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ChartNoteStripe

Stage Stripe charges for cash-pay procedures dictated in visits

Cash procedures get billed the same day. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.

Billing & Revenue
Talk to us about this one
Saved per charge, estimated
~5 min
Role it helps: billing team
1
Steps Tabflows handles for your team
4

How it runs

Starts: When a dictation documents a cash-pay procedure.

  1. Step 1

    Tabflows reads the procedure from the dictation.

  2. Step 2

    Matches it to the clinic price list.

  3. Step 3

    Stages the Stripe charge for billing approval.

  4. Step 4

    Flags patients with no card on file.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More ChartNote automations

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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 Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your ChartNote and Stripe 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 to review before anything is charged, refunded or sent.

Do we need to switch from ChartNote and Stripe?

No. Stage Stripe charges for cash-pay procedures dictated in visits works inside the ChartNote and Stripe 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 dictation documents a cash-pay procedure. Tabflows works through 4 steps, and the result lands with your billing team, saving an estimated 5 min per charge.