How I Organize Entire Medical Practices With One Tool

Most clinics are managed across scattered apps, spreadsheets, emails, sticky notes, PDFs, and disconnected systems. In this video, Dr. Stephen Smith walks through how he uses Smartsheet to organize clinic launches, referrals, staffing, SOPs, workflows, IV protocols, project management, and day-to-day operations — all from one centralized system. After decades in medicine and clinic ownership, this is one of the most useful operational tools he’s ever used. ✅ What you'll learn: • How to organize an entire clinic inside Smartsheet • Workspaces, permissions, and sharing with teams • Grid view, Kanban boards, calendar view, and Gantt charts • Linking documents, PDFs, notes, and other Smartsheets • How to track clinic workflows and operations • Conditional formatting and automation features • Referral tracking and provider databases • Clinic planning systems and project management workflows • Why Smartsheet works well for physicians and small clinics • The pricing tiers and which plan most clinics actually need 💡 Whether you're starting a functional medicine clinic, private practice, urgent care, or specialty office — systems and organization become critical as your clinic grows. 📌 Timestamps below ↓ 0:00 Smartsheet Overview 00:25 Workspaces Sharing Access 01:17 Why Smartsheet Fits 01:46 Plans Pricing Basics 02:11 Smart Spreadsheet Structure 02:39 Collapsing Sections Workflow 02:52 Site Selection Example 03:46 Attachments Comments Columns 05:12 Views Kanban Timeline 05:50 Automation Integrations Formatting 06:28 Filters Sorting Use Cases 06:53 Linking Sheets Clinic System 07:58 Wrap Up Pricing Subscribe 📩 Business inquiries: [email protected] #MedicalPractice #Smartsheet #PracticeManagement #ClinicManagement #HealthcareBusiness #PhysicianEntrepreneur #WorkflowAutomation #DoctorBusiness #ProductivityTools #MedicalStartup #PrivatePractice #BusinessSystems #Educational #Entrepreneur #FYP #StartMyPractice #Spreadsheets #EMR #EHR