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Problem Solution Document

The document identifies several operational problems in patient care, including a lack of structured caregiver task management, medication tracking, and sales visibility. Proposed solutions involve implementing ClickUp systems for task management, medication tracking, CRM, and a relative directory, along with automated weather notifications for visitors. Key assumptions include maintaining a caregiver-to-patient ratio and utilizing free tools for implementation.

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kabirsumaiya1732
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1 views1 page

Problem Solution Document

The document identifies several operational problems in patient care, including a lack of structured caregiver task management, medication tracking, and sales visibility. Proposed solutions involve implementing ClickUp systems for task management, medication tracking, CRM, and a relative directory, along with automated weather notifications for visitors. Key assumptions include maintaining a caregiver-to-patient ratio and utilizing free tools for implementation.

Uploaded by

kabirsumaiya1732
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Patient Care — Problem & Solution Document

Operations AI Automation Specialist — Assessment Submission

Problems Identified

1. No caregiver task Caregivers have no shared, structured way to see daily per-patient tasks, risking missed
system care.

2. No medication tracking No system tracks which medicine goes to which patient, at what time, with reminders or
refusal notes.

3. No sales CRM Sales team calls leads with no structured pipeline to track stage, source, or conversion.

4. No sales visibility Management has no monthly dashboard for leads generated, stage breakdown, or source
performance.

5. No relative/visitor No central contact list of relatives, including location, for scheduled weekly visits.
management

6. No visit-day Relatives aren't proactively informed of weather ahead of their scheduled visit.
communication

Proposed Solutions

Task system ClickUp recurring tasks per patient (checklists, native Assignee/Due Date) so caregivers see
a live daily list.

Medication tracker ClickUp list: Patient, Medication, Dosage, Scheduled Time, Status (Given/Refused
dropdown), Note; ClickUp reminders fire at scheduled time.

CRM ClickUp Leads list with pipeline Stage field (New→Contacted→Qualified→Converted→Lost),


Source, Salesperson, Call data.

Sales dashboard Native ClickUp Dashboard: leads/month, leads by stage, leads by source, conversion rate —
built on the Leads list.

Relative directory ClickUp Relatives list: Name, Patient link, Phone/Email, Latitude, Longitude, Date Added,
auto-calculated Visit Date.

Visit-day automation n8n workflow: daily cron finds relatives with Visit Date = today, calls a weather API using
their lat/long, emails each a forecast; grouped by patient+date for joint family visits.

Key Assumptions
• Visit Date = Date Added to Relatives list + 3 days (per brief: "scheduled visit date is 3 days from their addition").
• Weather forecast is fetched for the relative's own location (their lat/long), not the facility's — so they can prepare for their commute.
• Multiple relatives visiting the same patient on the same date are treated as one family group and each still receives their own
personalized email.
• Caregiver-to-patient ratio (1:3) is maintained through staggered lunch breaks across the 3 caregivers, not built as a ClickUp field.
• "Free plan" constraint respected throughout — no premium ClickUp fields or paid n8n nodes used; weather sourced from a free-tier
API (Open-Meteo / OpenWeatherMap).

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