
Quarterly care program engagement report for employer sponsors
Employers see the value they pay for at renewal time. Employer and sponsor plans add rosters, invoices and reports on top of every member. Keeping them current by hand takes hours each month.
- Saved per quarter, estimated
- ~4 hrs
- Roles it helps: practice owner and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: First Monday of each quarter.
- Step 1
Pull employer groups and enrolled members from Hint.
- Step 2
Match members to Fold Health program participation and milestones.
- Step 3
Summarize de-identified engagement by employer.
- Step 4
Create a task for the owner to review before sharing.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Calls reach the person who knows the patient.
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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 Hint Core accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send reports to employers on its own?
No. It prepares rosters, invoices and summaries for your team to check before anything goes to an employer.
Do we need to switch from Foldhealth and Hint Core?
No. Quarterly care program engagement report for employer sponsors works inside the Foldhealth and Hint Core 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 on the first Monday of each quarter. Tabflows works through 4 steps, and the result lands with your practice owner and billing team, saving an estimated 4 hrs per quarter.