The challenge
Dozens of medical questionnaire templates in English and Spanish, each with a unique layout - a per-template parser wouldn't scale.
The solution
A three-module production suite on a managed VPS: (1) a SharePoint/Teams PDF pipeline parsing 60+ questionnaire templates with auto-scoring; (2) an Outlook mail monitor that syncs Rise4 bookings to Monday.com (update-or-create against the current month's group) and creates CharmHealth patients via Playwright; (3) an eClinical reconciler implementing the clinic's branching rules (Hold On CNI, Sonja Review, Case Details Needed, Scheduled). All running as systemd services with structured logs.
Results
~40h/wk
Admin time saved
24/7
Uptime
60+
Questionnaire templates
Monday + CharmHealth + eClinical
Sync targets
