Catch membership changes patients raise during a visit
Plan changes mentioned in the exam room actually happen. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per change, estimated
- ~10 min
- Roles it helps: billing team and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Freed note is finalized.
- Step 1
Read the note for requests like adding a spouse or switching plans.
- Step 2
Match the member and plan in Hint.
- Step 3
Summarize the requested change.
- Step 4
Stage the change in Hint and create a billing task for approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Check Freed's med plan against DoseSpot before sign-off
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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 Hint Core accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and front desk to review before anything is charged, refunded or sent.
Do we need to switch from Freed and Hint Core?
No. Catch membership changes patients raise during a visit works inside the Freed and Hint Core 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 billing team and front desk, saving an estimated 10 min per change.