IMPROVE PATIENT CARE
monday CRM for Healthcare Providers
- Streamline referral management, patient intake, and care coordination with a secure, out-of-the-box monday.com solution.
- Leverage pre-built templates and integration-ready workflows with major EHR systems—designed to eliminate data silos, reduce manual entry, and improve regulatory compliance.
- If necessary, customize your solution with CopperHill’s healthcare technology experts, drawing on 10+ years of experience and 350+ successful implementations.
See It in Action
See how CopperHill’s monday CRM solution streamlines referral management, patient intake, and provider operations on monday.com.
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Send targeted, personalized communications
360-degree patient view means better messaging
Reduce administrative burdens and manual tasks
Eliminate duplicate, swivel chair activities and time-intensive data entry
Identify revenue and referral sources
Track lead conversions and attribute revenue to campaigns
Improve cross-team collaboration
Share important data across clinical and front-office teams
Automate follow-up and scheduling reminders
Streamline communications and ensure accurate details
Increase visibility and reporting capabilities
Single source of truth for patient and revenue information
Provider Use Cases
Solve for Challenges across Hospitals, Clinics, Specialty Providers, and Facilities
Referral Management
Easily manage and track new referrals for quick outreach and conversion using monday.com’s intuitive interface.
Support integrations with EMRs, EHRs, ERPs, and other third-party applications with custom boards and fields.
Attribute revenue to referral sources and campaigns using dashboards and lookups.
Interested in seeing a demo? View our pre-recorded referral management demo here!
Patient Intake
Manage the entire patient intake process, from admission to discharge.
Easily segment patients based on intake status.
Simplify updates to the patient through automations and EMR integrations.
Interested in seeing a demo? View our pre-recorded patient intake demo here!
Capital Equipment Management
Capture leads and track opportunities throughout the buying process.
Automate product alignment, costs, and pricing calculations.
Simplify updates to contacts, accounts, and opportunities through automations and integrations with Enterprise Resource Planning, billing, and inventory systems.
Improve quality of data for reporting, resource management, and sales forecasting.
Interested in seeing a demo? View our pre-recorded Capital Equipment Management demo here!
Lab Orders and Patient Management
Web-hosted Lab Order Request forms integrated with monday.com to receive orders and create new patients.
Manage and Execute Lab Orders via integrations with LIMS and Specialty Pharmacies.
Track and Update Patients, including Generate New Orders and Ask at Order Entry Questionnaires, delivery and utilization of medications.
Interested in seeing a demo? View our pre-recorded Lab Orders and Patient Management demo here!
Integration Solutions
Increase productivity and collaboration through pre-built integrations with monday.com
Sync data across monday CRM and QuickBooks to share product, invoicing, commission, and billing information.
Seamlessly share data between monday CRM and Sage ERP across accounts, billing, and payments.
Eliminate swivel chair activities across sales, service, and project management teams by connecting monday Work OS and Salesforce.
Eliminate swivel chair activities for your patient intake team through this bi-directional integration between AdvancedMD and monday.
Reduce duplicate data entry during patient creation, appointment scheduling, and billing claims by integrating monday with Tebra EHR.
