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Automation catalog
Pick the work you want off your plate. Click one to get its Sidekick prompt.
Labs & results
3 automations
Refills & Rx
5 automations
Messages & calls
5 automations
Membership & billing
5 automations
Patient follow-up
11 automations
Visits & charting
4 automations
Compliance & admin
6 automations
Team & staffing
6 automations
All automations
Visits & charting
Visit notes to tasks
Visit notes become reviewed chart updates and follow-up tasks.
~12 min/visit saved
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Refills & Rx
Refill coordination
Refill requests become reviewed drafts and chart-ready follow-up.
~8 min/refill saved
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Labs & results
Lab result follow-through
Lab results become reviewed triage and follow-up drafts.
~6 min/result saved
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Patient follow-up
New patient onboarding
Membership sign-ups become reviewed onboarding drafts.
~15 min/signup saved
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Labs & results
Lab review queue
Quest open here, EHR over there, patient message somewhere else. Here's how to review labs without the tab circus.
~20 min/day saved
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Labs & results
Point-of-care QC log
A workflow for logging daily and periodic quality control checks on point-of-care testing equipment, so QC documentation stays current instead of getting reconstructed right before an inspection.
~1 hr/month saved
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Refills & Rx
Refill triage board
A simple refill triage workflow for DPC clinics to sort, assign, review, and close medication refill requests without chaos.
~5 min/refill saved
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Refills & Rx
Faster refill requests
Patient messages, pharmacy portals, EHR documentation — refill requests touch 3+ systems. Here's how to handle them from one screen.
~5 min/refill saved
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Refills & Rx
PDMP check before controlled Rx
A workflow for logging PDMP checks and controlled substance prescribing decisions consistently, so the practice has a defensible, documented process instead of relying on memory.
~3 min/script saved
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Refills & Rx
Prior authorization tracker
A practical workflow for tracking prior authorizations in a small clinic: what to log, who owns the follow-up, and how to stop meds and imaging from stalling in a payer queue.
~15 min/PA saved
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Messages & calls
After-hours message triage
A workflow for handling nights-and-weekends patient messages in a DPC practice, so urgent ones reach the provider fast and routine ones don't interrupt anyone's evening.
~20 min/morning saved
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Messages & calls
Phone message to task
How DPC clinics can connect Spruce calls and messages to patient context, tasks, provider review, and follow-up without turning every request into tab hopping.
~3 min/message saved
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Messages & calls
Overflow call routing
How independent clinics can handle front desk overflow calls without turning every phone message into manual chart hunting and loose follow-up.
~2 min/call saved
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Messages & calls
Call follow-up loop
How clinics can turn patient calls into clear follow-up tasks instead of voicemail notes, sticky notes, and memory-based handoffs.
~3 min/call saved
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Messages & calls
New patient inquiry routing
A workflow for routing new patient inquiries across front desk and clinical staff, so interested patients get a timely response instead of sitting in an inbox nobody owns.
~5 min/inquiry saved
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Membership & billing
Membership renewal tracker
A workflow for tracking annual membership renewals, expiring agreements, and re-enrollment outreach in a DPC practice, so members don't drift away simply because nobody reached out.
~1 hr/month saved
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Membership & billing
Billing decline follow-up
A workflow for catching and resolving failed membership charges before they lapse into a cancellation, without it depending on someone noticing a report in Hint or Cerbo.
~10 min/decline saved
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Membership & billing
Payment plan tracking
A workflow for handling patient requests for payment plans or financial hardship accommodations, so decisions are consistent, follow-up happens, and the practice's own policy actually gets applied evenly.
~30 min/month saved
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Membership & billing
Employer group enrollment
A workflow for tracking employer partnership conversations, group enrollment, and onboarding once a company signs on, so a promising employer deal doesn't stall between the handshake and actual member enrollment.
~2 hrs/group saved
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Membership & billing
Waitlist management
A workflow for running a waitlist once a DPC panel fills up, so interested patients stay warm instead of going cold, and openings get filled fast when a spot becomes available.
~1 hr/month saved
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Patient follow-up
New member onboarding checklist
A workflow for the gap between a patient signing up and their first visit, welcome packets, portal access, intake forms, so new members start the relationship smoothly instead of arriving confused.
~15 min/member saved
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Patient follow-up
Specialist referral tracking
A workflow for tracking specialist referrals from the moment they're sent to the moment the report is reviewed, so patients don't fall into the gap between clinics.
~10 min/referral saved
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Patient follow-up
Preventive care gaps
A workflow for tracking overdue wellness visits, screenings, and vaccines across a patient panel, so preventive care gaps get closed steadily instead of surfacing all at once during a quality review.
~2 hrs/month saved
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Patient follow-up
Chronic care check-ins
A workflow for tracking CCM outreach, care plan updates, and time logging across a small practice, so eligible patients get consistent monthly contact and staff time doesn't go undocumented.
~1 hr/week saved
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Patient follow-up
No-show follow-up
A workflow for following up on missed appointments consistently: what to check before rebooking, who owns the outreach, and how to catch the patients a no-show list alone misses.
~5 min/no-show saved
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Patient follow-up
Records request tracker
A workflow for tracking incoming and outgoing medical records requests, so releases don't slip past legal deadlines and nobody has to remember which request is still open.
~10 min/request saved
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Patient follow-up
DME order tracking
A workflow for tracking durable medical equipment orders from prescription to delivery, so a wheelchair, CPAP, or walker order doesn't quietly stall between the clinic and the supplier.
~10 min/order saved
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Patient follow-up
Transfer of care checklist
A workflow for offboarding a patient who's leaving the practice, moving, or transferring care elsewhere, so records get sent, the relationship ends cleanly, and nothing sits half-finished.
~20 min/transfer saved
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Patient follow-up
Advance directive tracking
A workflow for collecting, updating, and surfacing advance directives and POLST forms in a small practice, so the right document is findable when it's actually needed.
~30 min/month saved
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Patient follow-up
School and camp forms
A workflow for tracking school, camp, and sports physical form requests so the summer rush doesn't turn into a backlog of forms filled out under pressure the week before a deadline.
~5 min/form saved
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Visits & charting
End-of-day charting
End-of-day charting isn't a discipline problem — it's a workflow problem. Here's how DPC docs finish notes before they leave.
~15 min/day saved
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Visits & charting
One-screen patient visit
What a DPC patient visit looks like when your EHR, scribe, labs, and messaging are all on one screen. Spoiler: it's calm.
~4 min/visit saved
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Visits & charting
Morning huddle board
How DPC clinics use a one-screen workflow to prep for every patient before the day starts. No tab switching required.
~15 min/day saved
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Compliance & admin
CLIA and compliance renewals
A workflow for tracking CLIA waivers, licenses, and other recurring compliance renewals in a small clinic, so a lapsed certificate doesn't get discovered during an audit or inspection.
~1 hr/quarter saved
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Compliance & admin
DEA and license renewals
A workflow for tracking provider-level DEA registration and medical license renewals, so a missed deadline never means a provider legally can't practice or prescribe.
~1 hr/quarter saved
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Compliance & admin
Equipment maintenance log
A workflow for scheduling and logging maintenance and calibration on clinic equipment, autoclaves, EKG machines, thermometers, so a malfunction gets caught on a maintenance schedule, not during a patient visit.
~1 hr/month saved
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Compliance & admin
Vaccine and supply inventory
A workflow for tracking vaccine stock, expiration dates, and medical supplies in a small clinic, so a shortage or expired lot gets caught before it becomes a same-day scramble.
~30 min/week saved
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Compliance & admin
Insurance denial appeals
A workflow for tracking insurance denials and the appeal or peer-to-peer review process that follows, so a fixable denial doesn't quietly become a permanent one because an appeal window closed.
~20 min/denial saved
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Compliance & admin
Software access list
A workflow for tracking staff access across your EHR, messaging, labs, and billing tools, so onboarding grants the right access and offboarding actually revokes all of it.
~30 min/hire saved
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Team & staffing
Shift handoff notes
A workflow for structured shift handoffs between morning and afternoon clinic staff, so open tasks and in-progress work transfer cleanly instead of depending on a rushed hallway conversation.
~10 min/shift saved
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Team & staffing
Staff call-out coverage
A workflow for redistributing tasks when a CMA, nurse, or front desk staffer calls out sick, so their day's work is visible and reassignable instead of quietly waiting for them to come back.
~20 min/call-out saved
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Team & staffing
Provider time-off coverage
A workflow for covering patient messages, urgent needs, and open tasks when a solo or small-team DPC provider is out, so time off doesn't mean the practice quietly stalls until they're back.
~1 hr/absence saved
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Team & staffing
Training and certification tracker
A workflow for tracking individual staff certifications like CPR, BLS, and role-specific training, so an expired certification gets caught before it becomes a compliance gap or a scheduling scramble.
~1 hr/quarter saved
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Team & staffing
IT issue tracker
A workflow for logging and following up on clinic tech problems, a slow EHR, a broken printer, a portal login issue, so they get fixed instead of just mentioned in passing and forgotten.
~10 min/issue saved
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Team & staffing
Monthly ops metrics
A workflow for rolling up task completion, response times, and workload numbers across the team each month, so reporting on how the practice is running doesn't mean a last-minute data hunt.
~2 hrs/month saved
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