Primary care practice
Linden Hollow Family Medicine · Primary care practice · Asheville, NC
Marisol Teague is the practice manager at Linden Hollow Family Medicine, a four-provider primary-care practice in Asheville, and she uses this to run the week from one place: who is on the schedule, what each visit billed and collected, which patients are due back, and which referrals are still waiting on a specialist.
HealthcareSchedulingGoverned columns7 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 dashboard · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agent
Use this templatePatient panel
Patients| Patient name | Chart number | Date of birth | Sex assigned at birth | Mobile phone | Preferred language | |
|---|---|---|---|---|---|---|
| Anders Lindqvist | LHF-10515 | Apr 30, 1950 | Male | +1 828 555 0125 | a.lindqvist@frenchbroadpost.com | English |
| Anna Kowalski | LHF-10585 | Dec 28, 1973 | Female | +1 828 555 0135 | a.kowalski@frenchbroadpost.com | English |
| Britt Halvorsen | LHF-10410 | Mar 11, 1984 | Female | +1 828 555 0110 | britt.halvorsen@hollowcreekmail.net | English |
| Camila Reyes | LHF-10508 | Aug 8, 2001 | Female | +1 828 555 0124 | camila.reyes@hollowcreekmail.net | Spanish |
| Chidi Okafor | LHF-10445 | Apr 5, 1979 | Male | +1 828 555 0115 | c.okafor@frenchbroadpost.com | English |
| Cole Abernathy | LHF-10494 | Jan 25, 1982 | Male | +1 828 555 0122 | cole.abernathy@hollowcreekmail.net | English |
| Dale Pruitt | LHF-10438 | Jun 23, 1965 | Male | +1 828 555 0114 | dale.pruitt@hollowcreekmail.net | English |
| Doris Whitaker | LHF-10613 | Feb 11, 1946 | Female | +1 828 555 0139 | d.whitaker@frenchbroadpost.com | English |
| Erik Bjornson | LHF-10564 | Oct 10, 1977 | Male | +1 828 555 0132 | erik.bjornson@hollowcreekmail.net | English |
| Glenn McAlister | LHF-10424 | Jan 17, 1952 | Male | +1 828 555 0112 | glenn.mcalister@hollowcreekmail.net | English |
| Harold Greer | LHF-10578 | Mar 19, 1955 | Male | +1 828 555 0134 | harold.greer@hollowcreekmail.net | English |
| James Redcloud | LHF-10592 | Jun 2, 1989 | Male | +1 828 555 0136 | james.redcloud@hollowcreekmail.net | English |
18 more rows
Tables
Patients
30 sample rows · 16 columnsEveryone on the practice's panel, from a new-patient call to an established chart due for recall.
| Patient name | Chart number | Date of birth | Sex assigned at birth | Mobile phone | Preferred language | |
|---|---|---|---|---|---|---|
| Anders Lindqvist | LHF-10515 | Apr 30, 1950 | Male | +1 828 555 0125 | a.lindqvist@frenchbroadpost.com | English |
| Anna Kowalski | LHF-10585 | Dec 28, 1973 | Female | +1 828 555 0135 | a.kowalski@frenchbroadpost.com | English |
| Britt Halvorsen | LHF-10410 | Mar 11, 1984 | Female | +1 828 555 0110 | britt.halvorsen@hollowcreekmail.net | English |
| Camila Reyes | LHF-10508 | Aug 8, 2001 | Female | +1 828 555 0124 | camila.reyes@hollowcreekmail.net | Spanish |
| Chidi Okafor | LHF-10445 | Apr 5, 1979 | Male | +1 828 555 0115 | c.okafor@frenchbroadpost.com | English |
| Cole Abernathy | LHF-10494 | Jan 25, 1982 | Male | +1 828 555 0122 | cole.abernathy@hollowcreekmail.net | English |
| Dale Pruitt | LHF-10438 | Jun 23, 1965 | Male | +1 828 555 0114 | dale.pruitt@hollowcreekmail.net | English |
| Doris Whitaker | LHF-10613 | Feb 11, 1946 | Female | +1 828 555 0139 | d.whitaker@frenchbroadpost.com | English |
| Erik Bjornson | LHF-10564 | Oct 10, 1977 | Male | +1 828 555 0132 | erik.bjornson@hollowcreekmail.net | English |
| Glenn McAlister | LHF-10424 | Jan 17, 1952 | Male | +1 828 555 0112 | glenn.mcalister@hollowcreekmail.net | English |
| Harold Greer | LHF-10578 | Mar 19, 1955 | Male | +1 828 555 0134 | harold.greer@hollowcreekmail.net | English |
| James Redcloud | LHF-10592 | Jun 2, 1989 | Male | +1 828 555 0136 | james.redcloud@hollowcreekmail.net | English |
18 more rows
Appointments
45 sample rows · 12 columnsEvery visit on the schedule: who, with whom, what was billed and what the patient paid at the desk.
| Visit | Patient | Provider | Visit time | Visit type | Status | Services billed |
|---|---|---|---|---|---|---|
| Abernathy, Cole — Follow-up, 08:40 | Cole Abernathy | Dr. Hannah Whitfield | Oct 16, 12:40 PM | Follow-up | Booked | 99213 — Established patient visit, low complexity |
| Haddad, Nadia — Immunization, 13:30 | Nadia Haddad | Dr. Samuel Osei | Oct 15, 5:30 PM | Immunization | Booked | |
| Lindqvist, Anders — Follow-up, 09:00 | Anders Lindqvist | Dr. Samuel Osei | Oct 14, 1:00 PM | Follow-up | Booked | 99214 — Established patient visit, moderate complexity |
| Castillo, Marco — Follow-up, 16:00 | Marco Castillo | Jordan Tran | Oct 13, 8:00 PM | Follow-up | Booked | 99213 — Established patient visit, low complexity |
| Whitaker, Doris — Medicare wellness, 10:00 | Doris Whitaker | Dr. Samuel Osei | Oct 12, 2:00 PM | Medicare wellness | Booked | G0439 — Medicare annual wellness visit, subsequent |
| Mbeki, Thandiwe — Telehealth, 08:30 | Thandiwe Mbeki | Meredith Larkin | Oct 9, 12:30 PM | Telehealth | Booked | 99213 — Established patient visit, low complexity |
| Thibodeaux, Renee — Follow-up, 11:20 | Renee Thibodeaux | Dr. Hannah Whitfield | Oct 8, 3:20 PM | Follow-up | Booked | 99213 — Established patient visit, low complexity |
| Nguyen, Thao — Immunization, 11:40 | Thao Nguyen | Jordan Tran | Oct 7, 3:40 PM | Immunization | Booked | |
| Garrison, Wade — Annual physical, 10:20 | Wade Garrison | Jordan Tran | Oct 7, 2:20 PM | Annual physical | Booked | 99396 — Preventive visit, established, age 40–64 |
| Kowalski, Anna — Follow-up, 15:00 | Anna Kowalski | Dr. Hannah Whitfield | Oct 6, 7:00 PM | Follow-up | Booked | 99213 — Established patient visit, low complexity |
| Washington, Terrence — Follow-up, 13:40 | Terrence Washington | Dr. Samuel Osei | Oct 6, 5:40 PM | Follow-up | Booked | 99214 — Established patient visit, moderate complexity |
| O'Connell, Patrick — Follow-up, 14:20 | Patrick O'Connell | Dr. Hannah Whitfield | Oct 5, 6:20 PM | Follow-up | Confirmed | 99214 — Established patient visit, moderate complexity |
33 more rows
Providers
4 sample rows · 6 columnsThe clinicians who carry a panel and see patients on the schedule.
| Provider | Team member | Credentials | Specialty | Accepting new patients | Clinic days |
|---|---|---|---|---|---|
| Dr. Hannah Whitfield | Hannah Whitfield | MD | Family medicine | Yes | MonTueWedThu |
| Dr. Samuel Osei | Samuel Osei | DO | Family medicine | No | MonWedThuFri |
| Meredith Larkin | Meredith Larkin | FNP-C | Women's health | Yes | TueWedFri |
| Jordan Tran | Jordan Tran | PA-C | Family medicine | Yes | MonTueThuFri |
Insurance plans
6 sample rows · 7 columnsThe plans the practice bills, with the copay the desk collects for each.
| Plan | Payer | Plan type | Primary care copay | Specialist copay | Provider services line | In network |
|---|---|---|---|---|---|---|
| Piedmont Health Alliance PPO | Piedmont Health Alliance | PPO | $25 | $50 | +1 800 555 0161 | Yes |
| Carolina Summit HMO | Carolina Summit Health | HMO | $20 | $40 | +1 800 555 0162 | Yes |
| Mountain State Medicare Advantage | Mountain State Senior Plans | Medicare Advantage | $0 | $15 | +1 800 555 0163 | Yes |
| Laurel Care Partners (Medicaid) | Laurel Care Partners | Medicaid managed care | $0 | $0 | +1 800 555 0164 | Yes |
| Tar River Employers Choice PPO | Tar River Benefits Trust | PPO | $35 | $60 | +1 800 555 0165 | No |
| Self-pay | None — patient pays at visit | Self-pay | $95 | $95 | +1 828 555 0100 | Yes |
Services
11 sample rows · 6 columnsThe practice's fee schedule: each CPT or HCPCS code it bills and its standard fee.
| Service | CPT / HCPCS code | Description | Category | Standard fee | Typical minutes |
|---|---|---|---|---|---|
| 99203 — New patient visit, low complexity | 99203 | New patient visit, low complexity | Office visit | $185 | 30 |
| 99204 — New patient visit, moderate complexity | 99204 | New patient visit, moderate complexity | Office visit | $270 | 45 |
| 99213 — Established patient visit, low complexity | 99213 | Established patient visit, low complexity | Office visit | $125 | 20 |
| 99214 — Established patient visit, moderate complexity | 99214 | Established patient visit, moderate complexity | Office visit | $185 | 30 |
| 99395 — Preventive visit, established, age 18–39 | 99395 | Preventive visit, established, age 18–39 | Preventive | $215 | 40 |
| 99396 — Preventive visit, established, age 40–64 | 99396 | Preventive visit, established, age 40–64 | Preventive | $240 | 40 |
| G0439 — Medicare annual wellness visit, subsequent | G0439 | Medicare annual wellness visit, subsequent | Preventive | $175 | 40 |
| 36415 — Venipuncture for lab draw | 36415 | Venipuncture for lab draw | Lab | $18 | 5 |
| 81002 — Urinalysis, dipstick, non-automated | 81002 | Urinalysis, dipstick, non-automated | Lab | $12 | 5 |
| 90686 — Influenza vaccine, quadrivalent, preservative-free | 90686 | Influenza vaccine, quadrivalent, preservative-free | Immunization | $42 | 5 |
| 93000 — ECG with interpretation and report | 93000 | ECG with interpretation and report | Procedure | $65 | 15 |
Referrals
10 sample rows · 11 columnsPatients sent out to specialists, tracked until the consult report is back in the chart.
| Referral | Patient | Referring provider | Specialty | Referred to | Reason for referral | Sent on |
|---|---|---|---|---|---|---|
| Washington → Cardiology | Terrence Washington | Dr. Samuel Osei | Cardiology | Laurel Ridge Cardiology | Palpitations with abnormal ECG | Aug 27, 2026 |
| Lindqvist → Cardiology | Anders Lindqvist | Dr. Samuel Osei | Cardiology | Laurel Ridge Cardiology | Ankle edema on warfarin; echo requested | Sep 18, 2026 |
| Mbeki → Allergy and immunology | Thandiwe Mbeki | Meredith Larkin | Allergy and immunology | Swannanoa Valley Allergy | Peanut anaphylaxis history; recurrent hives | Sep 21, 2026 |
| Pham → Obstetrics | Linh Pham | Meredith Larkin | Obstetrics | French Broad Women's Care | New pregnancy, establish prenatal care | Sep 22, 2026 |
| Castillo → Orthopedics | Marco Castillo | Jordan Tran | Orthopedics | Craggy Peak Orthopedics | Ankle sprain not improving at two weeks | Sep 30, 2026 |
| Greer → Gastroenterology | Harold Greer | Dr. Samuel Osei | Gastroenterology | Beaucatcher Digestive Health | Screening colonoscopy, age 71 | Sep 23, 2026 |
| Whitaker → Neurology | Doris Whitaker | Dr. Samuel Osei | Neurology | Blue Haze Neurology | Progressive memory loss, MoCA 21/30 | Sep 25, 2026 |
| O'Connell → Urology | Patrick O'Connell | Dr. Hannah Whitfield | Urology | Hominy Creek Urology | Rising PSA on two draws | Sep 21, 2026 |
| Okafor → Gastroenterology | Chidi Okafor | Dr. Samuel Osei | Gastroenterology | Beaucatcher Digestive Health | Reflux not controlled on omeprazole | Jul 30, 2026 |
| Halvorsen → Endocrinology | Britt Halvorsen | Dr. Hannah Whitfield | Endocrinology | Pisgah Endocrine Associates | Thyroid nodule on exam | Sep 14, 2026 |
Views
Front desk board
AppointmentsBooked12
Holloway, June — Medicare wellness, 09:40June HollowayMeredith Larkin
Washington, Terrence — Follow-up, 13:40Terrence WashingtonDr. Samuel Osei
Kowalski, Anna — Follow-up, 15:00Anna KowalskiDr. Hannah Whitfield
Garrison, Wade — Annual physical, 10:20Wade GarrisonJordan Tran
Nguyen, Thao — Immunization, 11:40Thao NguyenJordan Tran
7 moreConfirmed4
Delgado, Rosa — Follow-up, 10:40Rosa DelgadoMeredith Larkin
Greer, Harold — Immunization, 13:30Harold GreerDr. Samuel Osei
O'Connell, Patrick — Follow-up, 14:20Patrick O'ConnellDr. Hannah Whitfield
Pruitt, Dale — Annual physical, 08:30Dale PruittDr. Hannah Whitfield
Checked in2
Halvorsen, Britt — Follow-up, 08:30Britt HalvorsenDr. Hannah Whitfield
Reyes, Camila — New patient, 09:00Camila ReyesMeredith Larkin
Completed24
Halvorsen, Britt — Annual physical, 08:40Britt HalvorsenDr. Hannah Whitfield
McAlister, Glenn — Follow-up, 09:20Glenn McAlisterDr. Samuel Osei
Nguyen, Thao — Sick visit, 10:40Thao NguyenJordan Tran
Okafor, Chidi — Follow-up, 08:30Chidi OkaforDr. Samuel Osei
Brennan, Maeve — Medicare wellness, 09:40Maeve BrennanDr. Hannah Whitfield
19 moreNo-show2
Washington, Terrence — Follow-up, 13:40Terrence WashingtonDr. Samuel Osei
Kowalski, Anna — Follow-up, 11:00Anna KowalskiDr. Hannah Whitfield
Cancelled1
Thibodeaux, Renee — Follow-up, 11:20Renee ThibodeauxDr. Hannah Whitfield
Schedule
AppointmentsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Sato, Kenji — Telehealth, 09:20
2
3
4
5Halvorsen, Britt — Follow-up, 08:30Reyes, Camila — New patient, 09:00+5
6Washington, Terrence — Follow-up, 13:40Kowalski, Anna — Follow-up, 15:00
7Garrison, Wade — Annual physical, 10:20Nguyen, Thao — Immunization, 11:40
8Thibodeaux, Renee — Follow-up, 11:20
9Mbeki, Thandiwe — Telehealth, 08:30
10
11
12Whitaker, Doris — Medicare wellness, 10:00
13Castillo, Marco — Follow-up, 16:00
14Lindqvist, Anders — Follow-up, 09:00
15Haddad, Nadia — Immunization, 13:30
16Abernathy, Cole — Follow-up, 08:40
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Referral tracker
ReferralsSent3
Castillo → OrthopedicsMarco CastilloJordan Tran
Whitaker → NeurologyDoris WhitakerDr. Samuel Osei
O'Connell → UrologyPatrick O'ConnellDr. Hannah Whitfield
Scheduled3
Lindqvist → CardiologyAnders LindqvistDr. Samuel Osei
Mbeki → Allergy and immunologyThandiwe MbekiMeredith Larkin
Greer → GastroenterologyHarold GreerDr. Samuel Osei
Seen2
Pham → ObstetricsLinh PhamMeredith Larkin
Halvorsen → EndocrinologyBritt HalvorsenDr. Hannah Whitfield
Report received1
Washington → CardiologyTerrence WashingtonDr. Samuel Osei
Closed1
Okafor → GastroenterologyChidi OkaforDr. Samuel Osei
Forms and booking
New patient intake
FormNew patient intakeSent to every new patient before the first visit, so the chart is ready when they arrive.
Your full legal name, as it appears on your insurance card *
Your date of birth *Payers verify eligibility on name plus date of birth.
Sex assigned at birthFemaleMaleNot recordedSome screenings and lab ranges depend on it.
Best mobile number for appointment reminders *
Email for your patient portal invitation
Which language would you like us to use?EnglishSpanishVietnameseRussian
Member ID from your insurance cardLeave blank if you are paying yourself.
Do you have any allergies to medicines, foods or latex?Write what happens, too: hives, swelling, trouble breathing.
Which medicines, vitamins or supplements do you take?Include the dose if you know it.
Who should we call in an emergency, and how are they related to you?
Send to Linden HollowPhone-in visit
FormPhone-in visitWhat the front desk fills in when a patient calls to book, so a phoned-in visit lands on the same schedule as an online booking.
Patient name and visit, as it should read on the schedule *
Which patient is calling? *
Who will see them?
When is the visit? *Date and start time, practice time.
What kind of visit? *New patientAnnual physicalMedicare wellnessFollow-upSick visitImmunizationTelehealth
In the patient's words, what is it for?
Put it on the scheduleBook a visit at Linden Hollow
Booking pageBook a visit at Linden Hollow20 minutes
- Monday08:30 – 12:00
- Tuesday08:30 – 12:00
- Wednesday08:30 – 12:00
- Thursday08:30 – 12:00
- Friday08:30 – 12:00
- Monday13:30 – 16:30
- Tuesday13:30 – 16:30
- Wednesday13:30 – 16:30
- Thursday13:30 – 16:30
- Friday13:30 – 16:30
Your details
Your full name *
What kind of visit do you need? *New patientAnnual physicalMedicare wellnessFollow-upSick visitImmunizationTelehealth
In a sentence, what would you like to be seen for?For chest pain or trouble breathing, call 911 instead.
BookDashboards
Practice week
AppointmentsCopays collected$385
Visits by provider45
Visits by status
- Completed24
- No-show2
- Cancelled1
- Checked in2
- Confirmed4
- Booked12
Visits by type
- Annual physical5
- Follow-up20
- Sick visit5
- Medicare wellness4
- Immunization6
- New patient3
- Telehealth2
Also included
- Front desk boardStage rules
- Referral trackerStage rules
- Referral letterDocumentThe letter that goes to the specialist with every referral.
- No-show callbackNotificationWhen a visit is marked No-show, the front desk is told to call and rebook the same day.
- Check inRow action
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