Turn emailed employer census files into Atlas.md roster updates
Employer rosters stay accurate every month. 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
- ~3 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When an employer census email arrives in Gmail.
- Step 1
Read the census attachment.
- Step 2
Match employees to Atlas.md members.
- Step 3
Flag adds, terms and changes.
- Step 4
Stage membership updates for billing approval.
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 Gmail 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 Gmail?
No. Turn emailed employer census files into Atlas.md roster updates works inside the Atlas.md and Gmail 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 when an employer census email arrives in Gmail. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 3 hrs per month.