Home/Industries/Healthcare
Healthcare

Your PMS runs the clinic. This runs the business.

Your EHR handles patients. Spreadsheets and email handle everything else, until they don’t. Staff credentials expire unnoticed. Referral partners go unnurtured. Equipment maintenance falls through the cracks. monday.com is the operations layer that connects your team and gives you the visibility you’ve been building in Excel.

Book Your Ops Assessment →See workflows
Non-PHI operational layer, clinical data stays in your PMSOfficial monday.com partnerDental, aesthetics, mental health, allied health
$500K+
01 · HEALTHCARE
recoverable revenue in most practices’ inactive patient base
29.7%
02 · HEALTHCARE
annual turnover for front office dental staff
13hrs
03 · HEALTHCARE
per physician per week spent on prior authorisations (AMA)
$10/user
04 · HEALTHCARE
per month, not $600+ for enterprise practice management
What becomes possible

70% of DSO visibility at a fraction of the cost

Heartland Dental, Aspen Dental, and LaserAway invest $50K–200K+/year in operations technology. monday.com gives a 5–30 person practice the same operational discipline for $5K–15K/year, alongside the PMS you already use.

  • Credential tracking that never lapsesAutomated 90/60/30-day expiry alerts for every license, certification, and insurance policy across every practitioner. Medallion charges enterprise pricing for this. monday.com does it with date columns and automations.
  • Referral partner relationships that drive revenueOnly 27% of dental practices actively track referral performance. monday.com CRM boards track referral volume, conversion rates, and revenue attribution per partner, so you know which relationships to nurture and who’s sending the most valuable patients.
  • Multi-site ops dashboard, without calling each officeDSOs use Power BI + Denticon for cross-location visibility. monday.com dashboards show production, compliance status, equipment maintenance, and staff allocation across every site, updated in real time, not after three phone calls.
Sound familiar?

The operational gaps your PMS can’t close

Every PMS reviewed, Jane App, SimplePractice, Dentrix, Cliniko, TherapyNotes, offers zero native support for the operational workflows that keep your doors open and your revenue growing.

01 · YOUR OFFICE

Your office manager IS the system

Karen knows where everything is: the vendor contract, the expired credential, the autoclave service schedule. When Karen takes holiday, gets sick, or leaves, your institutional knowledge walks out the door. Front office dental staff turn over at 29.7% annually.

02 · STAFF CREDENTIALS

Staff credentials expire and nobody notices

Licenses, certifications, DEA registrations, malpractice insurance, CPR certs, each with different renewal cycles across multiple practitioners. A practitioner working with an expired license means regulatory violations, claim denials, and malpractice exposure.

03 · $500K–$1.5M IN

$500K–$1.5M in recoverable revenue sitting in your inactive patient base

Lapsed patients, incomplete treatment packages, membership churn. Your PMS recall system sends a reminder, but nobody orchestrates a multi-touch reactivation campaign. New patient acquisition costs 5–25× more than reactivating an existing one.

04 · MULTI-SITE COORDINATION

Multi-site coordination runs on phone calls and spreadsheets

Each location operates as an island. Equipment contracts live in filing cabinets. Staff scheduling has no cross-site visibility. The owner spends Monday mornings calling each office manager to get last week’s numbers. 61% of dental practices cite admin efficiency as their main reason for joining a DSO.

How it works

Your practice operations, solved in monday.com

Every workflow below is built during your implementation, configured to match your practice type, locations, and team structure. Clinical data stays in your PMS.

Workflow 01
Staff credentials expiring across multiple practitioners and locations
Credential boards with 90/60/30-day automated expiry alerts for licenses, certifications, DEA, malpractice, and CPR. Per-practitioner, per-location, fully auditable.
Automations
Workflow 02
New hire onboarding scattered across email, HR, IT, and clinical teams
Sequential onboarding workflow: background check → license verification → HIPAA training → EHR access → equipment assignment → 30/60/90 day check-ins. Nothing missed.
Automations
Workflow 03
Referral partners go unnurtured: no attribution, no ROI tracking
CRM board tracking referral volume, conversion rate, and revenue attribution per referring provider. Automated nurture reminders and feedback loops.
Connected Boards
Workflow 04
Equipment maintenance tracked in a Word doc on one computer
Asset register with maintenance schedules, warranty expiry, vendor contacts, and compliance certifications. Automated PM reminders per manufacturer spec.
Automations
Workflow 05
Multi-site operations running on phone calls each Monday morning
Cross-location dashboards showing production, compliance status, equipment needs, and staffing gaps, aggregated automatically, visible to the owner in one view.
Dashboards
Workflow 06
Patient reactivation campaigns that never happen because nobody has time
Campaign boards managing reactivation segments, message sequences, channel performance, and re-booking rates. Campaign ops in monday.com; patient data stays in PMS.
Dashboards
Compare the cost

Healthcare operations tools, side by side

Enterprise DSOs invest six figures in operations technology. monday.com gives independent practices the same operational visibility at a fraction of the cost.

PlatformPriceNotes
monday.com Standard$10–20/user/moFull operations layer + CRM + automations + dashboards
Denticon (Planet DDS)$795+/moMulti-site PMS, but no operational workflow layer
Dental Intelligence$300–500/moAnalytics only, no project management or compliance tracking
Salesforce Health Cloud$300+/user/moEnterprise CRM, overkill for a 10-person practice
MedallionCustom enterpriseCredentialing only, no broader operations management
Our services

How we help Healthcare firms.

CRM & Workflow Design

Practice operations board architecture

Learn more →

AI-Powered Automation

Automated credentialing, reactivation, and scheduling

Learn more →

Training & Support

Team onboarding and workflow adoption

Learn more →
Common questions

Honest answers from Healthcare firms.

What about HIPAA? We can’t put patient data in another system.+
monday.com is the non-PHI operational layer. No patient names, diagnoses, or treatment records go into monday.com. Those stay in your EHR/PMS. What goes into monday.com is purely operational: credential tracking, equipment maintenance, onboarding workflows, marketing campaigns. For practices that need some PHI, monday.com offers HIPAA compliance with a signed BAA on the Enterprise plan.
We already pay for Jane App / SimplePractice / Dentrix. Why another system?+
Your PMS handles patient-facing workflows beautifully. But it was never designed to manage staff credential expiry, vendor contracts, equipment maintenance, referral partner tracking, or cross-location coordination. Every PMS reviewed offers zero native support for these operational workflows. monday.com manages everything your PMS wasn’t built to handle.
Our office manager handles all of this.+
That’s exactly the risk. Your entire operational knowledge lives in one person’s head. Front office dental staff turn over at 29.7% annually. When that knowledge walks out the door, the practice reboots from zero. monday.com doesn’t replace your office manager. It makes their systems visible, documented, and transferable.
My staff can barely keep up with patients. They won’t learn another system.+
Clinical staff barely touch it. The credential board, equipment tracker, and onboarding workflow are used by the office manager and admin team. Most team members are productive after a single 30-minute training session. monday.com should reduce burden by replacing 3–5 scattered tools, not add to it.
Does this work for multi-site practices?+
Yes, this is where monday.com shines vs. PMS-only operations. Cross-location dashboards, shared credential tracking, equipment redeployment coordination, and standardised onboarding playbooks. Standard Dentrix is fundamentally single-office. monday.com gives you cross-site visibility from day one.
Which practice types is this for?+
Dental groups and DSOs, med spas and aesthetics clinics, therapy and mental health practices (including ABA), and allied health clinics (PT, chiropractic, osteopathy). The operational challenges (credentialing, multi-site coordination, referral tracking, equipment management) are shared across all four.
How long does implementation take?+
Core operational boards (credential tracking, onboarding, equipment maintenance): 1–2 weeks. Full configuration with referral CRM, multi-site dashboards, marketing ops, and vendor management: 3–6 weeks. Your PMS continues running untouched throughout.

References

Sources and further reading

Independent and primary sources we draw on when scoping migrations and recommending platforms.

Free assessment

See what’s falling through the cracks, in 30 minutes.

Book a free practice ops assessment. We’ll map your operational workflows and show you exactly where credentials, referrals, and revenue are leaking, and how monday.com plugs the gaps.

Book Your Ops Assessment →Take the Migration Quiz