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archived

Begler Dental

Replaced a clinic's manual patient pipeline with automated workflows across 3 countries' data laws.

AI Automation Architect·Aug 2024 — Nov 2024

// what problem this solves

In high-ticket healthcare like dental implants, speed to treatment is everything. Begler Dental was losing leads in manual spreadsheet "black holes." The coordination between sales (first contact), clinical (doctor review), and front-office (scheduling) was fragmented. Every new lead required ~15 minutes of manual data entry before a doctor even saw the case.

// what I built

A unified, webhook-driven "Lead Ingestion Engine." I replaced the manual spreadsheet tracking with an automated pipeline that connects every touchpoint — from the initial website inquiry to the final treatment plan delivery. A zero-touch lead management system with built-in compliance for sensitive patient data across three jurisdictions.

// how it works

I architected the system using n8n and Zapier as the orchestration layer, with Airtable serving as the stateful single source of truth. When a lead arrives, a webhook triggers a multi-stage workflow: automated HIPAA-compliant data requests → clinical notification for doctor review → automated treatment plan generation. Custom retry-logic handles API failures, ensuring no patient data is ever "dropped" during handover.

// result

  • 60% Latency Reduction — cut the time from initial lead to doctor-reviewed treatment plan by over half
  • 100% Data Integrity — replaced manual entry with automated ingestion, eliminating human error in patient records
  • Cross-Jurisdictional Compliance — data segregation protecting EU, US, and Turkish patient data throughout the pipeline
  • Unified Operations — sales, clinical, and front-office now work from a single live dashboard with proactive alerting

the stack

Zapiern8nAirtableWebhooks