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Medical Office Solution

Solution bypartner

A monday.com-based EHR to manage patient care, insurance authorization, scheduling, clinical documentation, and billing.

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  • Use case: OperationsProject management
  • Industry: Healthcare
  • Region: Global

An EHR system for medical practices with data visualization, customizable workflows, and time-saving automation – built on a scalable and HIPAA-compliant platform. Ideal for small- and mid-sized practices such as family practice, physical therapy, urology, and O&P.

The simple and auditable workflow tracks the entire care cycle from demographics collection, scheduling, evaluation, and insurance authorization through provision of care and billing. The tool supports client retention and generation with follow-up calls, referral tracking, marketing, and practice analytics.

 

Key features

  • Clinical documentation with note templates
  • Managerial dashboard with practice insights
  • Appointment scheduling by provider, location, discipline
  • Order/fabrication tracking, inventory management
  • Insurance authorization and billing tracking/automation

Services

  • Customize the solution to your practice
  • Integrate any external software ie: billing
  • Group and individual training and onboarding
  • Migration of existing/historical patient data
  • HIPAA Compliance and SSO setup