Dr Teraz Process Automation
Automation project for Dr Teraz focused on organizing internal healthcare workflows, reducing manual coordination and creating clearer operational processes for the team.
Client
OTMED Sp. z o.o.
Date
2026
Budget
custom scope
Project Goal
Dr Teraz is working with Madis on automation of internal processes. The goal is to map repeated operational work, identify where manual coordination slows the team down, and build automation flows that make requests, follow-ups, task routing and reporting easier to manage.
Results
The automation project is documented as a separate Dr Teraz case study, distinct from the website optimization work. It presents the operational goal, workflow structure and automation value without inventing unconfirmed numbers. Detailed screenshots, final timeline, budget and measured results can be added after the scope is confirmed.
Implementation Process
2026
January
Process Discovery
Identify repeated workflows and manual coordination points.
2026
January
Workflow Design
Define how requests, tasks and follow-ups should move between people and systems.
2026
January
Integration Planning
Prepare the system connection logic and data handoff points.
2026
January
Automation Build
Implement the agreed flows and reduce repeated manual work.
2026
January
Review & Improvement
Review the process with the team and improve details before publishing final results.
Key Features
Process Mapping
Repeated operational flows are structured before automation is implemented.
Workflow Automation
Manual steps can be turned into consistent automated sequences.
System Connections
The setup prepares key systems and data points to work together more reliably.
Task Notifications
Important follow-ups and operational actions can be surfaced to the right people.
Operational Visibility
The team gets clearer status tracking for repeated internal processes.
Workflow Automation Map
Workflow-editor visual showing how patient or staff requests can trigger routing, data updates, task creation, notifications and reporting in one connected automation flow.
Automation Visibility
Overview-style visual for the operational layer: tasks, follow-ups and process status become easier to track after automation is introduced.
Challenge
Healthcare teams handle many small but important operational steps every day: requests, updates, patient-related actions, staff tasks and follow-ups. When these steps depend too much on manual coordination, the process becomes harder to track and easier to delay.
Solution
Madis prepared an automation-oriented approach for Dr Teraz: process mapping, workflow design, system connection planning and implementation of structured automation flows. The work focuses on making internal operations easier to monitor, hand over and repeat consistently.
Technologies Used
Workflow Automation
API Integrations
Data Sync
Notifications
Reporting
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