Projects Optivest MedXpert: choosing and pricing a medical aid plan

Optivest MedXpert: choosing and pricing a medical aid plan

Two React tools embedded in WordPress: one to choose a plan, one to price it.

Optivest MedXpert: choosing and pricing a medical aid plan, screenshot
See the plan selection tool above, and the price calculator and its results screen in the gallery.
How long
2023 to 2024
My role
SPA DevelopmentFrontend Architecture, Backend Development, WordPress API Integration
Kind of project
New systemMedium project

The problem.

Optivest’s MedXpert needed customers to be able to choose a medical aid plan through more than a static, multi-step form. The old system was slow to update and awkward to use.

What I built.

A React tool embedded directly in their WordPress site that walks a customer through selecting a medical aid plan step by step, keeping their progress as they go, and lets them explore and download the plan benefits. It talks to a custom set of endpoints on the WordPress backend, secured with token-based requests, and is packaged as a portable WordPress plugin so it can be moved or reused without dragging WordPress theme dependencies along with it.

And a price calculator to go with it.

For the same client, I built a second, standalone tool: a price calculator that works out medical aid pricing from real-time data and pre-fills a customer’s details automatically if they arrive with an access token. It’s a separate, lighter tool, embedded via a simple shortcode, so it can be dropped onto any page without depending on the plan selector.

What they got.

Two focused tools instead of one slow form: a plan selector customers can actually complete, and a pricing tool that gives a straight answer fast.

For your technical person

Plan selector: React SPA with Context API for persistent state across the steps, custom form validation and progress tracking, styled with Tailwind CSS and styled-components. Backend is PHP using the WordPress REST API with custom endpoints and nonce-token security; submitted form data is stored as a custom post type, with filtering, and the backend was built ready to plug into Gravity Forms or other custom post types. Packaged as a standalone WordPress plugin with minimal dependencies, developed in a Docker environment with Git versioning, with a development, staging and production rollout, built-in debug support and structured development documentation. 2023 to 2024.

Price calculator: A separate, standalone React SPA, embedded via WordPress shortcode. Talks to a secured REST API for live pricing data, renders the fields and options the API returns, applies conditional form logic, and auto-fills user details when an access token is present. Styled with Tailwind CSS and scoped component styles, so it can't clash with the site's theme. 2023.

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