# Membership Operations

> Onboard, renew, and keep members with workflows that don't depend on anyone's memory.

Markdown view of https://www.tabflows.com/university/courses/membership-operations — the HTML page is canonical.

[](https://www.tabflows.com/university/courses)

1. [University](https://www.tabflows.com/university)
2. [Courses](https://www.tabflows.com/university/courses)

Intermediate course

Onboard, renew, and keep members with workflows that don't depend on anyone's memory.

Front desk & staff · Self-paced · 3 lessons · 12 min · Free

[Start the course](https://www.tabflows.com/blog/new-member-onboarding-checklist-dpc)

## Lessons

1. [1 Onboard new members 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. 4 min](https://www.tabflows.com/blog/new-member-onboarding-checklist-dpc)
2. [2 Track renewals 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. 4 min](https://www.tabflows.com/blog/membership-renewal-tracking-dpc)
3. [3 Recover billing declines 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. 4 min](https://www.tabflows.com/blog/membership-billing-decline-followup)

Up next · Beginner

### Tabflows for Clinicians

Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check.

Continue to the next course

## Related markdown

Section index: [Courses](https://www.tabflows.com/university/courses.md)

Alongside this page:

- [AI and mcp](https://www.tabflows.com/university/courses/ai-and-mcp.md)
- [DPC websites that convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert.md)
- [Medical VA delegation](https://www.tabflows.com/university/courses/medical-va-delegation.md)
- [Patient communication](https://www.tabflows.com/university/courses/patient-communication.md)
- [Start a DPC practice](https://www.tabflows.com/university/courses/start-a-dpc-practice.md)
- [Tabflows 101](https://www.tabflows.com/university/courses/tabflows-101.md)
- [Tabflows for clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians.md)
- [Task management follow ups](https://www.tabflows.com/university/courses/task-management-follow-ups.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.