EPSA Health & Rehabilitation Centre
Operations, automation & reporting
Manual reminder callsAutomated SMS & email reminders with formsLapsed patients forgottenRecall & rebooking workflowsNumbers rebuilt by handA weekly report generated from live sheets
- Nookal bookings
- SMS & email reminders
- Jotform → Google Sheets
- Apps Script
- Weekly report
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A clinic runs on whether the right patient gets the right reminder at the right time. I rebuilt that layer: automated reminders and intake forms in Nookal, cancelled-appointment recalls that chase patients with no future booking, and rebooking prompts triggered after a last visit. Then I built the reporting that tells the practice what all of it did — the weekly Financial Mastery Formula covering leads, bookings, conversion rate, calls, impact hours, product sales and practitioner performance, with Apps Script generating each new week's rows.
- Lead Tracker, Discipline Stats and Calls Dashboard built and maintained
- NDIS FY2027 cases and service codes across EP, physiotherapy, dietetics and hydrotherapy
- Medicare, DVA, NDIS and RTWSA reporting workflows supported
- Bank deposits reconciled against remittances; invoices into Hubdoc and Xero
- Written methodology so the same report is produced the same way, every week
- Result
- Weekly, on timeA reporting cycle the practice runs on, plus documented rules for absences, coverage and exceptions
