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Case Study  ·  Circle Health

AI development & product design for Circle Health

A B2B health-tech platform for behavioral-health clinics and physicians. We partnered from the earliest days, designing for AI paradigms, building intelligence layers, and supporting the journey to their first $1M in revenue.

Roles

  • Product Design
  • AI Development
  • Product Strategy
  • Design Systems

Deliverables

  • Redesigned clinical user flows
  • Scalable design system & UI patterns
  • AI intelligence layers
  • Prior-auth document & e-fax workflows
  • HIPAA-aligned UX patterns

Technologies

  • Figma · Design systems
  • React, TypeScript
  • LLM integrations
  • HIPAA-compliant workflows
  • Document processing & e-fax
Circle Health patient overview with AI clinical summary
Patient overview: AI clinical summary, treatment timeline, review runs with scores, and an assistant panel on every chart
$1M
Supported the journey to their first $1M in revenue
3×
Daily utilization-review case output on the platform
20+
Hours of charting time saved per clinician, per week
Background

An early-stage startup taking on behavioral-health paperwork

Circle Health builds AI assistants for addiction-treatment and behavioral-health facilities, automating clinical documentation, utilization review, quality assurance, and claims preparation across the full intake-to-discharge lifecycle.

circlehealth.co
circlehealth.co: charting, utilization review, and QA on autopilot for behavioral-health facilities

We joined early, working alongside the founding team on both AI development and product design. The goal: streamline clinical workflows, improve usability, and introduce AI-driven features without disrupting their existing engineering process, while the company onboarded its first customers and scaled toward its first $1M in revenue.

The challenges

Early-stage speed meets healthcare complexity

01

Designing for AI paradigms clinicians can trust

AI summaries, review runs, and confidence scores are new interaction patterns. They had to feel clear and reviewable to clinicians, not like a black box.

02

Inconsistent flows slowing product and engineering

Fast early-stage iteration had left key user flows inconsistent, making every new feature more expensive to design and build.

03

Manual, paperwork-heavy clinical operations

Prior authorizations, chart reviews, and compliance checks meant hours of document handling per patient, the exact burden the product had to remove.

04

HIPAA compliance as a design constraint

Every workflow touching PHI needed access control, auditability, and safe defaults designed in from the start, not patched on later.

Our work

Design and intelligence, shipped inside their process

Product design for AI in healthcare

We redesigned key user flows and established consistent UI patterns across the platform, moving Circle Health toward a scalable, professional design system. That included the patterns AI products need: review runs with scores, AI-generated summaries that cite their sources, and human-in-the-loop approval states clinicians can act on quickly.

Circle Health review dashboard
Review dashboard: every session note and chart review run, grouped by client, with saved views and one consistent pattern language

AI intelligence layers

We implemented lightweight AI-driven features that reduced manual work for providers and operations teams: automated chart review runs, completeness and medical-necessity checks, and patient-level clinical summaries, integrated without disrupting the existing engineering process.

AI chart review with per-criterion results
AI chart review: every admission criterion checked automatically, with pass/fail results and human-in-the-loop overrides
Assistant performance metrics
Assistant performance across all clients: pass rates per review assistant, so operations can see exactly where attention is needed

Document processing & form-filling workflows

Behavioral health runs on paperwork. We helped design and build workflows that assemble prior-authorization packets from chart data, fill state Medicaid forms, and send them by e-fax, turning hours of manual document handling into a reviewed, one-click submission.

Prior authorization e-fax preview
Prior-authorization packets assembled from the chart and submitted by e-fax, with review checks on every section

HIPAA-compliant healthcare practices

Working in behavioral health means PHI everywhere. Access control, audit trails, safe data handling, and compliance-aware UX (TJC, CARF, and payer requirements surfaced in-product) were designed into every workflow from the start.

Results

A design system that kept up with the company

  • Supported the journey from early product to first $1M in revenue
  • Faster customer onboarding with clearer, more consistent flows
  • Sped up engineering delivery with reusable UI patterns
  • Reduced manual work for providers and operations teams
  • HIPAA-aligned patterns adopted across the product
“Not only have they been reliable in their delivery, but they've also gone above & beyond to deeply learn our company's domain, industry, and team dynamics to embed themselves within the company.”
Keshav Vasudevan
Keshav Vasudevan
Co-Founder & CEO, Circle Health
“They operate with a sense of urgency, care about the quality & timeliness of their work, and work well with others. We're lucky to be able to work with them.”

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