Healthtech · UX strategy · Product
One platform for scheduling, documentation, and billing — designed so billing-grade complexity stays out of the clinician's way.
Domain
OT · PT · Speech
Preux role
UX strategy & product
Modules
6, one information model
The challenge
Outpatient therapy clinics run on disconnected tools — one for scheduling, another for clinical notes, another for billing. The result is the "swivel-chair" problem: staff switching systems all day, and revenue lost to denied claims that no one caught in time.
Detaso set out to replace that stack with one platform — but a single system has to serve two very different people at once: a practice director who needs oversight and clean billing, and a clinician who needs to document a session in seconds.
Our approach
Preux leads the UX strategy: one information model that serves the billing back office and the clinician at the point of care, rather than two products bolted together.
The platform's denial checks, multi-level claim cascades, and real-time claim tracking run in the billing back office — never in front of the therapist.
Each module — Admin, Billing, Direct Care, Employee, Reporting, Scheduling — is shaped to feel like one coherent system, designed for the specific shape of outpatient therapy rather than a generic health record.
Outcomes
- One system replacing scheduling, clinical notes, and billing — no swivel-chair
- Denial checks and claim cascades run in the back office, never in the clinician's view
- Six modules under a single information model, built for the OT/PT/Speech niche