Navigating Healthcare and Taxes: Unlikely Allies in Complexity

Inflect Health
3 min readApr 15, 2024

What do Healthcare and Taxes have in common? The short answer is both are completely necessary and both are very hard and challenging.

In the whirlwind of responsibilities and intricacies that life throws our way, there are two daunting tasks that often loom large: managing healthcare and handling taxes. While seemingly unrelated at first glance, these two domains share more in common than meets the eye. Both are essential aspects of adult life, filled with complexity and nuance. Just as many individuals seek professional help to navigate the maze of tax regulations and filings, healthcare navigation can benefit greatly from a similar approach.

Consider taxes. Most people opt not to tackle their taxes alone, understanding the potential pitfalls of mistakes and the significant financial ramifications that can ensue. The tax system requires a specialized skill set, is poorly understood by many, and getting it done correctly can mean the difference between a smooth process and a headache-inducing ordeal. “As a CPA, I’ve witnessed firsthand a significant rise in the number of individuals seeking professional tax help, mirroring the complexity of our tax system. In today’s intricate financial landscape, the demand for tax assistance isn’t just a trend; it’s a necessity for maximizing financial well-being” says Senior Tax Manager Steve Kunz, CPA at The Hechtman Group.

Steve Kunz, CPA, Tax Manager — The Hechtman Group

Similarly, healthcare is a maze of terminology, bureaucracy, and decisions that can overwhelm even the most educated individuals.

Just as taxes demand specialized knowledge and attention to detail, healthcare navigation requires a nuanced understanding of medical processes, insurance systems, and patient needs. Inflect portfolio company, Rely, seamlessly integrates advanced AI technology with human empathy to create a comprehensive solution that guides patients through their healthcare journey with precision and compassion.

Consider the common scenario a physician faced with a patient in need of follow-up care. For Wade Fox, DO, he’s typically faced with not being able to close the loop or having much to offer patients, particularly in an emergent setting. “Now being able to hand off patients’ lifts your confidence in the healthcare system as they get follow up appointments for both primary and specialty care — it can be rewarding not only for you, but also your patients.” Without the assistance of a navigator, closing the loop on referrals and ensuring continuity of care can be a daunting task. But with Rely’s AI-driven navigation services, offering tailored solutions for a variety of healthcare challenges can be addressed. From post-acute care navigation to behavioral health coordination and chronic disease management, Rely’s solutions are designed to meet the diverse needs of patients and providers.

Wade C. Fox, DO, FACEP, FAAEM, Director of Complex Care — Inflect Health

So, while healthcare and taxes may seem like disparate realms, they share a common thread of complexity and necessity. Just as professional tax assistance can ease the burden of tax season, a Rely-driven patient navigator can navigate the complexities of healthcare, ensuring that patients receive the care they need and deserve. In a world where uncertainty abounds, the presence of a guiding hand can make all the difference.