01
Discovery call
Free, 30 minutes. We learn your workflows and outline a scope.
One monday.com workspace for your entire medical office.
Scheduling, clinical documentation, insurance authorization, and billing tracking in one HIPAA-compliant workspace, from first patient contact to final payment.
Appointment status
Need to scheduleScheduledComplete
✓
HIPAA-compliant setupBAA, permissions, audit trail
2025 Partner of the Yearmonday.com, North America
Patient intakeSchedulingClinical notesAuthorizationBilling
Six connected modules, one patient record.
Patients and demographics
A central patient board with contact, insurance, referral, and care history. Digital intake forms go out automatically.
Appointments and calendar
Visual scheduling linked to patient records, filtered by provider, location, or discipline, with automated reminders.
Insurance authorization
Authorization status tracked with automated alerts, linked to patient and appointment records.
Clinical documentation
Specialty-specific note templates for evaluations, progress notes, and treatment plans, with an audit-ready trail.
Billing and revenue cycle
Insurance and patient payments tracked separately, with visibility from submission to payment.
Practice analytics
Patient volume, no-show trends, conversion, team workload, and revenue cycle dashboards.
Built for your specialty.
Modules are configured to each practice type, with location-level permissions for multi-site groups.
Physical therapy
Authorization tracking, plan-of-care management, and progress note templates.
Prosthetics and orthotics
Referral through evaluation, device delivery, and billing.
Behavioral health
Session notes, treatment planning, and HIPAA-compliant patient communication.
Home health
Care team coordination, visit scheduling, and agency documentation.
Family medicine
Onboarding, scheduling, and follow-up automation.
Urology
Specialty scheduling, procedure tracking, and authorization workflows.
Dental practices
Intake, appointments, and insurance tracking.
Multi-location groups
Centralized visibility with location-level permissions.
Connects to the EHR you already have.
Also connected: Cerner, NetSmart, ModMed, CureMD, MatrixCare, Practice Fusion, Salesforce, HubSpot, and more. What can sync depends on your system and its API access, which we confirm during scoping.
How implementation works, from first call to launch.
Role-specific training for front desk, providers, and billing, with documentation and support after launch.
02
Blueprint
We design the boards, automations, and integrations around how your team works.
03
Build and launch
We configure, connect, and test. You review before anything goes live.
04
Train and grow
Live training, documentation, and a dedicated contact after launch.
Every project is different, so timelines vary with scope. As a general guide, projects can range from around 3-4 weeks to 6-8 weeks for complex builds and integrations. You will get an estimate for your project on your discovery call.
monday.com's 2025 North America Partner of the Year.
Platinum Partner and Advanced Delivery Partner, certified across monday work management, monday CRM, monday dev, and monday service.
About our monday.com partnership →
Questions, answered.
What is the monday.com Medical Office Solution?
The Ability Ops Medical Office Solution is a HIPAA-compliant practice management system built on monday.com for small and mid-sized practices. It connects patient demographics, scheduling, insurance authorization, clinical documentation, and billing tracking in one workspace, and it can integrate with your existing EHR.
Can monday.com replace our EHR?
It depends on the practice. monday.com is not a certified EHR. Some small practices run scheduling, documentation, and billing tracking in this workspace, while practices that need a certified EHR keep theirs and integrate it with monday.com. We will tell you which fits on the discovery call.
Is it HIPAA compliant?
Yes, when it is configured correctly. That means the monday.com Enterprise plan, a signed Business Associate Agreement (BAA), HIPAA mode switched on, and the right access controls and audit logging. Ability Ops sets this up as a standard part of healthcare projects. The Free, Basic, Standard, and Pro plans are not HIPAA-eligible, and any connected tool that handles patient data needs its own BAA.
Can you customize it for our specialty?
Yes, as standard. Intake stages, note templates, scheduling views, and billing workflows are configured to your practice type.
Which EHRs can it connect to?
Healthie, athenahealth, ModMed, CureMD, Epic, and Cerner, with others assessed individually. See all integrations.
How long does implementation take?
Every project is different, so timelines vary with scope. As a general guide, projects can range from around 3-4 weeks to 6-8 weeks for complex builds and integrations. You will get an estimate for your project on your discovery call.
What happens after go-live?
Ongoing support covers troubleshooting, training for new staff, and workflow optimization, from the same team that built your system.
See what we would build for your team.
A free 30-minute call. You leave with a clear picture of the system, a general timeline, and the cost.
Schedule a consultation
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