24 Hour Home Care

24 Hour Home Care

Timeline

One term ยท Sponsored studio

Team

Teamwork


Client: 24 Hour Home Care

My Role

User research ยท Problem framing

UI design ยท Design system

Design lead ยท Presentation

Platform

Salesforce (SLDS)

Overview          Research          Users          Architecture          Prototype          AI Support          Design System          Reflection

Project Overview

Project Overview

24 Hour Home Care runs disability and community support services across California. Families book hours against an authorized care plan, and when those hours run low someone has to notice and file for an extension before coverage lapses. The Family Portal is the window onto that: hours planned, hours left, and the paperwork that keeps care from stopping.

24 Hour Home Care runs disability and community support services across California. Families book hours against an authorized care plan, and when those hours run low someone has to notice and file for an extension before coverage lapses. The Family Portal is the window onto that: hours planned, hours left, and the paperwork that keeps care from stopping.

Problem

Problem

Families have to track care hours, renewal dates, and different service rules. When that information is hard to find or understand, they may not know what needs attention before care is interrupted.

Families have to track care hours, renewal dates, and different service rules. When that information is hard to find or understand, they may not know what needs attention before care is interrupted.

Solution

Solution

A Family Portal that brings schedules, remaining hours, and renewal steps together. Families can switch between the people they care for and see the right information across every tab.

A Family Portal that brings schedules, remaining hours, and renewal steps together. Families can switch between the people they care for and see the right information across every tab.

Target Audience

Target Audience

Family members who manage care for one or more people receiving Disability Services or Community Supports through 24 Hour Home Care.

Family members who manage care for one or more people receiving Disability Services or Community Supports through 24 Hour Home Care.

The brief

The brief

A sponsored studio: a real client, a real brief, and constraints we did not set. Their operations run on Salesforce, so whatever we designed had to be buildable on the stack they already had. Four of us, one term.

A sponsored studio: a real client, a real brief, and constraints we did not set. Their operations run on Salesforce, so whatever we designed had to be buildable on the stack they already had. Four of us, one term.

Who we could reach

Who we could reach

We worked for 24 Hour Home Care as an outside team, so most of our research went through them. We put our open questions to their team in writing and interviewed their staff. Families were harder to reach: most did not want to be interviewed. We spoke with the few who would, often family members who provide the care themselves. Even then, whatever we asked, the answer was that everything was fine.

We worked for 24 Hour Home Care as an outside team, so most of our research went through them. We put our open questions to their team in writing and interviewed their staff. Families were harder to reach: most did not want to be interviewed. We spoke with the few who would, often family members who provide the care themselves. Even then, whatever we asked, the answer was that everything was fine.

We mapped what we heard as two journeys, one for each service line. Disability Services is the larger and steadier of the two groups. The domain runs on its own vocabulary (authorization, service coordinator, BYOC, EVV), so we kept a shared glossary for the team. Families meet the same words for the first time, at the moment they need help most.

We mapped what we heard as two journeys, one for each service line. Disability Services is the larger and steadier of the two groups. The domain runs on its own vocabulary (authorization, service coordinator, BYOC, EVV), so we kept a shared glossary for the team. Families meet the same words for the first time, at the moment they need help most.

Realization

Application

Pending

Active

Daily care

Reporting

Renewal

Clear

Stressful

Disability Services

Community Supports

usually renews automatically

renewal filed by hand

BOTH JOURNEYS PEAK WHEN CARE IS APPROVED. FOR COMMUNITY SUPPORTS, THE LOWEST POINT COMES LAST: RENEWAL.

BOTH JOURNEYS PEAK WHEN CARE IS APPROVED. FOR COMMUNITY SUPPORTS, THE LOWEST POINT COMES LAST: RENEWAL.

Hours are abstract

Hours are abstract

Families never see the authorization itself. Hours reach them by text or email, sometimes as 15-minute units, so they cannot tell what a day of care costs them.

Pending says nothing

Pending says nothing

Waiting stages explain nothing, so families call and email to ask.

Renewal comes late

Renewal comes late

Community Supports families often notice the expiry late, then chase documents.

Put together, the stress was not the caregiving itself. It was the fear of getting authorization wrong: missing a renewal, running out of hours, or finding out too late.

Put together, the stress was not the caregiving itself. It was the fear of getting authorization wrong: missing a renewal, running out of hours, or finding out too late.

HMW

HMW

How might we help families quickly see their authorization status so they can act in time, without repeated calls or unexpected care interruptions?

How might we help families quickly see their authorization status so they can act in time, without repeated calls or unexpected care interruptions?

One person, more than one plan

One person, more than one plan

Maria Reyes

Maria Reyes

Caregiver on both lines

FRESNO, CA

FRESNO, CA

CARES FOR

Daniel Reyes

Daniel Reyes

Disability Services

HER SON ยท FRESNO, CA

HER SON ยท FRESNO, CA

Usually renews automatically

Bailey Smith

Bailey Smith

Community Supports

FRESNO, CA

FRESNO, CA

Renewal filed by hand

MARIA MANAGES CARE FOR HER SON DANIEL AND FOR BAILEY. TWO PEOPLE, TWO DIFFERENT SERVICE LINES.

MARIA MANAGES CARE FOR HER SON DANIEL AND FOR BAILEY. TWO PEOPLE, TWO DIFFERENT SERVICE LINES.

We started from one caregiver, one care recipient. That did not survive contact. The person doing this work is often managing two people at once, on two different service lines, each with its own rules, its own authorization and its own renewal clock. Nothing in the existing flow let her hold both at the same time.

We started from one caregiver, one care recipient. That did not survive contact. The person doing this work is often managing two people at once, on two different service lines, each with its own rules, its own authorization and its own renewal clock. Nothing in the existing flow let her hold both at the same time.

That became the spine of the product: switch between the people you are caring for without switching accounts, and see each plan on its own terms.

That became the spine of the product: switch between the people you are caring for without switching accounts, and see each plan on its own terms.

Where everything lives

Where everything lives

Three ways in: a home screen widget, a notification when a plan is about to end, and Aura, the assistant. Past that, one switch at the top decides whose care you are looking at, and every tab follows it.

Three ways in: a home screen widget, a notification when a plan is about to end, and Aura, the assistant. Past that, one switch at the top decides whose care you are looking at, and every tab follows it.

WAYS IN

WAYS IN

Home screen widget

Home screen widget

Todayโ€™s hours without opening the app.

Notification

Notification

When a plan is about to end.

Aura

Aura

Ask a question, get sent to the right place.

Managing care for Daniel or Bailey

Managing care for Daniel or Bailey

Switch the person at the top. Every tab follows.

Switch the person at the top. Every tab follows.

Home

Home

Todayโ€™s planned hours

Todayโ€™s planned hours

Plan-ending alert

Plan-ending alert

This week

This week

Care plan usage

Care plan usage

Schedule

Schedule

This week, last week, next week

This week, last week, next week

Auto Plan

Auto Plan

Add Agency Visit

Add Agency Visit

Clock-in record

Clock-in record

Care Plan

Care Plan

Used, planned, remaining

Used, planned, remaining

Care Plan Extension

Care Plan Extension

Renewal status

Renewal status

Contact Regional Center

Contact Regional Center

Profile

Profile

SKETCHED ONLY

SKETCHED ONLY

Recent updates

Care preferences

Settings

Contact care team

THE FINAL STRUCTURE. HOME, SCHEDULE AND CARE PLAN CARRY THE FLOWS BELOW.

THE FINAL STRUCTURE. HOME, SCHEDULE AND CARE PLAN CARRY THE FLOWS BELOW.

A week with Maria

A week with Maria

We told the final presentation as one familyโ€™s week, in the order Maria would live it: Daniel first, on Disability Services, then Bailey, on Community Supports.

We told the final presentation as one familyโ€™s week, in the order Maria would live it: Daniel first, on Disability Services, then Bailey, on Community Supports.

01 / 05

01 / 05

DANIEL ยท DISABILITY SERVICES

DANIEL ยท DISABILITY SERVICES

A week planned in minutes.

A week planned in minutes.

Auto Plan

Fill a week of Danielโ€™s hours in one pass. Drop an hour today and the plan warns you, then lets you put it back next week.

Fill a week of Danielโ€™s hours in one pass. Drop an hour today and the plan warns you, then lets you put it back next week.

02 / 05

02 / 05

DANIEL ยท DISABILITY SERVICES

DANIEL ยท DISABILITY SERVICES

No action needed. Just peace of mind.

No action needed. Just peace of mind.

Renewal, handled for you

Danielโ€™s plan expires in 14 days. Ask Aura whether anything is needed. Disability Services renewals are usually automatic, so it just shows the status.

Danielโ€™s plan expires in 14 days. Ask Aura whether anything is needed. Disability Services renewals are usually automatic, so it just shows the status.

03 / 05

03 / 05

MARIA

MARIA

Your cared ones, in one app.

Your cared ones, in one app.

Switch Care

Open the app as one caregiver, then switch to the other person you care for from the home screen.

Open the app as one caregiver, then switch to the other person you care for from the home screen.

04 / 05

04 / 05

BAILEY ยท COMMUNITY SUPPORTS

BAILEY ยท COMMUNITY SUPPORTS

One tap to keep care going.

One tap to keep care going.

Care Plan Extension

A notification says Baileyโ€™s plan expires in 14 days. Request the extension, fill the form, submit.

A notification says Baileyโ€™s plan expires in 14 days. Request the extension, fill the form, submit.

05 / 05

05 / 05

BAILEY ยท COMMUNITY SUPPORTS

BAILEY ยท COMMUNITY SUPPORTS

Canโ€™t be there. Coverage handled.

Canโ€™t be there. Coverage handled.

Add Agency Visit

This weekโ€™s hours must be used by today and you cannot be there. Add an agency visit, note Baileyโ€™s care preferences, submit.

This weekโ€™s hours must be used by today and you cannot be there. Add an agency visit, note Baileyโ€™s care preferences, submit.

Aura

Aura

Aura

Aura

Your personal AI support

Your personal AI support

SUGGESTED QUESTIONS

SUGGESTED QUESTIONS

How do I check my remaining hours?

How do I submit a care extension?

What happens when my care plan expires?

How do I add or change a caregiver?

AURA, THE IN-APP ASSISTANT. A TEAMMATEโ€™S CONCEPT; I DESIGNED ITS SCREENS.

AURA, THE IN-APP ASSISTANT. A TEAMMATEโ€™S CONCEPT; I DESIGNED ITS SCREENS.

Inheriting a design system, refusing its components

Inheriting a design system, refusing its components

Because the client builds on Salesforce, the design had to land inside the Salesforce Lightning Design System. SLDS was built for a case manager at a desk with two monitors working through forty tasks an hour: dense tables, tabs, modals, form rows. Our user is a mother on her couch at nine at night, doing exactly one thing.

Because the client builds on Salesforce, the design had to land inside the Salesforce Lightning Design System. SLDS was built for a case manager at a desk with two monitors working through forty tasks an hour: dense tables, tabs, modals, form rows. Our user is a mother on her couch at nine at night, doing exactly one thing.

So I split the system in two. I kept the token layer, mapping our palette and type onto SLDS naming so engineering could implement without inventing anything, and so the family portal would stay consistent with the staff console beside it. I threw out the component layer and rebuilt for thumbs, for low light, and for one task at a time.

So I split the system in two. I kept the token layer, mapping our palette and type onto SLDS naming so engineering could implement without inventing anything, and so the family portal would stay consistent with the staff console beside it. I threw out the component layer and rebuilt for thumbs, for low light, and for one task at a time.

TYPE

TYPE

Bailey

Bailey

Title ยท Manrope Bold ยท 28px

This Week

This Week

Section title ยท Manrope Medium ยท 22px

20 hrs

Data value ยท Manrope SemiBold ยท 16px

Managing care for

Body, strong ยท Manrope SemiBold ยท 14px

Managing care for

Body ยท Manrope Regular ยท 14px

COLOR

COLOR

Blue

046EB5

90D0FE

EDF4FF

0D1E30

4992FE

Orange

FF784F

FEF1ED

281202

Pink

FFA3C4

D8024E

FEF0F3

370114

Green

03B4A7

0B827C

DEF9F3

072825

Neutral

181818

2E2E2E

5C5C5C

A0A0A0

E5E5E5

FFFFFF

SOFIA PRO AND DM SANS REPLACE THE SLDS DEFAULT, AND OUR PALETTE SITS ON SALESFORCEโ€™S OWN COLOR SCALE. THE TOKEN NAMES STAY SALESFORCEโ€™S.

SOFIA PRO AND DM SANS REPLACE THE SLDS DEFAULT, AND OUR PALETTE SITS ON SALESFORCEโ€™S OWN COLOR SCALE. THE TOKEN NAMES STAY SALESFORCEโ€™S.

Two versions, one for each end of the day.

Two versions, one for each end of the day.

The portal follows the time of day: light in the morning, dark at night. Both themes run on the same tokens, so switching swaps the values, not the screens.

The portal follows the time of day: light in the morning, dark at night. Both themes run on the same tokens, so switching swaps the values, not the screens.

DAY 7:41

NIGHT 20:41

HOME SCREEN WIDGETS, DARK AND LIGHT. THE NUMBER YOU NEED IS THE ONE YOU SEE WITHOUT OPENING ANYTHING.

HOME SCREEN WIDGETS, DARK AND LIGHT. THE NUMBER YOU NEED IS THE ONE YOU SEE WITHOUT OPENING ANYTHING.

Every day is a small sunrise.

Every day is a small sunrise.

Each day in the week is a capsule. Its hours rise from the bottom like a sun coming over the horizon, and the color tells you what kind of day it is. A day with nothing booked keeps only a low grey arc.

Each day in the week is a capsule. Its hours rise from the bottom like a sun coming over the horizon, and the color tells you what kind of day it is. A day with nothing booked keeps only a low grey arc.

Mon

13

13

4h

4h

Tue

14

14

3h

3h

Wed

15

15

4h

4h

Thu

16

16

4h

4h

Fri

17

17

Sat

18

18

4h

4h

Sun

19

19

4h

Planned

Planned

Hours booked, not used yet.

4h

Used

Used

Care that happened.

4h

Agency

Agency

Covered by an agency caregiver.

No activity

No activity

Nothing booked that day.

EDITING THE WEEK

EDITING THE WEEK

Open the plan and the same days become rows: a dot for each hour, minus and plus to adjust. Today sits on top in a darker blue. Days with nothing booked read โ€œNo visitโ€.

Open the plan and the same days become rows: a dot for each hour, minus and plus to adjust. Today sits on top in a darker blue. Days with nothing booked read โ€œNo visitโ€.

THE WEEKLY SCHEDULE CAPSULE, AND THE EDIT VIEW BUILT FROM IT.

THE WEEKLY SCHEDULE CAPSULE, AND THE EDIT VIEW BUILT FROM IT.

THE SAME SYSTEM ON DESKTOP, WHERE THE DENSITY SLDS ASSUMES ACTUALLY MAKES SENSE.

THE SAME SYSTEM ON DESKTOP, WHERE THE DENSITY SLDS ASSUMES ACTUALLY MAKES SENSE.

Reflection

Reflection

Make complicated things easier to understand

Make complicated things easier to understand

I learned that families need more than numbers and status labels. They need to know how much care is left, when to renew, and what to do next. That helped me focus on what each screen needed to explain.

I learned that families need more than numbers and status labels. They need to know how much care is left, when to renew, and what to do next. That helped me focus on what each screen needed to explain.

See how it works with real families

See how it works with real families

I would next test whether families can switch between people and understand their care plans without help. We did not get to usability testing, so there is still a lot to learn beyond the finished screens.

I would next test whether families can switch between people and understand their care plans without help. We did not get to usability testing, so there is still a lot to learn beyond the finished screens.

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