All projects

BrainStim Centers - Clinic Operations Automation

Three-module automation: PDF questionnaires parser, Rise4→Monday→CharmHealth sync, eClinical reconciler.

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