Amplify DPC
Here is every workflow Tabflows automates in Amplify DPC for direct primary care clinics.
Automations
- Check Cerbo faxes against Amplify DPC membership status

Check Cerbo faxes against Amplify DPC membership status
Front desk knows who a fax belongs to instantly.
Fax & Document Management - Answer Gmail membership questions with Amplify DPC details

Answer Gmail membership questions with Amplify DPC details
Membership emails get answered with the facts.
Patient Messaging & Inbox - Answer Spruce membership questions with Amplify DPC details

Answer Spruce membership questions with Amplify DPC details
Plan questions get accurate answers in minutes.
Patient Messaging & Inbox - Prep ChartNote visit context from the Amplify DPC schedule

Prep ChartNote visit context from the Amplify DPC schedule
Dictation starts with the visit already framed.
Scheduling & Patient Outreach - Sync Amplify DPC home visits to Google Calendar with drive time

Sync Amplify DPC home visits to Google Calendar with drive time
Home visit days are realistic.
Scheduling & Patient Outreach - Reconcile Healee telehealth bookings with the Amplify DPC schedule

Reconcile Healee telehealth bookings with the Amplify DPC schedule
No telehealth visit falls between two calendars.
Scheduling & Patient Outreach - Turn Helpcare appointment calls into Amplify DPC bookings

Turn Helpcare appointment calls into Amplify DPC bookings
Appointment calls turn into bookings faster.
Scheduling & Patient Outreach - Check Hint Clinical charts for every Amplify DPC appointment

Check Hint Clinical charts for every Amplify DPC appointment
Every scheduled patient has a ready chart.
Scheduling & Patient Outreach - Confirm tomorrow's Amplify DPC visits through Weave

Confirm tomorrow's Amplify DPC visits through Weave
Fewer no-shows without hours on the phone.
Scheduling & Patient Outreach - Flag members due for a med check before DoseSpot renewals

Flag members due for a med check before DoseSpot renewals
Refills line up with the visits they need.
Prescriptions & Refills - Book Amplify DPC members with SimplePractice therapists

Book Amplify DPC members with SimplePractice therapists
Behavioral health referrals get booked, not forgotten.
Referrals & Prior Authorization - Match Amplify DPC appointments to signed Elation visit notes

Match Amplify DPC appointments to signed Elation visit notes
No visit goes undocumented at day's end.
Visit Prep & Clinical Documentation - Match Freed visit drafts to Amplify DPC appointments

Match Freed visit drafts to Amplify DPC appointments
Scribe drafts never get orphaned.
Visit Prep & Clinical Documentation - Flag Amplify DPC visits without a reviewed Heidi note

Flag Amplify DPC visits without a reviewed Heidi note
Charting closes out every day.
Visit Prep & Clinical Documentation - Reconcile memberships between Amplify DPC and Atlas.md

Reconcile memberships between Amplify DPC and Atlas.md
Members are billed for the plan they actually have.
Billing & Revenue - Reconcile Amplify DPC members with Hint billing plans

Reconcile Amplify DPC members with Hint billing plans
No member is under- or over-billed.
Billing & Revenue - Catch double billing between Practice Better and Amplify DPC

Catch double billing between Practice Better and Amplify DPC
Wellness add-ons don't get double-billed.
Billing & Revenue - Match Amplify DPC membership revenue to QuickBooks each month

Match Amplify DPC membership revenue to QuickBooks each month
Membership revenue reconciles without spreadsheets.
Billing & Revenue - Chase failed Stripe payments for Amplify DPC members

Chase failed Stripe payments for Amplify DPC members
Failed payments get recovered before the next cycle.
Billing & Revenue - Sync new Amplify DPC members into Akute charts before the first visit

Sync new Amplify DPC members into Akute charts before the first visit
Every new member has a chart ready before day one.
Membership & Onboarding - Check every Amplify DPC member has a CharmEHR chart

Check every Amplify DPC member has a CharmEHR chart
No member shows up without a chart.
Membership & Onboarding - Win back canceled Amplify DPC members with Go High Level

Win back canceled Amplify DPC members with Go High Level
More canceled members come back.
Membership & Onboarding - Pull Guava outside records for new Amplify DPC members

Pull Guava outside records for new Amplify DPC members
First visits start with a full history.
Membership & Onboarding - Track Healthbook+ intake completion for new Amplify DPC members

Track Healthbook+ intake completion for new Amplify DPC members
Intake is done before the first visit.
Membership & Onboarding - Move SigmaMD members into Amplify DPC without roster gaps

Move SigmaMD members into Amplify DPC without roster gaps
Nobody falls off the roster mid-migration.
Membership & Onboarding - Flag abnormal Labcorp results with no Amplify DPC follow-up booked

Flag abnormal Labcorp results with no Amplify DPC follow-up booked
Abnormal labs always get a follow-up visit.
Labs & Results - Flag Rupa lab orders that fall outside a member's plan

Flag Rupa lab orders that fall outside a member's plan
Patients know lab costs before the draw.
Labs & Results - Monthly membership churn report from Amplify DPC

Monthly membership churn report from Amplify DPC
Owners see membership trends without exports.
Analytics - Monthly Northwind med spend by Amplify DPC plan

Monthly Northwind med spend by Amplify DPC plan
Owners know whether plans cover their med costs.
Analytics - Route new Amplify DPC members into Fold Health care programs

Route new Amplify DPC members into Fold Health care programs
High-need members get coordinated care from day one.
Records & Care Coordination - Flag Amplify DPC members discharged from the hospital

Flag Amplify DPC members discharged from the hospital
Members get seen within days of discharge.
Records & Care Coordination - Invite new Amplify DPC members to the Fullscript dispensary

Invite new Amplify DPC members to the Fullscript dispensary
More members use the dispensary from the start.
Dispensing & Supplements - Flag ProficientRx dispenses to inactive Amplify DPC members

Flag ProficientRx dispenses to inactive Amplify DPC members
In-office meds aren't given away by mistake.
Dispensing & Supplements - Alert the front desk when Vista Scripts compounds are ready

Alert the front desk when Vista Scripts compounds are ready
Compounded meds get to patients on time.
Dispensing & Supplements - Build visit-type prep checklists from OpenEvidence

Build visit-type prep checklists from OpenEvidence
New services launch with evidence-based prep.
Clinical Reference - Prep chronic care visits with UpToDate monitoring targets

Prep chronic care visits with UpToDate monitoring targets
Chronic care visits follow current guidance.
Clinical Reference - Get Quest labs drawn before Amplify DPC annual physicals

Get Quest labs drawn before Amplify DPC annual physicals
Physicals happen with results already in hand.
Care Gaps & Prevention - Find athena patients who would benefit from Amplify DPC membership

Find athena patients who would benefit from Amplify DPC membership
Hybrid clinics see who would benefit from membership.
Growth & Outreach - Turn Calendly discovery calls into Amplify DPC follow-ups

Turn Calendly discovery calls into Amplify DPC follow-ups
Every discovery call gets a next step.
Growth & Outreach - Turn Jotform employer interest forms into Amplify DPC onboarding

Turn Jotform employer interest forms into Amplify DPC onboarding
Employer leads get a fast, organized response.
Employer Groups & Sponsors
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