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DoseSpotJotform

Stage transferred prescriptions from new member intake forms

New members never run out during the switch to your practice. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.

Membership & Onboarding
Talk to us about this one
Saved per new member, estimated
~10 min
Roles it helps: physician and nurse and MA
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a new member submits a Jotform intake.

  1. Step 1

    Tabflows reads the med list and preferred pharmacy.

  2. Step 2

    Matches each drug in DoseSpot.

  3. Step 3

    Stages transfer prescriptions for physician review at visit one.

  4. Step 4

    Flags controlled medications.

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

More DoseSpot 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 DoseSpot and Jotform 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 DoseSpot and Jotform?

No. Stage transferred prescriptions from new member intake forms works inside the DoseSpot and Jotform 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 new member submits a Jotform intake. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per new member.