How Doximity Scales Research Efficiently for Challenging Healthcare Audiences, with Outset and Rally

The Challenge: Scaling High-Quality Research for One of the Hardest Audiences to Reach

Research at Doximity starts with one of the hardest realities in product development: healthcare professionals, their core audience, don’t have time for you. 

The platform serves healthcare professionals across the United States — including attending and resident physicians, nurses, and physician assistants — a uniquely difficult audience to reach due to demanding schedules, irregular hours, and the nature of working within a highly regulated industry.

Krista Lipps, Doximity’s Senior UX Researcher, supports teams across the organization, balancing deep qualitative work with constant incoming requests for insight.

Before adopting Outset and Rally, every step of research required significant manual effort. Recruiting participants, scheduling sessions across time zones, tracking outreach, managing incentives, and synthesizing insights all fell on Krista’s shoulders. Even when the demand for research was high, capacity was limited.

“Physicians work around the clock,” Krista explained. “Their schedules don’t always align with traditional research methods.”

As a result, many important research questions were either delayed or deprioritized altogether.

The Solution: A Research Stack Built for Speed, Depth, and Reality

To scale research without sacrificing quality or burning out, Krista built her research stack around two tools: Outset and Rally.

Rally is Doximity’s user research CRM that handles participant management, recruitment, scheduling, governance, and incentives. Outset enables asynchronous, AI-moderated interviews that deliver the depth of a live conversation without requiring real-time coordination.

Together, the two tools allow Krista to move from recruiting participants to generating insights with minimal operational overhead. Research that once took weeks to organize can now be launched in hours.

Outset: Human-Level Insight Without Scheduling Constraints

Live interviews remain the gold standard for qualitative research, but with clinicians working nights, weekends, and on-call shifts, they are not always feasible.

Outset gave Krista a way to reach participants who would otherwise be impossible to schedule. By offering AI-moderated interviews alongside live sessions, she could meet clinicians where they were — allowing them to participate on their own time, whether that meant between patients or at 2 am.

Krista praised Outset’s AI moderator ability to adapt dynamically and probe for context and nuance rather than simply following a rigid script. The result is feedback that feels conversational and thoughtful, without requiring Krista to be present for every session.

“It sits perfectly between a survey and a live interview,” Krista said. “I still get rich, qualitative insight, but without forcing scheduling that just doesn’t work for this audience.”

Just as important, Outset’s synthesis tools allow Krista to move quickly from raw responses to actionable insight. Instead of spending hours reviewing recordings, she can focus on patterns, themes, and implications — and share findings with teams faster.

With Outset, Krista has been able to support research projects that previously would have been left behind due to time constraints, expanding the overall impact of research across Doximity.

“What’s possible now is that I’m able to help serve additional teams around the organization that would have been left behind because of business priorities,” Krista said. “That’s been one of the biggest benefits for me as a researcher.”

Rally: Operational Foundation Behind Great Research 

While Outset transformed how research was conducted, Rally transformed the foundational operations behind it. 

Before Rally, participant management was fragmented and manual. Krista tracked outreach in spreadsheets, monitored incentives by hand, and worried constantly about administrative errors. The operational burden limited how many studies she could reasonably support at once.

Rally centralized the entire research operations workflow. Participant recruitment, outreach tracking, incentive management, and scheduling now live in one place, giving Krista visibility and confidence at every step of the process.

This operational foundation matters because the quality of research is only as strong as the participants behind it. Outset’s AI-moderated interviews unlock speed and scale, but they rely on access to the right people to deliver meaningful insight. With Rally, Krista can consistently recruit and manage her own real users, ensuring every study is grounded in authentic, high-quality perspectives. 

“The biggest change is quality of life,” Krista said. “I don’t have to think about ops anymore — I can just do research.”

With Rally in place, studies can be set up quickly, participants are governed responsibly, and stakeholders stay automatically informed when sessions are scheduled or rescheduled. 

What once felt chaotic is now predictable and scalable.

Stronger Together: Outset × Rally

Krista was one of the first customers to use Outset and Rally together, even before a formal integration existed. From the beginning, the value of pairing the two tools was clear.

Each time a participant engages with research through Rally, their profile is automatically updated and saved. By passing this participant information from Rally directly into Outset, Krista reduced redundant questions, shortened studies, and minimized fatigue for busy clinicians. Participants no longer had to repeatedly provide the same background information, creating a smoother and more respectful experience.

“For this audience, every extra question matters,” Krista said. “Anywhere I can shave time or effort for participants is a win.”

The collaboration between the Outset and Rally teams reinforced the partnership.

Krista noted that both the Rally and Outset teams worked closely together to make the integration successful — even before it officially existed.

“Both teams were absolutely phenomenal about it,” she said. “The speed at which Rally and Outset came together to make it work was incredible, and they were proactive about flagging potential issues before they became problems.”

That level of collaboration stood out. The teams didn’t just respond quickly — they anticipated challenges and worked together to ensure the tools functioned seamlessly, building trust at the same pace Krista was building trust with her participants.

This wasn’t an ad-hoc circumstance, Rally and Outset are strategically building partnerships across the UXR ecosystem to support the flexibility modern research teams need. Because different types of research require different tools, both platforms focus on integrations with best-in-class solutions rather than a one-size-fits-all approach.

The Impact: Research Without Tradeoffs

With Outset and Rally working together, research at Doximity is no longer bottlenecked due to lack of bandwidth, or subject to forced tradeoffs between quality and speed.

Krista can now run more studies in parallel, support more teams across the organization, and reach clinicians who were previously inaccessible. Research moves faster, insights land sooner, and operational work no longer limits what is possible.

“These are tools you’d have to pry from my cold, dead hands,” Krista said. “I truly couldn’t do my job the same way without them.”

Looking Ahead

As Doximity continues to grow, Krista sees Outset and Rally as foundational infrastructure for scaling research sustainably.

Together, the tools allow her to help more teams, answer more questions, and ensure decisions are grounded in real clinician insight, without adding operational overhead.

For a researcher supporting one of the most demanding audiences in tech, Outset and Rally aren’t just part of the toolkit. They make modern research possible.