CVS Notifications unified design system
UX Design CVS Health 2023 – Present Experience Design Manager

CVS Notifications:
Email, SMS, Push

221 separately managed notifications. One team. One quarter to consolidate them into a unified design system that now reaches 8 million patients a year.

Outcomes
221 → 23
Notifications consolidated into reusable templates
+65%
CTA engagement rate increase
8M
Patients reached annually
Minutes
vs. days to make design or content updates
Experience Design Manager
Collaborated with the Product Director to define consolidation strategy. Reviewed and gave feedback on all designs and content. Gave the design system direction to the team. Analyzed usability testing results and presented findings to leadership.
Cross-functional
Jordan Williams (Sr. Design Lead), Stephanie Nguyen (Experience Designer), James Quirk (Visual Design Lead), Daree Allen-Nieves and KC Skeldon (Content Strategists), Lauren Sheerr Beshears (Product Director), Niveda (Product), Cora Books (Illustration)
Leadership + Craft
Design Team Management, Systems Thinking, Product Strategy, Negotiation, Visual Design, UX Design, User Research, Usability Testing
Overview

A design system for every patient touchpoint

CVS was managing 221 separately coded notifications across their health services — MinuteClinic visits, Pharmacy visits, Virtual Care, and more. Each was individually designed, individually coded, and individually managed.

My team and I created a design system to unify email, SMS, and push notification designs, resulting in 23 user-tested templates that now serve as the foundation for every patient communication at CVS Health.

This case study covers the creation of that system and its application to confirmation emails. Work in 2024 and 2025 — expanding to reminders, check-ins, cancellations, reschedules, post-visit notifications, SMS, and push — is covered at the bottom.


The Problem

Inconsistent branding, voice, and design across all notifications

CVS had 221 notifications that were individually coded with varying designs and content, managed in different BCC (Business Controlled Content) slots. Engineers had to manually update each one — a process that was becoming unsustainable.

For patients, this meant an inconsistent experience every time they received a notification from CVS. For the team, it meant design and content changes that should take minutes were taking days.

Confirmation emails alone had significant variation across service lines:

Notification types, services, and lines of business

The full scope: notification types across every CVS health service and line of business.

Current health service confirmation emails with different designs

Examples of health service confirmation emails prior to the redesign — each with different design, content, and branding.


Strategy

How to consolidate confirmation emails

I worked closely with Jordan Williams, our Senior Design Lead, to map out a step-by-step approach to consolidating the design and content of the emails, then delegate it effectively to the team.

We understood we needed to: gather all existing emails, identify common sections, create a new template, and then design new emails based on that template. We reviewed the plan with Product and Engineering leadership to validate the timeline, then I planned the work across 2-week sprints — five sprints in total.

Strategy and timeline for unifying emails

Our phased consolidation strategy and timeline, broken into defined roles and sprint milestones.

Why this worked
Everyone had a defined role working toward the same goal. The plan took an entire quarter to execute — but it held, because no one was waiting on someone else to figure out what to do next.

Step 1

Identify and create common email sections

After Niveda gathered all confirmation emails for every service, Stephanie reviewed them to identify common sections that appeared across every line of business:

Within each section, she identified common elements: headings, paragraph text, and CTAs. With this mapping complete, there was now a consistent pattern for every part of a confirmation email, regardless of line of business or service type.

Email sections breakdown

Email sections identified: header, body, confirmation code, and visit details.

Visit details section broken down

The Visit Details section, broken into headings, body text, and links — a universal pattern for every email type.


Step 2

Create email templates

Our Visual Design Lead James Quirk took Stephanie's common sections and built them as Figma components — each one designed to contain all the information that could possibly be needed, but able to show less when a particular service didn't require it.

For example, "Confirmation code" wasn't needed for Virtual Care visits, so that part of the component could be toggled off. The challenge James and I worked through was making components flexible enough for edge cases without becoming so complex they were difficult to use.

The result: any designer could pull components from the library, toggle the information needed, and drag-and-drop them to build a complete email.

Variations of component sections

Component variants for each email section, built to cover all possible service and line-of-business combinations.

Confirmation email max template

The "Max View" confirmation template — every possible section, built from James's components, ready to be configured for any service type.


Step 3

Unify content for all emails

While James built the components, Stephanie gathered existing content for each email section across every line of business. The inconsistency was striking — the email header alone had five different variations:

Our Content Strategist Daree reviewed Stephanie's findings and consolidated them. In this case, five headers became two:

Consistent content doesn't just improve the patient experience — it means CVS teams have far less to manage. A single change can now update multiple emails at once, instead of each one separately.

Email header old content vs new content

Before and after: five inconsistent email headers consolidated into two clear, consistent messages.

Visit details component across lines of business

The Visit Details component applied across lines of business — MinuteClinic includes a confirmation code, while Virtual Care and Pharmacy visits do not.


Step 4

Get approval from stakeholders

Once Stephanie completed each email using James's components and Daree's content, I looped in our Product Director Lauren to review from a business perspective. Based on her feedback, I made content adjustments directly — keeping the revision loop tight and moving quickly.

Jordan and I then facilitated broader stakeholder reviews, meeting with business partners across each line of business — including Product, clinical partners, legal, security, and other stakeholders. KC attended those meetings and made content adjustments in real time.

Reviewing components with Product Director

Reviewing components with Lauren, our Executive Product Director, to validate designs from a business perspective.

Hormonal Birth Control and Virtual Care visit emails

Hormonal Birth Control visit email and Virtual Care visit email.

Covid-19 test and Smoking Cessation emails

COVID-19 test email and Smoking Cessation visit email.


Step 5

Usability testing to validate the work

Stephanie, KC, and I designed a research study to validate our email designs, content, and CTAs against real customer comprehension and expectations. We tested across four task areas:

We submitted the test to UserTesting.com. Stephanie took detailed notes on all sessions, and I did the analysis — reviewing notes per question, drawing conclusions, and mapping insights back to our research goals.

Usability testing prototype

Prototype of mailboxes, confirmation emails, and reminder emails built by James and Stephanie for the usability study.

Usability testing feedback
Usability testing feedback analysis
Summary of usability testing feedback

Summary of findings presented to design, design leadership, Product leadership, architecture, and engineering.

What we learned

All participants understood the purpose of each email and said the information matched their expectations. But testing also surfaced important issues to address:

Key findings
  • Participants couldn't easily find the reschedule/cancel link — we needed to make it more prominent
  • Several participants confused "PreCheck-in" with "Check-in" — two different processes that needed clearer distinction
  • "Add to calendar" had low comprehension — participants didn't know which app would open or what would be included
  • All participants said emails had the right information — nothing was missing

Next steps from testing: replace generic "Add to calendar" with "Add to Google Calendar" and "Add to Apple Calendar," visually emphasize the reschedule/cancel link, and conduct a follow-up study on PreCheck-in terminology.

Check-in language confusion feedback

Testing revealed confusion between "PreCheck-in" and "Check-in" — two distinct processes that needed clearer differentiation.

Reminders found helpful

Participants consistently found the reminder emails helpful and said they matched expectations.


Result

A system that actually worked

My team successfully executed on the full consolidation strategy. What started as 221 separately managed notifications became a unified, validated, scalable design system in a single quarter.

Consistent experience
Unified design, branding, and content for 6 lines of business
Easier to manage
Content changes that took days now take minutes
Validated by users
Tested and approved by stakeholders across legal, clinical, and product
Better expectations
Patients now receive clear confirmation and next steps for every visit type
Old vs new email designs

Before and after: old designs on the left, consolidated new designs on the right, for each line of business.

Notifications outcomes data
2024 – Present

The system kept growing

The design system we established proved wildly successful. After confirming emails, we rapidly consolidated reminders, check-ins, cancellations, reschedules, and post-visit notifications. We then added SMS and push notification components to the system.

Today, some notification requests can be completed in under an hour for small copy improvements. Larger requests can be mocked up quickly for discussion and iterated upon for fast delivery — something that was impossible before the system existed.

Present day notification system
AI for content

I integrated Writer AI — which connects to CVS's content style guide — to check grade level, align copy with CVS tone, and reduce text length for notifications. Research and design tasks that used to take days now take hours.

Adding illustrations

Cora Books and I collaborated on adding illustrations within emails, based on analytics showing patients weren't always completing PreCheck-in or reviewing full visit details. The illustrations helped draw attention to key sections. All illustration credit to Cora Books.

Push notifications

Our team added push notifications sparingly for specific use cases — for example, a check-in push when a patient is in the store. We made the deliberate call to keep push minimal, which was validated when later testing showed patients strongly prefer SMS and email over push notifications.

Testing channel and frequency preferences

I partnered with Beth Koloski to run a preference test with 100 patients. The results surprised us — SMS was the most preferred channel for reminders, with email second for post-visit notifications. Push was not the convenience win we expected; patients found it overwhelming. We adjusted messaging frequency accordingly.

Writer AI for content

Writer AI integrated with CVS's content style guide for grade-level checking and tone alignment.

Push notifications

Push notifications, used sparingly for in-context moments like store check-in.

Email precheck-in

Updated PreCheck-in email with improved CTA clarity.

Channel preference testing

Channel preference testing results: SMS topped email for reminders, while push proved overwhelming.

Conclusion

We now send notifications to an average of 8 million patients per year — and continue to see that small tweaks and updates increase engagement. The templates proved to consolidate design and content in a way that's easier for patients to understand and easier for CVS to manage and evolve.

Notifications outcomes data
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