Update Fold Health care plans from finalized Freed notes
Care plans reflect the latest visit, not last quarter's. 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: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Freed note is finalized.
- Step 1
Read the note for new diagnoses, goals and follow-up plans.
- Step 2
Match the patient's active Fold Health care program.
- Step 3
Flag care plan items the visit changed.
- Step 4
Stage care plan updates in Fold Health for care team approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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.
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Track compounded meds for care program patients
Compounding delays don't quietly derail a program.
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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 Freed accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA 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 Freed?
No. Update Fold Health care plans from finalized Freed notes works inside the Foldhealth and Freed 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 Freed note is finalized. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.