our audience would be a mobile friendly, browsable and searchable version of the ISP, with the most important information (like food allergies, medication instructions, and information about how to support individuals with various behavioral difficulties) in an easy to find, front-loaded place. Based on our former research and after several rounds of usability tests, we concluded that this solution proved better than providing the ISP as a PDF (which was almost as unusable as the big bulky binder version), and better than delivering ISP information via chatbot, which was not any more usable and would require a lot more development effort.
    wireframes for 3 different solutions to delivering a digitized ISP to caregivers.
    3 wireframed solutions for delivering a digitized ISP to caregivers.
    An image of a portion of the affinity map for this project.
    The UX strategist and I turned those Figma wires into fully interactable prototypes using Axure RP Teams, and then we usability tested them. As hypothesized, the chatbot and the PDF were not as usable as the solution where we chunked out information and created a custom information organization schema out of common elements in an ISP. This was because the PDF was too hard to skim, scan and read, and the chatbot was also harder to skim, scan, and read.

    A digital intervention to reduce friction and frustration

    We had to find a way to automate the daily logging of data, including shift hours, for DSPs. This would not only make their lives better but would also help the business save money by reducing billing errors. The treasure trove of data caregivers collected throughout the workday was largely going wasted, because it was on paper - if it could be captured digitally instead, it could be analyzed computationally, made available to the caregivers, doctors, and psychiatrists who are often curious about finding patterns in their logs to try to find clues about their clients' abnormal behaviors or medical needs (but with paper logs they find it time-consuming, and thus not feasible, because they do not have the time to sift through all of the logs themselves)

    In an ideal world, when a DSP uses the app we designed, they won’t have to think about clocking in, they can just open their app, tap clock in and be done. Our solution will free up mental space for them to be able to focus on supporting individuals instead of worrying about technology. The current application DSPs use to clock in is clunky, cumbersome, and not user friendly. Each time a DSP logs in they have to sift through 20 options to simply start their job. We have the data to know ahead of time which billing code should be selected, so there is no reason why a DSP should have to try to figure it out.

    We delivered these findings in a report, integrating them with our user story map, to make them easy to understand and actionable. The biggest goal of this app was to create an easier way for DSPs to interact with the technology they need to use in order to do their job. We knew that most DSPs only own smartphones, so we had to create something mobile-friendly. They also needed a way to log mileage expenses, as a large portion of DSPs daily work that is eligible for compensation includes transportation.

    The best solution

    Our desired solution for ISP access and logging is to create one application where DSPs can log in, clock in, log trip mileage, and access the person they support’s ISP easily, quickly finding critical and emergent information. We worked with our visual designer to translate our wireframes and breadboards into spec'd designs in figma that we could pass off to developers. While this is still in the process of being deployed, we’re excited for the ways it will improve the daily lives of DSPs, which in turn will improve the lives of the people we support. 
    An image of a zoom call recording during a call rep observation session.
    Screens of our current iteration of our solution

    A tailored job application

    Applying for a job can be a pain in the butt for DSPs, because they typically don't have a home computer to easily craft a resume, and usually have low computer literacy (while they almost always own and are comfortable with smartphones). The job applications Circulo had up around the web had very poor submission rates. And we knew we needed to scale DSP hiring efforts. So the UX strategist and I designed a custom job application to meet the unique demands of hiring this workforce, and worked with product managers to prioritize development. I usability tested the job application flow to improve its instinctiveness. This resulted in improved micro-interactions with address input, yes/no buttons, and date-picking. Users said it was fast, easy, and clean, and all test participants succeeded in completing the task of applying.

    In roughly 2 months so far, the job application has helped over 400 people apply. Several applicants have said the application is much simpler and less daunting than they expected it to be. And Circulo's made over $1.2M in annual recurring revenue as a direct result of this work, and counting.
    hi-fidelity wireframes for the DSP job application.
    A sampling of some of hi-fidelity wireframes I made for editing personal information in the DSP job application, using Circulo's design system components in Figma.
    An image of a zoom call recording during a call rep observation session.
    Mobile screens of the DSP job application and job application landing page.

    An interaction design decision I'm proud of

    The interaction design challenge we had to overcome, that gives me the most pride when thinking back on this project, has to do with the caregiver job application. In prompting caregivers to select their available workdays and worknights, it was at first easy for them to confuse the day and the night shift selection interactions for each other. This was because the views for either looked identical, with the only difference being the words 'day' and 'night'. What could we do about it? We tried just combining the 2 views so that day and night shifts were picked in the same view. But that meant a cluttered mobile interface. I came up with the idea to change the background colors (and subsequently the font and CTA colors) to metaphorically represent day and night. The day view kept the cream background, while I gave the night view a dark background. This eliminated users' confusion about whether they were selecting day or night shifts, it looked aesthetically pleasing, and gave the application an additional "wow" factor.
    high fidelity mockups of day and night shift selection in the caregiver job application.
    I used the power of color metaphor to make day vs. night shift selection more instinctive to users.