Spot unenrolled care program candidates in Heidi visit notes
Patients who need a program get offered one. 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 visit, estimated
- ~5 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Heidi note is finalized.
- Step 1
Read the note for uncontrolled conditions like hypertension or prediabetes.
- Step 2
Check Fold Health for current program enrollment.
- Step 3
Flag eligible patients who aren't enrolled.
- Step 4
Create an enrollment 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 Heidi 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 nurse and MA and physician chooses who hears from you and when.
Do we need to switch from Foldhealth and Heidi?
No. Spot unenrolled care program candidates in Heidi visit notes works inside the Foldhealth and Heidi 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 Heidi note is finalized. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 5 min per visit.