for small & mid-sized offices
Medical Office Solution
Streamline care, automate operations, and grow your practice with a HIPAA-compliant EHR built for modern medical teams.
An auditable workflow that tracks the entire care cycle.
Ideal for small and mid-sized practices such as family practice, physical therapy, urology, and O&P, the simple and auditable workflow tracks the entire care cycle from demographics collection, scheduling, evaluation, and insurance authorization through provision of care and billing. The EHR tool supports client retention and generation with follow-up calls, referral tracking, marketing, and practice analytics.
Clinical Tools
Built-in note templates and documentation tools make it easy for providers to deliver care while staying compliant.
Dashboards and Insights
Real-time practice analytics give your team clarity on performance, productivity, and patient trends.
Smart Scheduling
Filter appointments by provider, location, or discipline to streamline calendar management and reduce admin time.
Patients and Prescriptions
We streamline the intake process by emailing patients a secure form to collect demographics, contact details, and insurance information in advance. No paperwork bottlenecks, no delays. Everything feeds directly into the Patients and Demographics board so your team is ready the moment they arrive.
Appointments and Calendars
The visual calendar connects directly to the appointments board. Filter by provider or location to find the right time fast. Link the appointment to an existing prescription and everything stays aligned. No overlaps, no confusion, just a schedule that works.
Billing and Invoicing
Our billing system separates insurance and patient payments while tracking every transaction from start to finish. With complete visibility into each step, your team can reduce delays, minimize errors, and move confidently into care delivery once payment is received.
OUR VALUE
Medical office solution overview
This video walks through how our medical office solution simplifies the entire care cycle, automates daily workflows, & delivers real-time insights to help your team work smarter.
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 medical offices. Powered by monday.com.
We designed a packaged, compliant solution built specifically for small and mid-sized medical offices. Our centralized monday.com solution brings order to the chaos of intake, referrals, and patient onboarding — with workflows purpose-built to reduce delays, automate assignments, and boost team efficiency.
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 office 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.
Curious what this could look like for your team? Book a free consultation call today.