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 templateRequest board
Patient requestsNew6
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 moreIn 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 moreWaiting 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 moreClosed10
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 moreTables
Patient requests
40 sample rows · 17 columnsEvery message a patient sends the clinic, with who is handling it and when it is due.
| Request | Patient | Type | Came in by | Priority | Status | Received |
|---|---|---|---|---|---|---|
| Vanterpool — Knee pain with step-ups | Tariq Vanterpool | Home exercise question | Patient portal | Routine | New | Oct 2, 4:10 PM |
| Marchetti — Sore after last visit | Leontine Marchetti | Clinical concern | Phone | Urgent | New | Oct 2, 3:25 PM |
| Figueiredo — Copay charged twice | Mateus Figueiredo | Billing question | Patient portal | Routine | New | Oct 2, 2:40 PM |
| Okwuosa — Move Thursday visit | Calvin Okwuosa | Reschedule or cancel | Phone | Routine | New | Oct 2, 1:15 PM |
| Soderberg — Cancel remaining visits | Ingrid Soderberg | Reschedule or cancel | Phone | Soon | In progress | Oct 1, 8:35 PM |
| Whittlesey — More visits needed | Lazarus Whittlesey | Insurance and authorization | Front desk | Soon | New | Oct 1, 7:20 PM |
| Garrity — Send records to surgeon | Fionnuala Garrity | Records request | Routine | New | Oct 1, 6:05 PM | |
| Bellefleur — Visit time conflicts with school pickup | Ignatius Bellefleur | Reschedule or cancel | Text | Routine | In progress | Oct 1, 6:05 PM |
| Mwangi — Swelling in ankle | Ezekiel Mwangi | Clinical concern | Phone | Urgent | In progress | Oct 1, 3:25 PM |
| Heathcote — Resistance band is too tough | Rosalind Heathcote | Home exercise question | Patient portal | Routine | In progress | Sep 30, 9:45 PM |
| Carvalho — Sore after last visit | Ysolde Carvalho | Clinical concern | Patient portal | Soon | Waiting on patient | Sep 30, 9:45 PM |
| Larkspur — Reschedule after a snow closure | Emmett Larkspur | Reschedule or cancel | Phone | Routine | Waiting on patient | Sep 30, 8:35 PM |
28 more rows
Patients
26 sample rows · 10 columnsEveryone in active care, with their coverage and therapist.
| Patient name | Chart number | Date of birth | Mobile phone | Member ID | Coverage | |
|---|---|---|---|---|---|---|
| Anselm Rutledge-Pryor | FHP-50317 | Jun 9, 1984 | +1 218 555 0166 | anselm.rutledgepryor@harborlightpost.com | LAK7302743 | Lakehead Health Plan |
| Beatrix Okonkwo-Lyle | FHP-50326 | Nov 20, 1991 | +1 218 555 0168 | beatrix.okonkwolyle@harborlightpost.com | ARR7302954 | Arrowhead Medicaid |
| Calvin Okwuosa | FHP-50209 | Jun 12, 1955 | +1 218 555 0142 | calvin.okwuosa@harborlightpost.com | Self-pay | Self-pay |
| Cordell Abernathy-Voss | FHP-50371 | Dec 21, 1971 | +1 218 555 0178 | cordell.abernathyvoss@harborlightpost.com | ARR7304009 | Arrowhead Medicaid |
| Dorothea Pinckney | FHP-50236 | Sep 18, 1976 | +1 218 555 0148 | dorothea.pinckney@harborlightpost.com | ARR7300844 | Arrowhead Medicaid |
| Emmett Larkspur | FHP-50398 | Mar 27, 1992 | +1 218 555 0184 | emmett.larkspur@harborlightpost.com | MED7304642 | Medicare |
| Ezekiel Mwangi | FHP-50299 | Aug 14, 1970 | +1 218 555 0162 | ezekiel.mwangi@harborlightpost.com | Self-pay | Self-pay |
| Fionnuala Garrity | FHP-50308 | Jan 25, 1977 | +1 218 555 0164 | fionnuala.garrity@harborlightpost.com | MED7302532 | Medicare |
| Gwenllian Prydderch | FHP-50425 | Jun 6, 1958 | +1 218 555 0190 | gwenllian.prydderch@harborlightpost.com | NOR7305275 | Northshore Mutual |
| Harrison Delacruz | FHP-50263 | Dec 24, 1997 | +1 218 555 0154 | harrison.delacruz@harborlightpost.com | MED7301477 | Medicare |
| Ignatius Bellefleur | FHP-50353 | Feb 26, 1957 | +1 218 555 0174 | ignatius.bellefleur@harborlightpost.com | MED7303587 | Medicare |
| Ingrid Soderberg | FHP-50200 | Jan 1, 1948 | +1 218 555 0140 | ingrid.soderberg@harborlightpost.com | NOR7300000 | Northshore Mutual |
14 more rows
Therapists
4 sample rows · 6 columnsThe clinicians who treat patients, with their focus areas.
| Therapist | Team member | Credentials | Focus areas | Taking new patients | Active patients |
|---|---|---|---|---|---|
| Annika Strobel, DPT | Annika Strobel | DPT | Post-surgical knee and hipVestibular | Yes | 34 |
| Matteo Cabrera, PT | Matteo Cabrera | PT | Low back and neckSports injury | Yes | 29 |
| Joelle Anderton-Wells, PTA | Joelle Anderton-Wells | PTA | Post-surgical knee and hipBalance and falls | No | 26 |
| Rukmini Subramanian, PT, OCS | Rukmini Subramanian | PT | ShoulderLow back and neck | Yes | 31 |
Standard answers
8 sample rows · 4 columnsThe clinic's approved replies to the questions patients ask most.
| Topic | Request type | Reviewed by |
|---|---|---|
| Moving or cancelling a visit | Reschedule or cancel | Gideon Pemberton |
| Copay and balance questions | Billing question | Gideon Pemberton |
| More visits and prior authorization | Insurance and authorization | Gideon Pemberton |
| Sending records to another provider | Records request | Gideon Pemberton |
| Work or school notes | Work or school note | Gideon Pemberton |
| Home exercise questions | Home exercise question | Gideon Pemberton |
| Pain after a visit | Clinical concern | Gideon Pemberton |
| Finishing care | Reschedule or cancel | Gideon Pemberton |
Views
Answers due
Patient requestsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2Okwuosa — Balance after insurance paidFigueiredo — Records for new therapist+1
3
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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
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31
Forms and booking
Ask the clinic
FormAsk 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 clinicLog a request
FormLog 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 boardDashboards
Service week
Patient requestsWaiting 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
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