Bridge Health

A centralized solution for Clinical Research Associates to streamline travel management, ease reporting burdens, and maximize personal time

AI

UX/UI

Mobile

Project Overview

METHODS & TOOLS

  • Research

  • User Interviews

  • Interview Analysis

  • Prototyping

  • User Testing

  • Adobe XD, Figma, Maze Testing, AI Chat

DELIVERABLES

  • User Flow

  • Wireframes

  • High-Fidelity Prototypes

PLATFORM

iOS, Android

Talking to CRAs

Through the initial round of interviews, we learned:

  1. Sites have a solid Wi-Fi connection — we thought offline mode could be crucial depending on location, but turns out that wasn’t a felt need

  2. CRAs frequently travel between clinical trial sites & home

  3. They need a more efficient way to manage schedule, logistics, timesheets, and expenses

drawing of a mobile tool with a question mark in front of it

When our client reached out to our team to create a mobile tool to support CRAs, their needs weren’t clear.

drawing of virtual interviews with CRAs

Key Pain Points

drawing of CRA feeling fatigued from scheduling

SCHEDULING FATIGUE

A lot of time spent scheduling site visits and travel engagements

drawing of CRA working in their hotel after doing a monitoring visit

HIDDEN OVERTIME

Often inputting collected data at their hotels after site visits

drawing of CRA burdened while trying to submit data, timesheet, and expenses on their laptop

TRACKING BURDEN

Slow and manual process for data, timesheet, and expenses

Gaining Time Back

We designed an app that consolidates data capture, task tracking, timesheet entries, visit scheduling, and travel booking in one place, minimizing the frustration and time lost outside of work hours.

By conducting usability testing with CRAs using prototypes on a rapid user testing platform called Maze, we evaluated the relevance, discoverability, and usability of the features.

screenshot of 100% success rate of Maze user testing task to book travel for CRA's next visit

User Testing Missions

Mission 4 — Book Travel
  • 75% Completion Rate

    Highlight: This process is “quicker” than their current one.

  • 100% Completion Rate

    Highlight: Timesheet function would save time, especially if it can pull from their schedule.

  • 100% Completion Rate

    Highlight: “I love that the visits are preplanned out based on our monitoring frequency…”

  • 100% Completion Rate | 5.3% Misclick Rate

    Highlight: Booking seems easy. One user would like a quick one-click rebooking solution.

Addressing Complaints

Smart Scan: Submitting Expenses Easily

To use this feature, you take a photo of your receipt, wait for the app to enter the information automatically, review for accuracy, and submit.

“our expense systems. I feel like it’s very outdated…that’s very time consuming

gif of how CRA can submit expenses spent during their trips

Only a few clicks to submit expenses

AI Billing: Say Goodbye to Manual Timesheets

With the help of Arc, the AI chatbot, CRAs can reduce search time for the correct billing code, label tasks by category, and break down the time spent on each study by telling it what tasks they worked on.

“for one RMV I could have six different bill codes”

screenshot of the CRA using AI chat to record hours for their timesheet

Arc helps you quickly bill hours for multiple studies and tasks

AI Scheduling: One source For all your needs

Scheduling site visits and travel reservations for multiple studies can be time-consuming and overwhelming, especially when CRAs need to go through multiple applications and sites.

“we can be on 5 plus studies. So there can be different applications that we use… juggling all those about can be difficult”

screens that show how CRA can easily schedule visits for several different studies they are in charge of

Arc can schedule site visits for multiple studies at once

“I’m going to end the year at 198 flights, 112 nights in hotels…this year has all but ended me”

gif that shows how the CRA can use AI chat to easily book travel options

Easily book flights, hotels, and rental cars based on preference or cost

App Flow

Booking travel options with the help of AI chat
Flow for when CRA is completing their tasks for a monitoring visit
Completing tasks for a Monitoring Visit
flow for when CRA needs to check alerts or enter amount of hours spent on a study using AI chat
Accessing Alerts and Timesheet Entry Feature

Check out the Final Protype!

(Password Protected)

Let's Go!

Reflection

User Input Over Saving Time

With tight deadlines at work, it’s easy to bypass stakeholders’ thoughts/feedback. Evidently, it was challenging to schedule interviews with CRAs because they have busy schedules. However, the effort was worth it as we made critical additions to the app and removed unnecessary features.

Research at the Core

Performing research for this project was essential to understanding the CRAs greatest needs and to knowing how to incorporate AI where it made the most sense.

→ Blueprint App

← Dashboard 2.0