Find athena patients who would benefit from Amplify DPC membership
Hybrid clinics see who would benefit from membership. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.
- Saved per month, estimated
- ~3 hrs
- Roles it helps: practice owner and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Read insurance-billed patients and visit frequency in athena.
- Step 2
Check membership status in Amplify DPC.
- Step 3
Flag frequent visitors who aren't members.
- Step 4
Create outreach tasks for the practice owner.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Amplify DPC automations
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Front desk knows who a fax belongs to instantly.
Fax & Document ManagementCheck Cerbo faxes against Amplify DPC membership status
Answer Gmail membership questions with Amplify DPC details
Membership emails get answered with the facts.
Patient Messaging & InboxAnswer Gmail membership questions with Amplify DPC details
Answer Spruce membership questions with Amplify DPC details
Plan questions get accurate answers in minutes.
Patient Messaging & InboxAnswer Spruce membership questions with Amplify DPC details
Prep ChartNote visit context from the Amplify DPC schedule
Dictation starts with the visit already framed.
Scheduling & Patient OutreachPrep ChartNote visit context from the Amplify DPC schedule
Sync Amplify DPC home visits to Google Calendar with drive time
Home visit days are realistic.
Scheduling & Patient OutreachSync Amplify DPC home visits to Google Calendar with drive time
Reconcile Healee telehealth bookings with the Amplify DPC schedule
No telehealth visit falls between two calendars.
Scheduling & Patient OutreachReconcile Healee telehealth bookings with the Amplify DPC schedule
Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Amplify DPC and Athena accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send outreach in our name without asking?
No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.
Do we need to switch from Amplify DPC and Athena?
No. Find athena patients who would benefit from Amplify DPC membership works inside the Amplify DPC and Athena accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts on the 1st of each month. Tabflows works through 4 steps, and the result lands with your practice owner and billing team, saving an estimated 3 hrs per month.