Healthcare Platform
Shake
A sixteen-module admin portal and CMS-driven marketing website managing operations, clinical documentation, finance, and growth for a mental health counselling practice—with deep integration into accounting, calendar, and communication infrastructure.
When a mental health practice grows beyond a single practitioner, everything breaks. Scheduling across multiple calendars. Invoicing across different funding sources—NDIS, Medicare, Private—each with different GST rules. Payroll that must be accurate to the dollar. Clinical documentation that demands compliance. Marketing that needs measurement.
Shake is the system that makes it all work—a purpose-built platform spanning admin portal and marketing website, with two-way synchronisation into the practice's accounting, calendar, and email infrastructure.
16
integrated modules across the admin portal
6
user roles with row-level data isolation
3
external platforms with two-way synchronisation
Financial Operations Pipeline
Healthcare invoicing is complex. Different funding types carry different GST obligations—NDIS and Medicare are GST-free, private sessions carry ten percent. Each invoice passes through a multi-gate validation pipeline before touching the accounting system. Session eligibility, funding plan validity, line item accuracy, tax calculations, contact verification, and sync readiness are all verified before any data leaves the platform.
Two-way synchronisation with the practice's accounting system keeps both platforms in lockstep. Invoices push out with automatic contact creation. Payment confirmations flow back via webhooks. A reconciliation engine runs daily, comparing amounts across systems and classifying discrepancies by severity—from sync delays to amount mismatches to unbilled sessions.
Multi-Practitioner Scheduling
Practitioners operate across multiple locations with overlapping availability. The calendar presents all practitioners in parallel, with drag-and-drop scheduling that detects conflicts against both internal appointments and connected external calendars.
Completed sessions are automatically flagged for billing. Appointments sync bidirectionally with practitioner calendars, with client name anonymisation for shared environments. Status transitions—scheduled, confirmed, completed, no-show—feed directly into invoicing and analytics.
Clinical Documentation
Every session generates clinical documentation—progress notes capturing mood assessments, goals addressed, interventions applied, homework assigned, and next session focus. Notes link directly to appointments, creating an unbroken clinical record per client.
Standardised outcome measures track client progress over time. Token-based assessment delivery means clients complete measures outside the platform, with results flowing back into their clinical profile automatically. Treatment plans structure the therapeutic journey with modality tracking and scheduled review points.
Growth Engine
Beyond operations, Shake drives practice growth. Inbound inquiries from the marketing website are scored, prioritised, and tracked through a conversion pipeline from lead to active client. A headless CMS gives the practice full control over their web presence—pages, blog content, service descriptions, and media—with versioning and draft workflows. Email campaigns with template design tools enable targeted outreach. AI-powered analysis classifies inbound communications by urgency, sentiment, and suggested response.
Complete Platform — 16 Modules
Practice Operations
Financial Management
Marketing & Outreach
Content & Platform
Role
Sole Developer & Architect
Timeline
2024 — Present
Stack
Next.js, TypeScript, Supabase, Prisma, React Native
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