Revenue Cycle Tool

Billing team was stitching together spreadsheets to reconcile claims and payouts.

Approach

1. 01

   Modeled the reconciliation flow

   Walked through claim-to-payout with the billers and modeled the entities once, cleanly, before writing any UI.

2. 02

   Set up row-level security in Supabase

   Role-based access from the database up — not from the UI down — so privacy holds even if the app layer is bypassed.

3. 03

   Built import pipelines for legacy data

   Idempotent CSV importers with dry-run previews, so the team could migrate years of spreadsheets without fear.

4. 04

   Shipped role-based dashboards

   One view per role — biller, manager, admin — showing only what that role needs to decide the next action.

Outcomes

Spreadsheets retired

12

Onboarding time

1 week

Build weeks

8