Enhancing The Future of Patient Care for a HealthTech Company Through a SaaS-based Platform
Download this case study The Client
Our client is a healthcare technology company that bridges the gap between wellness providers and their consumers through a simple, user-friendly platform. Since service providers are always looking for better ways to deliver value and build stronger relationships with patients, our client’s platform enables them to achieve that.
The client’s platform supports professionals such as dentists, chiropractors, veterinarians, optometrists, and mental health counselors by enabling them to create recurring payment plans, subscription packages, and membership options. This approach not only helps patients manage costs more comfortably but also encourages treatment compliance and helps them build loyalty with their customers, benefiting both providers and the people they serve.
Industry
Healthcare
Tech Stack
PHP, Laravel, HTML5, CSS3, jQuery, Bootstrap, MySQL, Apache, Nginx
Country
USA
Business Need
Although our client aimed to simplify how wellness providers managed payments and patient relationships, their existing platform had several limitations that held them back:
Low Patient Compliance
The platform lacked features to support flexible payment structures, which discouraged patients from committing to full treatment plans.
Weak Loyalty and Retention Tools
Without built-in options for memberships or subscriptions, providers using the platform struggled to maintain long-term relationships with patients.
Unstable Revenue Models
Since the system did not support recurring payments effectively, providers faced inconsistent income and financial uncertainty.
Inefficient Administration
The client’s platform required manual handling of billing, renewals, and cancellations, creating inefficiencies for both providers and patients.
Limited Payment Flexibility
Providers could not offer installment-based or customized plans, making it harder to accommodate patients with financial constraints.
Poor Outreach Features
The existing platform lacked strong marketing and engagement tools, which restricted providers from reaching out to new patients and expanding their base.
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Solution
Capital Numbers worked closely with the client to address their business challenges and built a robust SaaS platform that met the needs of both healthcare providers and their patients. The new platform delivered practical, scalable solutions in the following areas:
Customizable Payment Plans
Providers can now design tailored service packages with full control over pricing, duration, discounts, and auto-renewal options in the new platform. This flexibility allows them to offer value-added services, improve patient satisfaction, and strengthen retention.
Recurring Revenue Streams
By supporting subscription-based models, the platform enables providers to secure predictable, recurring income. Automated monthly billing, renewals, and plan modifications reduce financial uncertainty and give professionals a more stable foundation for growth.
Consumer-Friendly Features
Patients benefit from reduced upfront costs through flexible monthly payments, easy cancellation or plan adjustments, and seamless auto-renewals. These features improve compliance with treatment plans while making services more accessible.
Automation of Administrative Tasks
Time-consuming processes such as sign-ups, payment collection, renewals, scheduling, and cancellations are now fully automated. This allows providers to dedicate more energy to patient care rather than administrative burdens.
E-Marketplace for New Clients
The platform includes an integrated marketplace where providers can list their services and attract new patients. This feature gives healthcare professionals broader visibility and new opportunities for growth.
Comprehensive Dashboard
A streamlined dashboard facilitates providers with a clear overview of revenue and active plans, and also enables patients to easily manage their subscriptions, payments, and services in one place.
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Results
With our expertise, we built the client an advanced platform that empowered providers to create better relationships with their customers and at the same time increase revenue.
Increased Recurring Revenue
Providers experienced a significant boost in their recurring revenue streams by offering subscription-based plans. This helped them maintain financial stability while also providing a steady flow of income.
Improved Patient Compliance
With flexible payment options, consumers were more likely to follow through with recommended healthcare services. The ability to split payments over time reduced the financial burden on patients, improving overall compliance with care plans.
Enhanced Consumer Loyalty
By offering customizable plans and discounts, providers were able to increase consumer loyalty. Patients appreciated the flexibility and affordability of our client’s platform, leading to higher retention rates and fewer instances of price shopping.
Reduced Administrative Workload
Automation in the platform streamlined administrative tasks such as billing, renewals, and cancellations, enabled providers to focus more on patient care rather than administrative work. This resulted in improved service delivery and greater satisfaction for both providers and consumers.
Increased Market Reach
The inclusion of an e-marketplace allowed providers to expand their reach and attract new clients from across the healthcare and wellness industry. This feature provided healthcare professionals with a platform to market their services directly to consumers, increasing business opportunities.
Higher Engagement and Satisfaction
Consumers benefitted from the user-friendly dashboard, which allowed them to manage their plans easily, track their payments, and make adjustments as needed. The ease of use and convenience provided by our client resulted in higher engagement and increased customer satisfaction.
Seamless Integration for Providers
Providers found it simple to incorporate the platform into their business operations. With minimal setup and intuitive management tools, providers were able to start offering customized plans quickly and efficiently.
Benefits
The new platform brought numerous benefits for both healthcare providers and their customers:
Financial Stability for Providers
Subscription models and automated billing reduced revenue fluctuations, creating new channels for revenue growth.
Improved Patient Access and Compliance
Flexible, consumer-friendly payment options lowered financial barriers, making it easier for patients to follow through on treatments and improve their health.
Stronger Provider-Patient Relationships
Customizable plans and discounts created value-driven interactions, improving loyalty and encouraging repeat engagement.
Enhanced Operational Efficiency
Automation of billing, renewals, and scheduling minimized administrative workloads, freeing providers to focus on delivering quality care.
Expanded Market Presence
The integrated e-marketplace and intuitive dashboard enhanced visibility, helping providers reach new clients while offering patients a seamless, modern experience.
Higher Consumer Satisfaction
Patients gained greater control over their healthcare choices through simple plan management, transparent pricing, and convenient subscription options.
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Conclusion
Our client wanted to create a solution that would help providers and their customers overcome their challenges. However, their existing platform created some roadblocks for the client to achieve this goal. They approached Capital Numbers with the vision to build a powerful platform that would not only eliminate the challenges but also create new revenue opportunities for providers and better treatment plans for patients.
We understood the challenges and built a powerful SaaS platform that eliminated the challenges for healthcare providers and their patients. The new platform not only streamlined operations but also improved compliance, loyalty, and revenue stability.
Providers can now provide good treatment plans that are feasible for patients to undertake, stronger financial predictability, and subscription plans that do not create a financial strain on patients. After we deployed the platform, patients can now enjoy affordable, accessible, and flexible care options. Providers can create a sustainable model that benefits patients without eliminating opportunities for providers to earn revenue.
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