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
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Patient panel

Patients
Patient nameChart numberDate of birthSex assigned at birthMobile phoneEmailPreferred language
Anders LindqvistLHF-10515Apr 30, 1950Male+1 828 555 0125a.lindqvist@frenchbroadpost.comEnglish
Anna KowalskiLHF-10585Dec 28, 1973Female+1 828 555 0135a.kowalski@frenchbroadpost.comEnglish
Britt HalvorsenLHF-10410Mar 11, 1984Female+1 828 555 0110britt.halvorsen@hollowcreekmail.netEnglish
Camila ReyesLHF-10508Aug 8, 2001Female+1 828 555 0124camila.reyes@hollowcreekmail.netSpanish
Chidi OkaforLHF-10445Apr 5, 1979Male+1 828 555 0115c.okafor@frenchbroadpost.comEnglish
Cole AbernathyLHF-10494Jan 25, 1982Male+1 828 555 0122cole.abernathy@hollowcreekmail.netEnglish
Dale PruittLHF-10438Jun 23, 1965Male+1 828 555 0114dale.pruitt@hollowcreekmail.netEnglish
Doris WhitakerLHF-10613Feb 11, 1946Female+1 828 555 0139d.whitaker@frenchbroadpost.comEnglish
Erik BjornsonLHF-10564Oct 10, 1977Male+1 828 555 0132erik.bjornson@hollowcreekmail.netEnglish
Glenn McAlisterLHF-10424Jan 17, 1952Male+1 828 555 0112glenn.mcalister@hollowcreekmail.netEnglish
Harold GreerLHF-10578Mar 19, 1955Male+1 828 555 0134harold.greer@hollowcreekmail.netEnglish
James RedcloudLHF-10592Jun 2, 1989Male+1 828 555 0136james.redcloud@hollowcreekmail.netEnglish

18 more rows

Tables

Patients

30 sample rows · 16 columns

Everyone on the practice's panel, from a new-patient call to an established chart due for recall.

Patient nameChart numberDate of birthSex assigned at birthMobile phoneEmailPreferred language
Anders LindqvistLHF-10515Apr 30, 1950Male+1 828 555 0125a.lindqvist@frenchbroadpost.comEnglish
Anna KowalskiLHF-10585Dec 28, 1973Female+1 828 555 0135a.kowalski@frenchbroadpost.comEnglish
Britt HalvorsenLHF-10410Mar 11, 1984Female+1 828 555 0110britt.halvorsen@hollowcreekmail.netEnglish
Camila ReyesLHF-10508Aug 8, 2001Female+1 828 555 0124camila.reyes@hollowcreekmail.netSpanish
Chidi OkaforLHF-10445Apr 5, 1979Male+1 828 555 0115c.okafor@frenchbroadpost.comEnglish
Cole AbernathyLHF-10494Jan 25, 1982Male+1 828 555 0122cole.abernathy@hollowcreekmail.netEnglish
Dale PruittLHF-10438Jun 23, 1965Male+1 828 555 0114dale.pruitt@hollowcreekmail.netEnglish
Doris WhitakerLHF-10613Feb 11, 1946Female+1 828 555 0139d.whitaker@frenchbroadpost.comEnglish
Erik BjornsonLHF-10564Oct 10, 1977Male+1 828 555 0132erik.bjornson@hollowcreekmail.netEnglish
Glenn McAlisterLHF-10424Jan 17, 1952Male+1 828 555 0112glenn.mcalister@hollowcreekmail.netEnglish
Harold GreerLHF-10578Mar 19, 1955Male+1 828 555 0134harold.greer@hollowcreekmail.netEnglish
James RedcloudLHF-10592Jun 2, 1989Male+1 828 555 0136james.redcloud@hollowcreekmail.netEnglish

18 more rows

Appointments

45 sample rows · 12 columns

Every visit on the schedule: who, with whom, what was billed and what the patient paid at the desk.

VisitPatientProviderVisit timeVisit typeStatusServices billed
Abernathy, Cole — Follow-up, 08:40Cole AbernathyDr. Hannah WhitfieldOct 29, 12:40 PMFollow-upBooked99213 — Established patient visit, low complexity
Haddad, Nadia — Immunization, 13:30Nadia HaddadDr. Samuel OseiOct 28, 5:30 PMImmunizationBooked
Lindqvist, Anders — Follow-up, 09:00Anders LindqvistDr. Samuel OseiOct 27, 1:00 PMFollow-upBooked99214 — Established patient visit, moderate complexity
Castillo, Marco — Follow-up, 16:00Marco CastilloJordan TranOct 26, 8:00 PMFollow-upBooked99213 — Established patient visit, low complexity
Whitaker, Doris — Medicare wellness, 10:00Doris WhitakerDr. Samuel OseiOct 23, 2:00 PMMedicare wellnessBookedG0439 — Medicare annual wellness visit, subsequent
Mbeki, Thandiwe — Telehealth, 08:30Thandiwe MbekiMeredith LarkinOct 22, 12:30 PMTelehealthBooked99213 — Established patient visit, low complexity
Thibodeaux, Renee — Follow-up, 11:20Renee ThibodeauxDr. Hannah WhitfieldOct 21, 3:20 PMFollow-upBooked99213 — Established patient visit, low complexity
Nguyen, Thao — Immunization, 11:40Thao NguyenJordan TranOct 20, 3:40 PMImmunizationBooked
Garrison, Wade — Annual physical, 10:20Wade GarrisonJordan TranOct 20, 2:20 PMAnnual physicalBooked99396 — Preventive visit, established, age 40–64
Kowalski, Anna — Follow-up, 15:00Anna KowalskiDr. Hannah WhitfieldOct 19, 7:00 PMFollow-upBooked99213 — Established patient visit, low complexity
O'Connell, Patrick — Follow-up, 14:20Patrick O'ConnellDr. Hannah WhitfieldOct 19, 6:20 PMFollow-upConfirmed99214 — Established patient visit, moderate complexity
Washington, Terrence — Follow-up, 13:40Terrence WashingtonDr. Samuel OseiOct 19, 5:40 PMFollow-upBooked99214 — Established patient visit, moderate complexity

33 more rows

Providers

4 sample rows · 6 columns

The clinicians who carry a panel and see patients on the schedule.

ProviderTeam memberCredentialsSpecialtyAccepting new patientsClinic days
Dr. Hannah WhitfieldHannah WhitfieldMDFamily medicineYesMonTueWedThu
Dr. Samuel OseiSamuel OseiDOFamily medicineNoMonWedThuFri
Meredith LarkinMeredith LarkinFNP-CWomen's healthYesTueWedFri
Jordan TranJordan TranPA-CFamily medicineYesMonTueThuFri

Insurance plans

6 sample rows · 7 columns

The plans the practice bills, with the copay the desk collects for each.

PlanPayerPlan typePrimary care copaySpecialist copayProvider services lineIn network
Piedmont Health Alliance PPOPiedmont Health AlliancePPO$25$50+1 800 555 0161Yes
Carolina Summit HMOCarolina Summit HealthHMO$20$40+1 800 555 0162Yes
Mountain State Medicare AdvantageMountain State Senior PlansMedicare Advantage$0$15+1 800 555 0163Yes
Laurel Care Partners (Medicaid)Laurel Care PartnersMedicaid managed care$0$0+1 800 555 0164Yes
Tar River Employers Choice PPOTar River Benefits TrustPPO$35$60+1 800 555 0165No
Self-payNone — patient pays at visitSelf-pay$95$95+1 828 555 0100Yes

Services

11 sample rows · 6 columns

The practice's fee schedule: each CPT or HCPCS code it bills and its standard fee.

ServiceCPT / HCPCS codeDescriptionCategoryStandard feeTypical minutes
99203 — New patient visit, low complexity99203New patient visit, low complexityOffice visit$18530
99204 — New patient visit, moderate complexity99204New patient visit, moderate complexityOffice visit$27045
99213 — Established patient visit, low complexity99213Established patient visit, low complexityOffice visit$12520
99214 — Established patient visit, moderate complexity99214Established patient visit, moderate complexityOffice visit$18530
99395 — Preventive visit, established, age 18–3999395Preventive visit, established, age 18–39Preventive$21540
99396 — Preventive visit, established, age 40–6499396Preventive visit, established, age 40–64Preventive$24040
G0439 — Medicare annual wellness visit, subsequentG0439Medicare annual wellness visit, subsequentPreventive$17540
36415 — Venipuncture for lab draw36415Venipuncture for lab drawLab$185
81002 — Urinalysis, dipstick, non-automated81002Urinalysis, dipstick, non-automatedLab$125
90686 — Influenza vaccine, quadrivalent, preservative-free90686Influenza vaccine, quadrivalent, preservative-freeImmunization$425
93000 — ECG with interpretation and report93000ECG with interpretation and reportProcedure$6515

Referrals

10 sample rows · 11 columns

Patients sent out to specialists, tracked until the consult report is back in the chart.

ReferralPatientReferring providerSpecialtyReferred toReason for referralSent on
Washington → CardiologyTerrence WashingtonDr. Samuel OseiCardiologyLaurel Ridge CardiologyPalpitations with abnormal ECGSep 9, 2026
Lindqvist → CardiologyAnders LindqvistDr. Samuel OseiCardiologyLaurel Ridge CardiologyAnkle edema on warfarin; echo requestedOct 1, 2026
Mbeki → Allergy and immunologyThandiwe MbekiMeredith LarkinAllergy and immunologySwannanoa Valley AllergyPeanut anaphylaxis history; recurrent hivesOct 4, 2026
Pham → ObstetricsLinh PhamMeredith LarkinObstetricsFrench Broad Women's CareNew pregnancy, establish prenatal careOct 5, 2026
Castillo → OrthopedicsMarco CastilloJordan TranOrthopedicsCraggy Peak OrthopedicsAnkle sprain not improving at two weeksOct 13, 2026
Greer → GastroenterologyHarold GreerDr. Samuel OseiGastroenterologyBeaucatcher Digestive HealthScreening colonoscopy, age 71Oct 6, 2026
Whitaker → NeurologyDoris WhitakerDr. Samuel OseiNeurologyBlue Haze NeurologyProgressive memory loss, MoCA 21/30Oct 8, 2026
O'Connell → UrologyPatrick O'ConnellDr. Hannah WhitfieldUrologyHominy Creek UrologyRising PSA on two drawsOct 4, 2026
Okafor → GastroenterologyChidi OkaforDr. Samuel OseiGastroenterologyBeaucatcher Digestive HealthReflux not controlled on omeprazoleAug 12, 2026
Halvorsen → EndocrinologyBritt HalvorsenDr. Hannah WhitfieldEndocrinologyPisgah Endocrine AssociatesThyroid nodule on examSep 27, 2026

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