Replace the chaos of disconnected systems with a single HIPAA-compliant monday.com solution that handles scheduling, clinical documentation, insurance authorization, and billing — from first patient contact to final payment. Built by monday.com's North America Partner of the Year.
The Ability Ops Medical Office Solution is a HIPAA-compliant practice management system built on monday.com. It covers the entire care cycle — patient demographics, appointment scheduling, insurance authorization, clinical documentation, and billing — in one connected workspace. It's purpose-built for small and mid-sized practices including family medicine, physical therapy, urology, O&P, and behavioral health. Most practices are live in 2–4 weeks.
From the moment a patient is referred to the final billing transaction — everything lives in one HIPAA-compliant monday.com workspace. No switching between systems. No duplicate data entry.
Patients complete a secure digital intake form before arrival. Demographics, contact details, and insurance information feed directly into the patient board — no paperwork, no bottlenecks.
A visual calendar connected directly to the appointments board. Filter by provider, location, or discipline. Link appointments to prescriptions and patient records — everything stays aligned.
Track prior authorizations, verification status, and approval timelines alongside the patient record. Your billing and clinical teams stay aligned from day one — no chasing approvals.
Built-in note templates by specialty and discipline. Providers document evaluations, progress notes, and treatment plans directly in monday.com — connected to the patient record.
Separate insurance and patient payments with full transaction visibility. Track every billing step from submission to payment — reduce delays, minimize errors, and close claims faster.
Real-time dashboards showing patient volume, no-show trends, conversion rates, team performance, and revenue cycle metrics — all in one view your entire team can see.
Each module is built, configured, and connected by Ability Ops. You get a complete system on day one — not a blank template to figure out yourself.
A central patient board with all contact details, insurance information, referral sources, and care history. Secure intake forms collect information digitally before arrival.
A visual scheduling board connected to patient records. Filter by provider, location, or discipline. No overlaps, no confusion — just a schedule that works.
Track every prior authorization from submission to approval. Your team always knows the status — no more chasing payers or missing authorization windows.
Note templates built for your specialty. Providers complete evaluations, progress notes, and treatment documentation directly in monday.com — connected to the patient record and billing.
Separate insurance and patient payments with full visibility at every step. Reduce claim delays, minimize errors, and get paid faster with automated billing workflows.
Real-time dashboards built for practice owners and administrators. Track the metrics that actually matter — volume, revenue, team performance, and patient retention.
Most CRMs and practice management tools are built for general business and retrofitted for healthcare. We build the opposite — starting with your specific clinical workflow and building monday.com around it.
The Medical Office Solution configures completely to your practice type — intake stages, note templates, authorization workflows, scheduling views, and billing processes.
Auth tracking, POC management, and progress note templates for PT practices
Full O&P workflow from referral and eval through device delivery and billing
Patient onboarding, scheduling, and follow-up automation for primary care
Specialty scheduling, procedure tracking, and insurance auth workflows
Session notes, treatment planning, and HIPAA-compliant patient communication
Care team coordination, visit scheduling, and documentation for home health agencies
Patient intake, appointment management, and insurance tracking for dental offices
Centralized visibility across locations with location-level permission controls
We've done this hundreds of times. You bring the goals, we bring everything else — the blueprint, the build, and the training. No IT team required on your end.
A focused conversation to understand your practice workflows, surface key pain points, and lay the groundwork for a preliminary scope — before any configuration begins.
We design every board, template, workflow, and integration specific to your specialty and team structure.
Full build including HIPAA configuration, EHR integration if applicable, BAA facilitation, and data migration.
Role-specific training for front desk, providers, and billing. Full documentation. Ongoing support after launch.
Schedule a 30-minute discovery call. We'll map your practice workflows, identify your biggest gaps, and outline exactly how we'd build around your process — before any commitment.
