Carby Operate: the Operator's Most Valuable Asset

Carby Team
April 16, 2025

The role of a clinic manager has changed dramatically in the past few years. What was once primarily an administrative role has evolved into a multifaceted and fast-paced position that is the backbone of clinical operations. This has happened through a combination of healthcare trends, including COVID and the pandemic’s aftermath, staffing challenges across the industry, and evolving patient expectations. 

Today’s managers are expected to:

  • Strategically grow the business
  • Be a community leader
  • Oversee the flow of the clinic
  • Ensure a great patient experience
  • Train and lead teams
  • Manage finances

With these expanding responsibilities, having the right technological support is essential for anything from day-to-day staffing to forecasting gross profit. In this post, we’ll explore how Carby Operate sets up managers for success. 

Smooth and flexible scheduling - the foundation of practice management

Scheduling sounds straightforward, but any experienced manager knows it’s anything but in reality. Between late shift swaps, fluctuating patient volumes, and providers’ contract requirements, maintaining an efficient schedule can take hours of every day. 

That’s why we built Operate. No existing software could keep up with demand for changes and make it easy to do so. Operate makes scheduling a breeze, even across multiple locations and high-volume settings. Features include:

  • Template-based staffing models, customized for each location
  • Provider detail views, showing scheduled hours alongside contract requirements
  • User-friendly interface for real-time scheduling updates
  • Payroll calculations based on shifts
  • Automatic warnings for staffing conflicts or regulatory issues 
The manager's view shows the schedule, including closures and staffing gaps, with the ability to dive into more detail.

Employees have their own view, including locations, timing, and salary.

With a solid tech stack, managers are equipped to do their job well and consistently too! Beyond easy scheduling, let’s dig into some of the ways Operate complements the rest of the Carby platform to help managers strategic partners.

Reporting and data-driven decisions

With comprehensive dashboard tracking everything from volume and revenue to door-to-door times, you gain visibility into how those metrics affect the business. For example, one of our users found lower volumes associated with a particular shift and were able to isolate it to a specific provider. With the data to understand overall provider productivity, they focused feedback and coaching to eliminate the issue.

Carby’s reporting also allows operators to feel confident about their business and teams, and supports their curiosity to learn and grow as leaders. 

“Carby helps you become more curious - once you start reporting, you’ll have the confidence to track things and see it in real life. It’s encouraging to validate suspicion or discover that it was something else.” Boston urgent care manager

Real-time course correction

When you can see the entire workflow in real-time, you can pinpoint issues exactly when they happen. If you notice:

  • 12 people in the waiting room?
    That’s your trigger to check-in with reception and ask if there’s an issue.
  • An MA that is triaging slowly?
    Step in or pull in other teammates to keep things moving.
  • Someone who hasn’t taken lunch?
    Intervene to avoid meal penalties and facilitate wellbeing. 
  • 10 patients in progress with only 6 exam rooms?
    Check on charts to understand missing sign offs.

In this example, we see that there are 6 patients ready to check out, signifying that there could be an issue at the front desk.

 

With detailed reporting, you’re able to identify best practices and share learnings more quickly. This kind of real-time feedback allows for bite-sized employee development with every shift. Additionally, we see clients using these reports to build business fluency with their teams and help grow accountability across the board. Sometimes this is delivered straightforwardly, but we’ve also seen friendly competitions - especially when a client has multiple locations - to incentive performance or adherence to a new workflow. 

Scale your business

With Carby, you have a partner in optimizing your operations by experimenting with different services and offering to quickly see the impact. 

Here is an example that illustrates this:

“During a slow period, we increased our capacity for virtual visits. With these additional 3-5 patients a day, it put us right over the edge of profitability. This made a huge difference when physical volume was down. Additionally, we did this without affecting physical availability by only having them available in the afternoon. Carby makes it easy to play around based on what you’re seeing.” - Dana Marcotte, Area Manager

Virtual visits are distinguished by a camera icon and allow you to use available capacity in a different way.

Empower clinic managers to do more with Carby Operate

As clinic owners and operators ourselves, we know firsthand how transformative the right  practice management software can be. We’ve seen Carby not only streamline operations, but also turn unprofitable clinics into thriving businesses. 

Ready to see how Carby can optimize costs and streamline operations? Schedule a demo today!

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