Answer post-visit callback questions from the Freed note
Callers get answers that match the visit. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per call, estimated
- ~8 min
- Roles it helps: nurse and MA and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a patient calls with a question after a visit.
- Step 1
Read the Helpcare call summary and match the caller.
- Step 2
Pull the plan from the latest Freed note.
- Step 3
Summarize what the physician said on that topic.
- Step 4
Create a nurse task with a reply drafted for approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Freed and HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your nurse and MA and front desk reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Freed and HelpCare?
No. Answer post-visit callback questions from the Freed note works inside the Freed and HelpCare 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 patient calls with a question after a visit. Tabflows works through 4 steps, and the result lands with your nurse and MA and front desk, saving an estimated 8 min per call.