ClickUp

A healthcare treatment workflow can contain many dependencies beyond the clinical appointment itself. Funding may need approval, documentation may be incomplete, fabrication or parts may be required, another appointment may need to be scheduled, or an external healthcare provider may need to supply information before treatment can continue.

Hodgson Group already had these processes inside ClickUp, but years of operational growth had created a structure that was difficult for staff to navigate and depended heavily on manual updates.

For healthcare professionals whose primary role is patient care rather than systems administration, the workflow needed to make the next required action immediately understandable.

The challenge was therefore not simply to reorganize tasks. The entire patient treatment workflow needed to be redesigned so clinical, administrative, funding and production activities could move through one consistent operating model.

ConsultEvo created a dedicated Patients & Treatments ClickUp space and rebuilt the hierarchy around Hodgson Group’s actual treatment process.

Patient treatment records progress through structured stages including Intake, Preparation, Initiation, Integration, Stabilization and Mature, with dedicated workflows for treatments, repairs and specialized cases.

The system captures the operational information required to move treatment forward, including treatment stage, clinician responsibility, funding status, payer approvals, appointments, fabrication progress, parts ordering, delivery, hospital coordination and follow-up actions.

More than 200 native ClickUp automations reduce manual administration by moving work through the workflow, updating operational fields, creating required actions and surfacing incomplete steps.

A role-based visual layer uses consistent color coding and action cues so clinical, administrative and technical staff can quickly identify the work relevant to them without needing to understand the underlying ClickUp architecture.

Existing patient and treatment records were migrated from the previous system into the rebuilt environment, allowing Hodgson Group to continue operating from the new workflow without maintaining two competing processes.

Important finance, sales, procurement, warehouse and supply chain information lived across separate systems including Xero, Shopify, ShipHero, Zoho, ClickUp and spreadsheets. Teams often had to retrieve, compare and update information manually, while external stakeholders such as factories and logistics partners also needed to contribute data throughout operational processes.

The challenge was therefore larger than creating dashboards. The underlying workflows, data relationships and responsibilities first had to be structured so the company could manage purchase orders, B2B sales, shipments, reporting and operational coordination from consistent information as the business continued to grow.

ConsultEvo designed an architecture in which each source platform remains responsible for its core business function while shared automation, operational and data layers connect them.

Make, Google Apps Script, APIs and webhooks handle synchronization, orchestration and external data collection. ClickUp acts as the operational layer for processes including B2B sales, purchase orders, manufacturing, shipments and supply chain coordination. Supabase provides the centralized structured data layer used by reporting applications, dashboards and other internal tools.

Custom WordPress interfaces provide management dashboards, mobile-friendly reporting, factory and logistics tools and visual operational applications without requiring every user or external stakeholder to access the underlying systems directly.

The same architecture also supports AI interfaces that let staff query operational information in natural language, making business data easier to access and helping new employees understand information that would otherwise require knowledge of multiple spreadsheets and systems.

DataCose needed a Business Analyst who met specific qualification requirements while remaining within the available hiring budget.

Searching internationally expanded the available talent pool, but it also introduced more candidate evaluation, communication and coordination across the recruitment process.

Without a structured operating workflow, candidate information, status changes and stakeholder decisions can quickly become fragmented across messages and individual follow-ups.

The challenge was therefore twofold: identify high-quality international talent that genuinely matched the role, and create a recruitment process that allowed DataCose to clearly see where every candidate stood and what needed to happen next.

ConsultEvo built a dedicated ClickUp recruitment workflow around the DataCose hiring process.

Candidates were organized through defined recruitment stages so the team could see progress across the pipeline rather than relying on individual updates or disconnected communication.

The ClickUp environment provided shared visibility into candidate status and supported the communication and status-update processes required to keep hiring moving.

Native ClickUp automations reduced repetitive administrative work by helping update recruitment records and communicate changes as candidates progressed through the hiring workflow.

This created one operational layer for candidate tracking, recruiter activity and stakeholder visibility while ConsultEvo continued managing the actual international talent search and qualification process.