Current discovery sprint
We're prioritizing 10 short conversations with attorney and K-12 households on HDHPs.
No portal login, no account wall. Share the care decision you're timing and we'll route you to the right preview flow or a 15-minute interview.
SitePrep
Privacy-first HDHP planning for families
Calm guidance for complicated plan timing
See lower-cost weeks to schedule care before your deductible resets.
SitePrep turns EOBs and plan PDFs into a month-by-month forecast and a calmer family planning calendar.
Planning notice
Example forecast
Family MRI after deductible progress
See how one household member's year-to-date spend can make another imaging event cheaper later in the plan year.
Forecast snapshot
Lowest-cost estimate: September
Start with a source document, then carry the trail forward without forcing portal logins or messy spreadsheet work.
Current step
Upload EOB or plan PDF
Start with source evidence and keep every document in a reviewable trail.
How SitePrep works
The flow is designed to feel steady and verifiable: bring in the documents you already have, inspect the assumptions, and then compare timing windows with enough context to trust your next step.
Bring in your paper trail
Upload EOBs or plan PDFs, or start with manual inputs when the documents are messy or incomplete.
Review every assumption
Check accumulators, network status, and edge cases before the forecast turns them into timing guidance.
Compare the calendar
See month-by-month tradeoffs and a calm calendar view that highlights the cheapest weeks to schedule care.
Why timing care around a deductible is so hard
Families are usually not struggling because the math is impossible. They are struggling because the inputs arrive late, the rules are scattered, and life rarely lines up with the cleanest financial window.
- Deductible progress lives across stale portals, EOB lag, and half-processed claims.
- Family vs individual accumulators can make one household member’s timing depend on another’s care.
- A single procedure often becomes a chain of claims: facility, physician, anesthesia, imaging, therapy, and follow-up.
See a forecast before you sign up
The live preview lets people test manual forecasts, sample documents, and calendar logic before they create an account. That makes the trust standard visible early.
Private by default
Upload plan documents and review every assumption before you act.
Month-by-month clarity
See how deductible progress may change your lower-cost time to book care.
Try before signup
Open the live preview to test manual forecasts and document OCR without creating an account.
Built for real family planning scenarios
The product is shaped around the moments that force real tradeoffs: one child’s therapy, one parent’s imaging, school breaks, hearing calendars, and year-end deductible momentum.
Shared family deductible
See whether one family member’s claim progress opens a cheaper week for someone else.
Solo attorney family plan
Model care around hearings, client commitments, and a deductible picture that keeps shifting.
School-break scheduling
Compare summer, holiday, and year-end windows when the calendar matters as much as the cost share.
Pricing for calm, transparent planning
Start with guided manual planning, then step up when you want deeper document review, assisted extraction, and a stronger family coordination workflow.
Frequently asked questions
Does SitePrep scrape insurer portals?
No. The workflow is privacy-first and designed around uploads, visible assumptions, and manual overrides instead of portal scraping.
Can I trust the forecast completely?
Treat it as a planning layer, not a guarantee. Confidence states, assumption checklists, and edge-case flags are there so you can verify what matters before booking care.
Does this handle family plans and school or work constraints?
Yes. The planner is built around family vs individual deductibles, recurring care, and practical timing realities like school breaks, childcare, and work calendars.
Built for the channels we can reach right now
MyShingle
Attorney households juggling family care, court calendars, and year-end deductible timing.
Law Firm Mentor Community
Firm owners who need a now-vs-later care decision without another spreadsheet project.
PowerSource Community
Educator and school-office families timing imaging, evaluations, or procedures around breaks.
The Principal's Desk
Households comparing school-break care windows before committing to a date.
CoSN Network
District and edtech families who want trustable assumptions, not black-box insurance math.