Back to portfolio

Case Study / 01

Unifying Patient Booking and Referrals for an Australian Psychiatry Clinic

Discovery & proposed solution (client engagement in discussion)

  • Halaxy
  • Wix
  • Workflow Automation
  • LLM
  • Healthcare

Overview

An Australian psychiatry clinic uses Wix for its public website and Halaxy for practice management and appointments. I joined a discovery call with the clinic's owner and their technical/product contact to understand how patients actually get from "I need an appointment" to a confirmed booking.

The Problem

Patients must email a referral letter. Staff manually verify it, then email the patient a separate Halaxy booking link. The website and the booking system are disconnected, so every new patient depends on back-and-forth email, which adds delay, admin work and drop-off risk. The clinic's own site is not part of the booking journey.

My Role

Technical discovery and solution design: mapping the current flow, identifying bottlenecks, and proposing an architecture that fits their existing tools instead of replacing them.

Proposed Solution

  1. Embed Halaxy booking directly into the Wix site so patients book from the clinic's own website, not from a link in an email.
  2. Add referral upload to the site, with an LLM-assisted check of the referral letter (valid referrer, required fields, date) that flags items for staff to confirm. Staff keep final approval.
  3. Gate booking behind a verified referral so only eligible patients reach the calendar.

Design Considerations

  • Keep Halaxy as the source of truth for appointments (no migration risk).
  • Human-in-the-loop for referral decisions, because it is a clinical setting.
  • Patient privacy: handle health-related documents carefully (encryption in transit and at rest, minimal retention, no unnecessary data sent to third-party models).
  • Non-technical stakeholders: plain-language communication and a phased rollout.

Outcome

Proposal presented and under consideration by the clinic.

What I Learned

Real client work is often about integrating the tools people already use, and about explaining trade-offs to non-technical decision-makers, more than about writing code.