HealthTech / Remote Clinical Operations

TBM

Custom digital intake platform for DirectCare.ai that guides patients through a structured step form and prepares complete, standardized records for downstream…

tbm
tbm

Product

HealthTech / Remote Clinical Operations

TBM

Tech stack

  • NextJs
  • MongoDB
  • Clear product direction rooted in healthtech / remote clinical operations goals
  • Interfaces tuned for real workflows, not demo-day theater
  • Reliable foundations that stay maintainable after launch
  • A launch-ready experience teams can iterate on with confidence

Case study

TBM

Problem

DirectCare needed to replace a fragile, high-friction intake process where incomplete fields, inconsistent formatting, and duplicate/partial submissions could slow operations and create rework for staff. Their growth model depends on fast, accurate patient onboarding, but manual follow-ups and integration gaps between intake, backend records, and care-platform workflows made scaling harder. They needed a system that could enforce data quality at the point of entry, minimize failure points, and ensure clean handoff into clinical processes.

Solution

We implemented a robust intake workflow with dynamic validations, required-field enforcement, and conditional logic based on patient responses, then connected it to backend and OpenLoop/Healthie services via Next.js API routes with token-refresh/error handling. We standardized payload transformation, added critical submission safeguards (including final validation checks). The result is a scalable, integration-ready intake foundation that improves data accuracy, operational speed, and overall onboarding consistency.

Overview

Custom digital intake platform for DirectCare.ai that guides patients through a structured step form and prepares complete, standardized records for downstream clinical and operations workflows. The system captures identity, contact, insurance, medical history, provider details, and program specific eligibility data, then submits a validated final payload through secure API integrations. This gives DirectCare a more reliable onboarding pipeline for remote care services while reducing friction for both patients and internal teams.

How we delivered

Our delivery rhythm stays consistent across products: discovery and scope alignment, design and technical planning in parallel, iterative build with demos your stakeholders can react to, and a launch checklist that covers performance, accessibility, monitoring, and handoff documentation. We prefer incremental releases over big-bang launches whenever the business can validate earlier.

Design and engineering stay paired throughout implementation so interface details, API contracts, and edge cases are resolved together. That pairing reduces rework and keeps the shipped product faithful to the intent agreed in discovery.

After go-live we can stay on for enhancements, operational support, or a clean handoff to your in-house team — whichever match your capacity and roadmap. The goal is always the same: software that keeps working when real users, real data, and real edge cases show up.

Every launch includes a short runbook for your team: how deployments work, where to watch errors, and who to contact when something unexpected appears in production. That handoff is part of the product, not an optional extra.

We also capture the open questions that did not make the first release so your backlog reflects reality instead of wishful thinking.

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