Case studies

Healthcare products that cleared institutional adoption

Post-install ownership and the federal quality-reporting escalation path at Epic. The identity layer behind Doximity Dialer, still the #1 telehealth platform 9 years after I left. Triage and routing across four programs at Transcarent, oncology navigation for 30MM annual visitors at CancerCompass, contract analysis at Andwise. Each one turned regulatory ambiguity, clinical risk, and trust gaps into something an institution would deploy.

Doximity

2013–2017

The identity infrastructure behind trusted telehealth

Outcome #1 Best in KLAS telehealth platform five years running, 9 years after I left — 300,000+ calls a workday across 250+ health systems.

Built the identity infrastructure that let the office number travel with the physician on their personal phone — dissolving the bind between hospital desk phones and exposed personal numbers. The architecture decision was to make trust a product surface, not a compliance footnote.

  • The iOS rating rose from 3.7 to 4.8 stars over the same period, across the whole app portfolio.
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.
Transcarent

2021–2022

Scaling specialty-care product strategy across four clinical programs

Outcome Four specialty-care programs launched on one shared decision architecture instead of four separate products.

Scaled product strategy across four specialty-care programs — Surgery, everyday urgent care, Behavioral Health, and Oncology — by building shared decision infrastructure instead of per-program customization, making routing, ownership, and escalation explicit at every decision point.

  • Routing delays and the gap between the best- and worst-performing service lines both narrowed.
Transcarent care navigation app — public app store visual
Transcarent public app visual for care-navigation context.
Epic

2012–2013

What happens after the software is installed

Outcome A cancellation risk turned into a reference account, a 134-year-old health system taken online, and millions in federal incentives protected.

Epic's software was installed and still failing at the accounts I inherited. Owning what happened after go-live meant root-cause analysis, re-implementation, and writing Caché plug-ins to close the gaps the base product left — then building the escalation path so regulatory changes and critical bugs stopped arriving as surprises.

  • 95% of the outpatient issue list resolved at the at-risk account.
  • Eight client organizations earning federal incentive payments.
Public MyChart app screenshot
MyChart — Epic's patient portal, and one of the two products I deployed for the 514-bed research hospital. EpicCare Link, its portal for referring providers, was the other.
CancerCompass / CTCA Marketplace

2019–2021

Scaling oncology navigation for 30MM annual visitors

Outcome Bounce rate down 25% and chat conversions up 267%, at 30MM annual visitors.

Led digital product strategy for an oncology information and patient-engagement platform serving 30MM annual visitors. Translated clinical protocols into plain-language navigation flows patients and families could follow.

  • Bounce rate down 25%, chat conversions up 267%, from the interface and analytics updates.
CancerCompass archival homepage screenshot
CancerCompass archival public surface — the oncology navigation platform serving 30MM annual visitors.
Andwise

2022–2024

Scaling trusted financial guidance through automated review and accountable sign-off

Outcome 1,200+ physician users and turnaround cut from days to hours — then a deliberate wind-down when the fundable paths changed who the product would serve.

Co-founded Andwise and built automated clause-level contract analysis with escalation-clock review routing — the infrastructure needed to deliver trusted, fiduciary-aligned financial guidance to physicians at scale.

  • 1,200+ physician users, plus a 700-member community that grew alongside them.
  • Recommendation turnaround cut from days to hours.
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.

If getting AI through clinical adoption is your bottleneck, email me.