The monday.com Healthcare Intake CRM
that closes the gap between referral and care.
Stop losing patients between referral and first appointment. Our HIPAA-compliant monday.com CRM tracks every patient, automates follow-ups, and syncs directly with your EHR — so nothing falls through the cracks. Built by monday.com's North America Partner of the Year.
The Ability Ops Healthcare Intake CRM is a HIPAA-compliant patient intake and onboarding system built on monday.com. It tracks every patient from first referral through insurance authorization to first appointment — replacing manual spreadsheets, disconnected systems, and lost follow-ups. It integrates directly with Epic, Cerner, Healthie, Athenahealth, NetSmart, and 300+ more. Most healthcare organizations are live within 2–4 weeks.
Everything your intake team needs.
Nothing they don't.
Built from hundreds of hours inside real healthcare workflows — not a generic CRM template. Every feature exists because a healthcare organization needed it.
Patient Intake & Referral Tracking
Capture every referral the moment it arrives, track status from first contact to first appointment, and never lose a prospective patient to a missed follow-up again.
HIPAA-Compliant by Default
BAA included, audit trails built in, column-level permissions, and 2FA enforcement. PHI is protected from day one — no additional configuration required.
Automated Follow-Ups
Trigger follow-up tasks, emails, and status changes automatically. Your team focuses on patients — the system handles the repetitive tracking work.
Direct EHR Integration
Patient data syncs bidirectionally between your EHR and monday.com via HIPAA-compliant API. No manual entry, no duplicate records, no errors.
Live Reporting Dashboards
Real-time visibility into conversion rates, onboarding duration, team workload, referral sources, and authorization timelines — all in one dashboard.
Insurance Authorization Tracking
Track prior authorizations, verification status, and approval timelines alongside patient intake — so billing and clinical teams stay aligned from day one.
From referral to first appointment — tracked, automated, and visible.
Every step of your intake process lives in one place. Your team knows exactly where every patient is, what needs to happen next, and who's responsible — without chasing emails or digging through spreadsheets.
- Every referral captured automatically from your referral sources
- Insurance verification and prior auth tracked in the same record
- Intake forms sent and collected automatically — no chasing patients
- Handoff to clinical team with full context, zero data re-entry
- Every action logged in a HIPAA-compliant audit trail
Your EHR talks to monday.com.
No manual entry. No errors.
We build direct, HIPAA-compliant API integrations between monday.com and your EHR. Patient demographics, referral data, authorization status, and appointment information sync automatically — bidirectionally.
Epic
Enterprise EHR for large health systems
Cerner
Enterprise EHR & population health management
Healthie
HIPAA-compliant EHR & patient engagement platform
Athenahealth
Cloud-based EHR & practice management
NetSmart
EHR, RCM & practice management for behavioral health & post-acute care
ModMed
Specialty EHR & practice management
Don't see your EHR? View all 300+ integrations →
Customized for your specialty.
Not a generic template.
The Healthcare Intake CRM is fully configurable for any practice type. We build around your specific intake stages, terminology, authorization requirements, and referral sources.
Behavioral Health
Intake, authorization, and care coordination for behavioral health & ABA
Physical Therapy
Referral tracking, auth management, and scheduling for PT practices
Home Health
Patient intake, referral sources, and care team coordination for home health agencies
Family Medicine
New patient onboarding, referral management, and follow-up automation
Specialty Practices
Urology, dermatology, orthopedics, and more — built to your workflow
Multi-Location Groups
Centralized intake visibility across locations with location-level permissions
Prosthetics & Orthotics
Referral tracking, insurance auth, and patient onboarding for O&P practices
Outpatient Clinics
High-volume intake automation for outpatient facilities and multi-specialty clinics
monday.com Healthcare CRM vs.
the alternatives
Most healthcare CRM implementations take months and cost six figures. Ability Ops delivers better outcomes in weeks — at a fraction of the cost.
| Factor | Ability Ops + monday.com | Salesforce Health Cloud | Other monday.com Healthcare Partners | Generic CRM |
|---|---|---|---|---|
| Implementation time | 2–4 weeks | 3–6+ months | 4–6 weeks | 3–6 months |
| monday.com partner tier | Platinum + Partner of the Year | N/A | Silver or Gold tier | N/A |
| HIPAA compliant | Yes — BAA + full config | Yes | Yes | Varies |
| Direct EHR integration | Epic, Cerner, Healthie, NetSmart + 300 more | Epic, Cerner + | Varies | Limited |
| No-code customization | Extensive | Limited | Yes | Varies |
| Typical cost | Transparent pricing | $50k–$500k+ | Comparable | Varies |
| Ongoing support | Dedicated team, post-launch | Partner-dependent | Yes | Limited |
Live in 2–4 weeks.
We handle everything.
No internal IT resources needed. No lengthy procurement cycle. Just a clear process with a team that's done this 200+ times.
Discovery Call
A focused conversation to understand your intake workflows, surface key pain points, and lay the groundwork for a preliminary scope — before any configuration begins.
Custom Blueprint
We design your monday.com environment — boards, stages, automations, EHR integration, and permissions.
Build & Configure
Full build including EHR integration, HIPAA config, and BAA facilitation. Typically 1–2 weeks.
Train & Go Live
Live team training, documentation, and go-live support. Ongoing support available after launch.
Everything you need to know
about the Healthcare Intake CRM.
See the Healthcare Intake CRM
built for your practice.
Schedule a 30-minute discovery call. We'll map your intake workflow, identify your biggest gaps, and outline exactly how we'd build around your process — before any commitment.
