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CVS - SUPER APP INTEGRATED SCHEDULING
APRIL - 2022 (24 WEEK TIMELINE)

01

OVERVIEW

CVS Health is the largest pharmacy chain in the United States, providing an extensive range of healthcare services as an alternative to traditional urgent care facilities and hospitals. The CVS mobile application serves as the primary platform for consumers to discover, schedule, and manage these services.

With over 365 unique services offered across 9,395 physical locations and the recent acquisition of Aetna, CVS Health is striving to become not only the largest pharmacy but also the leading healthcare company in the world. To support this ambitious vision, CVS requires a best-in-class mobile application and seamless scheduling experience.

02

PROBLEM

Our team faced the ambitious challenge of delivering a WCAG AA-compliant, first-class scheduling experience to millions of CVS Health customers within a tight 24-week deadline. As the Lead User Experience Designer, I played a pivotal role in designing and integrating the scheduling experience into the CVS super app.

Achieving this goal required close collaboration across multiple stakeholders, including copy strategists, accessibility (A11y) designers, product owners, legal teams, and developers. Clear and consistent communication was essential, with all parties staying informed of updates and providing final approvals before any screens were released.

The user interface (UI) and user experience (UX) design for the scheduling feature also needed to be seamlessly adaptable across iOS, Android, and web platforms, leveraging their unique native components and design conventions to ensure a cohesive and intuitive experience.

03

OPENING CVS APP AND NAVIGATING TO SCHEDULING A VACCINE

This section of the scheduling journey illustrates how users access the CVS Health app and navigate to the “Book your flu shot today” link, which directs them to the scheduling flow for booking a flu vaccination appointment. While there are multiple entry points into the scheduling flow for various CVS services, this example focuses specifically on the flu shot booking process.

After selecting the “Book your flu shot today” link, users are taken to the initial scheduling landing page. Here, they have the option to “Sign in to save time” if they already have a CVS account or proceed as a guest by clicking the “Continue without sign-in” link. For this example, we will demonstrate scheduling an appointment without signing in.

04

SUBMITTING BASIC INFORMATION TO CREATE GUEST PROFILE

After selecting the “Continue without signing in” link, the user proceeds to enter their basic information, enabling CVS to create a guest profile and ensure they receive the appropriate care. The required fields include First Name, Last Name, Email, and Date of Birth, while all other fields are optional and can be completed at the user’s discretion.

The Email field is mandatory as it serves several critical purposes: enabling multi-factor authentication, providing a confirmation of the scheduled appointment, and sending reminders for the upcoming appointment. Additionally, the confirmation email allows users to conveniently cancel or reschedule their appointment if needed.

05

COMPLETING MUTLI FACTOR AUTHENTICATION

After submitting their basic information, users must complete a multi-factor authentication (MFA) process. This step enhances security and ensures the accuracy of the contact information provided. By verifying their details, users can receive appointment confirmations that include all necessary visit details, as well as options to cancel or reschedule if needed.

MFA also ensures that CVS can reliably contact the user if necessary. In the example above, authentication is completed via SMS. If the user only provides an email address, the authentication process is conducted through email instead.

06

SELECTING SERVICE TO SCHEDULE

After the user’s identity and contact information have been verified, they are directed to the “Patient and Vaccine” screen. Since the initial link was specific to flu vaccinations, this flow emphasizes the various vaccines CVS offers.

By selecting the section of the card displaying the user’s name and the dropdown icon, users can expand the view to explore the available vaccines. They can select up to three vaccines to receive during a single visit. Once a vaccine is chosen—for example, “Flu”—the corresponding button will display an active state. Additionally, the selected vaccine will appear in text below the user’s name, and a green checkmark will be shown to the right of the user’s name as further confirmation.

After selecting the desired vaccines, users can proceed by clicking the “Next” button. At this stage, they are presented with recommended vaccines tailored to their needs. These recommendations may vary based on seasonal relevance or if the user’s area is experiencing an uptick in illnesses for which CVS offers vaccines.

07

CHOOSING TIME AND LOCATION OF APPOINTMENT

After selecting their desired vaccine, users can choose a time and location that best suits their needs. They can either enter a ZIP code manually or select “Use current location,” which automatically inputs their location into the CVS app and proceeds to the next step.

At this stage, users are presented with a map displaying pins for nearby CVS locations. By default, the app highlights the closest location with available appointments. Users can explore other options by selecting different pins on the map or scrolling through the list of recommended locations.

In this example, the user selects the recommended location at “397 Post Road East, Westport, CT, 06880.” Once a location is chosen, the user proceeds to select a preferred date and time for their appointment. After confirming both the location and time, they simply click the “Book” button to move on to the next step.

08

GATHERING SOME MORE BASIC INFORMATION

The next step involves gathering additional details from the user for legal purposes and to ensure they receive the best possible care. To provide their ethnicity and race, the user simply clicks the input field, which displays a list of options to choose from. Once these details are entered, the user can click the “Next” button to proceed to the following screen.

09

HEALTH CHECK

To proceed, the user is required to select any applicable options to inform the Nurse Practitioner of any pre-existing conditions that may require attention or could interact with the treatment. If none of the options apply, the user can select the “None of the statements apply” option, as shown in the example above.

10

CONSENTS AND APPOINTMENT REVIEW

The final step in scheduling an appointment requires the user to agree to the “Consent to Contact You” option, allowing CVS to send appointment updates and reminders. The user must also review their appointment details under the “Visit Details” section to ensure all information is correct. If any details are incorrect, they can update the information by selecting the icon next to the displayed data. Once the consent is given and the visit details are reviewed, the user can select “Confirm Visit” to finalize and schedule their appointment.

11

VISIT CONFIRMATION

Once the appointment is successfully scheduled, the user is directed to the “Visit Confirmation” screen. An email confirmation will also be sent, along with an SMS if a mobile number was provided. The Visit Confirmation screen displays all appointment details, along with options to add the visit to the user’s native calendar or get directions to the selected appointment location.

If the user needs to cancel or reschedule the appointment for any reason, they can do so directly through the email and SMS confirmations they received.

12

SOULTION

In total, over 200 screens were designed and thoroughly vetted by all disciplines involved in the project. These included releases for web, iOS, and Android platforms, encompassing primary user flows, error states, fallback scenarios, as well as cancelation and rescheduling functionalities.

In addition to the standard designs, comprehensive design annotations and accessibility (A11y) annotations were created to ensure seamless implementation during development. These annotations were critical in verifying that all screens functioned as intended while meeting WCAG AA-compliant standards.

13

METRICS

The redesigned scheduling experience resulted in a 46% increase in combined conversions and flow completion across web, iOS, and Android platforms.

The revamped scheduling flow achieved a 97% increase in conversion rates for completing the appointment process, from entering patient information to the final review step.

“A designer knows he has achieved perfection not when there is nothing left to add, but when there is nothing left to take away." Antoine de Saint-Exupery

“A designer knows he has achieved perfection not when there is nothing left to add, but when there is nothing left to take away." Antoine de Saint-Exupery

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