I will build a clinic operations dashboard and automate workflows using make


About this gig
Are your clinic's workflows scattered across different tools?
Do you have to manually check forms, appointments, tasks and follow-ups to know what needs attention?
I will build a Make.com-powered clinic operations system that connects your approved tools, automates status updates and gives your team a clearer view of administrative workflows.
Your system can include:
- Operational dashboard
- Automated status updates
- Staff notifications
- Task routing
- Form and CRM synchronization
- Appointment workflow tracking
- Referral or request status tracking
- Administrative classification
- Error handling
- Workflow testing
- Handoff documentation
Compatible tools may include forms, calendars, CRM systems, email and supported practice platforms.
The dashboard is designed around your agreed workflow and operational metrics. Patient data should be minimized during development and anonymized test records should be used whenever possible.
This service covers administrative workflow automation onlynot diagnosis, treatment recommendations, emergency triage or medical decision-making.
Message me before ordering so I can review your current tools, workflows and dashboard requirements.
Get to know Arthur
Healthcare Workflow Automation Specialist
- FromUnited Kingdom
- Member sinceSep 2026
Languages
English, Spanish, German
FAQ
What can the dashboard track?
It can track agreed operational metrics such as workflow status, assigned tasks, referrals, requests or appointment-related administrative activity.
Can you connect my existing CRM?
Yes, if the CRM provides a suitable Make.com integration, API or webhook.
Can the dashboard update automatically?
Yes. Make.com can update connected systems when the agreed triggers occur.
Can you send staff alerts when something needs attention?
Yes. Staff notifications can be incorporated into the workflow.
Can AI be used in the workflow?
Yes, for agreed administrative classification or processing. It will not make clinical decisions.
Can you connect multiple applications?
Yes. The number of integrations depends on the package and agreed scope.

