The problem
The practice needed two things: a way to track patient referrals geographically so they could see where referrals were coming from at a glance, and a way to source new potential patients from multiple directories without copying and pasting between tabs all day.
The existing workflow was a shared spreadsheet. It worked, technically. But it had no map, no deduplication, no way to see patterns, and every directory lookup was manual.
Web app: referral tracker
Built in PHP with a SQLite database and a Leaflet.js map view. Referrals are logged with source, date, and geographic coordinates. The map gives an instant visual overview of where referrals originate, with filters by time period and source type.
Auth is device-key based. No passwords to manage. A device key is generated per authorised device and stored in a cookie. Keeps it simple for a small practice without a full user management system.
Desktop app: prospect sourcing
An Electron desktop application that aggregates prospects from four data sources: a regulatory body API, a professional association directory, OpenStreetMap practice listings, and a clipboard smart-paste that handles arbitrary contact-list paste formats from any source.
Smart-paste recognises and normalises varied contact formats. The app deduplicates across all four sources, allows PIN-lock for security, and supports merge-import from previous exports. One-click export to CSV for further processing.
Outcome
- Web app with live referral map replaces the spreadsheet entirely.
- Desktop tool replaces four separate manual directory lookups.
- Smart-paste handles arbitrary contact formats without reformatting.
- Deduplication across all four data sources on import.
- Both tools shipped and in active use.