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Trifecta Practice Management System

Community

AI-powered practice management & automation.

Content & Communication#workflow#compliance#scheduling#billing#healthcare#ai-automation#practice-management
Authordanielleclaughton-jpg
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Centralizes and automates Danielle's Trifecta Addiction and Mental Health Services practice management across client intake, documentation, scheduling, billing, marketing, and analytics, reducing manual effort and improving operational consistency.

Core Features & Use Cases

  • Client intake & onboarding automation (forms, data capture, secure storage)
  • Document generation and contract management (templates, versioning, e-signature)
  • Scheduling, reminders, and calendar integration (Teams/Outlook)
  • Client portal with secure access, audits, and role-based permissions
  • Billing, invoicing, payments, and revenue reporting integrated with QuickBooks
  • Marketing automation, analytics, and reporting dashboards
  • AI agent support for workflow orchestration, document routing, and reminders
  • Comprehensive integrations across Microsoft 365, SharePoint, Dialpad, GoDaddy, and Azure

Quick Start

Describe a core clinic workflow you want automated and I will generate end-to-end automation steps.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Trifecta Practice Management System
Download link: https://github.com/danielleclaughton-jpg/trifecta-ai-agent/archive/main.zip#trifecta-practice-management-system

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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