OpenLoop Health

OpenLoop’s customers are great at patient acquisition, but not at healthcare compliance, and every patient intake funnel had to follow 40+ page clinical protocols full of conditional logic, state-specific rules, and eligibility requirements. Building one took two months of back-and-forth, and because protocols change monthly with no way to propagate updates, every revision meant manual rework across all active funnels. At the same time, OpenLoop’s scheduling and order systems were buckling under millions of patients a year, with double-bookings and no real visibility into operations.

OpenLoop Health is a white-label telehealth infrastructure provider operating across all 50 states. Unlike typical telehealth platforms, it runs the entire backend, licensed doctors, pharmacies, EHR systems, medication tracking, and regulatory compliance, so its clients can focus purely on patient acquisition while OpenLoop handles everything from consultation to prescription fulfillment.

Processing millions of patients a year, OpenLoop’s edge is untangling the state-by-state web of licensing, certifications, and insurance that keeps most competitors from operating nationwide. But that same complexity was slowing customer onboarding and straining its core systems. OpenLoop brought OAK’S LAB in to fix it.

The first mandate was the onboarding bottleneck: give OpenLoop’s customers a way to build fully compliant intake funnels in minutes instead of months, and make monthly protocol changes propagate automatically instead of requiring manual rework.

As the partnership grew, so did the mandate, shoring up the systems buckling under scale: a scheduling core that could handle millions of patients without double-bookings, and order and revenue systems that gave OpenLoop real visibility and a new revenue stream.

OAK’S LAB embedded autonomous, cross-functional teams, each with a Product Lead, Tech Lead, Design Lead, engineers, and QA, into OpenLoop’s organization. What started as a focused engagement on intake tooling expanded as the teams earned trust and proactively built the enablers OpenLoop needed to grow, each project building on the last into a cohesive infrastructure layer.

Onboarding from 2 months to 5 minutes. Customers launch compliant intake funnels immediately from pre-built templates, so onboarding no longer blocks revenue.

Compliance that updates itself. Monthly protocol changes now propagate automatically to every active funnel, eliminating a major operational burden and compliance risk.

Scale without the friction. The new scheduling and order systems eliminated double-bookings and gave leadership real visibility to plan capacity and growth.

Hundreds of clients onboarded. Hundreds of clients adopted the intake platform within the first months, and the engagement has grown into a multi-workstream partnership.