Acupuncture clinic
Oakmere Green Acupuncture · Acupuncture clinic · Asheville, NC
Wendell Thibodeaux is the practitioner who runs Oakmere Green Acupuncture, a twenty-person community acupuncture clinic in Asheville, and he uses this to hold room schedules, license and certificate dates, and every new hire's onboarding steps in a single list.
HealthcareTeam and HRForms4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateOnboarding
Team| Name | Role | Employment | Phone | Emergency contact | First day | |
|---|---|---|---|---|---|---|
| Rosalie Eastwick | Licensed acupuncturist | Full-time | (828) 555-0101 | rosalie.eastwick@oakmeregreenacupuncture.com | Spouse, (828) 555-0100 | Jul 23, 2021 |
| Lavinia Hollowell | Licensed acupuncturist | Full-time | (828) 555-0102 | lavinia.hollowell@oakmeregreenacupuncture.com | Parent, (828) 555-0107 | Aug 27, 2022 |
| Verity Okafor-Dale | Licensed acupuncturist | Part-time | (828) 555-0103 | verity.okafordale@oakmeregreenacupuncture.com | Sibling, (828) 555-0114 | Oct 1, 2023 |
| Theodora Nightingale | Licensed acupuncturist | Part-time | (828) 555-0104 | theodora.nightingale@oakmeregreenacupuncture.com | Partner, (828) 555-0121 | Jul 7, 2024 |
| Juniper Rutherford-Lee | Licensed acupuncturist | Per diem | (828) 555-0105 | juniper.rutherfordlee@oakmeregreenacupuncture.com | Adult child, (828) 555-0128 | Aug 1, 2025 |
| Ambrose Ismailov | Licensed acupuncturist | Full-time | (828) 555-0106 | ambrose.ismailov@oakmeregreenacupuncture.com | Spouse, (828) 555-0135 | Jan 18, 2026 |
| Evander Corrigan | Herbalist | Full-time | (828) 555-0107 | evander.corrigan@oakmeregreenacupuncture.com | Parent, (828) 555-0142 | Feb 8, 2022 |
| Florentine Zimmermann | Herbalist | Part-time | (828) 555-0108 | florentine.zimmermann@oakmeregreenacupuncture.com | Sibling, (828) 555-0149 | Feb 12, 2025 |
| Brannock Pemberton-Hale | Acupuncture assistant | Full-time | (828) 555-0109 | brannock.pembertonhale@oakmeregreenacupuncture.com | Partner, (828) 555-0156 | Jan 29, 2024 |
| Konstantin Tennyson-Abe | Acupuncture assistant | Part-time | (828) 555-0110 | konstantin.tennysonabe@oakmeregreenacupuncture.com | Adult child, (828) 555-0163 | Oct 30, 2025 |
| Dorrit Prendergast | Acupuncture assistant | Part-time | (828) 555-0111 | dorrit.prendergast@oakmeregreenacupuncture.com | Spouse, (828) 555-0170 | Oct 14, 2026 |
| Katarina Okafor-Dale | Acupuncture assistant | Per diem | (828) 555-0112 | katarina.okafordale@oakmeregreenacupuncture.com | Parent, (828) 555-0177 | Oct 26, 2026 |
9 more rows
Tables
Team
21 sample rows · 13 columnsEveryone who works at the clinic: role, first day, where they are in onboarding and how many training hours are left.
| Name | Role | Employment | Phone | Emergency contact | First day | |
|---|---|---|---|---|---|---|
| Rosalie Eastwick | Licensed acupuncturist | Full-time | (828) 555-0101 | rosalie.eastwick@oakmeregreenacupuncture.com | Spouse, (828) 555-0100 | Jul 23, 2021 |
| Lavinia Hollowell | Licensed acupuncturist | Full-time | (828) 555-0102 | lavinia.hollowell@oakmeregreenacupuncture.com | Parent, (828) 555-0107 | Aug 27, 2022 |
| Verity Okafor-Dale | Licensed acupuncturist | Part-time | (828) 555-0103 | verity.okafordale@oakmeregreenacupuncture.com | Sibling, (828) 555-0114 | Oct 1, 2023 |
| Theodora Nightingale | Licensed acupuncturist | Part-time | (828) 555-0104 | theodora.nightingale@oakmeregreenacupuncture.com | Partner, (828) 555-0121 | Jul 7, 2024 |
| Juniper Rutherford-Lee | Licensed acupuncturist | Per diem | (828) 555-0105 | juniper.rutherfordlee@oakmeregreenacupuncture.com | Adult child, (828) 555-0128 | Aug 1, 2025 |
| Ambrose Ismailov | Licensed acupuncturist | Full-time | (828) 555-0106 | ambrose.ismailov@oakmeregreenacupuncture.com | Spouse, (828) 555-0135 | Jan 18, 2026 |
| Evander Corrigan | Herbalist | Full-time | (828) 555-0107 | evander.corrigan@oakmeregreenacupuncture.com | Parent, (828) 555-0142 | Feb 8, 2022 |
| Florentine Zimmermann | Herbalist | Part-time | (828) 555-0108 | florentine.zimmermann@oakmeregreenacupuncture.com | Sibling, (828) 555-0149 | Feb 12, 2025 |
| Brannock Pemberton-Hale | Acupuncture assistant | Full-time | (828) 555-0109 | brannock.pembertonhale@oakmeregreenacupuncture.com | Partner, (828) 555-0156 | Jan 29, 2024 |
| Konstantin Tennyson-Abe | Acupuncture assistant | Part-time | (828) 555-0110 | konstantin.tennysonabe@oakmeregreenacupuncture.com | Adult child, (828) 555-0163 | Oct 30, 2025 |
| Dorrit Prendergast | Acupuncture assistant | Part-time | (828) 555-0111 | dorrit.prendergast@oakmeregreenacupuncture.com | Spouse, (828) 555-0170 | Oct 14, 2026 |
| Katarina Okafor-Dale | Acupuncture assistant | Per diem | (828) 555-0112 | katarina.okafordale@oakmeregreenacupuncture.com | Parent, (828) 555-0177 | Oct 26, 2026 |
9 more rows
Certifications
52 sample rows · 9 columnsEach license, certificate and permit a team member holds, with the date it lapses.
| Certification | Team member | Type | Certificate number | Issued | Expires | Status |
|---|---|---|---|---|---|---|
| CPR and first aid, Florentine Zimmermann | Florentine Zimmermann | CPR and first aid | CP-41210 | Oct 14, 2025 | Oct 14, 2026 | Renewal due |
| CPR and first aid, Gerhard Gallagher-Brun | Gerhard Gallagher-Brun | CPR and first aid | CP-41876 | Oct 19, 2025 | Oct 19, 2026 | Renewal due |
| National board certification, Juniper Rutherford-Lee | Juniper Rutherford-Lee | National board certification | NB-40766 | Nov 1, 2024 | Nov 1, 2026 | Renewal due |
| CPR and first aid, Konstantin Tennyson-Abe | Konstantin Tennyson-Abe | CPR and first aid | CP-41432 | Nov 7, 2025 | Nov 7, 2026 | Renewal due |
| National board certification, Lavinia Hollowell | Lavinia Hollowell | National board certification | NB-40322 | Nov 12, 2024 | Nov 12, 2026 | Renewal due |
| CPR and first aid, Ambrose Ismailov | Ambrose Ismailov | CPR and first aid | CP-40988 | Nov 19, 2025 | Nov 19, 2026 | Renewal due |
| CPR and first aid, Verity Okafor-Dale | Verity Okafor-Dale | CPR and first aid | CP-40544 | Nov 26, 2025 | Nov 26, 2026 | Renewal due |
| CPR and first aid, Ignatz Prendergast | Ignatz Prendergast | CPR and first aid | CP-41654 | Dec 2, 2025 | Dec 2, 2026 | Renewal due |
Room roster
52 sample rows · 8 columnsWho is working which treatment room, and when.
| Shift | Team member | Room | Starts | Ends | Shift status |
|---|---|---|---|---|---|
| Room 1 morning block 1, Eastwick | Rosalie Eastwick | Room 1 | Sep 23, 12:30 PM | Sep 23, 4:30 PM | Worked |
| Room 1 morning block 13, Nightingale | Theodora Nightingale | Room 1 | Sep 23, 12:30 PM | Sep 23, 4:30 PM | Worked |
| Dispensary morning block 25, Corrigan | Evander Corrigan | Dispensary | Sep 23, 12:30 PM | Sep 23, 4:30 PM | Worked |
| Room 1 morning block 37, Tennyson | Konstantin Tennyson-Abe | Room 1 | Sep 23, 12:30 PM | Sep 23, 4:30 PM | Worked |
| Room 2 afternoon block 5, Hollowell | Lavinia Hollowell | Room 2 | Sep 24, 5:00 PM | Sep 24, 9:00 PM | Worked |
| Room 2 afternoon block 17, Rutherford | Juniper Rutherford-Lee | Room 2 | Sep 24, 5:00 PM | Sep 24, 9:00 PM | Worked |
| Dispensary afternoon block 29, Zimmermann | Florentine Zimmermann | Dispensary | Sep 24, 5:00 PM | Sep 24, 9:00 PM | Worked |
| Group room morning block 41, Yarborough | Nadia Yarborough | Group room | Sep 25, 12:30 PM | Sep 25, 4:30 PM | Worked |
| Group room morning block 47, Prendergast | Ignatz Prendergast | Group room | Sep 25, 12:30 PM | Sep 25, 4:30 PM | Worked |
| Group room morning block 9, Okafor | Verity Okafor-Dale | Group room | Sep 25, 1:00 PM | Sep 25, 9:00 PM | Worked |
| Group room morning block 21, Ismailov | Ambrose Ismailov | Group room | Sep 25, 1:00 PM | Sep 25, 9:00 PM | Worked |
| Group room morning block 33, Pemberton | Brannock Pemberton-Hale | Group room | Sep 25, 1:00 PM | Sep 25, 9:00 PM | Worked |
40 more rows
Forms and booking
New team member details
FormNew team member detailsThe link in an offer email: a new hire tells the clinic who they are before the first day.
How should your name read on the room roster? *
Which role are you starting in? *Licensed acupuncturistHerbalistAcupuncture assistantStudent internFront deskBilling coordinator
Will you work full-time, part-time, per diem or as an intern? *Full-timePart-timePer diemIntern
Which number reaches you best?
Which email do you check every day?
Which person should the clinic ring if you were hurt at work, and what is their number?
What date does your offer letter give as your first day? *
Send to the clinic managerRoom request
FormRoom requestWhat a practitioner fills in to ask for a treatment room on a given day.
What should this booking be called? *
Who will be working? *
Which room do you need? *Room 1Room 2Group roomDispensary
What time do you start? *
What time do you finish? *
Is this a request or already agreed?RequestedScheduledWorkedCancelled
Ask for the roomDashboards
Team at a glance
CertificationsCertifications by status
- Current43
- Renewal due8
- Expired1
Certifications by type
- State acupuncture license6
- National board certification6
- Clean needle technique14
- CPR and first aid17
- Herbal dispensing permit2
- Bloodborne pathogens training2
- HIPAA privacy training5
Certificates expiring by month
- Sep 20, 20261
- Oct 11, 20261
- Oct 18, 20261
- Nov 1, 20262
- Nov 8, 20261
- Nov 15, 20261
- Nov 22, 20261
- Nov 29, 20261
Also included
- Onboarding boardStage rules
- Friday shadowing listDigest
- Cleared to workNotificationLets the clinic manager know the moment a new person can be rostered alone.
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