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. 

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.

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

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.

• 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.