Five products and the lessons I still use

Each product turned on who would carry the work: ownership after a hospital install, approval for a physician’s phone line, a frightened family’s attention, accountability for a nurse’s queue, and who pays.

Five deciding case studies from 2012 to 2024. For active systems and ventures, see current work.

Value Measure Source
100+ organizations in federal quality reporting Epic — the quality-reporting curriculum and escalation path I ran for its clients
300,000+ calls on an average workday Doximity Dialer, which I originated — Doximity’s figure, February 2026
30 million annual visitors CancerCompass — I directed digital products
Study Decided by Outcome Years
Go-live is where the job starts Ownership An account at risk of cancelling became a reference account, a 134-year-old health system took its MyChart patient portal and EpicCare Link live, and all eight client organizations were still reporting on the federal quality programs when I left. 2012–2013
The patient sees the office number, not the doctor’s cell Approval Dialer still carries more than 300,000 calls on an average workday, 9 years after I left. 2013–2017
Plain-language next steps for 30 million annual visitors Attention Chat conversions up 267% after the rebuild I led. 2019–2021
Four care programs, one system, and an owner for every case Accountability Four care programs launched on one shared system, and the gap between the best and worst service lines narrowed. 2021–2022
Reading a physician’s employment contract before they signed it Who pays 1,200+ physician users; sustained engagement and funding fell short. I wound it down in 2024. 2022–2024
  1. Epic

    2012–2013

    Go-live is where the job starts

    An account at risk of cancelling became a reference account, a 134-year-old health system took its MyChart patient portal and EpicCare Link live, and all eight client organizations were still reporting on the federal quality programs when I left.

    What I’d keep Name the trigger, the owner, and the notification before the problem arrives.

    Epic’s current app-store image for MyChart
    MyChart as Epic presents it today. The version I took live for the research hospital was the 2012–13 one.
  2. Doximity

    2013–2017

    The patient sees the office number, not the doctor’s cell

    Dialer still carries more than 300,000 calls on an average workday, 9 years after I left.

    What I’d keep If the person choosing carries the risk, adoption can come before official approval. If the risk is clinical, it can’t.

    Doximity Dialer “Call from” selector set to OFFICE, with a tooltip explaining the recipient sees this number as caller ID
    The identity decision in the product’s own words: the clinician picks which number the patient sees, with the office line preselected.
  3. CancerCompass / CTCA

    2019–2021

    Plain-language next steps for 30 million annual visitors

    Chat conversions up 267% after the rebuild I led.

    What I’d keep A frightened person is not short of information. The scarce resource is attention and trust, so the product’s job is the next step and a person to call.

    The CancerCompass homepage in July 2019: news articles and message-board posts
    The homepage in July 2019, as the Wayback Machine archived it: the article-and-message-board site my rebuild replaced.
  4. Transcarent

    2021–2022

    Four care programs, one system, and an owner for every case

    Four care programs launched on one shared system, and the gap between the best and worst service lines narrowed.

    What I’d keep One system can carry many programs once every decision point has a named owner.

    Surgery high-complexity own protocols Oncology high-complexity own protocols Behavioral Health high-complexity own protocols Urgent care lower-complexity own protocols four programs, one architecture Shared routing role-based routing rules tied to who owns the case every case goes to a named clinical role Unified member record nurse and navigator working from the same facts Behind it exception handling · escalation protocols · real-time exception dashboards Surgery high-complexity own protocols Oncology high-complexity own protocols Behavioral Health high-complexity own protocols Urgent care lower-complexity own protocols four programs, one architecture Shared routing role-based routing rules tied to who owns the case every case goes to a named clinical role Unified member record nurse and navigator working from the same facts Behind it exception handling · escalation protocols · real-time exception dashboards
    The shared decision architecture, drawn from the case study rather than from a surviving document: four programs with four sets of protocols enter one routing layer, and the layer assigns each case to a clinical role. The alternative on the table was four products, one per lane. The record beneath is what let a nurse and a navigator see the same case.
  5. Andwise

    2022–2024

    Reading a physician’s employment contract before they signed it

    1,200+ physician users; sustained engagement and funding fell short. I wound it down in 2024.

    What I’d keep Who pays decides who the product works for. Sign-ups show people want it; they do not settle that.

    Andwise Contract Analyzer design — a detected contract clause with a confidence label, physician- and employer-friendly framing side by side, and a handling decision
    The Contract Analyzer as specified in January 2023. This is the design artifact, not a screenshot of a live analysis — the document body is placeholder text.

Two of them carry straight into what I build now. Ambit applies the approval rule to AI agents, whose risk is not the user’s alone: an agent gets each new action only once someone approves it. NextConsensus applies the ownership rule to medical evidence: it keeps watching a guideline after publication, to catch the evidence moving past it.

Next Current work Ambit, NextConsensus, and the active systems

Revised