Case Studies / Healthcare
REFERRAL & INTAKE OPERATIONS HUB
We connected patient referrals
We connected patient referrals
to intake and appointment readiness.
to intake and appointment readiness.
Referral and intake, Appointment preparation and Administrative support connected in monday.com.
Oasis healthcare
Oasis healthcare
Explore the project
Case Studies / Healthcare
REFERRAL & INTAKE OPERATIONS HUB
We connected patient referrals
to intake and appointment readiness.
Referral and intake, Appointment preparation and Administrative support connected in monday.com.
Oasis healthcare
Explore the project
01 / THE CHALLENGE
Referral messages and forms needed one administrative patient context.
Referral messages and forms needed one administrative patient context.
The practice needed to coordinate referral channels, patient intake, insurance and information review, appointment readiness, and administrative support. Disconnected forms and messages required a common operating structure around the patient relationship.
The team needed a connected administrative patient workflow across referral and intake.
BEFORE
Referrals and forms needed linked records
Patient exports, disconnected intake forms, referral messages, and administrative documents.
BOTTLENECK
Missing information delayed readiness decisions
Staff needed complete intake information and eligibility review before coordinating appointments.
NEEDED
A connected administrative workflow for intake and support
A connected administrative patient workflow across referral and intake.
PRIORITY
Keep patient reference, referral and intake response linked as work moves between roles.
Referral and intake
Appointment preparation
01 / THE CHALLENGE
Referral messages and forms needed one administrative patient context.
The practice needed to coordinate referral channels, patient intake, insurance and information review, appointment readiness, and administrative support. Disconnected forms and messages required a common operating structure around the patient relationship.
The team needed a connected administrative patient workflow across referral and intake.
BEFORE
Referrals and forms needed linked records
Patient exports, disconnected intake forms, referral messages, and administrative documents.
BOTTLENECK
Missing information delayed readiness decisions
Staff needed complete intake information and eligibility review before coordinating appointments.
NEEDED
A connected administrative workflow for intake and support
A connected administrative patient workflow across referral and intake.
PRIORITY
Keep patient reference, referral and intake response linked as work moves between roles.
Referral and intake
Appointment preparation
02 / IMPLEMENTATION
A connected administrative workflow for intake and support.
We linked referral CRM records, patient intake forms, information checks, appointment preparation and support queues in monday.com.
01
Referral and intake
Receive referral → Match patient → Collect forms → Review completeness.
02
Appointment preparation
Review eligibility → Resolve missing information → Confirm readiness → Coordinate schedule.
03
Administrative support
Receive request → Assign queue → Coordinate response → Review resolution.
02 / IMPLEMENTATION
A connected administrative workflow for intake and support.
We linked referral CRM records, patient intake forms, information checks, appointment preparation and support queues in monday.com.
01
Referral and intake
Receive referral → Match patient → Collect forms → Review completeness.
02
Appointment preparation
Review eligibility → Resolve missing information → Confirm readiness → Coordinate schedule.
03
Administrative support
Receive request → Assign queue → Coordinate response → Review resolution.
02 / IMPLEMENTATION
A connected administrative workflow for intake and support.
We linked referral CRM records, patient intake forms, information checks, appointment preparation and support queues in monday.com.
01
Referral and intake
Receive referral → Match patient → Collect forms → Review completeness.
02
Appointment preparation
Review eligibility → Resolve missing information → Confirm readiness → Coordinate schedule.
03
Administrative support
Receive request → Assign queue → Coordinate response → Review resolution.
TECHNOLOGY STACK
TECHNOLOGY STACK
The tools behind the referral & intake operations hub.
The tools behind the referral & intake operations hub.
The tools behind the referral & intake operations hub.
monday.com holds the shared patient reference, referral and intake response context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared patient reference, referral and intake response context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared patient reference, referral and intake response context. The diagram shows how the supporting tools connect to the operating workflow.
03 / RESULTS
Coordinators can follow administrative readiness from referral to scheduling.
Coordinators can follow administrative readiness from referral to scheduling.
Coordinators can follow administrative readiness from referral to scheduling.
The team can review referral and intake, appointment preparation and administrative support in monday.com, with owners and next actions visible.
The team can review referral and intake, appointment preparation and administrative support in monday.com, with owners and next actions visible.
The team can review referral and intake, appointment preparation and administrative support in monday.com, with owners and next actions visible.
Connected referral intake
A connected administrative patient workflow across referral and intake.
Readiness review gates
Review gates before appointment preparation and request closure.
Shared support view
A shared operational view for coordinators and support staff.
Inside the finished system
Screenshot coming soon
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