Reconcile memberships between Amplify DPC and Atlas.md
Members are billed for the plan they actually have. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per week, estimated
- ~2 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Friday at 3pm.
- Step 1
Read active members and plans in Amplify DPC.
- Step 2
Compare against Atlas.md membership billing.
- Step 3
Flag plan or status mismatches.
- Step 4
Create billing cleanup tasks.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Atlas.md accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and practice owner to review before anything is charged, refunded or sent.
Do we need to switch from Amplify DPC and Atlas.md?
No. Reconcile memberships between Amplify DPC and Atlas.md works inside the Amplify DPC and Atlas.md 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 every Friday at 3pm. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 2 hrs per week.