Simplify Doctors Appointment and Patient Data Management with Sheet Director
Dr. Albin & Associates
Quick facts:
CEO: Dr. Albin
Location: New York and Maine
Industry: Healthcare
Dr. Albin & Associates is a reputable psychiatric practice based in New York and Maine, led by Dr. Albin, a Board Certified Child, Adolescent, and Adult Psychiatrist. With extensive experience at the Mayo Clinic and New York University Medical School,
This case study highlights how a leading psychiatric practice streamlined its scheduling and contact management processes using Sheet Director.
Faced with the challenges of managing a growing patient base and maintaining accurate records across multiple Google Workspace tools, the organization sought an automation solution that could save time, reduce manual effort, and ensure data accuracy.
Faced with the challenges of managing a growing patient base and maintaining accurate records across multiple Google Workspace tools, the organization sought an automation solution that could save time, reduce manual effort, and ensure data accuracy.
About Company
Dr. Albin & Associates is a reputable psychiatric practice based in New York and Maine, led by Dr. Albin, a Board Certified Child, Adolescent, and Adult Psychiatrist.
With extensive experience at the Mayo Clinic and New York University Medical School, Dr. Albin delivers expert care to patients across a wide spectrum of mental health challenges—from ADHD and Autism to Anxiety, Depression, and Substance Abuse.
Known for prioritizing patient needs, the clinic offers psychiatric evaluations, medication treatment, psychotherapy, and consultations to providers and schools.
The team handles a complex array of client interactions, appointments, and follow-ups—making efficient data and scheduling management a top priority.
The Challange
Managing patient appointments, maintaining accurate contact details, and streamlining internal workflows became increasingly difficult as the clinic scaled.
Manual data entry between Google Sheets, Google Calendar, and Google Contacts was time-consuming and error-prone, taking time away from patient care.
Needed a solution
Dr. Albin & Associates needed a solution that could:
Automate appointment scheduling and contact management
Integrate seamlessly with Google Workspace tools
Reduce time spent on repetitive administrative tasks
Maintain reliability, scalability, and security
The Solution: Sheet Director
After evaluating various tools, Dr. Albin & Associates chose Sheet Director, a Google Workspace add-on that provides bi-directional data integration between Google Sheets and other business-critical apps.
Using Sheet Director, Dr. Albin & Associates was able to:
✅ Automate Appointment Scheduling
With Google Calendar integration, the clinic now automatically pulls appointment data into Google Sheets, enabling real-time visibility into patient schedules. Dr. Albin & Associates can also post new appointments directly from Sheets to Google Calendar, improving accuracy and saving valuable time.
✅ Manage Contact Information Efficiently
By using Google Contacts integration, the clinic seamlessly pushes new or updated contact details from Google Sheets into their contact database. This ensures all patient records are up to date without manual duplication.
✅ Reduce Repetitive Manual Work
Through conditional automation and scheduling, the clinic runs services daily and weekly—minimizing repetitive admin tasks. For example, new patients added in Google Sheets are automatically pushed to Google Calendar and Google Contacts based on specific criteria set by Dr. Albin & Associates.
✅ Gain Operational Transparency
Execution logs and success/error notifications provide visibility and control over all automated processes—an important feature for a medical practice that values data integrity and accountability.
Key Features Leveraged by Dr Albin & Associates
✔️ Google Calendar Integration: Pull & Post calendar events
✔️ Google Contacts Integration: Add & update contacts from sheets
✔️ Conditional Posting & Scheduling
✔️ Automated Execution with Logs & Notifications
✔️ Templated Success/Failure Emails
Results
Thanks to Sheet Director, Dr. Albin & Associates achieved remarkable improvements in their administrative efficiency and workflow automation:
✅ Over 50% time savings in appointment scheduling and contact management for the team at Dr. Albin & Associates, allowing more time to focus on patient care.
✅ Complete elimination of manual data entry errors, ensuring accurate and consistent records across systems—critical for the operations of a healthcare practice like Dr. Albin & Associates.
✅ Real-time synchronization of patient and appointment data between Google Sheets, Google Calendar, and Google Contacts, giving Dr. Albin & Associates instant access to up-to-date information at all times.
✅ Scalable automation workflows designed to grow with the evolving needs of Dr. Albin & Associates, ensuring the system adapts as the practice expands.
Testimonials
"Sheet Director has been an invaluable tool for streamlining my workflow. I use it to efficiently set appointments, add people to our contact system, and manage scheduling with ease. The automation capabilities save me significant time, making my processes much more efficient.
Sheet Director is an amazing product with equally amazing support, and I highly recommend it to anyone looking to simplify and automate their scheduling and data management tasks. "
Sheet Director is an amazing product with equally amazing support, and I highly recommend it to anyone looking to simplify and automate their scheduling and data management tasks. "
About Jivrus Technologies and Sheet Director
Jivrus Technologies is a software products company focused on intelligent integration and hyper-automation. Our goal is to connect people and software platforms to streamline processes and drive growth. Our products are designed to provide a seamless and efficient user experience.
Sheet Director, a product from Jivrus Technologies, is a Google Workspace add-on that facilitates bi-directional data flow between Google Sheets and numerous applications such as Google Calendar, Contacts, Sheets, QuickBooks, FreshBooks, Cin7, Monday.com, Zoho, and more.
Sheet Director allows users to query, bulk post, and synchronize data, significantly enhancing workflow efficiency.
Conclusion
With Sheet Director, Dr. Albin & Associates successfully automated key administrative tasks, freeing up more time to focus on delivering high-quality mental health care.
The integration between Google Sheets, Calendar, and Contacts has empowered the clinic with a simplified, efficient, and intelligent data management system—setting the standard for modern healthcare workflows.
The integration between Google Sheets, Calendar, and Contacts has empowered the clinic with a simplified, efficient, and intelligent data management system—setting the standard for modern healthcare workflows.
