Book the follow-up the physician asked for in the visit
Follow-ups get booked before patients drift. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per patient, estimated
- ~5 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Freed note is finalized.
- Step 1
Read the note for follow-up timing.
- Step 2
Check Weave scheduling for an existing booking.
- Step 3
Draft a Weave text with booking options for front desk approval.
- Step 4
Create a call task if no reply in 2 days.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Freed automations
See all →
Draft plain-language visit summary emails from Freed notes
Patients leave with a clear written plan.
Patient Messaging & InboxDraft plain-language visit summary emails from Freed notes
Answer post-visit callback questions from the Freed note
Callers get answers that match the visit.
Patient Messaging & InboxAnswer post-visit callback questions from the Freed note
Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time.
Patient Messaging & InboxSchedule plan check-ins from Freed notes through Spruce
Check Freed's med plan against DoseSpot before sign-off
What was said in the room matches what reaches the pharmacy.
Prescriptions & RefillsCheck Freed's med plan against DoseSpot before sign-off
Stage Northwind fills for meds started in a Freed visit
Patients get their meds without a second call.
Prescriptions & RefillsStage Northwind fills for meds started in a Freed visit
Stage Vista Scripts compounds discussed in a Freed visit
Compounds are ordered right after the visit, then tracked.
Prescriptions & RefillsStage Vista Scripts compounds discussed in a Freed visit
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 Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your front desk to confirm.
Do we need to switch from Freed and Weave?
No. Book the follow-up the physician asked for in the visit works inside the Freed and Weave 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 front desk, saving an estimated 5 min per patient.