Workflow automation for healthcare clinics and medical practices

Reception time back for the patients in front of you.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · NDA when you engage us · Fixed-fee audit

IN SHORT

What we do for clinics

We are workflow automation and systems integration specialists for clinics and medical practices of 10 to 50 people. We connect booking, the patient record or CRM, SMS and email, and Microsoft 365 or Google Workspace, so appointments, reminders and results move between systems without staff re-entering them. Every engagement starts with a fixed-fee stack audit (EUR 1,500) that gives a written verdict on each tool: keep, configure, consolidate or replace. In a recent engagement with a Swiss healthcare facility we connected Salesforce Health Cloud, Microsoft 365 and Twilio with Make; reception workload dropped by about 60 hours a month. NDA signed when you engage us, before any system access; data processing agreement on request.

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

Microsoft 365
Google Workspace
Salesforce
Claude
HubSpot
DocuSign
Slack
Notion
ClickUp
Clio
Twilio
WhatsApp
GoHighLevel
Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where clinics lose hours between systems

Every hour reception spends re-entering a booking is an hour not spent with a patient.

Bookings from every direction

Phone, email, walk-in and web form, each updated into the calendar by hand. Double bookings and missed slots follow.

Reminders sent manually, or not at all

No-shows cost a slot that someone else could have used, and calling every patient the day before doesn't scale.

Results that wait to be re-keyed

Lab results and documents arrive in one system and get re-entered into another before anyone can act on them.

Handovers between departments

Moving a patient between teams means re-sending the same information, and something gets lost each time.

WHO WE WORK WITH

What we typically build for clinics

Established practices with real patient volume, where a broken data flow is a patient-care problem, not just an admin one.

Online booking synced to the calendar

One booking form that writes directly to the calendar and the patient record.

Automated SMS reminders

Reminders sent automatically ahead of each appointment, so reception isn't on the phone all afternoon.

Results attached as they arrive

Lab results and documents attached to the right record the moment they come in.

Transfers without re-keying

Moving a patient between departments carries the record with them.

Serving practices in

United States · Canada · Switzerland · Luxembourg · Singapore · Philippines · France

We work remotely, with no local offices. Calls are in English or French, every deliverable is in writing, and all fees are invoiced in euros.

RECENT WORK · ANONYMISED UNDER NDA

A healthcare facility that got 60 hours a month back

Healthcare facility · 25 to 50 people · Switzerland

Audit, then integration · 8 weeks

Before

Patient bookings arrived by phone, email and walk-in, and staff updated calendars by hand. Lab results were delayed and re-entered into several systems. Moving a patient between departments was slow.

After

An online booking form syncs directly to the calendar, with automated SMS reminders. Lab results attach to the patient record as soon as they arrive. Transfers between departments happen automatically. Reception workload down by about 60 hours a month, freed for patient care.

Built with: Mediware · Salesforce Health Cloud · Microsoft 365 · Twilio · Make

See all case studies →

HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

FIT CALL

STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

SCOPE

STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

NDA

STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

VERDICT

STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

BUILD

STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

SUPPORT

THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE

Stack audit

€1,500

Every tool you pay for, judged on fit.

NDA signed before any access

A written verdict on every tool

The hours and licence spend you'd recover, itemised

A build plan ordered by payback

Book a free fit call

Implementation

Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system

Data processing agreement on request

Tools connected, busywork automated

Tested end to end and documented

Ongoing partnership

Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup

Support after launch

Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Can you work with patient data?

We work inside your own accounts under the permissions you grant, and we don't copy patient data out to our own systems. The NDA is signed when you engage us, before any access, and we sign a data processing agreement on request. The regulatory obligations that apply to your practice stay yours: tell us on the fit call what applies, and we scope the work around it.

Which tools do you connect for clinics?

In our healthcare engagement: Salesforce Health Cloud, Microsoft 365, Twilio for SMS and Make. Any tool with an API or a native connector can be integrated, and the audit tells you which ones are worth connecting.

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

Is this right for a small practice?

We work best with firms of 10 to 50 people. Under 10 people with two or three tools, an audit would be overkill: write to us anyway and we'll point you in the right direction on the free call, without a fee.

Will this disrupt patient care while it's built?

No switch-over happens until you choose it. We build alongside your live systems and test end to end first. Our healthcare engagement took 8 weeks from kick-off to handover.

Find out where reception time is going

One free call, no patient or confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed