For healthcare & patient-facing teams
From referral to care, without dropping the handoff.
Referrals stall, intake gets duplicated across systems, and consent status is buried in a paper file. Fresno's healthcare template gives care coordination teams a pipeline built around how patients actually move through your practice.
What's pre-built for you
One click sets up the objects, fields, and pipeline below — no custom-field project required.
Patient
- Date of birth
- Insurance provider / ID
- Care coordinator
Appointment
- Linked patient
- Provider
- Appointment type (initial consult, follow-up, procedure, lab, telehealth)
- Appointment date
Contact fields
- HIPAA consent tracking
- Referral source
Pipeline
- Referral
- Intake
- Assessment
- Active Care
- Discharged
The template includes a field to record patient consent status. It's a data field, not a compliance guarantee — talk to us about your BAA and compliance requirements before handling PHI.
Lifecycle automation
Move a patient from referral to intake to active care automatically as milestones happen, with a guard against silently reverting stage.
Automation rules
Trigger a task the moment a referral comes in or an appointment is booked — no one has to remember to follow up.
Ask about your caseload
"Which referrals haven't been scheduled yet?" — ask directly instead of cross-referencing spreadsheets.