AI Matrx Logo

Urgent care

Cobblefield Hill Urgent Care · Urgent care · Boise, ID

Ines Lockridge is the clinic manager at Cobblefield Hill Urgent Care, a walk-in center in Boise, and she uses three short forms to take time-off requests, renewed certificates and new-hire details into one place, so schedules, licences and onboarding never live in her inbox.

HealthcareTeam and HRForms4 tables · 6 views · 3 forms · 1 dimension set · 1 digest · 1 checklist · 1 notification · 1 stage rule set · 1 agent
Use this template

Request board

Time-off requests
Requested6
Vukovic — anniversary tripDashiell VukovicVacation
Anyanwu-Strand — appointmentPhilippa Anyanwu-StrandPersonal day
Marchetti-Owusu — emergency medicine conferenceZephyrine Marchetti-OwusuContinuing education
Kasprzak-Dunn — moving houseLeopold Kasprzak-DunnPersonal day
Lockridge — ski weekInes LockridgeVacation
1 more
Approved8
Kasprzak-Dunn — anniversary tripLeopold Kasprzak-DunnVacation
Fenwater — car troubleOdalys FenwaterPersonal day
Hallbjorn — ultrasound courseCasimira HallbjornContinuing education
Quillfeather — ski weekTobias QuillfeatherVacation
Ellsworth-Tamm — family tripRoderick Ellsworth-TammVacation
3 more
Taken9
Fenwater — family tripOdalys FenwaterVacation
Quillfeather — fluTobias QuillfeatherSick day
Ellsworth-Tamm — emergency medicine conferenceRoderick Ellsworth-TammContinuing education
Brightmore-Pak — moving houseAnnelise Brightmore-PakPersonal day
Marchetti-Owusu — long weekend awayZephyrine Marchetti-OwusuVacation
4 more
Declined3
Quillfeather — school eventTobias QuillfeatherPersonal day
Brightmore-Pak — long weekend away (second)Annelise Brightmore-PakVacation
Kasprzak-Dunn — week at the lakeLeopold Kasprzak-DunnVacation

Tables

Time-off requests

26 sample rows · 12 columns

Every ask for days off, from the day it was made to the day it was taken or turned down.

RequestAsked byKindStatusAsked onFirst dayLast day
Fenwater — family tripOdalys FenwaterVacationTakenMay 30, 2026Aug 8, 2026Aug 14, 2026
Quillfeather — fluTobias QuillfeatherSick dayTakenAug 19, 2026Aug 19, 2026Aug 20, 2026
Ellsworth-Tamm — emergency medicine conferenceRoderick Ellsworth-TammContinuing educationTakenJun 26, 2026Aug 25, 2026Aug 27, 2026
Brightmore-Pak — moving houseAnnelise Brightmore-PakPersonal dayTakenAug 18, 2026Aug 30, 2026Aug 30, 2026
Marchetti-Owusu — long weekend awayZephyrine Marchetti-OwusuVacationTakenJul 22, 2026Sep 5, 2026Sep 9, 2026
Vukovic — migraineDashiell VukovicSick dayTakenSep 11, 2026Sep 11, 2026Sep 13, 2026
Tolliver-Adeyemi — county jury summonsHesper Tolliver-AdeyemiJury dutyTakenAug 18, 2026Sep 17, 2026Sep 20, 2026
Anyanwu-Strand — week at the lakePhilippa Anyanwu-StrandVacationTakenAug 4, 2026Sep 23, 2026Sep 28, 2026
Kasprzak-Dunn — week at the lakeLeopold Kasprzak-DunnVacationDeclinedAug 17, 2026Sep 26, 2026Oct 1, 2026
Delacroix-Imani — school eventCormac Delacroix-ImaniPersonal dayTakenSep 21, 2026Sep 29, 2026Sep 29, 2026
Tolliver-Adeyemi — family funeralHesper Tolliver-AdeyemiBereavementApprovedOct 8, 2026Oct 8, 2026Oct 10, 2026
Kasprzak-Dunn — anniversary tripLeopold Kasprzak-DunnVacationApprovedAug 31, 2026Oct 10, 2026Oct 14, 2026

14 more rows

Certificates

25 sample rows · 11 columns

The licences, registrations and life-support cards each person must hold, with the day each one runs out.

CertificateHeld byKind of certificateIssued byIssued onRuns out onStanding
Fenwater, basic life supportOdalys FenwaterBasic life supportAmerican Heart AssociationSep 21, 2024Sep 21, 2026Expired
Anyanwu-Strand, pediatric advanced life supportPhilippa Anyanwu-StrandPediatric advanced life supportAmerican Heart AssociationSep 30, 2024Sep 30, 2026Expired
Kasprzak-Dunn, basic life supportLeopold Kasprzak-DunnBasic life supportAmerican Heart AssociationOct 27, 2024Oct 27, 2026Renewal due
Ellsworth-Tamm, advanced cardiac life supportRoderick Ellsworth-TammAdvanced cardiac life supportAmerican Heart AssociationNov 1, 2024Nov 1, 2026Renewal due
Fenwater, advanced cardiac life supportOdalys FenwaterAdvanced cardiac life supportAmerican Heart AssociationNov 7, 2024Nov 7, 2026Renewal due
Quillfeather, pediatric advanced life supportTobias QuillfeatherPediatric advanced life supportAmerican Heart AssociationNov 22, 2024Nov 22, 2026Renewal due
Tolliver-Adeyemi, basic life supportHesper Tolliver-AdeyemiBasic life supportAmerican Heart AssociationNov 29, 2024Nov 29, 2026Renewal due
Vukovic, basic life supportDashiell VukovicBasic life supportAmerican Heart AssociationDec 19, 2024Dec 19, 2026Current
Anyanwu-Strand, basic life supportPhilippa Anyanwu-StrandBasic life supportAmerican Heart AssociationJan 1, 2025Jan 1, 2027Current
Quillfeather, basic life supportTobias QuillfeatherBasic life supportAmerican Heart AssociationFeb 2, 2025Feb 2, 2027Current
Hallbjorn, advanced cardiac life supportCasimira HallbjornAdvanced cardiac life supportAmerican Heart AssociationMar 4, 2025Mar 4, 2027Current
Ellsworth-Tamm, idaho nursing licenceRoderick Ellsworth-TammIdaho nursing licenceIdaho Board of NursingApr 3, 2025Apr 3, 2027Current

13 more rows

New hires

6 sample rows · 6 columns

Each person joining the team and how far along their first-week list has got.

PositionRoleStageStarts onBuddyPaperwork complete
Float medical assistantMedical assistantOn the scheduleSep 15, 2026Leopold Kasprzak-DunnYes
Second X-ray technologistX-ray technologistShadowingOct 1, 2026Hesper Tolliver-AdeyemiYes
Weekday front desk associateFront deskCleared to startOct 10, 2026Cormac Delacroix-ImaniYes
Evening nurse practitionerNurse practitionerPaperwork inOct 17, 2026Roderick Ellsworth-TammYes
Weekend medical assistantMedical assistantPaperwork inOct 21, 2026Zephyrine Marchetti-OwusuYes
Night-shift registered nurseRegistered nurseOffer signedOct 29, 2026Odalys FenwaterNo

Forms and booking

Ask for time off

Form
Ask for time offWhat a team member fills in to ask for days off.
What would you call this request? *Your last name and a few words.
Who is asking? *
What kind of time off is it? *VacationSick dayPersonal dayJury dutyBereavementContinuing education
What is your first day off? *
What is your last day off? *
How many days is that in all? *
Anything the clinic manager should know?Only the clinic manager reads this.
Send the request

Send in a renewed certificate

Form
Send in a renewed certificateWhat a team member fills in when a licence or card has been renewed.
What would you call this certificate? *Your last name and the certificate.
Whose certificate is it? *
Which certificate is it? *Basic life supportAdvanced cardiac life supportPediatric advanced life supportIdaho nursing licenceIdaho medical licenceRadiologic technologist registrationPhlebotomy certificate
What day was it issued? *
What day does it run out? *
What number is printed on it?
What did the renewal cost?
File it

Accept your offer

Form
Accept your offerThe page a candidate fills in once they accept an offer.
Which position did you accept? *
Which kind of role is it? *Registered nurseMedical assistantNurse practitionerFront deskX-ray technologist
What is the first day you can start? *
Send it in

Also included

  • Request boardStage rules
  • First weekChecklist
  • Requests waitingDigest
  • Certificate running outNotificationWarns the clinic manager two months before a certificate runs out.

Related templates