Quarterly cost and revenue per care program
The owner knows which programs pay for themselves. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.
- Saved per quarter, estimated
- ~4 hrs
- Role it helps: practice owner
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Last business day of each quarter.
- Step 1
Pull Fold Health program enrollment and staff touchpoints.
- Step 2
Match program-related income and expenses in QuickBooks.
- Step 3
Summarize cost and revenue per enrolled patient.
- Step 4
Flag programs running at a loss.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Foldhealth automations
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Answer SigmaMD messages from program patients with context
Replies reflect where the patient is in their program.
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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 QuickBooks accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What will we actually get out of it?
A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.
Do we need to switch from Foldhealth and QuickBooks?
No. Quarterly cost and revenue per care program works inside the Foldhealth and QuickBooks 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 last business day of each quarter. Tabflows works through 4 steps, and the result lands with your practice owner, saving an estimated 4 hrs per quarter.