Check athena coverage before Calendly-booked new patient visits
New patients don't arrive with coverage surprises. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per booking, estimated
- ~8 min
- Roles it helps: front desk and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a new patient books through Calendly.
- Step 1
Read the Calendly booking.
- Step 2
Match the patient in athena and flag new ones.
- Step 3
Flag missing or inactive insurance on file.
- Step 4
Create a front desk task to collect coverage.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Stage DoseSpot renewals for athena patients due this month
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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 Calendly accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your front desk and billing team to confirm.
Do we need to switch from Athena and Calendly?
No. Check athena coverage before Calendly-booked new patient visits works inside the Athena and Calendly 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 when a new patient books through Calendly. Tabflows works through 4 steps, and the result lands with your front desk and billing team, saving an estimated 8 min per booking.