A national telehealth platform, designed and built by our founder

The numbers

• All 50 states: prescription workflows and the patient portal serve patients nationwide.
• 8-figure revenue supported: the platform runs an 8-figure telehealth business.
• 7-figure payment volume: payments, subscriptions and double-entry bookkeeping on 7-figure annual volume, across Stripe, Shopify and a custom ledger.
• ~95% API load reduction and a $0.00 ledger delta: see the refund reconciliation incident below.

Constraint: HIPAA constraints, live patients, zero-downtime migrations.

What was built

• Patient portal: intake, orders, billing, secure messaging and document upload, built to HIPAA requirements with BAAs in place, and LegitScript certified.
• Support console: a unified email and SMS inbox with AI-drafted replies that staff approve before sending, safe refunds and a full audit log.
• Sales CRM: a call-center CRM where payments are taken securely by phone without card data touching our servers.
• Email marketing platform: an owned, self-hosted platform built on open-source software instead of a costly SaaS tool.
• Partner portal and operator dashboards for retention, finance and support trends.
• Identity-verification and clinical-intake pipeline with automated case routing and human-review gates.
• Sales CRM with MOTO payments, call-center integration, and timezone-aware callback automation, taken from spec to production in days.
• Analytics platform with live financials, first-party marketing data, and ad generation and evaluation tooling, replacing agency reporting. The numbers had to reconcile to the ledger, not the ad platform.
• Self-hosted customer-data and email platform, forked open-source and Temporal-backed, replacing a failing SaaS tool.

Ops incident: ledger reconciliation

Refund reconciliation across Stripe and Shopify ledgers, with partner API traffic cut ~95% during remediation. The constraint: live payment flows and no maintenance window. The fix (trace REQ-0847, the refund mirror) shipped through the same human gate as every payment-path change and was verified against the live ledger: refund parity confirmed across 3 gateways, ledger delta $0.00, monitored for 72 hours. You can see that trace in the control room on our homepage.

How it runs

The platform runs on AWS and was scaled to handle ten times its patient volume. Every change that touches money or patient data goes through a named human review before release, the same human-gated approach we use for clients.