Case 01 · Healthcare SaaS
Patient intake, rebuilt
−62%intake time
The problem. A multi-clinic healthcare platform was losing patients halfway through a fourteen-screen intake full of duplicate questions and manual insurance checks.
What changed. After shadowing front-desk staff, we rebuilt the flow around the few questions that actually gate triage and moved insurance checks to a background job. It shipped clinic by clinic behind a feature flag.
| Measure | Before | After |
|---|---|---|
| Screens to complete | 14 | 5 |
| Insurance check | Manual, blocking | Async, with fallback |
| Median intake | 11m 20s | 4m 18s |
| Abandonment | 31% | 9% |
