Turn Healee telehealth plans into Fold Health follow-up tasks
Telehealth plans get followed through, not just documented. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per visit, estimated
- ~10 min
- Roles it helps: nurse and MA and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Healee telehealth visit is completed.
- Step 1
Read the visit note's plan and follow-up interval.
- Step 2
Match the patient's Fold Health care program.
- Step 3
Create dated follow-up tasks for the care team.
- Step 4
Flag patients with no follow-up booked in Healee.
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.
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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.
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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 Healee accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your nurse and MA and front desk sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Foldhealth and Healee?
No. Turn Healee telehealth plans into Fold Health follow-up tasks works inside the Foldhealth and Healee 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 Healee telehealth visit is completed. Tabflows works through 4 steps, and the result lands with your nurse and MA and front desk, saving an estimated 10 min per visit.