On Call, On Demand: A Diary Study of Patient-Nurse Connections in a Digital World

Mixed method research, with a primary focus on longitudinal evaluation of value and utility

Usability Sciences

May 3, 2025

Pharma

On Call, On Demand: A Diary Study of Patient-Nurse Connections in a Digital World

Mixed method research, with a primary focus on longitudinal evaluation of value and utility

Usability Sciences

May 3, 2025

Pharma

An Insurance provider wanted to know:

Would patients find value in a concierge disease management app?

Objectives

Evaluate patient perceptions and engagement with a digital care management program

Objectives

Evaluate patient perceptions and engagement with a digital care management program

Would this app add value?

Would this app add value?

Would this app change behavior?

Would this app change behavior?

Would this feature increase app engagment?

Would this feature increase app engagment?

Would this app attract new customers?

Would this app attract new customers?

Research Plan

Research Plan

1

User Interviews

To understand motivations, trust-building factors, and financial literacy levels.

1

User Interviews

To understand motivations, trust-building factors, and financial literacy levels.

2

Remote Usability Testing

Focused on onboarding, goal-setting, and budget tracking within the app.

2

Remote Usability Testing

Focused on onboarding, goal-setting, and budget tracking within the app.

3

In-Person Observations

Shadowed coaching sessions at partner banks and analyzed the physical-digital transition.

3

In-Person Observations

Shadowed coaching sessions at partner banks and analyzed the physical-digital transition.

4

Quantitative Surveys

Gathered insights from 2,500+ users about budgeting habits, app satisfaction, and behavior changes.

4

Quantitative Surveys

Gathered insights from 2,500+ users about budgeting habits, app satisfaction, and behavior changes.

“The app is sleek, but after the coaching session I felt a bit lost. It didn’t tell me what to do next or how to stay on track.”

“The app is sleek, but after the coaching session I felt a bit lost. It didn’t tell me what to do next or how to stay on track.”

Key Learnings

Key Learnings

Coaching was inspiring, but many felt dropped after leaving the session.

Coaching was inspiring, but many felt dropped after leaving the session.

Beginners needed more intuitive, encouraging copy to understand financial actions.

Beginners needed more intuitive, encouraging copy to understand financial actions.

The app needed better reinforcement of progress—especially after making sacrifices or hitting small milestones.

The app needed better reinforcement of progress—especially after making sacrifices or hitting small milestones.

The physical and digital tools used different terms, leading to confusion and missed opportunities.

The physical and digital tools used different terms, leading to confusion and missed opportunities.

Results

Our research uncovered four high-impact opportunity areas:

Results

Our research uncovered four high-impact opportunity areas:

1

Engage Engage Early and Often

Introduce in-app welcome paths that shows coaching discussions & follow-up with notifications

1

Engage Engage Early and Often

Introduce in-app welcome paths that shows coaching discussions & follow-up with notifications

2

Unify Language and Resources

Standardize tone and terminology across platforms to reduce mental load and build trust.

2

Unify Language and Resources

Standardize tone and terminology across platforms to reduce mental load and build trust.

3

Revamp the Dashboard UX

Highlight goal progress, surface next steps, and celebrate small wins for motivation.

3

Revamp the Dashboard UX

Highlight goal progress, surface next steps, and celebrate small wins for motivation.

4

Enhance Post-Session Support

Automate personalized follow-ups after coaching sessions to encourage re-engagement & goal tracking.

4

Enhance Post-Session Support

Automate personalized follow-ups after coaching sessions to encourage re-engagement & goal tracking.

Suggested Industry Reads

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Omnichannel Research

Omnichannel research tracks user behavior to design seamless, consistent experiences across digital, physical, and human touchpoints.

Pharma

On Call, On Demand: A Diary Study of Patient-Nurse Connections in a Digital World

Mixed method research, with a primary focus on longitudinal evaluation of value and utility