Senior Product Manager

Building AI-enabled products that simplify complex workflows

6+ years shipping workflow automation, analytics systems, and more recently, AI-enabled products across healthcare, SaaS, and e-commerce. I find the operationally messy problems — fragmented, manual, hard to scale — and turn them into systems that work.

Impact at a glance
$200M+
ARR platform at UWI
91%
LLM extraction accuracy (ReferralFlow)
50%
Doc time reduction via AI voice notes
224%
YoY revenue growth (e-commerce)
AI-enabled workflows Healthcare 0→1 products LLM applications Workflow automation Enterprise SaaS
Portfolio
AI products & prototype work
ReferralFlow AI
Healthcare AI · Intake automation
ReferralFlow AI — Referral to intake automation

Intake coordinators upload referral forms — faxes, PDFs, scanned documents — and an LLM extracts clinical and patient data, auto-populating the electronic intake form with per-field confidence scoring.

91% extraction accuracy 87% effort reduction 15 min → <2 min per referral
OCR + LLMConfidence scoringHuman-in-the-loopEnterprise SaaS
View case study →
NoteFlow AI
Healthcare AI · Clinical documentation
NoteFlow AI — Clinical note generation

Wound care clinicians speak or type their assessment in natural language. NoteFlow transforms it into a structured, HIPAA-compliant clinical progress note with all 9 required fields — ready to paste into any EMR in under 2 minutes.

67% documentation time reduction 21%→8% claim denials 45→15 min per visit
Voice-to-noteLLM structuringHIPAA-compliantHuman review
View case study →
ClearPath
AI PM · Healthcare
ClearPath — Discharge coordination

AI-powered discharge coordination platform with FHIR R4 integration, real-time care team dashboard showing discharge readiness per patient, AI-generated blocker summaries with source citations, and ranked recommended actions.

60–70% coordinator time on status-chasing 2–4 hrs avg delay per patient
FHIR R4React prototypeDischarge planningQualified Health
View case study →
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Insights Engine
In development
Customer Insights Engine

An AI tool for surfacing product pain points and customer signals from Reddit conversations (Phase 1). Currently in development — check back soon.

n8nClaude APIReactComing soon
About
Product thinking, operationally grounded

My background sits at the intersection of messy operational problems and the technology that can actually solve them. I've spent the last 6+ years working across healthcare, SaaS, and e-commerce — not chasing shiny product areas, but following the problems that are genuinely hard to untangle.

At United WoundCare Institute, I took on full ownership of product strategy for an enterprise platform at $200M+ ARR. The work was unglamorous in the best way — fax-based referral workflows, clinical documentation that took 30 minutes per note, wound measurements done manually by hand. I got to apply AI to each of these and watch the numbers actually move.

Before that, I was at Intuit building a security analytics dashboard for C-suite stakeholders — the kind of product where the user is a CISO who has 10 minutes and needs to understand what's on fire. And earlier in my career, I ran product for an e-commerce platform where a relentless focus on experimentation and customer research drove 224% revenue growth year-over-year.

I hold an MBA from Berkeley Haas and bring that same rigor to how I think about market fit, prioritization, and the business case behind every feature.

The kinds of problems I keep gravitating toward:

AI-enabled workflows and LLM applications in complex environments
Automation of manual, fragmented operational processes
Analytics products that help people make faster, better decisions
0→1 builds where the product and the problem definition happen simultaneously
Healthcare systems — where getting it right actually matters
Capabilities
What I bring to every product
🤖
AI & LLM products
LLM applications, AI-assisted workflows, human-in-the-loop systems, prompt engineering, Claude API
⚕️
Healthcare domain
Clinical workflows, FHIR, prior auth, wound care, discharge coordination, value-based care
⚙️
Workflow automation
OCR pipelines, n8n, Supabase, intake automation, structured data extraction
📊
Analytics & data
SQL, Tableau, Mixpanel, GA, A/B testing, longitudinal outcomes reporting
📋
Product strategy
PRDs, roadmaps, user stories, vendor evaluation, 0→1 development, Agile
💻
Prototyping & build
React, n8n, Netlify, Airtable, Claude API — hands-on prototype development
Contact
Open to meaningful work

Seeking senior PM roles in AI-enabled workflows, healthcare technology, and operationally complex product environments. Open to full-time roles, advisory conversations, and collaborations.

← Back to portfolio
Problem
Solution
Try it
Results & testing
Business case
Deployment
The problem
Referral intake is still a manual, fax-driven, error-prone process
"How might we eliminate manual data entry from the referral intake process — giving coordinators a pre-populated intake form with field-level confidence signals, so they can verify rather than transcribe?"
Each referral packet arrives as a faxed PDF. An intake coordinator extracts demographics, insurance details, clinical information, and provider data — then re-enters all of it into the EMR one field at a time. Across dozens of referrals per day, this is the dominant source of intake coordinator time, and errors at this stage directly propagate to claim denials downstream. The coordinator isn't slow. The workflow is broken.
The solution
AI-powered extraction with per-field confidence scoring
PDF text extraction — not OCR
Referral PDFs are processed using pdftotext, extracting digitally embedded text directly. OCR is not used — it adds noise and error. pdftotext works on the vast majority of digitally generated fax referrals. Handwritten or scanned-only forms are a documented roadmap item.
Claude-powered structured extraction
Extracted text is sent to Claude with a structured prompt to identify all 20 intake fields. Claude understands clinical context — it correctly parses wound type, diagnosis codes, and visit frequency from free-text referral language, not just from labeled form fields.
Weighted confidence scoring algorithm
Each field carries a confidence score calibrated against a weighted algorithm where high-stakes fields (NPI, Medicare ID, primary diagnosis) carry more weight toward the overall confidence badge. The PM owns the field weights — they reflect clinical and billing importance, not just extraction difficulty.
Three-state confidence UI
Each field renders in one of three states so coordinators know exactly where to focus review time.
✓ Green — Confirmed
NPI: 1234567890
Confidence ≥90%. Extracted cleanly — accept as-is.
⚠ Yellow — Review
ZIP: 9284_
Confidence 80–89%. Extracted but incomplete — flag for coordinator review.
✗ Red — Missing
Medicare ID: Not found
Field not present. Coordinator must enter manually.
Try it
Experience the prototype
Results & testing
Current prototype performance
Accuracy on NPI & primary diagnosis
Overall accuracy across all 20 fields
Time reduction on typed forms
Referral test set with known ground truth
📋 Eval set design
30 referral PDFs with known correct values across all 20 fields
Mix of clearly typed, partially filled, and ambiguous forms
Accuracy thresholds defined before results were reviewed
Coordinator correction dataset built from flagged fields
📊 What we measure
Field-level extraction accuracy per field
Confidence calibration — 90% confidence = 90% correct?
False negative rate — fields returned null that had a value
Override rate by field — which fields coordinators correct most
Issues surfaced in testing
Issue
Handwritten and scanned-only forms returned empty extraction
pdftotext extracts digitally embedded text only. Fully handwritten referrals return blank output. Mitigation: documented as known gap; roadmap includes Claude Vision as a fallback with UI flag alerting coordinators.
Issue
Confidence calibration on date fields was inconsistent
Claude returned high confidence on dates formatted incorrectly. Mitigation: added post-extraction date normalization and a regex validation layer that independently verifies date format before rendering confidence.
Learning
New agency templates require prompt updates
Different referring agencies use different form layouts. Extraction accuracy on new templates starts around 75–80% and improves with prompt refinement. Informs the production rollout strategy: onboard agencies incrementally with a validation period.
Business case
The financial case for fixing intake
Manual processing time per referral
With ReferralFlow AI on typed forms
UWI claim denial rate — intake errors a primary driver
Avg revenue per patient episode at risk per denial
Coordinator efficiency
A coordinator processing 20 referrals/day spends ~5 hours on manual data entry. ReferralFlow reduces that to under 40 minutes — freeing the remainder for relationship management, follow-up, and exception handling.
Denial rate reduction
Intake errors — missing Medicare IDs, incorrect NPI numbers, incomplete prior auth — drive claim denials. A 1% improvement in denial rate across UWI's ~104,000 monthly visits represents ~$160K in recovered monthly revenue.
Engineering de-risking
The prototype validates AI feasibility before committing to a full production build — avoiding a costly engineering investment in a system that might require fundamental architectural changes post-launch.
Deployment plan
Prototype → pilot → production, gated on outcomes
01
Prototype validation
Now — in progress
30-referral eval set with known ground truth
Agency template variability testing
Coordinator correction dataset built
Gate: 90%+ accuracy on NPI + diagnosis
02
Controlled pilot
Weeks 5–12
3–5 coordinators, parallel run alongside existing process
Override rate tracked by field
Time-to-intake-complete vs. baseline
Gate: adoption >60%, override rate <15%
03
Production build
Weeks 13–24
EMR write-back with idempotency controls
Claude Vision fallback for handwritten forms
Expand to all agencies with per-agency tuning
Measure: denial rate delta, coordinator NPS
Confidence calibration drift
Claude model updates may shift calibration between predicted confidence and actual accuracy. Mitigation: monthly evaluation set run in production to detect drift.
EMR write-back integrity
Writing extracted data directly to EMR without review creates patient safety risk. Mitigation: human review permanent and mandatory before any write.
HIPAA / BAA requirements
Claude API processes PHI from referral documents. A BAA with Anthropic is required before production — negotiation must begin during pilot.
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Healthcare AI · Clinical Documentation · UWI
NoteFlow AI
Wound care clinicians speak or type an assessment. NoteFlow generates a fully structured, HIPAA-compliant clinical progress note — all 9 required fields, ready to paste into any EMR in under 2 minutes.
67%
documentation time reduction
45→15 min
per visit
21%→8%
claim denial rate
9 fields
structured every note
→ View prototype (Clinical-Note tab)
Problem
Solution
Try it
Results & testing
Business case
Deployment
The problem
Wound care documentation is time-consuming, error-prone, and driving clinician burnout
~45 min
Documentation time per wound care home visit — major component of the ~61 min average visit
Swift Medical / industry
27%
Annual RN turnover in home health — documentation burden a consistently cited driver
Home Health Care News 2024
21%
UWI claim denial rate — incomplete or incorrectly structured notes a key driver
Internal UWI data
"How might we allow wound care clinicians to document an assessment through natural speech or text — and receive a fully structured, compliance-ready clinical note in seconds, with no cleanup required?"
Why existing dictation tools don't solve this
Capability
Dragon / generic dictation
NoteFlow AI
Output
Raw transcript — requires manual cleanup
Structured clinical note — ready to paste into EMR
Clinical understanding
None — transcribes words, not meaning
Understands wound staging, tissue types, compliance requirements
Required fields
No awareness — omissions pass through silently
All 9 fields always present in output
The bottom line
Dragon transcribes what you say
NoteFlow writes the note
The solution
Voice or text in → structured clinical note out
🎙️
Voice input
Clinician dictates
📝
Transcription
OpenAI Whisper
🧠
Clinical structuring
Claude API
📋
Note generation
9-field output
Clinician review
Human-in-the-loop
Key distinction: Whisper handles transcription. Claude handles everything else — wound staging classification, tissue type interpretation, documentation structure, compliance formatting. Whisper is a transcription engine. Claude is the clinical reasoning layer that turns that transcript into a finished document.
🧠
Clinical context and medical knowledge
Claude understands wound staging (Stage 1–4, unstageable), tissue types (granulation, fibrinous slough, necrotic), and wound care terminology without domain-specific fine-tuning. It interprets clinical language and maps it to structured documentation fields correctly.
⚠️
Infection risk detection with alert
A secondary classification layer flags signs of wound infection (seropurulent exudate, periwound erythema) and triggers an alert to the supervising clinician. Designed for recall — better to flag a non-infected wound than miss an infected one.
The 9 required clinical fields
01Wound location & anatomical site
02Wound stage / classification
03Wound dimensions (L × W × D cm)
04Wound bed tissue type
05Exudate type & amount
06Periwound skin condition
07Treatment applied
08Pain level (0–10 scale)
09Clinician assessment & plan
Try it
Experience the prototype
Try this wound assessment script
"Presenting with a Stage 3 sacral pressure injury measuring 4 by 3 centimeters, depth 1.2 centimeters. Wound bed with 60% granulation and 40% fibrinous slough. Moderate seropurulent exudate. Periwound maceration noted. Pain level 4 out of 10. Treated with sharp debridement, wound irrigated with normal saline, calcium alginate with silver applied. Plan to reassess in 48 hours."
Results & testing
Prototype performance and evaluation
67%
Documentation time reduction (45→15 min)
9/9
Required fields present in test outputs
21%→8%
Claim denial rate improvement
0
Hallucinated clinical details in test runs
📋 What we measure
Structured field coverage — all 9 fields present
Clinical accuracy — correct wound staging and terminology
Override rate by field — where clinicians correct most
Hallucination check — output contains no details not in input
🔬 How we evaluate
Automated field presence check across outputs
Wound care nurse scores sample outputs 1–5 on accuracy and usability
LLM-as-judge: Claude evaluates against a clinical documentation rubric
Side-by-side comparison with manually written notes
Business case
Documentation quality is a direct revenue lever
~$5,000
Avg revenue per patient episode at risk per documentation deficiency
~$2,300
Per 30-day billing period clawed back in a full episode audit
$500K+
Recovered monthly revenue from 1% denial improvement at UWI scale
27%
Annual RN turnover — documentation burden a cited driver
Clinician time savings
67% reduction in documentation time (45→15 min) across 1,000+ UWI clinicians translates to thousands of recovered hours per week — redirectable to patient care or additional visits.
Denial rate and audit risk reduction
Incomplete or incorrectly structured notes trigger denials and full episode audits — where payers review every visit note and can claw back an entire billing period ($2,300) or episode ($5,000). NoteFlow ensures all 9 required fields are always present.
Workforce retention
27% annual RN turnover — with documentation burden as a cited driver — represents significant recruitment and training cost. NoteFlow reduces post-visit documentation load, addressing one of the most cited contributors to burnout.
Deployment plan
Prototype → pilot → production, gated on outcomes
01
Prototype validation
Completed
20-script eval set across wound types
Wound care nurse review and scoring
All 9 fields consistently present — confirmed
Gate: 9/9 field coverage, no hallucinated details
02
Controlled pilot
Weeks 1–8
5–10 clinicians, parallel documentation
Override rate tracked by field
Home environment audio quality monitoring
Gate: override rate <20%, clinician NPS positive
03
Production rollout
Weeks 9–20
Phased rollout: Alpha → Beta → GA
Missing field auto-flagging before clinician review
Continuous prompt refinement from override data
Measure: denial rate delta, clinician retention
Home environment audio quality
Background noise degrades Whisper transcription accuracy on clinical terms. Mitigation: text input path as fallback; Whisper prompt tuning with wound care terminology.
Hallucination in generated notes
Claude may generate plausible-sounding detail not in the input. Mitigation: permanent human review before EMR entry; instruction prompt returns "not documented" rather than inferring missing fields.
Model drift after updates
Claude model updates can shift output format or clinical interpretation. Mitigation: monthly evaluation set run in production; automated field coverage check alerts team when format changes.
← Back to portfolio
Healthcare AI · Discharge Coordination · Qualified Health
ClearPath — AI Discharge Coordination
An AI agent that synthesizes EHR, nursing, PT/OT, pharmacy and case management data to surface the specific blocker preventing discharge — and the next action to unblock it.
60–70%
of coordinator shift on status-chasing
2–4 hrs
avg avoidable delay per patient
~$900
excess cost per delayed discharge
3 roles
Coordinator · patient · care team
→ View live prototype
Problem
Solution
Try it
Business case
Deployment
The problem
Discharge readiness lives across six systems. No one has the full picture.
60–70%
of a coordinator's shift spent on status-chasing, not care coordination
Advisory Board / NEJM Catalyst
2–4 hrs
avg avoidable discharge delay per patient — ~$900 excess bed-day cost per delay
NEJM Catalyst / Advisory Board
20–25%
annual coordinator turnover — cognitive burden and fragmentation a cited driver
ACMA / industry
"How might we give discharge coordinators a real-time, AI-synthesized view of each patient's discharge readiness — surfacing the specific blocker, its source, and the exact next action needed to unblock it?"
Discharge readiness data lives across six systems — EHR physician orders, nursing notes, PT/OT documentation, pharmacy, case management, and transport scheduling. No single system synthesizes across all of them. Existing tools like Qventus predict when a patient might leave but don't identify the specific blocker preventing discharge today. Epic/Cerner built-ins rely on structured fields only and can't read free-text nursing notes or case management documentation. The gap isn't better dashboards. It's synthesizing what dashboards can't read.
The solution
ClearPath — an AI discharge coordination agent
Real-time discharge coordination board
All patients on a unit in one view, filterable by status (Escalated / Blocked / Ready). Each patient shows discharge readiness %, wait time, and active blockers. Proactive alerts surface patients waiting 4+ hours before coordinators go looking.
🔍
AI blocker identification with source citation
ClearPath synthesizes Epic EHR (FHIR R4) and CareManager Pro (HL7 ADT) to identify the specific blocker — not a status flag. Every blocker includes AI confidence score, data source, note freshness, and responsible clinician.
Ranked recommended actions with responsible party
For each blocker, ClearPath generates prioritized next actions assigned to the right person — coordinator, case manager, bedside nurse, or pharmacist. The coordinator makes the final call — always.
💬
Patient-facing plain-language discharge update
A second view generates a plain-language message for the patient explaining their discharge status clearly. AI-generated, reviewed by coordinator before delivery — reducing patient anxiety and improving adherence.
Try it
Experience the prototype
Business case
Three ROI levers: throughput, outcomes, workforce retention
2–4 hrs
Avg avoidable discharge delay per patient
~$900
Excess bed-day cost per delayed discharge
3%
Max CMS readmission penalty (HRRP)
20–25%
Annual coordinator turnover rate
Throughput ROI
A 400-bed hospital at 85% occupancy discharges ~70 patients/day. Recovering 1 hour of delay across 20% of discharges = 14 hours of bed capacity recovered daily. At near-capacity, recovered bed-hours translate directly to additional admissions.
Clinical outcomes ROI
Poor discharge coordination is a primary driver of 30-day readmissions, which trigger CMS HRRP penalties. Improved discharge adherence and plain-language patient updates directly reduces readmission risk and penalty exposure.
Workforce ROI
Reducing status-chasing from 60–70% to ~30% of a coordinator's shift — roughly 3–4 hours/day — reduces cognitive burden. Measured via monthly coordinator NPS and 6-month retention tracking.
Deployment plan
Weeks, not months — gated on outcomes
01
Shadow mode
Weeks 1–4
Read-only access — no EHR writes, no workflow changes
AI runs in background on one med-surg unit
Measure blocker ID accuracy vs. coordinator ground truth
Gate: 80%+ accuracy on primary blockers
02
Recommendations
Weeks 5–10
Surface recommendations to coordinators (read-only)
Measure override rate by blocker category
Activate alerting for 4+ hour escalations
Gate: coordinator adoption above 60%
03
Integration + scale
Weeks 11–20
FHIR API integration for real-time structured data
Expand to 2–3 units with prompt refinement
Phase 3+: patient-facing companion layer
Measure: LOS delta, readmission, retention
Alert fatigue
Too many low-confidence outputs erode trust silently. Mitigation: conservative thresholds in pilot — surface fewer, higher-confidence recommendations only.
Liability clarity
When AI informs a decision that goes wrong, accountability must be unambiguous: the coordinator, always. Explicit in training, UI design, and clinical governance.
Equity
A model trained on academic medical center notes may underperform in safety-net hospitals. Pilot must include a safety-net institution from day one — not after scaling.