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 plansFairbanks, Gordon — Annual physical
Pham, Anh — Annual physical
Lindqvist, Sigrid — Chronic care follow-up
Ramirez, Mateo — Immunization visit
Abernathy, Walter — Telehealth follow-up
Trinh, Bao — Annual physical
Eriksen, Ingrid — Immunization visit
Ballard, Curtis — Chronic care follow-up
Rosenthal, Miriam — Medicare wellness visit
Aguilar, Santiago — New patient visit
Pembroke, Harold — Medicare wellness visit
Vasquez, Elena — Immunization visit
Oduya, Zainab — New patient visit
Lundgren, Britta — Telehealth follow-up
Hawthorne, Margaret — Chronic care follow-up
Ishikawa, Keiko — Annual physical
Delacroix, Julien — Well-child check
Abernathy, Walter — Chronic care follow-up
Whitehorse, Carla — New patient visit
Kowalczyk, Halina — Medicare wellness visit
Mbeki, Naledi — Sick visit
Fairbanks, Gordon — Chronic care follow-up
Okafor, Dana — Annual physical
Lindqvist, Sigrid — Medicare wellness visit
Baptiste, Renee — New patient visit
Sorensen, Anders — Chronic care follow-up
Pham, Anh — Sick visit
Tables
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 | Sep 25, 2026 | |
| Lindqvist, Sigrid — Medicare wellness visit | Sigrid Lindqvist | Dr. Ravi Sundaresan | Medicare wellness visit | Nadia Benkirane | Sep 30, 2026 | |
| Baptiste, Renee — New patient visit | Renee Baptiste | Dr. Anneliese Brandvold | New patient visit | Pim Haldorsen | Sep 29, 2026 | |
| Sorensen, Anders — Chronic care follow-up | Anders Sorensen | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Oct 5, 2026 | |
| Pham, Anh — Sick visit | Anh Pham | Marguerite Castellanos, FNP-C | Sick visit | Elif Kettleby | Oct 12, 2026 | |
| Fairbanks, Gordon — Chronic care follow-up | Gordon Fairbanks | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Oct 6, 2026 | |
| Ramirez, Mateo — Well-child check | Mateo Ramirez | Marguerite Castellanos, FNP-C | Well-child check | Nadia Benkirane | Oct 7, 2026 | |
| Castillo, Rafael — Chronic care follow-up | Rafael Castillo | Dr. Anneliese Brandvold | Chronic care follow-up | Pim Haldorsen | Oct 8, 2026 | |
| Mbeki, Naledi — Sick visit | Naledi Mbeki | Dr. Anneliese Brandvold | Sick visit | Pim Haldorsen | Oct 14, 2026 | |
| Kowalczyk, Halina — Medicare wellness visit | Halina Kowalczyk | Dr. Ravi Sundaresan | Medicare wellness visit | Nadia Benkirane | Oct 7, 2026 | |
| Abernathy, Walter — Chronic care follow-up | Walter Abernathy | Dr. Ravi Sundaresan | Chronic care follow-up | Odalys Ferreira | Oct 9, 2026 | |
| Whitehorse, Carla — New patient visit | Carla Whitehorse | Dr. Anneliese Brandvold | New patient visit | Elif Kettleby | Oct 6, 2026 |
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 | Dr. Ravi Sundaresan | |
| Anh Pham | TBF-20150 | Dec 5, 1992 | +1 406 555 0136 | anh.pham@clarkforkmailbox.com | Marguerite Castellanos, FNP-C | |
| Bao Trinh | TBF-20241 | Jul 13, 1987 | +1 406 555 0150 | bao.trinh@clarkforkmailbox.com | Marguerite Castellanos, FNP-C | |
| Britta Lundgren | TBF-20222 | Feb 27, 1981 | +1 406 555 0147 | britta.lundgren@clarkforkmailbox.com | Dr. Anneliese Brandvold | |
| Carla Whitehorse | TBF-20138 | Sep 30, 1971 | +1 406 555 0134 | carla.whitehorse@clarkforkmailbox.com | Dr. Anneliese Brandvold | |
| Curtis Ballard | TBF-20253 | Nov 18, 1974 | +1 406 555 0152 | curtis.ballard@clarkforkmailbox.com | Dr. Anneliese Brandvold | |
| Dana Okafor | TBF-20114 | Apr 17, 1983 | +1 406 555 0131 | dana.okafor@clarkforkmailbox.com | Dr. Anneliese Brandvold | |
| Elena Vasquez | TBF-20203 | Sep 15, 2019 | +1 406 555 0144 | javier.vasquez@clarkforkmailbox.com | 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 | Dr. Ravi Sundaresan | |
| Harold Pembroke | TBF-20209 | Dec 12, 1944 | +1 406 555 0145 | h.pembroke@clarkforkmailbox.com | Dr. Ravi Sundaresan | |
| Ingrid Eriksen | TBF-20247 | May 20, 2021 | +1 406 555 0151 | tomas.eriksen@clarkforkmailbox.com | Marguerite Castellanos, FNP-C |
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 | Yes | 1,180 | ||
| Dr. Ravi Sundaresan | Ravi Sundaresan | No | 1,420 | ||
| Marguerite Castellanos, FNP-C | Marguerite Castellanos | 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 | 5 | ||
| Verify insurance and copay | 10 | ||
| Request outside records | 15 | ||
| Review labs and last visit | 12 | ||
| Reconcile medication list | 8 | ||
| Room patient and take vitals | 10 | ||
| Provider exam and counseling | 25 | ||
| Place lab and imaging orders | 6 | ||
| Draw labs or give vaccine | 9 | ||
| Write after-visit summary | 8 | ||
| Send referral packet | 14 | ||
| Release results to portal | 4 |
Also included
- Visit board
- After-visit summaryThe note that goes to the patient once the plan reaches handoff.
- Handoff readyWhen a plan reaches Handoff pending, the referral coordinator is told to send the summary.
- Mark ready
- Monday handoffs
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