Chase HealthBook+ intake before every Calendly first visit
Intake is done before the patient arrives. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per patient, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a new patient books in Calendly.
- Step 1
Tabflows reads the booking.
- Step 2
Checks HealthBook+ for a completed intake.
- Step 3
Drafts a reminder with the intake link for approval.
- Step 4
Flags unfinished intakes to the front desk the day before.
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 Calendly and HealthBook+ accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Calendly and HealthBook+?
No. Chase HealthBook+ intake before every Calendly first visit works inside the Calendly and HealthBook+ 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 a new patient books in Calendly. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per patient.