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Business & Numbers

The business model, pricing, margins, and targets. The refactorable source of truth for pricing lives in the backend billing plans (functions_ai_billing.py → get_billing_plans) and is read by all three surfaces (signup, in-app Settings → Billing, public pricing) — do not hardcode pricing per surface.

Pricing (as of the CLAUDE.md model, last updated 2026-07-01)

Premium cash-cow strategy — charge up front, no free tier. One self-serve plan or Custom.

PlanPrice
Base monthly$999/mo
Base annual (first-year signup)$8,495/yr (~29% off, upfront) → renews $9,995/yr (~17% off)
Active client cap1,000 (then usage-based / custom)
Staff seatsUnlimited · e-prescribe: 1 included

Add-ons

Add-onPrice
White-labeled app$4,995 setup + $495/mo (annual-upfront: $2,995 + $399/mo)
Lab Ordering$495/mo (per-panel fees extra)
Medical Provider Network$495/mo + $60–100/consult
Additional e-prescribe seat$99/seat/mo

Usage-based platform fees (revenue on top of subscription)

  • Payment processing: +0.25% of card volume (on top of Stripe 2.9% + $0.30).
  • Insurance billing (RCM): tiered on net collections — 3.0% ≤$25k · 2.75% $25–100k · 2.5% $100–250k · 2.0% $250k+ · min $300/mo. Fee-tier detail: rcm-fee-legality-research.
warning
AI allowances are still [PLACEHOLDER]

Atlas pooled text, AI Scribe (Recall.ai), AI Call Center (ElevenLabs+Twilio), and SMS included/overage rates are placeholders until set from real token/vendor costs. This is a blocking open item for "real" pricing. Full model + open items: billing-pricing.

Margins & unit economics

  • Target 80% gross margin per account.
  • COGS = Atlas inference + GCP infra + Terra (per connected client) + audio-AI vendors (Recall.ai, ElevenLabs, Twilio).
  • Margin protectors: the active-client cap + AI allowances/overage.
  • Verify before trusting: real GCP-per-active-client and per-minute vendor costs — the lines most likely to erode 80%.

Targets & thesis

Per business-strategy: $10M ARR target at 80% margin; exit / owner-outcome math is in that doc and the interactive models (ready-practice-arr-model.html, ready-practice-100m-model.html).

Gap

No live numbers dashboard (MRR, churn, CAC/LTV, cohort, actual per-account margin). The strategy docs cover philosophy and targets, not tracked actuals. A real metrics surface is the highest-value addition to this section.