Send SigmaMD prep instructions for each Calendly booking
Patients show up prepared for their visit type. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per booking, estimated
- ~5 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a patient books in Calendly.
- Step 1
Tabflows reads the booking and visit type.
- Step 2
Matches the patient in SigmaMD.
- Step 3
Drafts a SigmaMD message with prep instructions for approval.
- Step 4
Flags unmatched patients for the front desk.
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 SigmaMD accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your front desk to confirm.
Do we need to switch from Calendly and SigmaMD?
No. Send SigmaMD prep instructions for each Calendly booking works inside the Calendly and SigmaMD 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 patient books in Calendly. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 5 min per booking.