Project management software for healthcare

HIPAA-compliant Project Management. Made Simple.

24+ years helping healthcare teams get more done with a system everyone, from administrative teams to clinical, can pick up in minutes.

BUILT
FOR

  • Marketing
  • Operations
  • IT
  • PMO
  • Quality
  • Service Lines
  • Cross-functional Teams
  • Org-wide Use

 

Across

  • Hospitals & Health systems
  • Medical Groups
  • Academic Medicine
  • Health Plans
  • Outpatient Networks
  • Senior Care
  • BAA provided
  • Guided onboarding
  • Pay only for power users
Healthcare hero
Green quotation marks.

Workzone really walks the tightrope between robust project management software and something simple enough for real-world use. My colleagues loved it from the get-go!

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Marcia Ciro
Tufts Medicine

Healthcare realities as the starting point

Our thesis for healthcare project management

The Healthcare Reality The Workzone Approach
Projects span clinical and administrative teamsBring clinical, admin, and leadership into one shared workflow
Patient care always takes priorityCut manual admin work so staff can focus on patient-centric care
Regulatory and approval steps are built into the workEmbed compliance and approvals into the workflow from the start
Shared teams support many initiatives at onceReal-time visibility into workload, dependencies, and at-risk projects
Too much coordination happens in email and spreadsheetsOne simple place to see what you own, what’s next, and what’s at risk

The structure healthcare teams need.  The simplicity busy staff need.  The support to make it stick

CORE CAPABILITIES

Manage healthcare
work
in one simple place.

From clinical requests and service-line campaigns to enterprise PMO rollouts. Built simple so frontline staff actually use it, and robust enough to give leadership complete visibility.

01 Projects
Portfolio view

01 PROJECTS

Track Every Healthcare Project

Track service line launches, facility expansions, and compliance audits in one shared view.

  • Portfolio, List, Gantt, Kanban views
  • Automated alerts for at-risk tasks
  • Instant drill-down from portfolio to tasks
Project management dashboard for Marketing & Communications showing a list of tasks, project completion percentages, assigned team members, and deadlines.
02 Requests
Intake forms

02 REQUESTS

Centralize Project Intake

Give clinical, operational, and administrative teams a single front door for project requests.

  • Customizable request forms & briefs
  • Public access with no login required
  • One-click conversion into active projects
A software interface table displaying a list of project requests, including titles such as Open Enrollment Promo and Physician Spotlight Series, with the project type and requester for each entry.
03 Approvals
Proofing & sign-off

03 APPROVALS

Speed Up Reviews & Approvals

Route patient collateral, clinical policies, and provider communications without email bottlenecks.

  • In-app markup for docs, images & video
  • Unlimited free reviewer access
  • Time-stamped approval audit trails
A digital document interface showing a newsletter preview with a photo of a dining room on the left, and a panel on the right displaying a list of comments from user Connor Hansell.
04 Coordination
Cross-team work

04 COORDINATION

Coordinate Across Teams & Locations

Keep Clinical, Operations, IT, Quality, and Marketing aligned across care site handoffs.

  • Automatic task dependencies & lag times
  • In-context discussion threads & file sharing
  • Shared milestones & facility-wide schedules
Task comments section showing a text input field, a send button, and two comments between users Annie Burns and Connor Hansell.
05 Workload
Team capacity

05 WORKLOAD

Balance Team Workloads

See actual staff and department bandwidth across competing initiatives before burnout occurs.

  • Real-time team workload heatmaps
  • Drag-and-drop task reassignments
  • Capacity reports to justify headcount
A Workload by Responsible dashboard showing a weekly schedule for team members including Corey Admin, Marie Alban, Jane Doe, and Michael Jenkins.
06 Templates
Repeatable workflows

06 TEMPLATES

Standardize Repeatable Workflows

Turn clinic openings, regulatory audits, and service line rollouts into repeatable blueprints.

  • Pre-built healthcare templates
  • Automatic reverse-scheduled due dates
  • Pre-set roles, dependencies & checklists
Task creation menu showing options to use an existing template, lay out tasks in outline form, add tasks in bulk, create placeholder tasks, or import tasks from Excel or MS Project.
07 Reporting
Executive dashboards

07 REPORTING

Give Leadership Clear Visibility

Give hospital presidents, CMOs, and board members instant visibility into progress and risk.

  • Automated weekly status rollups
  • Project baseline & variance tracking
  • Filterable executive & board views
Horizontal bar chart titled Active Project Status by Workspace, showing projects categorized as On Track or Late for Marketing & Communications and Patient Education & Experience departments.

THE HEALTHCARE VETTING CHECKLIST

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HIPAA-compliant platform

Built to support work that touches protected health information

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SOC 2 Type II audited

Independently audited, report available

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Secure clinician & guest review access

Role-scoped reviewer access for clinicians and executives

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SSO and SAML

Microsoft Entra ID, Okta, Google

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Security documentation

Questionnaires answered during evaluation

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Granular role based permissions

Separate service lines, departments, and locations

Need a security questionnaire or compliance documentation for procurement? Our team provides documentation during evaluation.

SUPERCHARGE PROJECT MANAGEMENT

Make the most out of Workzone

Connect the tools your teams already use, and let AI handle the busywork without adding complexity.

Integrations made simple

INTEGRATIONS MADE SIMPLE

9000+ tools. Fully managed.

Connect Workzone to the tools your team already uses. Tell us what else you use, and we'll take it from there, from the first idea to ongoing management.

1

You tell us where work gets stuck

Share the tools you use and where things slow down.

2

Our team builds and tests it for you

Workzone owns the setup from start to finish.

3

We monitor and maintain it, forever

Real people keep it running as your tools evolve.

  • Everything is managed in-house. No third-party vendors or outsourcing.
A grid of sixteen software company and application icons, including Slack, Microsoft Teams, Salesforce, Google Drive, Outlook, Gmail, Google Calendar, Zoom, HubSpot, Excel, Dropbox, OneDrive, Mailchimp, QuickBooks, and Google Sheets.
AI that doesn’t overwhelmmade simple

AI that doesn’t overwhelm

Just ask. Workzone does the admin.

Thoughtful AI tools that save time and reduce risk, with your people keeping the judgment.

A software interface demonstrating a project management tool that automatically creates a task list with completion percentages and due dates based on a user prompt.
Healthcare AI create project plans mobile
Workzone AI Assistant dashboard showing a prompt field for summarizing projects, a list of five active projects with progress percentages and billing status, and examples of useful questions to ask the assistant.
Healthcare AI query projects workspaces mobile
Workzone AI Assistant interface showing a prompt to convert meeting notes into tasks, followed by a generated list of nine action items with assigned owners and due dates.
Healthcare AI create tasks

How we build it

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Built in-house, self-hosted

No third-party AI providers.

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Data stays with you

HIPAA compliant, SOC 2 audited.

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No token budgets

No surprise bills as usage grows.

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On only if you want it

Admins and users switch it on or off.

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ADAPTS TO EVERY HEALTHCARE TEAM

Flexible for every team.
Standardized organization-wide.

PMO, IT, Operations, Marketing, and Quality don’t work the same way. Workzone gives each team the flexibility to manage their work while standardizing visibility, accountability, and execution across the organization.

PMO

WORKZONE FOR PMO

Portfolio Visibility Without Enterprise Complexity.

Give your PMO the portfolio visibility, governance, and resource control it needs, while keeping Workzone simple enough for clinical, operational, and executive stakeholders to actually use.

  • Standardize project intake, scoring, and prioritization
  • Manage portfolios, milestones, dependencies, risks, and resources
  • Coordinate initiatives spanning departments and care locations
  • Give executives visibility into project health and priorities
Project dashboard for Enterprise care priorities showing 77% progress, completed tasks, and upcoming milestones with a list of eight collaborators.
Marketing

WORKZONE FOR MARKETING

Request To Delivery. Faster & Compliant.

Keep campaigns, creative requests, patient communications, and approvals moving across service lines and locations, with every stakeholder, deadline, and review in one place.

  • Centralize requests from service lines, departments, and locations
  • Manage campaigns and creative production from request to launch
  • Route content through stakeholder review, proofing, and approval
  • Keep patient, physician, and community communications on schedule
Project dashboard for a Patient awareness campaign showing 74% progress, with status updates for completed, pending, and upcoming tasks and a list of 8 collaborators.
Operations

WORKZONE FOR OPERATIONS

Standardize Operations. Without Slowing Teams Down.

Manage process improvements, new service launches, operational readiness, and multi-location initiatives requiring coordination across clinical and administrative teams.

  • Coordinate new services, programs, and location rollouts
  • Standardize repeatable processes across departments and facilities
  • Track ownership, dependencies, deadlines, and operational readiness
  • Balance resources across competing improvement initiatives
Operations project dashboard for New service line readiness showing 68% progress, with completed tasks for space, equipment, and staffing, and upcoming milestones for sign-off and opening.
IT

WORKZONE FOR IT

Enterprise Projects. Without Enterprise Overhead.

Give IT the structure to manage implementations, integrations, cybersecurity, and system-wide initiatives without onboarding another complex platform for clinical and business teams to learn (and ditch).

  • Coordinate implementations from planning through go-live
  • Track technical milestones, dependencies, risks, and ownership
  • Keep clinical, operational, vendor, and IT stakeholders aligned
  • Manage technology initiatives across locations and systems
IT project status dashboard for System-wide rollout, showing 82% progress, two completed tasks, and two remaining tasks.
Quality

WORKZONE FOR QUALITY

Turn Improvement Plans Into Action.

Turn quality findings, safety initiatives, corrective actions, and compliance requirements into accountable work with clear owners, deadlines, documentation, and progress.

  • Track improvement initiatives and corrective action plans
  • Assign owners, due dates, follow-ups, and required documentation
  • Standardize recurring quality and compliance processes
  • Give leaders visibility into outstanding actions, risks, and progress
Project dashboard for Corrective action plan showing 71% progress, completed steps for root cause analysis and owner assignment, upcoming committee review and survey readiness, and a list of 8 collaborators.
Service Lines

WORKZONE FOR SERVICE LINES

Launch & Grow Service Lines On Schedule.

Coordinate the planning, staffing, marketing, and operational readiness behind each service line launch or expansion, with clinical, administrative, and marketing work tracked in one place.

  • Plan launches with milestones, owners, and dependencies in one view
  • Coordinate clinical, operational, and marketing workstreams
  • Track physician recruitment, staffing, and readiness tasks
  • Report launch progress to service line and executive leaders
Project dashboard for the Cardiology service launch, showing 63% progress, completed tasks for market analysis and recruitment, pending clinical protocols, and eight collaborators.
Revenue Cycle

WORKZONE FOR REVENUE CYCLE

Keep Every Initiative Accountable.

Manage coding, denials, payer, and process improvement initiatives with clear ownership, deadlines, and documentation, so nothing stalls between departments or payers.

  • Standardize recurring revenue cycle improvement projects
  • Track denials management and payer initiatives with owners and deadlines
  • Coordinate work across coding, billing, and clinical documentation teams
  • Report KPIs and progress to finance and executive leadership
Project dashboard for the Denials reduction program, showing 79% completion progress, completed tasks for root cause review and payer rule updates, and pending items for coding education and monthly checks.
HR

WORKZONE FOR HR

Onboard, Recruit & Develop At Scale.

Run recruitment drives, onboarding programs, training rollouts, and policy updates as organized, repeatable projects across locations and departments.

  • Coordinate recruitment campaigns and hiring pipelines
  • Standardize onboarding and credentialing across locations
  • Manage training rollouts, policy updates, and compliance deadlines
  • Track engagement and culture initiatives with clear owners
Project management dashboard for the RN onboarding program, showing 76% progress, completed tasks for credential verification and clinical orientation, and pending tasks for preceptor assignments and unit go-live.

Proof of impact

What transformation looks like.

98%

More Projects Delivered With The Same Team.

Regal Medical Group’s Marketing team nearly doubled completed projects year over year without increasing team size.

Regal Medical Group

0%

Tasks Delayed By Over 30 Days Despite High Volume.

Vitruvian Health saw 0% of tasks delayed by over 30 days despite managing 157 projects every month.

Vitruvian Health

150 Care Sites

9 Departments, One Source of Truth.

Tampa General Hospital created a single source of truth across 9 departments, 600+ users, and 150 care sites while standardizing.

Tampa General Hospital

~80%

Automation Of Recurring Workflows.

MercyHealth builds ~80% of its project plans from recurring templates, thereby eliminating the need to reinvent the wheel.

MercyHealth

3X

Workload Estimation Accuracy Improved.

Tampa General Hospital’s PMO improved the accuracy of estimating future workload 3X, thereby enabling more data-informed hiring decisions and project intake.

Tampa General Hospital PMO

5-10 hrs

Freed Up Per Member Per Week.

MercyHealth freed up 5-10 hours per week per team member by centralizing requests, projects, approvals, and deadlines in one place and across stakeholders.

MercyHealth Marketing

The value of time back

Real ROI for a 45 person healthcare team.

For a team of 42 members and 3 managers, Workzone estimates 3,738 hours saved per year by eliminating manual efforts.

Total dollar impact

$317,125

Workzone investment

$21,600

Return on investment

13.7×

A human, in under 10 minutes

Here for the question behind the question

HUMAN SUPPORT THAT IS REFRESHINGLY ABUNDANT (SORRY BOTS)

Software alone doesn’t create adoption. People do.

We listen first, speak candidly, and shape Workzone around how your team really works. Then we stay with you after launch, helping people build confidence and keep improving.

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No handoff. No disappearing act. Just people who care about your success.
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3 to 4 weeks

Average time to go live, fully trained

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Under 10 minutes

Response from a human who has all the context

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Unlimited

Training and ongoing support

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1 on 1

Project management coaching

24+ years of helping healthcare teams run efficiently

See why healthcare
teams trust Workzone.

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YOUR TEAM’S WORK MATTERS

Ready to see Workzone in action?

Simple project management software with real people ready to help you get started.

  • BAA provided
  • Guided onboarding
  • Pay only for power users