Case study

Care navigation that cut avoidable escalations

Led product work across value-based specialty-care and care-navigation programs (Surgery, Urgent Care, Behavioral Health, Oncology Care).

Transcarent

2021–2022

Redacted, de-identified outcomes

Transcarent care navigation app — public app store visual

Led product work across value-based specialty-care and care-navigation programs (Surgery, Urgent Care, Behavioral Health, Oncology Care).

Led product work across value-based specialty-care and care-navigation programs (Surgery, Urgent Care, Behavioral Health, and Oncology Care) while managing and mentoring product managers.

Led product work across value-based specialty-care and care-navigation programs (Surgery, Urgent Care, Behavioral Health, Oncology Care).

Unified member record for clinicians and care guides.

Routing and escalation rules cut the exception queue by making ownership visible.

1 Member inquiry received 2 Unified member record look up 3 Clinician-led routing rules applied 4 Route to Surgery, Urgent Care, Behavioral Health, or Oncology 5 Care plan created with assigned coordinator 6 Completion dashboard tracks progress across programs
  • Clinical governance and benefit partner rules.
  • Variable patient acuity and time-sensitive routing.
  • Nurses and care guides needed shared facts for coordination.
  • Unified member record for clinicians and care guides.
  • Routing rules tied to clinician roles.
  • Completion dashboards and coordination rituals.
  • Routing and escalation rules cut the exception queue by making ownership visible.
  • Care plan completion rates converged — the gap between highest and lowest programs shrank.
  • Frontline teams stopped flagging routing as a top reason for delayed resolutions.
  • Routing rule map documenting which roles owned which decisions at each step.
  • Care plan completion dashboard summarizing program-level completion trends.
  • Coordination checklist aligning nurses, care guides, and benefit partners.

Details are anonymized because of healthcare, client, and commercial confidentiality. Where exact figures cannot be shared, I describe the operating problem, intervention, observed directional change, and what I directly owned.

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