Carry open athena balances into CharmEHR during a switch
No balance disappears in the switch. 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
- Role it helps: billing team
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Friday at 2pm.
- Step 1
Read open patient balances in athena.
- Step 2
Match each patient in CharmEHR.
- Step 3
Flag balances not carried over.
- Step 4
Create billing follow-up 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 Athena and CharmEHR 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 to review before anything is charged, refunded or sent.
Do we need to switch from Athena and CharmEHR?
No. Carry open athena balances into CharmEHR during a switch works inside the Athena and CharmEHR 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 2pm. Tabflows works through 4 steps, and the result lands with your billing team, saving an estimated 2 hrs per week.