Challenge
Staff had to move data and tasks across several systems. It was hard to see who owned the next step, where a patient was stuck, or whether source data supported billing.
Founder-led case study
One tracked workflow from patient intake through ongoing care and billing review
A role-based healthcare operations platform connecting lead screening, intake, eligibility, EHR data, provider review, device setup, care activity, billing readiness, claims, reporting, and integration monitoring.
Synthetic demo data. No PHI or client confidential information. Videos include on-screen captions. Platform name changed for public display.
Challenge
Staff had to move data and tasks across several systems. It was hard to see who owned the next step, where a patient was stuck, or whether source data supported billing.
What was built
Mapped the full workflow, designed the product and architecture, built guided forms and role-based queues, connected outside systems, added exact care-time tracking, created billing guardrails, and added dashboards, audit history, and recovery tools.
Result
The work moved into one tracked operating path. Staff had clear queues, managers could see bottlenecks earlier, and key sync and billing-review steps had traceable evidence.
End-to-end workflow
Playable product tours
Use the controls on each video to play, pause, seek, change volume, or open it full screen.
Project role
Product strategy, workflow design, architecture, integrations, data, testing, and rollout.