Clinic Workflow Automation Developer Needed
Summary
Freelancer Client is hiring: Clinic Workflow Automation Developer Needed.
Location: Remote
Automation Developer for Clinic Admin & Patient Workflow System (Cliniko / Stripe WhatsApp)
What you'll do:
• Practice management: Cliniko (appointments, records, some billing)
• Automated reminders to complete labs, submit information, or book review appointments.
• Implementation of a vocal phone answering service using a language model capable of addressing FAQs without booking capabilities.
• Focused on handling common queries while maintaining simplicity.
• A maintainable configuration layer so non-technical staff can update FAQs, templates, and simple rules.
Requirements:
• Maintainable FAQ/knowledge base reflecting policies, appointment types, pricing, and common questions.
• Ability to collect basic pre-visit information and pass it into intake or admin workflows.
• Automated or semi-automated sending of follow-up materials (protocols, educational content, etc.) based on defined triggers.
• Direct integration experience with APIs and webhooks (ideally including practice management and payment systems).
Benefits & perks:
• Consideration of data security, privacy, and compliance in a healthcare context (e.g., GDPR-style requirements).
Skills: PHP, Software Architecture, MySQL, HTML, Automation, API Development, AI Text-to-speech, AI Text-to-text, AI Chatbot, AI Development
Budget: $750–$1500 USD
Source: Freelancer Client via Remote / Online. Apply on the source website.
Original
Automation Developer for Clinic Admin & Patient Workflow System (Cliniko / Stripe WhatsApp)
Project overview
Seeking an experienced automation developer or small team to design and implement a workflow automation system for a healthcare clinic using Cliniko, Stripe, WhatsApp, and email as core tools. The goal is to reduce manual administrative workload and create consistent, reliable patient journeys from initial enquiry through follow-up care.
Existing tools
- Practice management: Cliniko (appointments, records, some billing)
- Payments: Stripe
- Communications: WhatsApp and email for patient contact
- Lab Sites Regenerus.com (currently no api)
Scope of work / core functional areas
You are invited to propose an overall architecture and phasing, but the solution must cover at least the following areas:
1. Patient intake and onboarding
- Structured intake workflow (form or equivalent) to capture all relevant patient details.
- Creation and/or updating of records in Cliniko based on submitted data.
- Routing/tagging logic to support downstream scheduling and clinician assignment.
- Handling of incomplete submissions, duplicates, and invalid data.
2. Messaging, FAQ, and basic triage
- Maintainable FAQ/knowledge base reflecting policies, appointment types, pricing, and common questions.
- Automated handling of recurring enquiries via WhatsApp and/or email, with human escalation paths.
- Ability to collect basic pre-visit information and pass it into intake or admin workflows.
- Use of AI/NLP is acceptable, provided behaviour can be configured and controlled.
- Should be able to cover all basics (anxious and AI hesitant user profiles) or upsell to a person covered call.
3. Scheduling, confirmations, and billing
- Enforcement of scheduling rules (appointment types, durations, clinician suitability, operational constraints) in Cliniko.
- Automated confirmations and reminders via WhatsApp/email.
- Automated invoice/payment workflows integrated with Cliniko and Stripe, including reminders for incomplete or overdue payments.
4. Lab monitoring and follow-up communication
- Tracking of lab-related milestones (orders, due dates, results).
- Automated reminders to complete labs, submit information, or book review appointments.
- Automated or semi-automated sending of follow-up materials (protocols, educational content, etc.) based on defined triggers.
5. Optional Feature: Vocal Phone Answering Service for FAQs
- Implementation of a vocal phone answering service using a language model capable of addressing FAQs without booking capabilities.
- Focused on handling common queries while maintaining simplicity.
Technical and operational expectations
Please only apply if you can address the following:
- Direct integration experience with APIs and webhooks (ideally including practice management and payment systems).
- Clear proposal for integrating with Cliniko, Stripe, WhatsApp Business, email, and optional vocal answering service.
- Robust logging, monitoring, and error handling for issues like API failures, double bookings, or failed payments.
- A maintainable configuration layer so non-technical staff can update FAQs, templates, and simple rules.
- Consideration of data security, privacy, and compliance in a healthcare context (e.g., GDPR-style requirements).
Your proposal:
Relevant experience especially with healthcare / clinic workflows or similar tools (Cliniko experience is a plus). High-level architecture & suggested phasing e.g., intake messaging scheduling/billing labs/follow-up Estimated implementation cost & any anticipated ongoing infrastructure/usage costs e.g., AI/LLM hosting API fees Support & maintenance options ad-hoc vs retainer response times etc Indicative timeline & key milestones Please include links to previous relevant automation projects screenshots or brief case studies if available.
Location & Details
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