Text members whose Atlas annual physical is overdue
More members get their yearly physical without staff chasing lists. 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 week, estimated
- ~2 hrs
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Monday at 8am.
- Step 1
Tabflows reads Atlas for members with no annual physical in 12 months.
- Step 2
Skips anyone already booked.
- Step 3
Drafts personal Spruce texts with a booking prompt for approval.
- Step 4
Creates follow-up tasks for anyone who does not reply.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Atlas.md and Spruce 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 front desk and nurse and MA chooses who hears from you and when.
Do we need to switch from Atlas.md and Spruce?
No. Text members whose Atlas annual physical is overdue works inside the Atlas.md and Spruce 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 Monday at 8am. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 2 hrs per week.