Physical therapy clinic

Fernhollow Point Physical Therapy · Physical therapy clinic · Duluth, MN

Gideon Pemberton is the clinic director at Fernhollow Point Physical Therapy, an outpatient clinic in Duluth, and he uses this to make sure every patient message, from a reschedule to a billing question, is answered and closed within the same week.

HealthcareCustomer serviceAgents5 tables · 7 views · 2 forms · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 2 row actions · 1 agent
Use this template

Request board

Patient requests
New6
Okwuosa — Move Thursday visitCalvin OkwuosaReschedule or cancel
Figueiredo — Copay charged twiceMateus FigueiredoBilling question
Marchetti — Sore after last visitLeontine MarchettiClinical concern
Vanterpool — Knee pain with step-upsTariq VanterpoolHome exercise question
Garrity — Send records to surgeonFionnuala GarrityRecords request
1 more
In progress8
Soderberg — Cancel remaining visitsIngrid SoderbergReschedule or cancel
Heathcote — Resistance band is too toughRosalind HeathcoteHome exercise question
Adebayo-Clarke — Balance after insurance paidSamuel Adebayo-ClarkeBilling question
Fjeldstad — Work note for lifting limitWilhelmina FjeldstadWork or school note
Mwangi — Swelling in ankleEzekiel MwangiClinical concern
3 more
Waiting on patient5
Haraldsen — Which exercises to repeatSunniva HaraldsenHome exercise question
Dlamini-Hart — Send records to surgeonPetronella Dlamini-HartRecords request
Venkatesan — School note for gym classRadha VenkatesanWork or school note
Larkspur — Reschedule after a snow closureEmmett LarkspurReschedule or cancel
Carvalho — Sore after last visitYsolde CarvalhoClinical concern
Waiting on insurer5
Pinckney — New insurance cardDorothea PinckneyInsurance and authorization
Delacruz — Receipt for tax recordsHarrison DelacruzBilling question
Brinkerhoff — More visits neededOdette BrinkerhoffInsurance and authorization
Rutledge-Pryor — Copay charged twiceAnselm Rutledge-PryorBilling question
Tangen — Prior authorization statusMarguerite TangenInsurance and authorization
Answered6
Obuya — Move Thursday visitThaddeus ObuyaReschedule or cancel
Prydderch — Knee pain with step-upsGwenllian PrydderchHome exercise question
Okwuosa — Balance after insurance paidCalvin OkwuosaBilling question
Figueiredo — Records for new therapistMateus FigueiredoRecords request
Adebayo-Clarke — Work note for lifting limitSamuel Adebayo-ClarkeWork or school note
1 more
Closed10
Vanterpool — Cancel remaining visitsTariq VanterpoolReschedule or cancel
Mwangi — Receipt for tax recordsEzekiel MwangiBilling question
Rutledge-Pryor — New insurance cardAnselm Rutledge-PryorInsurance and authorization
Whittlesey — Send records to surgeonLazarus WhittleseyRecords request
Bellefleur — Resistance band is too toughIgnatius BellefleurHome exercise question
5 more

Tables

Patient requests

40 sample rows · 17 columns

Every message a patient sends the clinic, with who is handling it and when it is due.

RequestPatientTypeCame in byPriorityStatusReceived
Vanterpool — Knee pain with step-upsTariq VanterpoolHome exercise questionPatient portalRoutineNewOct 2, 4:10 PM
Marchetti — Sore after last visitLeontine MarchettiClinical concernPhoneUrgentNewOct 2, 3:25 PM
Figueiredo — Copay charged twiceMateus FigueiredoBilling questionPatient portalRoutineNewOct 2, 2:40 PM
Okwuosa — Move Thursday visitCalvin OkwuosaReschedule or cancelPhoneRoutineNewOct 2, 1:15 PM
Soderberg — Cancel remaining visitsIngrid SoderbergReschedule or cancelPhoneSoonIn progressOct 1, 8:35 PM
Whittlesey — More visits neededLazarus WhittleseyInsurance and authorizationFront deskSoonNewOct 1, 7:20 PM
Garrity — Send records to surgeonFionnuala GarrityRecords requestEmailRoutineNewOct 1, 6:05 PM
Bellefleur — Visit time conflicts with school pickupIgnatius BellefleurReschedule or cancelTextRoutineIn progressOct 1, 6:05 PM
Mwangi — Swelling in ankleEzekiel MwangiClinical concernPhoneUrgentIn progressOct 1, 3:25 PM
Heathcote — Resistance band is too toughRosalind HeathcoteHome exercise questionPatient portalRoutineIn progressSep 30, 9:45 PM
Carvalho — Sore after last visitYsolde CarvalhoClinical concernPatient portalSoonWaiting on patientSep 30, 9:45 PM
Larkspur — Reschedule after a snow closureEmmett LarkspurReschedule or cancelPhoneRoutineWaiting on patientSep 30, 8:35 PM

28 more rows

Patients

26 sample rows · 10 columns

Everyone in active care, with their coverage and therapist.

Patient nameChart numberDate of birthMobile phoneEmailMember IDCoverage
Anselm Rutledge-PryorFHP-50317Jun 9, 1984+1 218 555 0166anselm.rutledgepryor@harborlightpost.comLAK7302743Lakehead Health Plan
Beatrix Okonkwo-LyleFHP-50326Nov 20, 1991+1 218 555 0168beatrix.okonkwolyle@harborlightpost.comARR7302954Arrowhead Medicaid
Calvin OkwuosaFHP-50209Jun 12, 1955+1 218 555 0142calvin.okwuosa@harborlightpost.comSelf-paySelf-pay
Cordell Abernathy-VossFHP-50371Dec 21, 1971+1 218 555 0178cordell.abernathyvoss@harborlightpost.comARR7304009Arrowhead Medicaid
Dorothea PinckneyFHP-50236Sep 18, 1976+1 218 555 0148dorothea.pinckney@harborlightpost.comARR7300844Arrowhead Medicaid
Emmett LarkspurFHP-50398Mar 27, 1992+1 218 555 0184emmett.larkspur@harborlightpost.comMED7304642Medicare
Ezekiel MwangiFHP-50299Aug 14, 1970+1 218 555 0162ezekiel.mwangi@harborlightpost.comSelf-paySelf-pay
Fionnuala GarrityFHP-50308Jan 25, 1977+1 218 555 0164fionnuala.garrity@harborlightpost.comMED7302532Medicare
Gwenllian PrydderchFHP-50425Jun 6, 1958+1 218 555 0190gwenllian.prydderch@harborlightpost.comNOR7305275Northshore Mutual
Harrison DelacruzFHP-50263Dec 24, 1997+1 218 555 0154harrison.delacruz@harborlightpost.comMED7301477Medicare
Ignatius BellefleurFHP-50353Feb 26, 1957+1 218 555 0174ignatius.bellefleur@harborlightpost.comMED7303587Medicare
Ingrid SoderbergFHP-50200Jan 1, 1948+1 218 555 0140ingrid.soderberg@harborlightpost.comNOR7300000Northshore Mutual

14 more rows

Therapists

4 sample rows · 6 columns

The clinicians who treat patients, with their focus areas.

TherapistTeam memberCredentialsFocus areasTaking new patientsActive patients
Annika Strobel, DPTAnnika StrobelDPTPost-surgical knee and hipVestibularYes34
Matteo Cabrera, PTMatteo CabreraPTLow back and neckSports injuryYes29
Joelle Anderton-Wells, PTAJoelle Anderton-WellsPTAPost-surgical knee and hipBalance and fallsNo26
Rukmini Subramanian, PT, OCSRukmini SubramanianPTShoulderLow back and neckYes31

Standard answers

8 sample rows · 4 columns

The clinic's approved replies to the questions patients ask most.

TopicRequest typeReviewed by
Moving or cancelling a visitReschedule or cancelGideon Pemberton
Copay and balance questionsBilling questionGideon Pemberton
More visits and prior authorizationInsurance and authorizationGideon Pemberton
Sending records to another providerRecords requestGideon Pemberton
Work or school notesWork or school noteGideon Pemberton
Home exercise questionsHome exercise questionGideon Pemberton
Pain after a visitClinical concernGideon Pemberton
Finishing careReschedule or cancelGideon Pemberton

Views

Answers due

Patient requests
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2Okwuosa — Balance after insurance paidFigueiredo — Records for new therapist+1
3
4
5
6Marchetti — Sore after last visitSoderberg — Cancel remaining visits+5
7Okwuosa — Move Thursday visitGarrity — Send records to surgeon+7
8Figueiredo — Copay charged twiceVanterpool — Knee pain with step-ups+5
9Delacruz — Receipt for tax recordsRutledge-Pryor — Copay charged twice+1
10
11
12Tangen — Prior authorization status
13
14
15
16
17
18
19
20
21
22
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31

Forms and booking

Ask the clinic

Form
Ask the clinicThe form a patient uses in the portal to message the clinic with a question or request.
What is your message about? *
Which kind of request is it? *Reschedule or cancelBilling questionInsurance and authorizationRecords requestWork or school noteHome exercise questionClinical concern
Tell us what you need
Is it urgent?RoutineSoonUrgentFor an emergency, call 911.
Send to the clinic

Log a request

Form
Log a requestUsed at the front desk when a patient calls or stops by, so the request joins the board.
Patient surname and what they want *
Which patient is it? *
What kind of request is it? *Reschedule or cancelBilling questionInsurance and authorizationRecords requestWork or school noteHome exercise questionClinical concern
How did it reach the clinic?PhonePatient portalEmailFront deskText
In their words, what do they need?
How soon does it need an answer?RoutineSoonUrgent
Who is taking it?
Add to the board

Dashboards

Service week

Patient requests
Waiting on insurer5
Requests by status
  • New6
  • In progress8
  • Waiting on insurer5
  • Waiting on patient5
  • Answered6
  • Closed10
Requests by type
  • Reschedule or cancel7
  • Billing question7
  • Clinical concern5
  • Home exercise question5
  • Records request5
  • Insurance and authorization7
  • Work or school note4
Requests by channel
  • Phone11
  • Patient portal10
  • Email9
  • Front desk7
  • Text3

Also included

  • Request boardStage rules
  • Draft a replyRow action
  • Mark answeredRow action
  • Reply letterDocumentThe written reply that goes to a patient once the request is answered.
  • New request alertNotificationWhen a request arrives as New, the front desk lead is alerted to assign someone to it.
  • Friday sweepDigest