Score Jotform health risk assessments into program tiers
Every new patient lands in the right program from day one. 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 assessment, estimated
- ~15 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a health risk assessment is submitted in Jotform.
- Step 1
Read and score the assessment answers.
- Step 2
Match the patient in Fold Health.
- Step 3
Flag the risk tier and matching care programs.
- Step 4
Stage the program enrollment for care team approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Jotform 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 Jotform?
No. Score Jotform health risk assessments into program tiers works inside the Foldhealth and Jotform 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 health risk assessment is submitted in Jotform. Tabflows works through 4 steps, and the result lands with your nurse and MA, saving an estimated 15 min per assessment.