Athena
Cloud-based EHR with built-in practice management and revenue cycle, for independent practices. Here is every workflow Tabflows automates in Athena for direct primary care clinics.
Automations
- Turn emailed records requests into athena release tasks
Turn emailed records requests into athena release tasks
Records requests get handled within days.
Fax & Document Management - Answer Spruce billing questions with athena statement details
Answer Spruce billing questions with athena statement details
Billing questions get clear answers fast.
Patient Messaging & Inbox - Athena scheduling options
Athena scheduling options
Pulls scheduling options from Athena.
Scheduling & Patient Outreach - Check athena coverage before Calendly-booked new patient visits
Check athena coverage before Calendly-booked new patient visits
New patients don't arrive with coverage surprises.
Scheduling & Patient Outreach - Bring Healthbook+ care plan progress into athena before visits
Bring Healthbook+ care plan progress into athena before visits
Visits start with what happened between visits.
Scheduling & Patient Outreach - Stage Jotform pre-visit questionnaires in athena encounters
Stage Jotform pre-visit questionnaires in athena encounters
Rooming takes less time.
Scheduling & Patient Outreach - Stage DoseSpot renewals for athena patients due this month
Stage DoseSpot renewals for athena patients due this month
Renewals happen before patients run out.
Prescriptions & Refills - Back athena prior auth requests with cited OpenEvidence summaries
Back athena prior auth requests with cited OpenEvidence summaries
Prior auth letters come with evidence ready.
Prescriptions & Refills - Track Vista Scripts compounding orders for athena patients
Track Vista Scripts compounding orders for athena patients
Compounding delays get caught early.
Prescriptions & Refills - Carry open athena referrals into Elation during a switch
Carry open athena referrals into Elation during a switch
Referrals in flight survive the migration.
Referrals & Prior Authorization - Add Guava outside records to athena specialist referrals
Add Guava outside records to athena specialist referrals
Specialists get a complete packet the first time.
Referrals & Prior Authorization - Track athena behavioral health referrals through SimplePractice
Track athena behavioral health referrals through SimplePractice
Referred patients actually start therapy.
Referrals & Prior Authorization - Draft athena encounter notes from ChartNote dictations
Draft athena encounter notes from ChartNote dictations
Encounters close faster with codes ready.
Visit Prep & Clinical Documentation - Draft athena notes from Freed with visit level checks
Draft athena notes from Freed with visit level checks
Notes and billing line up before claims go out.
Visit Prep & Clinical Documentation - Draft athena notes from Heidi with orders staged for sign-off
Draft athena notes from Heidi with orders staged for sign-off
Orders from the conversation don't get missed.
Visit Prep & Clinical Documentation - Block Google Calendar time for athena chart catch-up
Block Google Calendar time for athena chart catch-up
Chart backlog gets protected time.
Tasks & Team Coordination - Carry open athena balances into CharmEHR during a switch
Carry open athena balances into CharmEHR during a switch
No balance disappears in the switch.
Billing & Revenue - Weekly denied claims tracker from athena
Weekly denied claims tracker from athena
Denials get worked before they age out.
Billing & Revenue - Match Healee telehealth visits to athena encounters for billing
Match Healee telehealth visits to athena encounters for billing
No telehealth visit goes unbilled.
Billing & Revenue - Answer Helpcare billing calls with athena balance details
Answer Helpcare billing calls with athena balance details
Billing calls get resolved on the first callback.
Billing & Revenue - Catch insurance claims for care a Hint membership already covers
Catch insurance claims for care a Hint membership already covers
Members aren't billed twice for covered care.
Billing & Revenue - Reconcile athena insurance payments with QuickBooks deposits
Reconcile athena insurance payments with QuickBooks deposits
Insurance money reconciles every day.
Billing & Revenue - Post Stripe card payments back to athena patient balances
Post Stripe card payments back to athena patient balances
Balances stay current without double entry.
Billing & Revenue - Collect athena balances with Weave reminders before visits
Collect athena balances with Weave reminders before visits
Balances get collected before check-in.
Billing & Revenue - Side-by-side lab trends for patients split across athena and Cerbo
Side-by-side lab trends for patients split across athena and Cerbo
Physicians see the full trend, not half of it.
Labs & Results - Check Labcorp orders for missing diagnosis codes in athena
Check Labcorp orders for missing diagnosis codes in athena
Fewer surprise lab bills land on patients.
Labs & Results - File Rupa specialty results into athena charts
File Rupa specialty results into athena charts
Specialty labs live in the main chart.
Labs & Results - Hybrid clinic report: athena insurance visits vs Atlas.md members
Hybrid clinic report: athena insurance visits vs Atlas.md members
Owners see how the hybrid model is really performing.
Analytics - Move athena problem lists and meds into Akute during an EHR switch
Move athena problem lists and meds into Akute during an EHR switch
Migrated charts arrive complete and reviewed.
Records & Care Coordination - Send athena ED and discharge events to Fold Health care teams
Send athena ED and discharge events to Fold Health care teams
Care managers act on hospital events within a day.
Records & Care Coordination - Move athena charts to Hint Clinical for new members
Move athena charts to Hint Clinical for new members
New members start with a complete chart.
Records & Care Coordination - Summarize hospital stays from the portal into athena charts
Summarize hospital stays from the portal into athena charts
Hospital stays are documented without phone tag.
Records & Care Coordination - Share Practice Better nutrition sessions with athena care teams
Share Practice Better nutrition sessions with athena care teams
Primary care sees what nutrition coaching covered.
Records & Care Coordination - Compare athena and SigmaMD records for patients moving to direct care
Compare athena and SigmaMD records for patients moving to direct care
Direct care starts with a complete record.
Records & Care Coordination - Flag Fullscript supplements that may interact with athena meds
Flag Fullscript supplements that may interact with athena meds
Supplement plans stay safe alongside prescriptions.
Dispensing & Supplements - Price Northwind wholesale meds for athena cash-pay patients
Price Northwind wholesale meds for athena cash-pay patients
Cash-pay patients save on meds.
Dispensing & Supplements - Charge ProficientRx dispenses to the right athena encounter
Charge ProficientRx dispenses to the right athena encounter
Dispensed meds are always charged.
Dispensing & Supplements - Close athena care gaps with Quest results already on file
Close athena care gaps with Quest results already on file
Quality numbers reflect work already done.
Care Gaps & Prevention - Prep wellness visits with UpToDate screening guidance
Prep wellness visits with UpToDate screening guidance
Wellness visits cover every due screening.
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 - Reactivate athena patients with no visit in 12 months
Reactivate athena patients with no visit in 12 months
Lapsed patients come back without manual lists.
Growth & Outreach
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ChartNoteWorkflow automations
SpruceWorkflow automations
Hint ClinicalWorkflow automations
HealeeWorkflow automations
Hospital portalsWorkflow automations
HelpCareWorkflow automations
WeaveWorkflow automations
Atlas.mdWorkflow automations
CharmEHRWorkflow automations
DoseSpotWorkflow automations
FoldhealthWorkflow automations
SigmaMDWorkflow automations
FreedWorkflow automations
FullscriptWorkflow automations
HealthBook+Workflow automations
Practice BetterWorkflow automations
Google CalendarWorkflow automations
SimplePracticeWorkflow automations
Google SheetsWorkflow automations
GuavaWorkflow automations
HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
Rupa HealthWorkflow automations
UpToDateWorkflow automations
VistaScriptsWorkflow automations
CalendlyWorkflow automations
JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
StripeWorkflow automations
ApolloWorkflow automations
ApifyWorkflow automations
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