FYNN COMMUNITY WIDGETS
ASSESSMENT WIDGET

Overview

Having widgets on the SaaS Fynn Community dashboard provides users with a quick, easy, and accessible way to view information about the residents of the senior living community. These widgets also allows a user to make actions or be navigated to their point of interest. This case study focuses on the design and creation of the Assessment widget which is used to gauge how many assessment tasks staff members need to conduct for resident at a senior living community.

My Role

Date

My Location

Responsibilities

UX Designer

May 2023

Atlanta, GA

Research
Wireframes
Prototyping
Making Components
Layout
Content Writing

Challenge

From the marketing team onboarding a new resident from a Lead to CNAs and other staff members who need the status of the residents assessments, users need do way to know if the resident has all the assessments completed. Currently, there is no way for the users to keep track of what is overdue, due today, or coming up as a future task.

Solution

Create an Assessment widget for the Fynn Community Dashboard that provides the information of the residents in a senior living community that have Overdue, Due Today, or Coming up assessments for the staff members to complete.

Design Process

Empathy & Research

Define & Evaluation

Ideate & Solve

Mockup & Prototype

Test & Iterate

Product Launch

Research & Define

Consultants

Amber Thomas
- Fynn Employee
- 15+ years as a nurse with a focus in senior healthcare
Directors within the community
CNAs

Test Community

Village Park

Peachtree Corners

Senior Living Community

Resources

Interviews
Surveys (with gift card rewards)
Shadowing
Competitive Analysis
and more

Audience/Users

Caregivers/CNAs
Nurses
Med Techs
Directors
Community Owners
Other stakeholders

Persona

Name: Bruce H.

Age: 40

Education: Bachelor’s Degree

Hometown: Atlanta, GA

Family: wife with 2 kids

Occupation: Caregiver/CNA

Bruce is a husband and father working full time as a Caregiver/CNA at a senior living community. He wants to make task decisions based on the assessments that need to be completed for the residents of the community. It is hard for him to communicate with his team to know exactly what assessments are late or being completed on time. Bruce needs the Community dashboard to house a place for all staff to see the numbers and residents that need to have assessments completed in a timely manner.

Pain Points

Timing

Show the month and the week so that the user does not feel overwhelmed with the task.

Accessibility

Color code what is late, current, or new to see the order of the assessments.

Ease of Use

Users want to be able to click a resident’s name so that they do not have to search for them. The name should being them to the resident’s profile.

Bruce's Journey Map

Problem Statement

Bruce H. is a busy Caregiver/CNA, who needs to keep track of the resident’s assessments as he performs his other tasks because she wants to stay on task with what needs to be done so that things are not getting overlooked.

If/Then Statement

If Bruce H. is given as much information and access to the resident’s profile for assessments, then she can better complete the task as soon as possible so that the work can be done on time.

Goal Statement

Our Community dashboard will inform users of assessments that are in different states by making a widget for the user to view or access the resident’s information.

Ideation & Prototype

The widgets will be found on the community's dashboard.

Fynn Community Site Map

Bruce's User Flow

Paper Wireframes

Following the style of clean and informative, I brainstormed designs. Here are the two final paper wireframe options for the widget.

They have the must-haves that were needed:

Icon
Header
Date
Resident's Name - hyperlinked
Short description for details

During our research, interviewing and shadowing, we found that there was a large amount of information gathered for the community assessments for residents. Meaning that it is not only for the Care side, but also Marketing. Therefore, we decided to add a visual cue to help users quickly see what needs to be completed - adding data boxes.

Data boxes to showcase numbers:

Overdue
Current
Upcoming

The data boxes would align vertically and on the left side of the widget.
The date and notes would be on the right of the boxes.

This design was the selected widget.

It has the data boxes displayed horizontally.
Easier for the user to view the other information as it has a wider container.

Digital Wireframe

After stakeholders and I saw how much data would be displayed here, I added the option to toggle between "Week" and the "Month." This lets the user view a more specific timeline so that they are not overwhelmed with too much information.

Widget for Testing

Testing & Iteration

New User Flow for the Test Widget

Study Type

Moderated Usability Study

Participants

5 women, 2 men

Location

Corso Senior Living Community

Atlanta, GA, USA

Length

15-25 minutes

Task Assigned

Log into the Fynn Community platform
View the community's dashboard
Locate the new Assessment widget
Toggle the "Week" and "Month" tabs to see the residents' name
Scroll the list of names
Select a resident
See that the hyperlink works to navigate the user to the resident's profile

Usability Findings

After doing a field test to observe the users in action, we found two points of improvements.

One, is the need to change the “Date” to say “Due Date” as is was confusing to decipher which toggle they were using for the Month and Date with the Date of the assessment.
The second item for improvement was the Details of the assessment wherein the users believe it would be more beneficial to have the name of the assigned person who is in charge of the assessment being completed.

Iteration

Before Testing

After Testing

For Devs

After changes were made, deliverables were sent to developers to complete the update. Here you can see some of my notes from the Figma file.

Final Design

Conclusion

Impact

The widget was a success. The users found that the widget on the dashboard fulfill their needs and improved the workflow. They even proposed another idea for a different widget that would be similar to this widget. Therefore, the success of this widget inspired the need for something else that would make their work easier. That is the “Lead status” widget.

The text of what is there and what it means needs to be clearer. During ideation our team thought that the text for Date would be fine, but in conjunction with the different labels it did not read well. Clarity is key.

What I learned

Create more widgets that would benefit the users and the community while we expand our SaaS platform.

Next Steps

More Dashboard Widgets

After the user has been navigated into Fynn Community, the user will see the Dashboard with various widgets. These widgets were provided to the user based on the level of permissions they were assigned. Therefore, not every user could see every widget.

Some widgets I designed (click the links to view the mockups):

Responsive Design (iPad Mini)

In addition to the existing Community Dashboard, we had even more widgets added that would report to the new Companion app (which I also designed). With these new additions, our team decided to branch off the dashboard into two separate dashboards. One for "Community" and the other for "Actions." You can see my mockup/prototype here.