Check new patient Freed notes against their Jotform intake
First visits miss nothing the patient wrote down. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per new patient, estimated
- ~10 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a new patient's first Freed note is finalized.
- Step 1
Read the patient's Jotform intake answers.
- Step 2
Summarize stated concerns, history and meds.
- Step 3
Compare against the Freed draft and flag anything missed.
- Step 4
Create a physician task to address the gaps.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Answer post-visit callback questions from the Freed note
Callers get answers that match the visit.
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Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time.
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Book the follow-up the physician asked for in the visit
Follow-ups get booked before patients drift.
Scheduling & Patient OutreachBook the follow-up the physician asked for in the visit
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.
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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 Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Freed and Jotform?
No. Check new patient Freed notes against their Jotform intake works inside the Freed and Jotform 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 new patient's first Freed note is finalized. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 10 min per new patient.