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ElationGoHighLevel

Thank members who refer a friend through Go High Level

Word-of-mouth gets recognized every time. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.

Growth & Outreach
Talk to us about this one
Saved per referral, estimated
~5 min
Roles it helps: practice owner and front desk
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a new Elation patient lists a referring member.

  1. Step 1

    Tabflows reads the referral source in Elation.

  2. Step 2

    Matches the referring member in Go High Level.

  3. Step 3

    Drafts a thank-you message for approval.

  4. Step 4

    Tracks referral counts per member.

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

More Elation automations

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  • ElationCerbo

    Fax inbox clearing

    Works through a fax backlog until the inbox is cleared.

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  • Elation

    Fax-to-order matching

    Attaches incoming fax results to the matching open order.

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  • Elation

    Refill fax routing

    Routes refill faxes and sends outbound faxes.

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  • Elation

    Auto-upload to chart

    Uploads documents generated by Sidekick directly to the patient's Elation chart.

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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 Elation and GoHighLevel accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Will it send outreach in our name without asking?

No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.

Do we need to switch from Elation and GoHighLevel?

No. Thank members who refer a friend through Go High Level works inside the Elation 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 when a new Elation patient lists a referring member. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 5 min per referral.