Flag employer group members overdue for Cerbo physicals
Employer renewals come with proof members are getting care. 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 quarter, estimated
- ~3 hrs
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every quarter.
- Step 1
Tabflows reads employer-sponsored members in Hint.
- Step 2
Checks Cerbo for an annual physical in the last 12 months.
- Step 3
Builds a per-employer usage and gaps report.
- Step 4
Creates outreach tasks.
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 Cerbo and Hint Core 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 Cerbo and Hint Core?
No. Flag employer group members overdue for Cerbo physicals works inside the Cerbo 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 every quarter. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 3 hrs per quarter.