Set up Cerbo charts when Go High Level leads become members
New members are in the EMR the day they join. 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 member, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a lead moves to Joined in Go High Level.
- Step 1
Tabflows reads the lead details.
- Step 2
Checks Cerbo for an existing chart.
- Step 3
Stages a new chart for front desk approval.
- Step 4
Creates an intake task.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Fax Triage
Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
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Works through a fax backlog until the inbox is cleared.
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Clear the Cerbo fax queue into the right Akute chart after switching
No faxes get lost during a mid-year EHR move.
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Check Cerbo faxes against Amplify DPC membership status
Front desk knows who a fax belongs to instantly.
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Turn Weave voicemails into Cerbo callback tasks with chart context
Every voicemail gets a callback owner within minutes.
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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 GoHighLevel 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 Cerbo and GoHighLevel?
No. Set up Cerbo charts when Go High Level leads become members works inside the Cerbo and GoHighLevel 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 lead moves to Joined in Go High Level. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per member.