DoseSpot
Here is every workflow Tabflows automates in DoseSpot for direct primary care clinics.
Automations
- Answer is-my-prescription-ready threads in Spruce

Answer is-my-prescription-ready threads in Spruce
Status questions get answered in a minute, not a phone tag loop.
Patient Messaging & Inbox - Stage DoseSpot refill requests with Akute chart context

Stage DoseSpot refill requests with Akute chart context
Refills get decided in one pass with full context.
Prescriptions & Refills - Flag members due for a med check before DoseSpot renewals

Flag members due for a med check before DoseSpot renewals
Refills line up with the visits they need.
Prescriptions & Refills - Stage DoseSpot renewals for athena patients due this month

Stage DoseSpot renewals for athena patients due this month
Renewals happen before patients run out.
Prescriptions & Refills - Stage DoseSpot refills from Atlas.md patient messages

Stage DoseSpot refills from Atlas.md patient messages
Refill requests close in one pass.
Prescriptions & Refills - Book refill check-ins when DoseSpot prescriptions run low

Book refill check-ins when DoseSpot prescriptions run low
Refills get renewed with a visit, not a scramble.
Prescriptions & Refills - Stage Cerbo refill requests as DoseSpot scripts for sign-off

Stage Cerbo refill requests as DoseSpot scripts for sign-off
Refills are one click for the physician, with safety checks done.
Prescriptions & Refills - Weekly check of Charm med lists against DoseSpot prescriptions

Weekly check of Charm med lists against DoseSpot prescriptions
Med lists stay accurate before the next refill or visit.
Prescriptions & Refills - Stage prescriptions dictated in ChartNote in DoseSpot

Stage prescriptions dictated in ChartNote in DoseSpot
Prescriptions are ready to sign when the note is.
Prescriptions & Refills - Build prior auth packets when DoseSpot flags a rejection

Build prior auth packets when DoseSpot flags a rejection
Prior auths start the same day instead of next week.
Prescriptions & Refills - Check Freed's med plan against DoseSpot before sign-off

Check Freed's med plan against DoseSpot before sign-off
What was said in the room matches what reaches the pharmacy.
Prescriptions & Refills - Match pharmacy emails to the DoseSpot prescription they mean

Match pharmacy emails to the DoseSpot prescription they mean
Pharmacy questions get answered before patients are stuck at the counter.
Prescriptions & Refills - Stage DoseSpot prescriptions from Healee telehealth visits

Stage DoseSpot prescriptions from Healee telehealth visits
Telehealth patients get their prescription before they log off.
Prescriptions & Refills - Flag side effects reported in HealthBook+ against recent prescriptions

Flag side effects reported in HealthBook+ against recent prescriptions
Side effects get handled before patients stop their meds.
Prescriptions & Refills - Stage prescriptions from Heidi notes with an allergy check

Stage prescriptions from Heidi notes with an allergy check
Prescribing after a visit takes one click to approve.
Prescriptions & Refills - Stage refills for patients who call HelpCare

Stage refills for patients who call HelpCare
Phone refill requests never get lost on a sticky note.
Prescriptions & Refills - List prescriptions due for renewal with the last visit beside each

List prescriptions due for renewal with the last visit beside each
Renewals happen on schedule with the right visits booked.
Prescriptions & Refills - Stage refills from SigmaMD patient messages in DoseSpot

Stage refills from SigmaMD patient messages in DoseSpot
Message refills move without retyping.
Prescriptions & Refills - Route compounded prescriptions to Vista Scripts

Route compounded prescriptions to Vista Scripts
Compounds go to the right pharmacy the first time.
Prescriptions & Refills - Match pharmacy calls in Weave to the right DoseSpot prescription

Match pharmacy calls in Weave to the right DoseSpot prescription
Pharmacy callbacks happen with the facts ready.
Prescriptions & Refills - Size a weekly refill review block to the DoseSpot queue

Size a weekly refill review block to the DoseSpot queue
Refills get protected time instead of lunch breaks.
Tasks & Team Coordination - Flag refill requests from members with lapsed Hint plans

Flag refill requests from members with lapsed Hint plans
Lapsed memberships get noticed at the moment patients need you.
Billing & Revenue - Stage monthly Stripe charges for medication program prescriptions

Stage monthly Stripe charges for medication program prescriptions
Program billing keeps pace with prescriptions.
Billing & Revenue - Enroll new weight program patients in a Go High Level check-in series

Enroll new weight program patients in a Go High Level check-in series
Program patients stay engaged through the hard first month.
Membership & Onboarding - Stage transferred prescriptions from new member intake forms

Stage transferred prescriptions from new member intake forms
New members never run out during the switch to your practice.
Membership & Onboarding - Check for Labcorp monitoring labs before refilling

Check for Labcorp monitoring labs before refilling
Statins, lithium and metformin get refilled with current labs.
Labs & Results - Stage Quest thyroid labs six weeks after a dose change

Stage Quest thyroid labs six weeks after a dose change
Every dose change gets its recheck.
Labs & Results - Flag Rupa results that may change current prescriptions

Flag Rupa results that may change current prescriptions
Specialty labs actually inform dosing decisions.
Labs & Results - Monthly controlled-substance prescribing log in Sheets

Monthly controlled-substance prescribing log in Sheets
Controlled-substance audits take minutes.
Analytics - Match pharmacy bills in QuickBooks to DoseSpot prescriptions

Match pharmacy bills in QuickBooks to DoseSpot prescriptions
Clinic-paid medication costs stay clean.
Analytics - Spot duplicate therapy from outside prescribers via Guava

Spot duplicate therapy from outside prescribers via Guava
Physicians see what other doctors prescribed before they refill.
Records & Care Coordination - Reconcile hospital discharge meds with DoseSpot

Reconcile hospital discharge meds with DoseSpot
Patients come home with one correct med list.
Records & Care Coordination - Share new prescriptions with Practice Better coaches

Share new prescriptions with Practice Better coaches
Coaches know about med changes before the next session.
Records & Care Coordination - Tell the therapist when a psychiatric medication changes

Tell the therapist when a psychiatric medication changes
Therapists and prescribers stay on the same page.
Records & Care Coordination - Check Fullscript supplements when a new DoseSpot prescription goes out

Check Fullscript supplements when a new DoseSpot prescription goes out
Supplement-drug conflicts get caught at prescribing time.
Dispensing & Supplements - Offer Northwind wholesale pricing before sending to retail

Offer Northwind wholesale pricing before sending to retail
Members save on meds without asking.
Dispensing & Supplements - Check ProficientRx stock before sending a prescription out

Check ProficientRx stock before sending a prescription out
Patients get meds before they leave the building.
Dispensing & Supplements - Get cited OpenEvidence answers for off-label prescribing questions

Get cited OpenEvidence answers for off-label prescribing questions
Off-label decisions come with sources on file.
Clinical Reference - UpToDate interaction check for patients on five or more meds

UpToDate interaction check for patients on five or more meds
Polypharmacy risks get checked every time.
Clinical Reference - Flag new prescriptions never picked up for Fold Health outreach

Flag new prescriptions never picked up for Fold Health outreach
Unfilled prescriptions get noticed before the condition worsens.
Care Gaps & Prevention
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