Product Suite · 2026

CoApp

Claim Entry — Billing

CPT Code

92004!

Exam

Routine

Diagnosis

H40.9!

CoApp blocked — 1 error

OC Required

Patient record · now

Billing Code Conflict

Claim 38821 · now

Frame · Lens Incompatible

Order 5521 · now

Use KC Specialty Code

Keratoconus detected. Code 92310 is undercoded — upgrade to 92313 / 92314.

CancelUpdate Code

Trigger

Staff opens patient record

CoApp activates the moment a supported page loads.

Lens Type

Progressive — No‑line

OC Height (mm)

Claim Entry — Billing

CPT Code

92004!

Exam

Routine

Diagnosis

H40.9!

CoApp blocked — 1 error

OC Required

Patient record · now

Billing Code Conflict

Claim 38821 · now

Frame · Lens Incompatible

Order 5521 · now

Use KC Specialty Code

Keratoconus detected. Code 92310 is undercoded — upgrade to 92313 / 92314.

CancelUpdate Code

Trigger

Staff opens patient record

CoApp activates the moment a supported page loads.

Lens Type

Progressive — No‑line

OC Height (mm)

Monocular PD Missing

Rx order · now

Duplicate Order

POS · now

Eligibility Unverified

Insurance · 1m

Sales discount Over policy

25%

Deceased Name Warning

‘Deceased’ found in patient last name. Verify before processing any orders.

CancelReview Record

Auto‑completing…

Verify insurance eligibility

Check duplicate order

Apply discount ORG15

Schedule follow‑up

“The software you have. The results you need.”

Missing OC capture

Elevate Eyecare · 1 rule

Before

~20%

After

<2%

Monocular PD Missing

Rx order · now

Duplicate Order

POS · now

Eligibility Unverified

Insurance · 1m

Sales discount Over policy

25%

Deceased Name Warning

‘Deceased’ found in patient last name. Verify before processing any orders.

CancelReview Record

Auto‑completing…

Verify insurance eligibility

Check duplicate order

Apply discount ORG15

Schedule follow‑up

“The software you have. The results you need.”

Missing OC capture

Elevate Eyecare · 1 rule

Before

~20%

After

<2%

CoApp is a suite that layers onto the browser-based systems a business already runs — a rules engine and an on-screen Sidekick that read every field and catch mistakes at data entry, before they reach a claim, an order, or a patient. No rip-and-replace. I designed it around one goal: keep your systems and upgrade how they run.

My work spans the product and the story it tells — the Prevent · Guide · Automate · Enforce framework, the Sidekick and rule-builder application (not featured), the brand, and the marketing site. This case study walks through the suite through the site's signature moments.

Role

Product + brand design, front‑end

Company

CoApp

Surfaces

App · Sidekick · Marketing site

View the live site

Live catch

Watch it work.

The Sidekick is the suite's front line. As a user fills out a record it reads every field and speaks up the instant something's off — no red screens, no extra step. I designed it to fix work without interrupting it.

Patient Intake · Optical POS

Patient Name

HALE, ROBERT J.

Record flagged deceased — order blocked

CPT Code

92310

Undercoded — suggest 92313 / 92314

Optical Clearance *

Required field — cannot be empty

Insurance on File

— none on file —

No active coverage found for this patient

The core metaphor

Errors go in. Verified work comes out.

One idea holds the whole suite together: a factory line where real mistakes ride the belt into CoApp and leave corrected. I made it the product's mental model and the brand's hero — this is the animated centerpiece I designed for the site.

Optical POS

Patient Portal

Optical EHR

Billing Center

Frame Orders

Claims Dashboard

Lab Portal

Rx Orders

Eligibility

Practice Mgmt

CoApp

OC Required

Progressive lens order requires a valid OC. Current record is expired.

Get OCCancel

OC securedValid consent is now on file. This order can proceed to the lab.

CoApp

Approval Required

Sphere +6.50 exceeds auto‑approve threshold. Manager sign‑off needed.

Request ApprovalCancel

Approval request sentRouted to James O’Brien. The optician is notified the moment a decision is made.

Positioning

Layers on top. No migrations required.

Every competitor asks a team to rip and replace. CoApp doesn't — the suite runs on top of the POS, EHR, and billing tools already in place. I led with that wedge across the product and the page, so the first thing anyone meets is the thing that lowers their risk.

“Keep your systems. Upgrade execution.” became the spine the product, the brand, and the page all hang from.

The framework

Prevent. Guide. Automate. Enforce.

The whole suite in four words — and the rhythm I designed everything to follow. Each pillar is a real surface in the product; here they are, interactive.

Prevent mistakes at the source

Catch billing, coding, measurement, insurance, and order‑entry mistakes before they move downstream — at the moment of data entry, not in a report a week later. I designed the catch to live inside the screens staff already use.

BillingCodingInsurance

Guide staff in real time

Surface the right prompts, reminders, and instructions exactly when users need them — guidance in the moment, not dashboards to chase or tickets to file.

In‑context promptsRemindersStep instructions

Automate repetitive work

Reduce clicks, streamline steps, and make the right workflow easier to follow every time — the staff just confirm.

Enforce with approvals

Route high‑risk situations through manager approval before bad decisions become expensive cleanup — the policy is enforced where the work happens. Push the discount past policy and watch it route.

Approval routingHigh‑risk gatingAudit trail

Line Items

Frame — Ray‑Ban RX5228$220.00

Lens — Progressive HD$295.00

AR Coating — Premium$95.00

Photochromic (Gen 8)$145.00

Case & Cloth$15.00

Subtotal$770.00

Sales discount Over policy

Live rule example

Rules run right inside your browser

Under the hood, every catch is a rule: Trigger → Query → Reaction → Stop. I designed the builder so that logic reads as a flow anyone can follow — drag the nodes to rearrange and the dashed connections track right along.

Trigger

Staff opens patient record

CoApp activates the moment a supported page loads inside your PMS or EHR.

Query

Rule engine reads the screen

It identifies the workflow context, reads key fields, and checks conditions in real time.

Reaction

OC missing — alert triggered

A warning surfaces right inside the staff's workflow before the record can be saved.

Stop

Rule complete

The issue is flagged and logged. Execution ends — waiting for the staff to correct the field.

CoApp

Role

Company

Surfaces

Watch it work.

Errors go in. Verified work comes out.

Layers on top. No migrations required.

Prevent. Guide. Automate. Enforce.

Prevent mistakes at the source

Guide staff in real time

Automate repetitive work

Enforce with approvals

Rules run right inside your browser

Preventing errors pays for itself fast