Match Healee telehealth visits to athena encounters for billing
No telehealth visit goes unbilled. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per day, estimated
- ~30 min
- Role it helps: billing team
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every weekday at 5pm.
- Step 1
Read completed Healee telehealth visits.
- Step 2
Match each to an athena encounter.
- Step 3
Flag visits with no encounter or charge.
- Step 4
Create billing tasks.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Athena automations
See all →
Turn emailed records requests into athena release tasks
Records requests get handled within days.
Fax & Document ManagementTurn emailed records requests into athena release tasks
Answer Spruce billing questions with athena statement details
Billing questions get clear answers fast.
Patient Messaging & InboxAnswer Spruce billing questions with athena statement detailsAthena scheduling options
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.
Scheduling & Patient OutreachCheck athena coverage before Calendly-booked new patient visits
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.
Scheduling & Patient OutreachStage Jotform pre-visit questionnaires in athena encounters
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 Healee 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 Healee?
No. Match Healee telehealth visits to athena encounters for billing works inside the Athena and Healee 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 5pm. Tabflows works through 4 steps, and the result lands with your billing team, saving an estimated 30 min per day.