Hand converted Go High Level leads into Fold Health onboarding
New members start a care program the week they join. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per new member, estimated
- ~15 min
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a lead moves to Joined in Go High Level.
- Step 1
Read the lead's contact details, source and interests.
- Step 2
Check Fold Health for an existing patient record.
- Step 3
Stage the new record and program enrollment for staff approval.
- Step 4
Create a welcome-call task for the care coordinator.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Foldhealth automations
See all →
Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
Patient Messaging & InboxSend Helpcare call summaries to the patient's care coordinator
Answer SigmaMD messages from program patients with context
Replies reflect where the patient is in their program.
Patient Messaging & InboxAnswer SigmaMD messages from program patients with context
Turn Spruce replies into Fold Health program updates
Patient check-ins update the program without retyping.
Patient Messaging & InboxTurn Spruce replies into Fold Health program updates
Flag program patients who stopped picking up chronic meds
Missed refills get a call before control slips.
Prescriptions & RefillsFlag program patients who stopped picking up chronic meds
Track compounded meds for care program patients
Compounding delays don't quietly derail a program.
Prescriptions & RefillsTrack compounded meds for care program patients
Block coordinator time for high-risk outreach each week
High-risk outreach has protected time instead of leftovers.
Tasks & Team CoordinationBlock coordinator time for high-risk outreach each week
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 Foldhealth and GoHighLevel 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 Foldhealth and GoHighLevel?
No. Hand converted Go High Level leads into Fold Health onboarding works inside the Foldhealth 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 lead moves to Joined in Go High Level. Tabflows works through 4 steps, and the result lands with your front desk and practice owner, saving an estimated 15 min per new member.