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CASE STUDY OUTCOME

Automated Medicaid Patient Sync for Local Clinics

25 Hours Saved Weekly

The Problem

Dental clinics in California received new patient records daily from the state Medicaid portal. Intake coordinators manually printed files and typed patient demographic data into local CRM instances. This manual input task consumed 20-30 hours per week and led to data entry typos, causing billing claims rejections.

The Solution

We programmed a secure background browser automation flow (HAOS) running on our node gateway. The script logs into the state Medicaid portal using encrypted credentials, crawls new patient registrations, qualifies demographic fields, and routes entries via API to the clinic's GoHighLevel database. To ensure compliance, coordinators approve execution using the secure Chrome sidepanel.

Technical Implementation

// Scraper Sync Automation Logic
const browser = await playwright.launch();
const page = await browser.newPage();
await page.goto("https://state.medical.portal/login");
await page.type("#user", process.env.MEDICAID_USER);
await page.type("#pass", process.env.MEDICAID_PASS);
await page.click("button[type=submit]");
await page.waitForSelector(".patient-list");

const patients = await page.evaluate(() => {
  return Array.from(document.querySelectorAll(".patient-row")).map(row => ({
    name: row.querySelector(".name").innerText,
    phone: row.querySelector(".phone").innerText,
    id: row.querySelector(".id").innerText
  }));
});
// Dispatch to GHL API router
await fetch("https://traffik.monster/api/clients", {
  method: "POST",
  headers: { "Authorization": "Bearer trial-token-123" },
  body: JSON.stringify({ patients })
});

Measurable Results

  • Eliminated 25+ hours of manual administrative typing every single week.
  • Reduced data entry typographical errors to 0%.
  • Accelerated onboarding follow-ups, reducing client phone booking delays by 3x.