Family medicine clinic
Thistledown Bend Family Medicine · Family medicine clinic · Missoula, MT
Elif Kettleby is the practice manager at Thistledown Bend Family Medicine, a three-provider primary care clinic in Missoula, and she runs every patient visit as a small project, from the kickoff before the visit to the handoff of results and referrals, so each step gets done on time and the minutes it takes are added up for her automatically.
HealthcareProjectsLinked tables6 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent
Use this templateVisit board
Visit plansKickoff5
Fairbanks, Gordon — Annual physicalGordon FairbanksDr. Ravi Sundaresan
Pham, Anh — Annual physicalAnh PhamMarguerite Castellanos, FNP-C
Lindqvist, Sigrid — Chronic care follow-upSigrid LindqvistDr. Ravi Sundaresan
Ramirez, Mateo — Immunization visitMateo RamirezMarguerite Castellanos, FNP-C
Abernathy, Walter — Telehealth follow-upWalter AbernathyDr. Ravi Sundaresan
Prep underway6
Trinh, Bao — Annual physicalBao TrinhMarguerite Castellanos, FNP-C
Eriksen, Ingrid — Immunization visitIngrid EriksenMarguerite Castellanos, FNP-C
Ballard, Curtis — Chronic care follow-upCurtis BallardDr. Anneliese Brandvold
Rosenthal, Miriam — Medicare wellness visitMiriam RosenthalDr. Ravi Sundaresan
Aguilar, Santiago — New patient visitSantiago AguilarDr. Anneliese Brandvold
1 moreReady for visit5
Pembroke, Harold — Medicare wellness visitHarold PembrokeDr. Ravi Sundaresan
Vasquez, Elena — Immunization visitElena VasquezMarguerite Castellanos, FNP-C
Oduya, Zainab — New patient visitZainab OduyaMarguerite Castellanos, FNP-C
Lundgren, Britta — Telehealth follow-upBritta LundgrenDr. Anneliese Brandvold
Hawthorne, Margaret — Chronic care follow-upMargaret HawthorneDr. Ravi Sundaresan
In visit2
Ishikawa, Keiko — Annual physicalKeiko IshikawaDr. Anneliese Brandvold
Delacroix, Julien — Well-child checkJulien DelacroixMarguerite Castellanos, FNP-C
Handoff pending5
Abernathy, Walter — Chronic care follow-upWalter AbernathyDr. Ravi Sundaresan
Whitehorse, Carla — New patient visitCarla WhitehorseDr. Anneliese Brandvold
Kowalczyk, Halina — Medicare wellness visitHalina KowalczykDr. Ravi Sundaresan
Mbeki, Naledi — Sick visitNaledi MbekiDr. Anneliese Brandvold
Fairbanks, Gordon — Chronic care follow-upGordon FairbanksDr. Ravi Sundaresan
Handed off7
Okafor, Dana — Annual physicalDana OkaforDr. Anneliese Brandvold
Lindqvist, Sigrid — Medicare wellness visitSigrid LindqvistDr. Ravi Sundaresan
Baptiste, Renee — New patient visitRenee BaptisteDr. Anneliese Brandvold
Sorensen, Anders — Chronic care follow-upAnders SorensenDr. Ravi Sundaresan
Pham, Anh — Sick visitAnh PhamMarguerite Castellanos, FNP-C
2 moreTables
Visit plans
30 sample rows · 19 columnsEach patient visit run as a small project, from kickoff to handoff.
| Visit plan | Patient | Provider | Visit type | Coordinator | Status | Kickoff |
|---|---|---|---|---|---|---|
| Okafor, Dana — Annual physical | Dana Okafor | Dr. Anneliese Brandvold | Annual physical | Elif Kettleby | Handed off | Sep 11, 2026 |
| Lindqvist, Sigrid — Medicare wellness visit | Sigrid Lindqvist | Dr. Ravi Sundaresan | Medicare wellness visit | Nadia Benkirane | Handed off | Sep 16, 2026 |
| Baptiste, Renee — New patient visit | Renee Baptiste | Dr. Anneliese Brandvold | New patient visit | Pim Haldorsen | Handed off | Sep 15, 2026 |
| Sorensen, Anders — Chronic care follow-up | Anders Sorensen | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Handed off | Sep 21, 2026 |
| Pham, Anh — Sick visit | Anh Pham | Marguerite Castellanos, FNP-C | Sick visit | Elif Kettleby | Handed off | Sep 28, 2026 |
| Fairbanks, Gordon — Chronic care follow-up | Gordon Fairbanks | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Handoff pending | Sep 22, 2026 |
| Ramirez, Mateo — Well-child check | Mateo Ramirez | Marguerite Castellanos, FNP-C | Well-child check | Nadia Benkirane | Handed off | Sep 23, 2026 |
| Castillo, Rafael — Chronic care follow-up | Rafael Castillo | Dr. Anneliese Brandvold | Chronic care follow-up | Pim Haldorsen | Handed off | Sep 24, 2026 |
| Mbeki, Naledi — Sick visit | Naledi Mbeki | Dr. Anneliese Brandvold | Sick visit | Pim Haldorsen | Handoff pending | Sep 30, 2026 |
| Kowalczyk, Halina — Medicare wellness visit | Halina Kowalczyk | Dr. Ravi Sundaresan | Medicare wellness visit | Nadia Benkirane | Handoff pending | Sep 23, 2026 |
| Abernathy, Walter — Chronic care follow-up | Walter Abernathy | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Handoff pending | Sep 25, 2026 |
| Whitehorse, Carla — New patient visit | Carla Whitehorse | Dr. Anneliese Brandvold | New patient visit | Elif Kettleby | Handoff pending | Sep 22, 2026 |
18 more rows
Patients
24 sample rows · 8 columnsEveryone on the panel, with the chart number and who they usually see.
| Patient name | Chart number | Date of birth | Mobile phone | Best way to reach | Primary provider | |
|---|---|---|---|---|---|---|
| Anders Sorensen | TBF-20163 | Mar 8, 1978 | +1 406 555 0138 | anders.sorensen@clarkforkmailbox.com | Text | Dr. Ravi Sundaresan |
| Anh Pham | TBF-20150 | Dec 5, 1992 | +1 406 555 0136 | anh.pham@clarkforkmailbox.com | Text | Marguerite Castellanos, FNP-C |
| Bao Trinh | TBF-20241 | Jul 13, 1987 | +1 406 555 0150 | bao.trinh@clarkforkmailbox.com | Text | Marguerite Castellanos, FNP-C |
| Britta Lundgren | TBF-20222 | Feb 27, 1981 | +1 406 555 0147 | britta.lundgren@clarkforkmailbox.com | Portal message | Dr. Anneliese Brandvold |
| Carla Whitehorse | TBF-20138 | Sep 30, 1971 | +1 406 555 0134 | carla.whitehorse@clarkforkmailbox.com | Portal message | Dr. Anneliese Brandvold |
| Curtis Ballard | TBF-20253 | Nov 18, 1974 | +1 406 555 0152 | curtis.ballard@clarkforkmailbox.com | Text | Dr. Anneliese Brandvold |
| Dana Okafor | TBF-20114 | Apr 17, 1983 | +1 406 555 0131 | dana.okafor@clarkforkmailbox.com | Text | Dr. Anneliese Brandvold |
| Elena Vasquez | TBF-20203 | Sep 15, 2019 | +1 406 555 0144 | javier.vasquez@clarkforkmailbox.com | Text | Marguerite Castellanos, FNP-C |
| Gordon Fairbanks | TBF-20190 | May 4, 1960 | +1 406 555 0142 | g.fairbanks@clarkforkmailbox.com | Dr. Ravi Sundaresan | |
| Halina Kowalczyk | TBF-20171 | Oct 26, 1953 | +1 406 555 0139 | h.kowalczyk@clarkforkmailbox.com | Phone call | Dr. Ravi Sundaresan |
| Harold Pembroke | TBF-20209 | Dec 12, 1944 | +1 406 555 0145 | h.pembroke@clarkforkmailbox.com | Phone call | Dr. Ravi Sundaresan |
| Ingrid Eriksen | TBF-20247 | May 20, 2021 | +1 406 555 0151 | tomas.eriksen@clarkforkmailbox.com | Marguerite Castellanos, FNP-C |
12 more rows
Providers
3 sample rows · 6 columnsThe clinicians who carry a panel and see patients.
| Provider | Team member | Credentials | Clinic days | Taking new patients | Panel cap |
|---|---|---|---|---|---|
| Dr. Anneliese Brandvold | Anneliese Brandvold | MD | MonTueWedThu | Yes | 1,180 |
| Dr. Ravi Sundaresan | Ravi Sundaresan | DO | TueWedThuFri | No | 1,420 |
| Marguerite Castellanos, FNP-C | Marguerite Castellanos | FNP-C | MonWedFri | Yes | 760 |
Visit types
8 sample rows · 4 columnsThe kinds of visit the clinic books, with slot length and prep lead time.
| Visit type | Slot length | Kickoff lead | For new patients |
|---|---|---|---|
| New patient visit | 40 | 5 | Yes |
| Annual physical | 30 | 4 | No |
| Medicare wellness visit | 40 | 4 | No |
| Chronic care follow-up | 20 | 3 | No |
| Sick visit | 20 | 1 | No |
| Well-child check | 30 | 4 | No |
| Immunization visit | 15 | 2 | No |
| Telehealth follow-up | 20 | 2 | No |
Visit steps
14 sample rows · 4 columnsThe standard steps a visit plan is built from, with the minutes each takes.
| Step | Phase | Done by | Minutes |
|---|---|---|---|
| Send pre-visit questionnaire | Kickoff | Front desk | 5 |
| Verify insurance and copay | Kickoff | Front desk | 10 |
| Request outside records | Prep | Referral coordinator | 15 |
| Review labs and last visit | Prep | Provider | 12 |
| Reconcile medication list | Prep | Medical assistant | 8 |
| Room patient and take vitals | Visit | Medical assistant | 10 |
| Provider exam and counseling | Visit | Provider | 25 |
| Place lab and imaging orders | Visit | Provider | 6 |
| Draw labs or give vaccine | Visit | Medical assistant | 9 |
| Write after-visit summary | Handoff | Provider | 8 |
| Send referral packet | Handoff | Referral coordinator | 14 |
| Release results to portal | Handoff | Medical assistant | 4 |
2 more rows
Forms and booking
Start a visit plan
FormStart a visit planUsed at the front desk when a visit is booked, so prep begins the same day.
Who is the visit for, and what kind of visit is it? *
Which patient is this for? *
Who is seeing them?
What kind of visit is it? *
When is the visit? *Date and start time, clinic time.
What is the patient hoping to get done?
Copay to collect at check-in
Start the planNew patient intake
FormNew patient intakeGoes to someone joining the practice so a chart exists on arrival.
Your legal name *
Your date of birth *
Best mobile number for visit reminders *
Email for your patient portal invitation
How would you like us to reach you?TextPhone callPortal messageEmail
Who is your health coverage with?Clark Fork Health PlanBitterroot MutualMedicareMontana MedicaidSelf-payChoose self-pay if you have none.
Send to Thistledown BendDashboards
Clinic week
Visit plansCopays due$530
Plans by provider30
Plans by status
- Handed off7
- Handoff pending5
- In visit2
- Ready for visit5
- Prep underway6
- Kickoff5
Plans by visit type30
Also included
- Visit boardStage rules
- After-visit summaryDocumentThe note that goes to the patient once the plan reaches handoff.
- Handoff readyNotificationWhen a plan reaches Handoff pending, the referral coordinator is told to send the summary.
- Mark readyRow action
- Monday handoffsDigest
Related templates
- Behavioral health clinicPinecrest Gate Behavioral Health4 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 stage rule set · 1 agentClient portals
- Dermatology clinicDovecote Valley Dermatology4 tables · 6 views · 1 form · 1 dimension set · 1 drill-down · 1 digest · 1 notification · 1 stage rule set · 1 agentTimeline
- Family dental practiceCopperbrook Landing Family Dental4 tables · 6 views · 1 form · 2 dimension sets · 1 drill-down · 1 digest · 1 notification · 1 stage rule set · 1 agentTimeline
- Physical therapy clinicDrumlin Landing Physical Therapy4 tables · 6 views · 2 forms · 1 dimension set · 1 drill-down · 1 digest · 1 notification · 1 stage rule set · 1 agentTimeline
- Acupuncture clinicOakmere Green Acupuncture4 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- Audiology clinicJuniperwell Heights Hearing Center3 tables · 5 views · 1 form · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar