The Patient Calculator
Financial responsibility calculator that streamlines quotes, insurance checks, and patient cost estimates.
Category:
Healthtech / SaaS
Project overview
The Patient Calculator is a healthcare platform designed to help clinics and medical practices calculate patient financial responsibility with speed and accuracy. By automating co-pay calculations, insurance verification, and cost estimates, the platform reduces administrative errors and saves valuable staff time. Its customizable templates and clear financial breakdowns improve efficiency, transparency, and patient satisfaction.
Our approach
We created a clean, structured interface that supports clinical workflows and reduces cognitive load for staff. The visual system blends a modern, gradient-driven aesthetic with clear form fields, consistent spacing, and intuitive navigation. The product was shaped to make complex insurance and cost data easy to interpret, while maintaining trust and professionalism throughout the experience.
Our priorities included
• Designing templates for automated cost estimates, insurance tracking, and quote generation.
• Creating user flows that minimize administrative steps and reduce human error.
• Ensuring clarity and accessibility in all financial figures and CPT-related fields.
• Supporting staff with tools to manage patients, insurers, cost summaries, and approvals.
• Developing a visual identity that feels modern, reliable, and healthcare-focused.
Key challenges & solutions
Challenge: Presenting complex insurance and billing data without overwhelming users.
Solution: A simplified layout with clear hierarchy, expandable sections, and consistent formatting across estimates.
Challenge: Reducing administrative friction in clinics with varying workflows.
Solution: Customizable templates, reusable data fields, and automated calculations to standardize processes.
Challenge: Maintaining accuracy in cost estimates while improving speed.
Solution: Automated logic tied to insurance plans, CPT codes, and deductible variables to eliminate manual entry errors.
