Win back former members from Charm with a Go High Level campaign
Lapsed members hear from you before they find another doctor. 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 month, estimated
- ~3 hrs
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the first of every month.
- Step 1
Tabflows reads Charm for patients inactive or canceled 3 to 12 months ago.
- Step 2
Filters out deceased or discharged patients.
- Step 3
Adds them to a Go High Level win-back pipeline with last visit reason.
- Step 4
Drafts the campaign for owner approval.
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 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 CharmEHR and GoHighLevel?
No. Win back former members from Charm with a Go High Level campaign works inside the CharmEHR 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 on the first of every month. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 3 hrs per month.