MONDAY.COM'S TOP SELLING SOLUTION IN 2024
Healthcare Intake CRM
With Ability Ops’ Healthcare Intake CRM, you can manage everything from lead capture and referral tracking to insurance verification, appointment scheduling, and billing.
Offer faster and more efficient care to your patients.
Healthcare teams use our monday.com packaged CRM solution to streamline intake workflows, automate follow-ups, eliminate manual tracking, and deliver a better patient experience.
Seamless Intake & Onboarding
Collect patient information, track onboarding, and communicate with leads – all in a HIPAA-compliant CRM built for healthcare teams.
Real-Time Insights & Reporting
Monitor conversion rates, onboarding duration, and team performance with live dashboards that keep your pipeline visible and accountable.
Tailored Workflows That Fit
Customize views, stages, and automation rules to match your team’s process and improve efficiency from first contact to first appointment.
OUR VALUE
Healthcare intake CRM in Action
This quick video walks through how our monday.com-based solution streamlines patient intake, automates onboarding, and delivers real-time insights for your team.
Choose the level of support you need, from configuration to integrations.
Training and Documentation
Boost team adoption and confidence with hands-on training, tailored webinars, and custom educational materials.
Configuration Consulting
Work with a dedicated expert to optimize workflows, set up integrations, and fine-tune your monday.com environment to fit your process.
Custom Development
Get a tailor-fit solution with custom apps, API integrations, SSO setup, and complex technical development designed for scale.
Healthcare Workflows
Built for Healthcare. Powered by Precision.
We design HIPAA-compliant CRM systems that bring order to the chaos of intake, referrals, and patient onboarding. From tracking sources to automating assignments, everything is built to reduce bottlenecks and boost team productivity.
Work with experts you can trust.
As a certified monday.com platinum and delivery Partner, the Ability Ops team is able to handle the most complex builds and implementations for healthcare organizations, from custom workflows to cross-platform integrations. We offer full support (onboarding, training, automation, and even custom app development) to make sure each system is actually built around how your team works. Whether you’re replacing outdated tools or scaling fast, we design solutions that are clean, effective, and built to grow with you.
Are you ready to elevate your patient care workflows?
At Ability Ops, we work with you to design smart, scalable monday.com solutions that bring structure, visibility, and momentum to your operations.
From first build to long-term support, we partner with teams to unlock better workflows, stronger collaboration, and systems that scale with your growth.
