Iterating a 20% faster path to a flexible schedule for nurses at CareRev

Making it faster, easier, and less annoying for healthcare pros to claim shifts | CareRev 2021

Spoilers...
CareRev’s mission as a healthcare staffing tech startup was two-fold: Decrease nursing burnout, and fill more shifts according to fluctuating patient demand. Three major enhancements made it 20% faster for HCPs to find shifts that matched their preferences and their schedule: Date navigation, shift filters, and advanced shift alerts. These iterations increased customer success rate from 77% to 97%, and decreased the time it took to claim shifts from 15 seconds to 12 seconds. But the big win? Helping healthcare pros find exactly what they needed to create their own schedules and be their own bosses.
The Problem

1. Matching the right pros to the right shifts
As CareRev expanded to more areas in the United States, HCPs found it increasingly difficult to navigate the CareRev app and find shifts that matched their preferences. 

2. Sending too many costly alerts
We sent far more shift alerts than were seen, and pros reported time and again being annoyed and frustrated with the number of alerts sent daily (up to 12 per person!). We needed to decrease this amount to save money and annoy people less.

The data

Insights from 1:1 interviews and surveys hit us right in the face!

Three speech bubbles with the following user insights: "I have to scroll forever and ever to find the right shift." "The amount of information I see is overwhelming. I need a way to find something that fits my schedule—fast!" "You send me WAY too many shift alerts every day."

Solutions

  1. To address long-scrolling and frustration about finding the “right” shift, we needed to implement a way for HCPs to filter their shifts: By Day, Time, Facility, and Specialty.
  2. To ease annoyance with shift alert volume, we needed to make shift alerts more useful, and reduce the amount of them we sent out.

Impact

At the end of the day, our main goal was to get as many open shifts filled as possible. But to make sure our solutions enhanced usability, we aimed to measure the following:

  • Decrease time to task (claim shift)
  • Increase Click-Through-Rate (CTR) of shift alerts

Three screen mockups lined up side by side with labels from left to right: "Date navigation," "Shift filters," and "Shift alert preferences."

Narrowing shifts down to the day

You gotta start somewhere, and we decided not to bite off more than we could chew. If schedule flexibility was paramount, then making it easier to find shifts by DAY was at the top of our list. 

Though I explored a few ways to go about this, I always find that product and engineering consensus brings out the best outcomes. I presented some sketches to them, and we all agreed that horizontally-scrolling tabs would present a simple and executable solution to the user.

A hand holding a device with date navigation screen with bubbles that point to different parts of the UI. They say "Date navigation: Scrolls horizontally, displays shifts by date." Pointing to a toggle button: "Toggles between date navigation view and list view." Pointing to an orange dot on the date tab: "Orange dot/badge indicates that shifts are available." Pointing to a text displaying number of search results: "Indicates number of results on each tab."s

Usability insights

Usability tests boasted a 77% success rate, averaging 15s to task—respectable, but with some definite opportunities for improvement.

Here’s what pros had to say after this update:

Showing the right shifts to the right people

Even a pro from the first project called it out—more granular filters were needed. To make it even faster to find what they were looking for, we added filter functionality to let pros see shifts at times, specialties, and facilities they wanted. 

UI choices

A challenge for the main shift screen was not to remove anything that existed, while adding new UI. This risked adding more visual complexity than I would have liked. I chose to use a sticky FAB component that would take the user to a new screen to update their filters instead of adding too much.

Hands holding two different mockups with two screens. Pointing to a button on the first screen: "Shift filters: Located via Floating Action Button (FAB)." On the second screen, pointing to text links that say "Clear all" and "Clear": "Clear sections by section or all." Pointing to an upward-facing chevron icon: "Accordion expands or collapses selections." Pointing to a toggle switch: "Toggle duplicate shifts off." Next to the second screen, a bubble says "Filter by facility, day/night, and specialty."

An animated gif showing a prototype animation of the shift filters being expanded, collapsed, selected, and applied.
Shift filters in action

Usability insights

This next iteration decreased time to task and increased usability even further—boosting success rate from 77% to 97% with a 12s average time to task

Here’s what some pros had to say:

Speech bubbles next to a happy face that say: "I am so glad for this feature. I prefer the calendar method to see the days and shift available but this makes the list version better." "Thank you carerev team for making this app as intuitive as possible!" "I’m so glad CareRev is finally implementing filters. I’ve been saying this is needed for months! Very excited. " Speech bubbles next to a confused face that say: "Also a filter for the highest $$$ posted shift to lowest would be nice. " "As soon as I pass the interview, I was a bit confused with shift notifications. It seemed I am eligible to work even though my paperwork was not even started. Wish the notification feature starts once I have a clearance. Thank you!"

Fixing alerts

Feedback from shift filters included many pros asking for improvements to shift alerts. But the loudest problem around shift alerts was actually business-focused: They were really farking expensive! Reducing the amount of outgoing notifications would potentially save the company hundreds of thousands of dollars (USD). 

Mirroring filters

Logic suggests that the same criteria that was important to pros in filters would be important to them for shift alerts, too. Within the pros’ settings, we created advanced notification preferences that mirrored the filter experience. We added the ability to filter by pay rate as well, since this feedback also showed up in usability insights. 

Three device mockups with the interface of the shift alert preferences UI on them.

Usability insights

A usability study showed a 70% success rate for this solution, which means we definitely had some improvements to make to the UI, though usable in a broad sense.

Other impacts from this iteration included:

  • Decreased the amount of shift alerts sent by 30%
  • CTR for shift alerts increased by 9%

Perhaps the biggest impact from this iteration was in cost savings—saving $11,250/month in text messaging costs (roughly $135,000 USD per year).

The prognosis

If this project proves anything, it’s that iterative changes paired with insights from customers leads to features that are useful and profitable. The updates we made improved nurses’ paths to career freedom, though they were certainly not the end. 

The team sought to improve this path even more in the future, with improvements including:

  • Calendar syncing with native calendar apps
  • A full calendar view of a professional’s schedule
  • UI and usability iterations
  • Improved shift alert preferences UI

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