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Healthcare Provider Solution

Solution bypartner

Empowering healthcare providers with simple, integrated technology solutions that elevate patient care and eliminate administrative burdens.

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  • Use case: CRMOperationsProject management
  • Industry: Healthcare
  • Region: North America

Streamline referral management, patient intake, and care coordination with a secure, out-of-the-box monday.com solution built for Healthcare Providers. Leverage pre-built templates and HIPAA compliant, integration-ready workflows with major EHR systems—designed to eliminate data silos, reduce manual entry, and improve regulatory compliance. Customize your solution with CopperHill’s healthcare technology experts, drawing on 10+ years of experience and 350+ successful implementation.

Key features

  • Pre-built boards to manage Referrals, Patients, Intake, Appointments, Guardians, and Claims
  • Smart automations that create cross-board relationships between Patients, Appointments, and Referral Sources
  • Configurable dashboards and reporting for insight into patient volume, no-show trends, and source performance
  • Bi-directional EHR integration and support for syncing Patient, Appointment, and Claims data
  • Built-in workflows for patient communication, follow-ups, and referral tracking

Services

  • monday.com CRM, Work Management, Service, Dev implementations
  • Fully-managed, HIPAA compliant integrations with third party systems
  • Data Migration from third party systems or files into monday.com
  • Data Management, Storage, and Governance Strategy
  • Technology Assessments and Consulting