Match Hint memberships to patients seen in Charm
No one gets care for free by accident. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per week, estimated
- ~2 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Monday at 7am.
- Step 1
Tabflows reads active members in Hint.
- Step 2
Compares them to Charm patients with recent visits.
- Step 3
Flags patients seen without an active plan and members with no chart.
- Step 4
Creates billing tasks for each mismatch.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More CharmEHR automations
See all →
Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & InboxLog after-hours HelpCare calls on the Charm chart
Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
Scheduling & Patient OutreachPrep Charm charts for new-patient visits booked in Calendly
Block prep time on calendars for procedure visits booked in Charm
Procedure days never start with a scramble for room or supplies.
Scheduling & Patient OutreachBlock prep time on calendars for procedure visits booked in Charm
Fill Charm cancellations from the waitlist through Weave
Canceled slots get filled the same day.
Scheduling & Patient OutreachFill Charm cancellations from the waitlist through Weave
Reconcile CharmEHR medication lists against Akute after migration
Medication lists stay accurate through the switch.
Prescriptions & RefillsReconcile CharmEHR medication lists against Akute after migration
Weekly check of Charm med lists against DoseSpot prescriptions
Med lists stay accurate before the next refill or visit.
Prescriptions & RefillsWeekly check of Charm med lists against DoseSpot prescriptions
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 CharmEHR and Hint Core accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and practice owner to review before anything is charged, refunded or sent.
Do we need to switch from CharmEHR and Hint Core?
No. Match Hint memberships to patients seen in Charm works inside the CharmEHR 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 Monday at 7am. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 2 hrs per week.