Track Healthbook+ intake completion for new Amplify DPC members
Intake is done before the first visit. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per week, estimated
- ~1 hr
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every weekday at 9am.
- Step 1
Read members who joined in the last 14 days in Amplify DPC.
- Step 2
Check intake completion in Healthbook+.
- Step 3
Flag incomplete intake.
- Step 4
Create a reminder task for the front desk.
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 HealthBook+ accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Amplify DPC and HealthBook+?
No. Track Healthbook+ intake completion for new Amplify DPC members works inside the Amplify DPC and HealthBook+ 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 weekday at 9am. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 1 hr per week.