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How a patient foundation organized 420 active records

A practical case study on moving patient records, consents, documents, and settlement work from scattered spreadsheets into one operating process.

Zespół organizacji NGO pracujący wspólnie przy biurku

Before the change

The foundation managed around 420 active patient records. Every case involved contact history, documents, consent status, an owner, and financial threads related to invoices and subaccounts.

Spreadsheets and folders worked for a while, but the team was spending too much time checking which data was current.

What changed

Tichodroma connected records, completeness checklists, case statuses, user roles, and settlement views into one process.

  • one shared patient and case view
  • clear ownership of missing documents
  • less manual checking before monthly reporting
  • better handover between coordinators

Result

The team gained a shared operating language instead of another disconnected tool. Reporting data now appears during daily work instead of being rebuilt at month end.

We no longer ask who has the latest spreadsheet. We check the case status in one place.

See how this workflow looks in Tichodroma

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