Hybrid clinic report: athena insurance visits vs Atlas.md members
Owners see how the hybrid model is really performing. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.
- Saved per month, estimated
- ~4 hrs
- Role it helps: practice owner
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Read last month's visits in athena.
- Step 2
Read active members and visits in Atlas.md.
- Step 3
Match patients who appear in both.
- Step 4
Summarize volume and revenue by care model.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Answer Spruce billing questions with athena statement details
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Pulls scheduling options from Athena.
Scheduling & Patient OutreachAthena scheduling options
Check athena coverage before Calendly-booked new patient visits
New patients don't arrive with coverage surprises.
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Bring Healthbook+ care plan progress into athena before visits
Visits start with what happened between visits.
Scheduling & Patient OutreachBring Healthbook+ care plan progress into athena before visits
Stage Jotform pre-visit questionnaires in athena encounters
Rooming takes less time.
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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 Atlas.md accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What will we actually get out of it?
A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.
Do we need to switch from Athena and Atlas.md?
No. Hybrid clinic report: athena insurance visits vs Atlas.md members works inside the Athena 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 on the 1st of each month. Tabflows works through 4 steps, and the result lands with your practice owner, saving an estimated 4 hrs per month.