UNMATCHED EXPERTISE
Across Integration, Data, and CRM
As monday.com Silver Tier Partners, CopperHill’s certified team transforms monday.com into a powerful, customized solution that drives efficiency, collaboration, and growth for our customers.
Our integration, data, and CRM expertise means we can offer faster implementation and ROI through our pre-built solutions available on the monday.com platform.
INTEGRATION SOLUTIONS
Simplify integration projects with pre-built connectors that reduce costs and timelines
DATA SOLUTIONS
Standardized, template-based data migration to guarantee a successful go-live
Salesforce Migration
Initial data extraction of Salesforce records and objects to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Opportunities / Deals
- Products
- Services
CRM Data Migration
Initial data extraction from legacy CRM* to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Deals
- Products
- Services
Work Management Data
Initial data import into monday.com Work Management to create records relating to:
- Goals
- Objectives
- Projects
- Processes
- Tasks
Automated File Transfer
Reduce or eliminate the manual effort of importing and uploading files to monday.com with our:
- Pre-mapped templates
- Fast, scalable ingestion
- Scheduled updates
Healthcare Solutions
Solve for Challenges across Providers, Medical Technology, and Pharmaceuticals
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!
HOW WE USE MONDAY.COM
Strategic Planning
Revenue Cycle Management
Budgeting
Forecasting
Order Management
Healthcare
EMR/EHR Integration
Patient Management
HIPAA Compliance
Reporting/Analytics
Finance
Billing Invoicing
Finance and Accounting Systems Integration
Professional Services
Referral Management
Customer Support
Patient Intake
HR
Recruiting
New Employee Onboarding
Staffing and Resource Management
IT
Workflow Automation
Support and Service
Digital Health
Operations
Workflow Automation
Benefits Verification
Prior Authorizations
Ticketing
Request Management
Resource Allocation
Priority Management
Scheduling
