Bookings and appointments
Patients into a clinic system like Simplex. Venues, trips, and visits, from the request to the confirmed record and the reminder.
The same four parts, whatever the process is. Below: where people get stuck at each one, what I build there, which processes fit the pattern, and what I am still working out.
Anything a business does the same way twice.
The pattern is always the same: find where work enters, where a decision is made, where a system gets updated, and where things break. Then remove the person from everything except the exceptions.
Patients into a clinic system like Simplex. Venues, trips, and visits, from the request to the confirmed record and the reminder.
Every channel a customer uses, with the answer, the booking, and the CRM update handled in the same flow.
I built the Recourse Loop applicant tracking system with Outlook scheduling by hand at Xloop. The automated version has the same shape: screening, scheduling, follow-ups, with a person only for the final decision.
Scored continuously from tasks, submission times, QA results, and live feedback, the way Track Loop does it. No review forms, no quarterly guesswork.
Task allocation from incoming work, approvals, and the follow-ups that keep a project moving without a manager chasing.
Invitations, RSVPs, QR admission, and staff coordination, with state that survives changes mid-event.
If it happens the same way every time and a person still has to be there, it fits the pattern. Tell me the process and I will map it.
What I measure on every one: the handover rate. How often a person had to step in, and why. That number is the product.
The open questions in automating
whole processes, and where I am with them.
Too early and you have automated nothing. Too late and you have a mess. I design the handover conditions explicitly for each process, and I keep looking for a general rule.
Unit tests do not catch a model that starts deciding differently. I build evals around the business outcome, and I am still learning which ones predict trouble.
If a person only reads what the system could not do, that list is the whole interface. What it says, and how fast a person can act on it, decides whether the automation holds.
Track Loop scores from tasks, timing, QA, and feedback, never from hours alone. The open question is which signals predict real performance and which just reward being fast. I keep the weights visible so a manager can argue with them.
What each part of an automated process is built with.
A senior engineering role where the job is to take real business processes and make them run without people. I’m most useful where the system has to act in other systems, not just answer questions.
No. It means a person handles exceptions the system flags, instead of every step. Deciding exactly when to ask a human is part of the design, and I treat the handover rate as the main measure of the work.
It can score the work. Track Loop reads what was delivered, when, how QA rated it, and what the client said, and keeps a running score. A manager still owns the conversation and the final call. The system removes the form-filling and the guesswork, not the manager.
No. I build the interface, the backend, the queues, and the integrations around the model. The model is one part of the process.
Email me with one process your team does by hand, from where the work comes in to where it ends up. That gives us something concrete to talk about.
hunain.parekh@hotmail.com