I help healthcare and service-based organizations create organized workflow and tracking systems using Smartsheet or Excel. This service is designed for teams managing referrals, providers, clients, documentation, deadlines, follow-ups, or recurring operational tasks.

Your setup can include status tracking, workflow stages, deadline and follow-up fields, reminders or basic automation, documentation tracking, and a simple dashboard or reporting view.

This package includes a review of your current process, one customized tracking system, one virtual handoff/training session, and one round of revisions.