Prep wellness visits with UpToDate screening guidance
Wellness visits cover every due screening. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per visit, estimated
- ~10 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Three days before an annual wellness visit.
- Step 1
Read age, sex and history in athena.
- Step 2
Look up current UpToDate screening guidance.
- Step 3
Flag screenings due.
- Step 4
Create a prep task listing them.
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 UpToDate accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your physician and nurse and MA chooses who hears from you and when.
Do we need to switch from Athena and UpToDate?
No. Prep wellness visits with UpToDate screening guidance works inside the Athena and UpToDate 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 three days before an annual wellness visit. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.