Smartsheet for
Healthcare Industry

Optimize healthcare operations with automation, workflow tracking, and seamless collaboration.

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Why School of Sheets
Focuses on Healthcare

Industry Challenges We Solve

Healthcare operations involve complex compliance requirements, multi-team coordination, and strict resource management. Smartsheet simplifies workflows to improve efficiency and patient care.

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Compliance
Complexity

Automate documentation and track compliance to meet industry regulations, such as HIPAA, seamlessly.

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Data
Management

Maintain accurate patient records and operational data with full change histories for auditing.

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Multi-Team
Collaboration

Centralize communication between healthcare providers, administrators, and support staff.

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Logistics & Resource
Coordination

Manage medical equipment, track shipments, and optimize procurement for better resource allocation.

What sets Us Apart?

We work closely with you to design custom Smartsheet solutions that manage projects, people, and workflows with precision and automation.

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Fully Customized Solutions

Every solution is tailored to your unique project needs, ensuring seamless integration and maximum impact.

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Iterative & Collaborative Approach

We co-create and refine solutions with your team, adapting in real time to evolving project challenges.

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Automation & Real-Time Insights

Our solutions integrate with your business tools, boosting efficiency with live data and smart workflows.

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Expert-Led, No Outsourcing

You'll work 100% with our dedicated team of proven, certified, and vetted US consultants and 0% with outsourced labor, white labeled partners, AI and/or robots.

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Custom Smartsheet Solutions

Our tools streamline workflow automation, ensure compliance tracking, and provide real-time reporting, enabling healthcare teams to prioritize patient care while maintaining efficient facility operations.

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Consulting &
Development

Maximize the value of your Smartsheet investment with expert consulting and tailored development.

Whether you need industry-specific configurations, automated processes, or seamless integrations, we’ll help you build a system that works for your business. 

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Integrations &
API Development

Seamlessly integrate Smartsheet with 1,000s of essential tools to optimize workflows and boost efficiency.

Sync data across platforms like Salesforce, QuickBooks, and Google Drive in real time or unlock advanced Smartsheet capabilities with tailored integrations. We extend Smartsheet’s functionality to fit your unique business needs.

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Smartsheet
Training

Empower your team with the knowledge they need to get the most out of Smartsheet.

Our tailored training ensures front-end users can confidently navigate their workflows, while administrators gain the expertise to manage users, security, and system settings. 

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Managed
Services

Let our experts manage your Smartsheet system so you can focus on growing your business.

Whether we built it or not, we act as an extension of your team, handling everything from security to updates and integrations—ensuring seamless performance. 

Dan was very thorough in his evaluation of our needs and was an excellent communicator. He provided feedback throughout the process and was timely in his delivery. He made the Smartsheet process easy to understand and he did an excellent job of explaining how we could overcome certain potential hurdles.

Christina | Producify

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Our Process

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Project Exploration Call

Book a free 30-minute call with no obligation to discover how Smartsheet can transform your business.

We’ll discuss your business needs, challenges, and objectives to determine how Smartsheet can optimize your workflows and improve overall efficiency.

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Solution Development

Our iterative process ensures your solution evolves seamlessly:

  • Development: We start within days, not weeks.
  • Revision & Refinement: Provide feedback at every stage.
  • Testing: Integrated testing ensures every feature works flawlessly.
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Project Delivery

Once your Smartsheet solution is meticulously crafted to your specifications, thoroughly tested, and receives your seal of approval, the ownership is yours.

Whether you prefer our continued assistance or want to take the reins, we’ll ensure a smooth handover.

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Ongoing Support

We’re committed to your long-term success. We offer comprehensive support, from troubleshooting to ongoing maintenance.

We’ll provide you with the necessary training materials, documentation, and video tutorials to empower your team.

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Solution Development

Our iterative process ensures your solution evolves seamlessly:

  • Development: We start within days, not weeks.
  • Revision & Refinement: Provide feedback at every stage.
  • Testing: Integrated testing ensures every feature works flawlessly.
*Smartsheet Sales Dashboard Image.
*Trusted Partner Icon.

Ongoing Support

We’re committed to your long-term success. We offer comprehensive support, from troubleshooting to ongoing maintenance.

We’ll provide you with the necessary training materials, documentation, and video tutorials to empower your team.

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*Discovery Call Icon.

Project Exploration Call

Book a free 30-minute call with no obligation to discover how Smartsheet can transform your business.

We’ll discuss your business needs, challenges, and objectives to determine how Smartsheet can optimize your workflows and improve overall efficiency.

*Strategic Plan Dashboard Image.
*Managed Services Icon.

Project Delivery

Once your Smartsheet solution is meticulously crafted to your specifications, thoroughly tested, and receives your seal of approval, the ownership is yours.

Whether you prefer our continued assistance or want to take the reins, we’ll ensure a smooth handover.

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What Our Clients
Say About Us

Ready To Partner With Us As
Your Smartsheet Consultant?​

Get in touch with us today to see how we can help grow your business!

Frequently Asked
Questions

Smartsheet is a cloud-based platform designed for work management and automation. It enables teams to efficiently plan, capture, manage, automate, and report on work across a wide range of tasks and projects.

With its user-friendly interface, Smartsheet helps streamline processes, centralize team communication, and improve organizational transparency and accountability. The platform is highly customizable, making it adaptable to specific business needs. Its versatility makes it a powerful tool for project management, task tracking, and workflow automation.

Key Features of Smartsheet:

  • Project Management: Build project plans, track progress, manage deadlines, and collaborate with teams.

  • Task Management: Assign tasks, set priorities, monitor completion, and manage task dependencies.

  • Collaboration: Share files, communicate with team members, and collaborate in real time.

  • Workflow Automation: Automate repetitive tasks, streamline approvals, and trigger actions based on defined rules.

  • Resource Management: Monitor resource availability, allocate workloads, and manage team capacity.

  • Reporting & Analytics: Generate reports, visualize data, and gain insights into project and team performance.

Smartsheet is intuitive enough for new or tech-averse users to navigate with ease. However, building advanced, end-to-end solutions requires a deep understanding of the platform’s core functionalities, integrated tools, and advanced features. While the learning curve is manageable, mastering its full potential comes with experience.

We’re a small, dedicated Smartsheet team focused on your project. Unlike larger agencies or Smartsheet directly, we work with you, not just for you.

We offer a unique approach to Smartsheet development:

  • Focus on Service: Our primary focus is building solutions, not selling products.
  • Agile & Collaborative: We prioritize quick starts and continuous collaboration, adapting to your changing needs.
  • Dedicated Team: As a small team, we give your project the attention it deserves.

This means faster results and a solution tailored to you.

Learn more here.

Our Smartsheet training is completely flexible and tailored to your needs. Whether you’re looking for a few one-hour sessions with a consultant or a fully immersive multi-day training to explore everything Smartsheet can do, we can design a format that works best for you.

We adapt to your team’s schedule—morning, afternoon, or full-day sessions—and customize the content based on your staff’s current knowledge level. Whether your team is brand new to Smartsheet or looking to deepen their existing skills, we’ll meet you where you are.

Learn more here.

Yes, Smartsheet provides several tools for managing information access.

You can control user permissions at the sheet level, create reports that show specific data to different audiences, and leverage premium applications like Dynamic View and WorkApps for advanced security and data flow management.

The best approach depends on your specific needs and Smartsheet plan. We can help you find the right approach for your organization.

Absolutely. Smartsheet supports thousands of integrations, enabling seamless connectivity with essential tools like GIS software, financial tracking systems, permitting platforms, and key business systems such as Salesforce, Jira, Microsoft Teams, and various CRM and ERP platforms.

Our team can develop custom integrations using APIs based on your specific needs, including the applications involved, the type of data you want to exchange, and the required format. These integrations help streamline operations, improve efficiency, and centralize data management.

Learn more here.

The cost of our consulting services varies based on the scope and complexity of the project. We offer tailored pricing models depending on whether you require a one-time setup or ongoing support.