Monthly employer group utilization report from Atlas.md
Renewal talks start with real numbers. Employer and sponsor plans add rosters, invoices and reports on top of every member. Keeping them current by hand takes hours each month.
- Saved per month, estimated
- ~4 hrs
- Roles it helps: practice owner and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Read visits and members by employer group in Atlas.md.
- Step 2
Calculate utilization per group.
- Step 3
Update the employer report sheet.
- Step 4
Flag groups with low engagement.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Atlas.md automations
See all →
Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
Patient Messaging & InboxLog overnight HelpCare calls in Atlas with callback tasks
Turn missed Weave calls into Atlas callback tasks
Every missed call gets a fast, informed callback.
Patient Messaging & InboxTurn missed Weave calls into Atlas callback tasks
Catch Atlas.md visits booked on provider days off
No patient shows up to an absent provider.
Scheduling & Patient OutreachCatch Atlas.md visits booked on provider days off
Stage DoseSpot refills from Atlas.md patient messages
Refill requests close in one pass.
Prescriptions & RefillsStage DoseSpot refills from Atlas.md patient messages
Track Vista compounded orders and tell patients when they ship
Patients stop calling to ask where their compound is.
Prescriptions & RefillsTrack Vista compounded orders and tell patients when they ship
Hand off therapy referrals from Atlas to SimplePractice
Behavioral health referrals get booked, not forgotten.
Referrals & Prior AuthorizationHand off therapy referrals from Atlas to SimplePractice
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 Atlas.md and Google Sheets accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send reports to employers on its own?
No. It prepares rosters, invoices and summaries for your team to check before anything goes to an employer.
Do we need to switch from Atlas.md and Google Sheets?
No. Monthly employer group utilization report from Atlas.md works inside the Atlas.md and Google Sheets 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 and billing team, saving an estimated 4 hrs per month.