Reconcile Atlas member status against Hint billing every month
No one gets seen for free or billed after they cancel. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per month, estimated
- ~2 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Tabflows reads active members in Atlas and active plans in Hint.
- Step 2
Matches each member across both systems.
- Step 3
Flags anyone active in one but canceled or paused in the other.
- Step 4
Creates a billing task with the fix list.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Patient Messaging & InboxLog overnight HelpCare calls in Atlas with callback tasks
Turn missed Weave calls into Atlas callback tasks
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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.
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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 Hint Core 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 and practice owner to review before anything is charged, refunded or sent.
Do we need to switch from Atlas.md and Hint Core?
No. Reconcile Atlas member status against Hint billing every month works inside the Atlas.md and Hint Core 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 billing team and practice owner, saving an estimated 2 hrs per month.