Every project here reflects the same goal: build technology that replaces manual effort, gives leaders better visibility, and lets lean teams scale without adding headcount. From AI-powered SaaS tools at a healthcare startup to enterprise rollouts across 36 clinics.
Served as end-to-end product manager for a React application surfacing physical therapy analytics and compliance data to non-technical clinical users. Translated dense data into intuitive dashboards that providers could act on without any analytical background. Owned the full PM lifecycle: customer discovery, user story writing, engineering requirements, sprint tracking, QA testing, and post-launch support. Acted as the single point of contact between clinicians and the engineering team, ensuring feedback from the field continuously shaped the product roadmap.
Contributed to the ongoing feature development of an AI medical scribing product paired with a clinical analytics database. Gathered structured customer feedback from 200+ clinic clients, translated it into prioritized feature requests, and tracked engineering execution through a dedicated feature board. Served as the clinical subject matter expert for the AI model team: labeled training data, validated outputs against real-world clinical documentation standards, and provided directional product input that shaped model development and feature priorities. Balanced active onboarding of new clients with proactive account management for the existing portfolio.
When Prediction Health was acquired by Prompt EMR, led the operational and data transfer side of the integration. Documented and translated all internal processes, automation workflows, and data pipelines into the new organization's systems, ensuring continuity across customer success, support, sales, and operations. The result was a seamless transition with minimal disruption to existing clients and a new-company team that was operational from day one. Established new reporting infrastructure using BigQuery and Data Studio to bridge financial and operational data across both organizations.
Designed and implemented a centralized program management framework in Asana to bring visibility and structure to company-wide initiatives. Identified active and planned projects across departments, defined scope boundaries, and broke each initiative into clearly owned tasks and subtasks for individual contributors. Established a consistent project intake process so new initiatives are scoped, prioritized, and tracked from day one. This PMO framework replaced ad-hoc tracking with a single source of truth, giving leadership real-time visibility into progress, blockers, and resource allocation across all active work.
Led the enterprise rollout of Better Access online scheduling across 36 clinic locations. Built a data collection system via Microsoft Forms to gather therapist information and automated the entry process into the platform. Implemented verification checks, staff reminder notifications, and created instructional video content to drive adoption. Developed Power BI monitoring dashboards to track rollout progress and adoption rates in real time, giving leadership a live view of clinic-by-clinic completion across the entire organization.
Identified the absence of standardized clinical training as a key operational risk across IRG's 50+ clinic network. Defined requirements for, selected, and launched a Learning Management System to deliver consistent orientation and ongoing education organization-wide. Standardized onboarding pathways for new clinical staff, reducing variation in training quality and freeing clinic directors from ad-hoc training responsibilities. Coordinated rollout across all locations with defined adoption metrics.
Combined treatment notes, outcome measures, charging habits, and note completion into a single Power BI compliance dashboard. Deployed AI Builder OCR to assess document length and sentiment from PDFs, processing results into a BI-ready dataset. Built KPIs covering charging efficiency, outcome scores vs. national averages, time-to-complete, and character count. Visual threshold alerts flag providers falling below standards, while regression analysis predicts compliance trajectory, surfacing risk before it becomes a problem.
Built an automated data extraction pipeline pulling outcomes data from 36 individual clinic locations and consolidating it into a centralized Power BI dashboard. Developed custom KPI calculations to track clinical performance and created comparative visualizations enabling each clinic to benchmark their outcomes against national standards. Removed the manual reporting burden entirely, data refreshes automatically, giving clinical and operational leaders always-current performance visibility across the entire network.
Designed a system to monitor and communicate with 130+ clinical staff across all performance dimensions. Unified staff identifiers across Clinicient, FOTO, MS Teams, and Outlook into a single key, then built Power BI relationships across all data sources. Created Power Automate flows with in-dashboard action buttons allowing managers to send personalized performance data directly to individual staff, with all interactions automatically logged. Gave leadership a complete, documented audit trail of performance communications across the entire organization.
Consolidated Salesforce and Clinicient databases into a unified, real-time Power BI referral tracking dashboard. Applied data wrangling techniques to standardize 30,000+ provider entries and built an automation that cross-referenced the entire contact list against the NPI database to append provider identifiers. Linked the cleaned Salesforce data to Clinicient using NPI numbers as the connecting key, enabling new referrals to automatically populate the live dashboard, giving the sales and marketing teams instant, accurate referral pipeline visibility.
Built an end-to-end automated discharge coordination system by integrating FOTO Outcomes and Clinicient EMR data. A Power BI dashboard syncs patient IDs across both platforms, filters by alert level, and triggers Power Automate flows that generate Adaptive Cards, delivering patient-specific discharge information directly to the responsible provider via Microsoft Teams. Eliminated manual chart review and cross-system lookups, ensuring providers receive timely, complete discharge data through the communication tools they already use.
Replaced a fragmented manual referral intake process with a fully automated end-to-end workflow. A standardized Microsoft Form captures referral data from administrative staff, which is automatically transferred into the Clinicient EMR. The submitter receives staged status notifications, at submission, processing, and completion, while the marketing team is simultaneously alerted with prospect contact details for follow-up. Removed data entry errors, ensured complete EMR records, and created a coordinated handoff between admin, clinical, and marketing teams.
Created a structured onboarding system that keeps new clinical employees connected to resources and managers connected to progress, well beyond orientation day. An intake form triggers a multi-step automation: employee data feeds a Power BI dashboard with bio pages and KPI performance metrics, filtered by days since hire. An automated follow-up messaging cadence sends touchpoints at defined intervals, with a response tracking matrix that automatically alerts managers when issues are flagged. Turned a one-day orientation into an ongoing, measurable onboarding experience.
Designed an AI-powered automation to process 100+ returned mail items and match them to incorrect contact records in Salesforce and Clinicient. AI Builder scans and extracts text from returned letter PDFs, categorizes the information, and identifies the erroneous entries in the referral database. Incorrect records are automatically flagged, the dashboard updates in real time, and the team is notified of discrepancies requiring correction. Eliminated hours of manual letter review and significantly improved the accuracy of the contact database used by the sales and marketing teams.