Epion Patient Services

Transformed digital check-in into a proactive, data-driven patient engagement platform that achieved over 1 million enrollments in under two years.

Key Details

Role

Product Manager

KPIs

Opt-in rate

Patient satisfaction

ARR

Methodology

Agile (Scrum)

About

As Product Manager, I led the development and launch of Epion Patient Services, a digital check-in solution designed to extend the value of the check-in process by offering patients timely, personalized services before their appointments. This product was a significant evolution of our core digital check-in platform, focused on proactive patient engagement and point-of-care support.

Prior to this initiative, check-in largely centered on administrative tasks like forms and payments. In partnership with the senior leadership team, I executed an opportunity to expand digital check-in into a more patient-centered experience that could deliver relevant services—such as cost savings programs, educational materials, and medication support—at the most impactful moments.

Key areas of leadership included:

  • Product Strategy: Defined a scalable digital workflow that connected pre-visit messaging, intake, and payment with targeted patient services like medication affordability offers and educational content.
  • Cross-Functional Collaboration: Worked closely with premier digital health partners such as Capsule to integrate point-of-care programs directly into the patient experience, while aligning internal teams across engineering, marketing, and client success.
  • Technical Execution: Led the integration of third-party service providers into the check-in flow, ensuring secure data exchange, seamless UX, and regulatory compliance.
  • User Experience: Focused on building an intuitive, mobile-first interface that surfaced relevant services based on EHR data without disrupting the primary check-in journey.

The launch of Epion Patient Services transformed digital check-in from a transactional workflow into a meaningful engagement opportunity. It allowed healthcare organizations to offer value-added services that improved patient satisfaction, supported medication adherence, and streamlined access to care—all without adding friction to existing processes.

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