Monthly check of dictated procedures against QuickBooks revenue
Missed procedure revenue gets found every month. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.
- Saved per month, estimated
- ~3 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 3rd of every month.
- Step 1
Tabflows reads procedures documented in ChartNote.
- Step 2
Compares them to income entries in QuickBooks.
- Step 3
Flags procedures with no matching revenue.
- Step 4
Creates billing 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 ChartNote and QuickBooks accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What will we actually get out of it?
A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.
Do we need to switch from ChartNote and QuickBooks?
No. Monthly check of dictated procedures against QuickBooks revenue works inside the ChartNote and QuickBooks 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 3rd of every month. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 3 hrs per month.