Case Studies / Healthcare
PATIENT INTAKE & SERVICE HUB
We connected patient intake
We connected patient intake
to owned service and provider follow-up.
to owned service and provider follow-up.
Lead and intake, Service center and Provider coordination connected in monday.com.
OBHS
OBHS
Explore the project
Case Studies / Healthcare
PATIENT INTAKE & SERVICE HUB
We connected patient intake
to owned service and provider follow-up.
Lead and intake, Service center and Provider coordination connected in monday.com.
OBHS
Explore the project
01 / THE CHALLENGE
Patient requests needed separate queues without losing their shared context.
Patient requests needed separate queues without losing their shared context.
Patient relationship management, intake readiness, administrative service requests, and provider follow-up needed coordination around a consistent patient reference. The team required separate request queues while retaining the relationship between the patient, the request, and the responsible staff role.
The team needed a connected administrative path across intake and service requests.
BEFORE
Intake and service work needed a patient reference
Patient exports, referral messages, intake forms, and administrative request records.
BOTTLENECK
Agent and provider follow-up needed clear ownership
Administrative requests needed an assigned queue, review decision and escalation route.
NEEDED
Patient-linked intake, service and provider queues
A connected administrative path across intake and service requests.
PRIORITY
Keep patient reference, patient lead and intake checklist linked as work moves between roles.
Lead and intake
Service center
01 / THE CHALLENGE
Patient requests needed separate queues without losing their shared context.
Patient relationship management, intake readiness, administrative service requests, and provider follow-up needed coordination around a consistent patient reference. The team required separate request queues while retaining the relationship between the patient, the request, and the responsible staff role.
The team needed a connected administrative path across intake and service requests.
BEFORE
Intake and service work needed a patient reference
Patient exports, referral messages, intake forms, and administrative request records.
BOTTLENECK
Agent and provider follow-up needed clear ownership
Administrative requests needed an assigned queue, review decision and escalation route.
NEEDED
Patient-linked intake, service and provider queues
A connected administrative path across intake and service requests.
PRIORITY
Keep patient reference, patient lead and intake checklist linked as work moves between roles.
Lead and intake
Service center
02 / IMPLEMENTATION
Patient-linked intake, service and provider queues.
We connected intake readiness, service classifications, agent assignments and provider follow-up in monday.com, retaining human information and eligibility review.
01
Lead and intake
Capture request → Review information → Review eligibility → Confirm intake readiness.
02
Service center
Receive request → Classify queue → Assign agent → Resolve or escalate.
03
Provider coordination
Identify provider action → Request response → Record staff follow-up → Close administrative work.
02 / IMPLEMENTATION
Patient-linked intake, service and provider queues.
We connected intake readiness, service classifications, agent assignments and provider follow-up in monday.com, retaining human information and eligibility review.
01
Lead and intake
Capture request → Review information → Review eligibility → Confirm intake readiness.
02
Service center
Receive request → Classify queue → Assign agent → Resolve or escalate.
03
Provider coordination
Identify provider action → Request response → Record staff follow-up → Close administrative work.
02 / IMPLEMENTATION
Patient-linked intake, service and provider queues.
We connected intake readiness, service classifications, agent assignments and provider follow-up in monday.com, retaining human information and eligibility review.
01
Lead and intake
Capture request → Review information → Review eligibility → Confirm intake readiness.
02
Service center
Receive request → Classify queue → Assign agent → Resolve or escalate.
03
Provider coordination
Identify provider action → Request response → Record staff follow-up → Close administrative work.
TECHNOLOGY STACK
TECHNOLOGY STACK
The tools behind the patient intake & service hub.
The tools behind the patient intake & service hub.
The tools behind the patient intake & service hub.
monday.com holds the shared patient reference, patient lead and intake checklist context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared patient reference, patient lead and intake checklist context. The diagram shows how the supporting tools connect to the operating workflow.
monday.com holds the shared patient reference, patient lead and intake checklist context. The diagram shows how the supporting tools connect to the operating workflow.
03 / RESULTS
Administrative requests retain patient context and accountable follow-up.
Administrative requests retain patient context and accountable follow-up.
Administrative requests retain patient context and accountable follow-up.
The team can review lead and intake, service center and provider coordination in monday.com, with owners and next actions visible.
The team can review lead and intake, service center and provider coordination in monday.com, with owners and next actions visible.
The team can review lead and intake, service center and provider coordination in monday.com, with owners and next actions visible.
Connected intake and service
A connected administrative path across intake and service requests.
Patient-linked queues
Separate operating queues linked to the relevant patient reference.
Provider follow-up ownership
Visible agent and provider follow-up responsibilities.
Inside the finished system
Screenshot coming soon
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