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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 [login to view URL] (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.
Project ID: 40456151
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264 freelancers are bidding on average £1,149 GBP for this job

With over a decade of experience in full-stack architecture and high-scale systems, I understand the need for an automation developer to design and implement a workflow automation system for your healthcare clinic using Cliniko, Stripe, WhatsApp, and email. My background in scaling systems for over 1 million users and expertise in high-security FinTech perfectly aligns with the challenges of streamlining patient journeys and reducing administrative workload in your clinic. My strategic insight for your project includes creating a robust configuration layer for easy updates by non-technical staff and implementing clear error handling mechanisms to ensure seamless integration with Cliniko, Stripe, WhatsApp, and email. With a proven track record of successfully managing large-scale projects, including Telegram Mini Apps, I am confident in my ability to deliver a scalable and secure solution for your clinic workflow automation needs. I encourage you to reach out to discuss the roadmap further and explore how we can collaborate to bring your project to life. Let's connect to discuss your project goals and how we can work together to achieve them efficiently and effectively.
£1,200 GBP in 20 days
9.0
9.0

Hi, I understand you want to make your clinic work smoother by reducing manual tasks and ensuring patient info flows smoothly from inquiry to follow-up. I’ll set up a system that automatically handles patient forms, updates records in Cliniko, and sorts out double entries or incomplete data. I will also create a simple FAQ and chat setup for common questions, with options for escalation if needed, and use easy-to-follow rules for scheduling and sending reminders through WhatsApp or email. Payment and lab tracking will be automated to save time and reduce errors, while keeping all data private and secure. Clear communication, quality work, and quick updates are my priorities, along with ongoing support after project delivery to help your business grow smoothly. Let’s chat about what you need and plan a bigger solution together. Regards, Nick.
£750 GBP in 6 days
9.5
9.5

Hello, We are an automation development team experienced in building API-driven workflow systems and can design a complete clinic automation setup using Cliniko, Stripe, WhatsApp Business, and email. We will build a reliable, modular system covering: Patient intake → Cliniko sync with validation & deduplication WhatsApp/email automation for FAQs, triage, and reminders Scheduling rules + automated confirmations via Cliniko Stripe billing, invoicing, and payment follow-ups Lab tracking and automated patient follow-up workflows Logging, monitoring, and secure, maintainable configuration layer We design systems with clean architecture, strong error handling, and non-technical manageability for staff updates. Relevant automation/API integration experience can be shared on request. We can start with a phased architecture plan and implementation roadmap immediately. Thanks. Vision
£1,125 GBP in 7 days
9.5
9.5

Please guide me if you are using whatsapp business already also which automation stack you prefer.I can get this done for sure.
£2,000 GBP in 24 days
9.2
9.2

Hello, With our extensive experience in web design, development, and more specifically automation systems, our team at Our Software is well-equipped to take on your clinic workflow project. We understand the importance of automating administrative tasks in a healthcare setting like yours, and are confident that we can design a system using Cliniko, Stripe, WhatsApp and email that will create an efficient and reliable patient journey from start to finish. Our direct integration experience with APIs and webhooks will be essential in connecting your existing tools to create a seamless workflow. We also recognize the need for robust logging, monitoring, and error handling in a task as critical as this, ensuring data security, privacy, compliance with GDPR-style requirements and addressing issues promptly to minimize disruptions. Moreover, we propose a maintainable configuration layer that aligns with the non-technical staff's capacity for updating FAQs, templates and simple rules. We commit to high-quality deliverables within realistic timelines and assure you of our dedication even post-implementation via flexible support and maintenance options. For an all-inclusive pricing model, we would cover anticipated ongoing infrastructure costs such as AI/LML along with hosting and API fees. Empower your clinic with our team's expertise; unlock time-saving potential while ensuring exceptional quality in patient journeys with us at Our Software. Thanks!
£850 GBP in 8 days
8.6
8.6

Hi, You need to connect Cliniko, Stripe, and WhatsApp so your clinic staff and patients spend less time on admin work. Quick question: are you automating appointment reminders, payment confirmations, or the full patient intake flow? I've built PHP APIs and automation workflows like this. Let's talk details. Best Regards, Hasan
£750 GBP in 28 days
8.7
8.7

Hi, I specialize in building automation systems for healthcare clinics using Cliniko, Stripe, WhatsApp, and email. With experience in API integrations, I propose a structured intake workflow, messaging automation, scheduling, billing, and lab monitoring. My focus is on clear architecture, robust error handling, and data security compliance. I bring expertise in similar projects, including Cliniko workflows. Let's discuss high-level architecture, implementation costs, support options, and timelines. Check out my previous automation projects for reference. Looking forward to collaborating on this Clinic Workflow Automation project. Thank you.
£999 GBP in 14 days
8.4
8.4

Hi — Elias here from Miami. The real challenge here is not connecting Cliniko, Stripe, WhatsApp, and email. It’s designing patient workflows that stay reliable when intake data is incomplete, payments fail, lab milestones are delayed, or a patient needs human escalation. A common failure in clinic automation is building one-off Zap-style flows without central logging or configurable rules. I’d create a small workflow layer around Cliniko, Stripe webhooks, WhatsApp Business, email templates, FAQ logic, and staff escalation queues. I’d phase it as: intake/Cliniko sync, messaging + FAQ triage, scheduling/payment automation, lab follow-up tracking, then optional voice FAQ assistant. For Regenerus with no API, I’d keep lab tracking semi-automated first: admin-entered milestones, reminders, and follow-up triggers, rather than fragile scraping. I’d include logging, retry handling, duplicate detection, failed-payment alerts, configurable templates, and GDPR-aware data handling. One question: Do you already use WhatsApp Business API, or only normal WhatsApp at the moment?
£1,125 GBP in 7 days
8.4
8.4

I have reviewed your requirements for the clinic workflow automation project and understand the need for reliable, seamless data handling. With my background in PHP, MySQL, and backend architecture, I can build an automation system that integrates your clinic's processes and handles your data efficiently. My 15 years of experience include developing custom solutions beyond simple CMS work, which gives me the ability to architect robust workflows that actually solve operational bottlenecks. I am comfortable working with the technical stack required for this project and have a long history of delivering stable, functional code that requires minimal maintenance. I have set my bid at $963.55 and can have the core workflow ready for your review within 1 day. Let's hop on a brief chat to confirm the specific data points you need to automate so I can get started immediately.
£963.55 GBP in 1 day
8.1
8.1

This looks like a great fit, I will build your clinic workflow automation — patient intake via Cliniko, messaging triage over WhatsApp, scheduling enforcement, Stripe billing, and lab follow-up reminders — all connected through a central orchestration layer with webhook-driven triggers. For the maintainable configuration layer, I will set up a simple admin panel where your team updates FAQ responses, message templates, and scheduling rules without touching code. AI-handled conversations will follow strict decision trees with confidence thresholds — any response below the threshold routes to a human, which keeps anxious patients comfortable. Questions: 1) Which WhatsApp Business API provider are you using — Twilio, 360dialog, or another? Looking forward to your response. Best regards, Kamran
£843 GBP in 25 days
8.5
8.5

✅ Lovable AI Expert | AI Development | Game Development ✅ Hi, Thank you for considering this opportunity! I bring extensive experience in implementing custom solutions powered by LLMs, conversational AI, and intelligent automation. Recently I have been working on Lovable AI for developing a gaming platform using it, complete with chat-based agent logic, expressive front-ends, and backend integrations. See here : In other project, implemented a fully automated AI agent system for intelligent meeting creation using ElevenLabs Conversational AI and Gemini (via a custom agent brain). The flow integrates voice interaction, natural language processing, location precision, and frontend. Whether you're building an internal assistant, a public-facing voice agent, or an integrated AI productivity tool, I can help bring your vision to life with robust, scalable architecture and a human-like user experience. I would love to connect and explore how we can contribute to your AI initiative. Regards Ranjana
£1,125 GBP in 20 days
8.2
8.2

Hi, I have experience building workflow automation systems integrating appointment platforms, payment gateways, messaging channels, and CRM-style workflows using APIs, webhooks, WhatsApp Business integrations, Stripe automation, and secure healthcare-oriented processes. I can help streamline your Cliniko-based patient journey automation covering intake, onboarding, messaging, scheduling, billing, reminders, follow-ups, and operational workflows while keeping the system maintainable for non-technical staff. I’m comfortable working with API/webhook architectures, automation layers, AI-assisted FAQ/triage systems, Stripe payment flows, WhatsApp/email communication automation, logging/error handling, and healthcare-focused operational reliability. I can also help structure phased implementation and ongoing support based on operational priorities and scalability needs. Happy to discuss your current workflows, operational bottlenecks, and the best rollout sequence for implementation. Regards
£1,300 GBP in 25 days
8.3
8.3

Dear Hiring Manager, Your project aligns very well with my experience in workflow automation, API integrations, and scalable healthcare/admin systems. I can help design and implement a secure, maintainable automation ecosystem connecting Cliniko, Stripe, WhatsApp Business, email, and lab workflows to significantly reduce manual administration while improving patient communication and follow-up consistency. My proposed approach would be phased for stability and easier adoption: Phase 1 – Patient Intake & Cliniko Sync • Smart intake forms with validation, duplicate handling, tagging, and automated Cliniko record creation/update • Routing logic for scheduling and clinician assignment Phase 2 – Messaging & AI-Assisted Support • WhatsApp/email automation for FAQs, reminders, and triage • Escalation paths to human staff • Maintainable knowledge base editable by non-technical staff Phase 3 – Scheduling, Billing & Stripe Automation • Cliniko scheduling rules enforcement • Automated confirmations/reminders • Stripe payment and overdue invoice workflows Phase 4 – Labs & Follow-Up Automation • Lab milestone tracking • Follow-up reminders and educational/protocol delivery Suggested stack: Node.js/Python backend, Cliniko & Stripe APIs, WhatsApp Business API, secure cloud hosting, centralized logging, webhook monitoring, and admin configuration panel. I also prioritize GDPR-style privacy, audit logging, and error handling for healthcare-related systems. Best regards Nikhil....
£1,200 GBP in 7 days
8.1
8.1

Hi, this is a very interesting project and a great fit for my background in workflow automation and API integrations. I’ve built systems that connect stripe, whatsapp, email, crms, and third party APIs to automate end to end business processes with robust error handling and logging. Your phased approach makes a lot of sense and I would recommend implementing it in four stages. Patient intake and cliniko sync, automated messaging and FAQ workflows, scheduling and payment automation with stripe, and lab follow up plus ongoing care communications. I’d build this using n8n as the orchestration layer so your team can easily maintain and expand the workflows over time. For the full scope outlined my estimate is 4 to 6 weeks depending on the final requirements and API limitations, with a total implementation cost of £1,500. I also offer ongoing support after launch if needed. I’m comfortable working with sensitive healthcare data and always design systems with privacy, auditability, and maintainability in mind. Kindly contact me for further discussion.
£1,125 GBP in 7 days
7.9
7.9

⭐⭐⭐⭐⭐ Build an Efficient Automation System for Clinic Admin & Patient Workflow ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project needs and see you are looking for an automation developer for your clinic. Look no further; Zohaib is here to help you! My team has successfully completed over 50 similar projects for healthcare automation. I will create a robust system using Cliniko, Stripe, WhatsApp, and email to streamline your processes, reduce manual work, and enhance patient experiences. ➡️ Why Me? I can easily handle your project as I have 5 years of experience in automation development, focusing on healthcare workflows, API integration, and patient management. My skills include data management, process automation, and system design. I also have a strong grip on various technologies that ensure a smooth and effective solution. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work that demonstrate my capabilities. Looking forward to our conversation! ➡️ Skills & Experience: ✅ Automation Development ✅ API Integration ✅ Workflow Design ✅ Data Management ✅ Cliniko Expertise ✅ Stripe Integration ✅ WhatsApp Automation ✅ Email Communication ✅ Error Handling ✅ Patient Onboarding ✅ Scheduling Systems ✅ Compliance Knowledge Waiting for your response! Best Regards, Zohaib
£900 GBP in 2 days
8.0
8.0

SURE------I have done similar project last month Clinic Admin & Patient Workflow System (Cliniko / Stripe WhatsApp -------------I will do it as per the given specification so lets get started and complete it------- I am highly appreciative to work on this project. I am an Innovative PHP/Full stack developer having rich experience with so many successful Tasks. I will give you exact accurate budget after the proper detailed discussion . Let’s connect on chat for further discussion and start quickly. Thanks!!
£1,000 GBP in 7 days
8.2
8.2

Hello, Your clinic automation project is exactly the kind of workflow system I specialize in building. I have 11+ years of experience developing healthcare automation platforms, API integrations, patient workflows, payment systems, and AI-assisted communication tools. I cwill design a scalable automation architecture integrating: • Cliniko APIs & webhooks • Stripe billing/payment flows • WhatsApp Business automation • Email workflows & reminders • AI-assisted FAQ and triage systems I also have experience with webhook-based healthcare systems, automated scheduling, payment reminders, and AI-enhanced patient communication workflows. Available to discuss architecture, timelines, infrastructure costs, and long-term support options. Best regards.
£750 GBP in 10 days
7.6
7.6

Hi, You are looking for a scalable clinic automation system that reduces admin workload while creating reliable, structured patient journeys across intake, scheduling, billing, labs, and follow-up communication. We can design and implement a workflow architecture integrating Cliniko, Stripe, WhatsApp Business, and email with secure API/webhook handling, automated patient onboarding, intelligent messaging flows, payment reminders, scheduling logic, and follow-up automation. The system will be built with maintainability in mind, including configurable FAQs, editable templates, logging/error handling, escalation paths, and admin-friendly workflows so non-technical staff can manage day-to-day operations easily. We also understand the importance of healthcare privacy, reliability, and auditability, and can structure the solution with strong security practices, monitoring, and scalable infrastructure for future expansion. We have experience with automation systems, API integrations, workflow orchestration, payment platforms, and AI-assisted communication flows, and can share relevant examples during discussion. Regards Interconnect Team
£1,125 GBP in 7 days
6.8
6.8

Hello, I can help design and build a reliable clinic workflow automation system around Cliniko, Stripe, WhatsApp Business, email, and a secure admin configuration layer for FAQs, templates, rules, intake data, reminders, billing, and lab follow-ups. I have worked on API/webhook automations, patient-style onboarding flows, payment reminders, chatbot handoff logic, logging/error handling, and dashboards where non-technical staff can safely manage content and simple rules. For Regenerus without an API, I would handle this with tracked milestones and admin-assisted updates unless a compliant integration path is available, while keeping GDPR-style privacy, audit logs, duplicate handling, and escalation paths in place. I am ready to begin immediately and would be happy to discuss the project in further detail. Thanks, Teo
£1,250 GBP in 5 days
6.7
6.7

Hello, I understand you need a robust clinic workflow automation system integrating Cliniko, Stripe, WhatsApp, and email to streamline patient intake, scheduling, billing, lab tracking, and follow-ups while reducing manual admin workload. The focus is on reliable end-to-end patient journeys, automation of admin-heavy tasks, and controlled, healthcare-safe data handling. I will build an API/webhook-based automation layer integrating Cliniko, Stripe, WhatsApp Business, and email. It will cover structured patient intake, real-time Cliniko record sync, AI-assisted FAQ/triage with escalation to staff, scheduling rule enforcement, automated invoices and payment reminders, and lab milestone tracking, along with a secure admin panel for configurable workflows, logging, and error handling. I can deliver this in phased modules covering intake, messaging, scheduling/payments, and lab follow-ups with testing and controlled rollout to ensure stability at each stage. The system will be maintainable for non-technical staff, scalable for future expansion, and aligned with healthcare compliance expectations. Ready to start immediately and adapt to your preferred workflow structure. Thanks, Asif
£1,500 GBP in 14 days
6.9
6.9

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