Example configuration
Run the business side of care: practices, referral sources and service work
Practices, groups and suppliers all depend on relationships and on work getting done. This example configuration shows how Mako can organise referral sources, multi-site groups, vendor agreements and facilities requests.
Referral lead
Introduced
Agreement sent
Active partner
Scope
Mako manages business relationships and operations: referral sources, practices, vendors and service requests. It is not presented here as a system for patient or clinical records.
Where the work gets stuck
Common friction in healthcare and medical
Referral sources, vendors and group contacts tracked in different places.
Equipment and facilities requests handled by phone and e-mail.
Follow-ups that slip between the front office and management.
What you can run on Mako
Use cases for this example configuration
Referral-source and partner relationships
A record for each referring organization with its contacts, history and next touch, so outreach stays deliberate.
Multi-site practice groups
A parent group with child locations, each with its own record, notes and work.
Facilities and equipment service requests
A request becomes a quote ticket, a technician is found, a work order is scheduled and the invoice follows on the same account.
Vendor and partner agreements
Agreements go out for e-signature and the signed copy is filed back to the record.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Referral-source outreach to scheduled follow-up
A paced program for the organizations that refer to a group.
- The Records Explorer segments referral sources by type and region.Records Explorer
- A wide-area job sends personal messages within a sending window, tracking replies.Wide-area communications
- A call queue holds the organizations that replied, ordered by call-back time.Dialer and call queues
- A reminder and calendar invite put the meeting on the right person's calendar.Reminders, calendar and invitations
Equipment request to completed work order
A facilities or equipment issue tracked from request to paid invoice.
- A quote ticket is raised on the practice's account.Quotes and invoices
- A request for quotation goes to technicians and one accepts.Work orders, technicians and requests for quotation
- The work order is scheduled and tracked to completion.Work orders, technicians and requests for quotation
- An invoice ticket is issued and the customer can pay from an e-mailed link.Quotes and invoices
Featured modules
The capabilities that matter most for this configuration
One record per business
From first inquiry to customer, on a single record.
DetailsMulti-location and partner structures
Parents, children and partners, not a flat list.
DetailsWork orders, technicians and requests for quotation
Field work assigned, accepted and tracked.
DetailsQuotes and invoices
Service quotes and invoices tied to the account.
DetailsWide-area communications
Outreach sent over time, tracked per recipient.
DetailsE-signature requests
Agreements out for signature, chased and filed.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Healthcare & Medical. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Discuss a configuration for your group or practice
Tell us how referrals, vendors and service work run today and we will show how Mako could be shaped around them.