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Test Innovative Service Model to Improve Patient Access
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Situation
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Legacy Health faced rising demand for primary care and limited provider availability, leading to long wait times for new patient appointments. The Customer Experience team partnered with a clinic to test a new team-based care model where patients first see an Advanced Practice Provider (APP), then follow up with a Primary Care Provider (PCP).
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Task​
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As both a UX Researcher and Project Manager, I was responsible for conducting concept testing, measuring the new model’s feasibility, desirability, and viability, while coordinating project logistics and stakeholder communication.
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Action
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Developed a KPI dashboard in Power BI to track lead times, provider capacity, patient satisfaction, and reimbursement rates
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Designed satisfaction surveys for patients and clinic staff to gather weekly feedback
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Collaborated with stakeholders to identify metrics and aligned data collection with experiment goals
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Used Asana to manage tasks and timelines for a 7-week research sprint
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Provided weekly insights and recommendations to iterate the care model in real time
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Results
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Reduced wait time for a first primary care visit by 63%
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214 patients surveyed, with the majority open to seeing an APP first
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Created a scalable dashboard and playbook to support future pilot expansion across clinics
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