
Recall care program patients overdue for a check-in
No program patient drifts out of touch. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per week, estimated
- ~1.5 hrs
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Tuesday at 9am.
- Step 1
Pull Fold Health patients with overdue check-ins.
- Step 2
Check Weave for recent calls or texts.
- Step 3
Draft recall texts in Weave for front desk approval.
- Step 4
Create a call task for anyone silent after 2 days.
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 coordinatorAnswer 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 Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your front desk and nurse and MA chooses who hears from you and when.
Do we need to switch from Foldhealth and Weave?
No. Recall care program patients overdue for a check-in works inside the Foldhealth and Weave 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 every Tuesday at 9am. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 1.5 hrs per week.