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I will automate client intake and compliance workflows for you
About this Gig
PAPERWORK IS A LIABILITY.
In a regulated practice (Med Spa, Dispensary, Clinic), manual data entry isn't just slow. It's a compliance risk. Every time a staff member manually types a patient's name or copies data from a clipboard, you risk an error.
I am the Founder of eSentient Systems. I specialize in Regulated Operations Architecture.
MY BACKGROUND:
I served as a Medical Advisor for a multi-million dollar company for multiple years operating
under state regulations and HIPAA protocols. I understand that in your industry, "fast" isn't enough. It has to be secure and compliant.
WHAT I AUTOMATE:
I replace clipboards with secure digital pipelines.
- Patient Intake: Digital Form (JotForm/Typeform) -> Secure CRM Entry.
- Document Sorting: Auto-upload ID cards and medical records to specific, secure folders (Google Drive/Dropbox/Box).
- Appointment Reminders: Auto-SMS/Email confirmations to reduce no-shows.
- Inventory Logic: Low-stock alerts for high-value inventory.
THE VALUE:
- Zero Transcription Errors: The patient types it; the system saves it.
- Audit-Ready Data: Every action is logged and organized automatically.
Stop risking fines with manual entry. Let's engineer a secure workflow.
Software type:
Workspace
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CRM
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Control Panels
FAQ
Which software subscriptions do I need to buy?
You need your own subscriptions to ensure data ownership. This typically includes a Form Builder (JotForm), Automation Tool (Make/Zapier), and Cloud Storage (Drive/Box). I will recommend the best stack for your budget.
Is your automation HIPAA Compliant?
I design workflows using HIPAA-compliant tools (like JotForm Enterprise, Google Workspace, etc.). However, you are responsible for ensuring your specific account settings and Business Associate Agreements (BAA) are signed with those software providers. I build the logic; I don't provide legal certs.
Can you automate inventory alerts (e.g., for Dispensaries)?
Yes. Using my background in the healthcare industry, I can configure logic to track SKUs and alert management via Email/SMS when stock levels drop below a specific threshold, preventing stockouts of high-demand products.
Will this disrupt my front desk's routine?
No. I build in the background. Once live, your staff simply stops manual entry and watches files appear automatically in the correct folders. The transition is designed to be seamless and invisible to your daily operations.
Does this integrate with my specific EMR/EHR?
Yes, provided your EMR (e.g., Jane, DrChrono) has an API or Zapier integration. If you use a closed/proprietary system, please message me with your software details before ordering so I can check compatibility.
Do you store or keep copies of my patient data?
No. I build the "pipe," not the storage. Data flows directly from the form to YOUR secure database. Once the automation is active, I have no access to future patient submissions or records.
Can you digitize my existing paper forms?
Yes. I can recreate your paper intake forms digitally using secure form builders. I ensure all fields, signatures, and medical history sections are captured exactly as they appear on your current clipboard versions.
