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01Healthcare Operations & Project Coordination

Multi-Practice Healthcare Operations Coordination

Organization
Northwell Health
Role
Patient Access Team Lead
Dates
June 2022 – June 2025

Operational and project coordination across 12+ medical practices: managing timelines, deliverables, and workflow improvements while working closely with my Operations Manager and clinical, operational, and IT teams.

Process

The type of operational coordination I performed in this role.

Identify Need
Plan & Coordinate
Communicate
Execute
Track
Review Metrics
Correct / Improve
Standardize
Context

Patient Access operations spanning 12+ medical practices, where initiatives and workflow changes needed to be carried out consistently across many teams.

My Role

Patient Access Team Lead, working closely with my Operations Manager to coordinate operational initiatives and support the team.

What I Coordinated

Cross-functional operational initiatives, timelines, deliverables, and workflow improvements, with project milestones tracked through implementation.

Process & Documentation

Maintained SOPs and process documentation, updated incorrect or outdated processes identified within the team, and supported workflow standardization.

Communication & Collaboration

Facilitated stakeholder and team meetings, documented action items, coordinated with clinical, operational, and IT teams, and communicated process and workflow changes.

Tracking & Metrics

Monitored KPIs and operational metrics, prepared recurring operational reports, and tracked corrective actions.

Team Support

Participated in evaluations and quarterly reviews, and supported team development through training, skill updates, and 1:1 coaching.

Process Improvement

Identified operational challenges, used performance information to find areas needing improvement, and supported operational readiness when processes or systems changed.

Responsibilities

  • Coordinated cross-functional operational initiatives across 12+ medical practices
  • Managed timelines, deliverables, and workflow improvements
  • Worked closely with my Operations Manager
  • Coordinated with clinical, operational, and IT teams
  • Facilitated stakeholder and team meetings
  • Documented action items
  • Tracked project milestones through implementation
  • Maintained SOPs and process documentation
  • Updated incorrect or outdated processes and documentation identified within the team
  • Supported workflow standardization
  • Identified operational challenges
  • Tracked corrective actions
  • Supported continuous process improvement
  • Monitored KPIs and operational metrics
  • Prepared recurring operational reports
  • Participated in evaluations and quarterly reviews
  • Used performance information to identify areas requiring improvement
  • Supported team development through training, skill updates, and coaching
  • Provided 1:1 coaching and performance support
  • Helped communicate process and workflow changes to the team
  • Supported operational readiness when processes or systems changed

What This Demonstrates

Project coordinationMilestone trackingStakeholder coordinationSOP managementKPI monitoringOperational reportingChange supportTeam development

Stakeholder Map

Stakeholder groups, not individuals. Solid badge = groups I interacted with directly; outline = broader stakeholder groups.

Operations Leadership

Direct
Role in the Work
Provided operational priorities and direction; reviewed workflow needs and progress.
Primary Interest or Need
Progress, issues, KPIs, and consistent operations across practices.
How I Coordinated / Communicated
Worked closely with my Operations Manager, provided updates, prepared recurring operational reports, and participated in quarterly reviews.
Stakeholder CommunicationIssue EscalationOperational Coordination

Patient Access Team

Direct
Role in the Work
Executed scheduling and access workflows; participated in process changes, training, and implementation.
Primary Interest or Need
Clear, accurate processes and support when workflows change.
How I Coordinated / Communicated
Facilitated team meetings, communicated process updates, maintained SOPs, and provided training and 1:1 coaching.
Meeting FacilitationChange CommunicationTraining & Adoption

Clinical Teams

Direct
Role in the Work
Coordinated around patient-care and operational workflows.
Primary Interest or Need
Workflows that support patient care without disruption.
How I Coordinated / Communicated
Coordinated with clinical teams on operational initiatives and workflow improvements.
Cross-Functional CollaborationRequirements Gathering

IT / Systems Teams

Direct
Role in the Work
Supported system enhancements and workflow changes.
Primary Interest or Need
Clear workflow requirements and issues reported accurately.
How I Coordinated / Communicated
Collaborated with IT teams on system enhancements and supported operational readiness when systems changed.
Requirements GatheringCross-Functional Collaboration

Providers / Medical Practices

Broader group
Role in the Work
Participated in scheduling and operational workflows across the 12+ practices supported.
Primary Interest or Need
Accurate scheduling and consistent processes at each practice.
How I Coordinated / Communicated
Supported initiatives and workflow standardization carried out across the practices.
Operational CoordinationRelationship Management

Patients

Direct
Role in the Work
End users affected by scheduling, access, and workflow processes.
Primary Interest or Need
Timely, accurate scheduling and a clear access experience.
How I Coordinated / Communicated
Supported through high-volume scheduling, issue resolution, and accurate patient information.
Conflict / Issue ResolutionStakeholder Communication

New Employees / Team Members

Direct
Role in the Work
Received onboarding, training, and process guidance.
Primary Interest or Need
Confidence and clarity on workflows and expectations.
How I Coordinated / Communicated
Coordinated onboarding activities, supported training schedules, and provided guidance and coaching.
Training & AdoptionAction-Item Tracking

Skill tags: transferable project-management skill demonstrated through professional experience.

Stakeholder Communication Matrix

StakeholderInformation NeededCommunication PurposeFrequency / Timing
Operations LeadershipProgress, issues, priorities, KPIsReporting & escalationRecurring / as needed
Patient Access TeamProcess updates, responsibilities, expectationsCoordination & trainingAs needed / during implementation
Clinical / Operational TeamsWorkflow changesCross-functional coordinationAs needed
IT / Systems TeamsSystem and workflow requirementsImplementation supportDuring implementation
New EmployeesOnboarding steps, SOPs, workflowsTraining & readinessDuring onboarding

Stakeholder Interest / Influence

Portfolio Analysis: Stakeholder Relationship Demonstration

My project-management interpretation of stakeholder relationships. Not an official organizational chart or company classification.

High Influence / High Interest
  • Operations Leadership
  • Key Operational Teams
High Influence / Lower Direct Interest
  • IT / Systems Support
  • Other Leadership Stakeholders
Lower Influence / High Interest
  • Patient Access Team
  • Patients / End Users
Lower Influence / Lower Direct Interest
  • Supporting Stakeholder Groups

Portfolio case study based on professional experience. Confidential, proprietary, patient, employee, and organizational information has been omitted or generalized.