Follow up on meet-and-greet visits that didn't convert
Prospects get a follow-up that speaks to what they said. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.
- Saved per consult, estimated
- ~15 min
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Freed note is finalized for a meet-and-greet.
- Step 1
Read the note for the prospect's goals and concerns.
- Step 2
Match the lead in Go High Level.
- Step 3
Stage a pipeline stage update and interest tags for approval.
- Step 4
Draft a follow-up message in Go High Level for approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Freed automations
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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
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.
Prescriptions & RefillsStage Northwind fills for meds started 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 GoHighLevel accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send outreach in our name without asking?
No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.
Do we need to switch from Freed and GoHighLevel?
No. Follow up on meet-and-greet visits that didn't convert works inside the Freed and GoHighLevel 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 for a meet-and-greet. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 15 min per consult.