All work
Nine locations ran on four disconnected tools and a spreadsheet. One platform replaced all of it, and scheduling stopped being a phone call between sites.
- Client
- Multi-site clinic group
- Year
- 2025

- 4
- Tools replaced
- 22
- Weekly hours returned to front desk
- 0
- Shared logins remaining
Challenge
Patient records, scheduling, billing and intake each lived somewhere different. Reconciling them was a weekly manual job and access was shared by password.
Approach
One data model across all nine sites, an interface built for the front desk rather than for a demo, and access control rebuilt to least privilege before a single record moved.
Outcome
Reconciliation is automatic. Every account is individually attributed, which is what made the platform defensible for a group handling health records.