2024

eDoula.biz - Practice Management Platform

A comprehensive practice management solution for doulas and birth workers. Features include client management, scheduling, secure messaging, and integrated payment processing - all designed with HIPAA compliance in mind.

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Overview

Edoula, a leading practice management platform for doulas, faced the challenge of modernizing their aging but successful platform. As the current CTO, I'm leading a comprehensive revamp of the system that has served thousands of doulas across Canada and the United States over the past 5 years.

The challenge was not just to update the technology, but to enhance the platform with modern features while ensuring HIPAA compliance and introducing a new matching platform to connect expecting parents with qualified doulas.

Project Goals

As CTO and Technical Lead for this transformation, I'm managing a team of 4 developers focused on:

  • Complete UI/UX overhaul using modern design principles
  • Implementation of HIPAA-compliant infrastructure and security measures
  • Migration from Vue/GraphQL/Hasura to Next.js/React architecture
  • Development of eDoula Match - a new platform connecting parents with doulas
  • Enhanced integration capabilities with payment processors and accounting software

My Role

I serve as the CTO and Technical Lead, responsible for:

  • Architectural decisions and technical strategy
  • Team leadership and project management
  • Ensuring HIPAA compliance across all systems
  • Stakeholder management and product roadmap development

Technologies Used

Legacy Stack

  • Vue.js
  • GraphQL
  • Hasura

New Stack

  • Next.js 14
  • React
  • TypeScript
  • TailwindCSS
  • Shadcn/UI
  • Supabase

Challenges and Solutions

Modernizing While Maintaining Service

"How do we modernize a platform serving thousands of active users without disrupting their business operations?"

Our approach focuses on a phased migration strategy:

  1. Infrastructure Preparation

    • Setup new HIPAA-compliant infrastructure
    • Implement modern authentication and security measures
    • Create parallel development environments
  2. Feature Parity Development

    • Rebuild core features in new stack
    • Enhanced UI/UX with Shadcn components
    • Comprehensive testing with existing users
  3. Data Migration Strategy

    • Develop automated migration tools
    • Plan for zero-downtime transition
    • Maintain backward compatibility where needed

HIPAA Compliance Implementation

"How do we ensure complete HIPAA compliance while maintaining user experience?"

Our solution involves multiple layers of security and compliance:

  1. Technical Measures

    • End-to-end encryption for sensitive data
    • Audit logging for all data access
    • Role-based access control
    • Secure data backups
  2. Process Implementation

    • Staff training programs
    • Documentation of compliance procedures
    • Regular security audits
    • Incident response planning

eDoula Match Platform

The new matching platform introduces several innovative features:

  1. Smart Matching Algorithm

    • Geographic proximity
    • Specialization matching
    • Availability coordination
    • Experience level matching
  2. Verification System

    • Credential verification
    • Background checks
    • Client reviews
    • Experience validation

Core Features

Our all-in-one platform includes:

  1. Client Management

    • Digital intake forms
    • Lead generation tools
    • Client portal access
    • Secure messaging
  2. Business Operations

    • E-signature contracts
    • Customizable templates
    • Online invoicing
    • Time tracking
    • Multiple payment integrations (PayPal, Square, Stripe*)
  3. Collaboration Tools

    • Partner sharing
    • Backup doula management
    • Task tracking
    • Calendar integration

Outcomes

The platform revamp is currently in progress with targeted completion in 2 months:

  • Current Impact

    • Serving thousands of doulas across North America
    • Processing millions in payments annually
    • Facilitating thousands of client relationships
  • Expected Improvements

    • 50% faster page load times
    • Enhanced security and compliance
    • Improved user experience
    • Expanded market reach through matching platform