Skip to content

Tabflows raises $2.5 million to give your clinic more time, patients, and room to grow.

FreedPractice Better

Hand off nutrition plans from Freed notes to Practice Better

Coaches start from the physician's plan, not from scratch. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.

Referrals & Prior Authorization
Talk to us about this one
Saved per referral, estimated
~10 min
Roles it helps: physician and nurse and MA
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a Freed note includes a nutrition or lifestyle plan.

  1. Step 1

    Read the plan from the note.

  2. Step 2

    Match the client in Practice Better.

  3. Step 3

    Stage the plan as a coaching protocol for coach approval.

  4. Step 4

    Create a task to book the first coaching session.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Freed automations

See all →

Docs & guides

  • Tabflows University

    Short lessons on running a calmer clinic with the tools you already have.

    Learn with Tabflows →Learn with Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Freed and Practice Better accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Who signs off before a referral goes out?

Your clinician. Tabflows prepares and tracks the referral, and your physician and nurse and MA reviews it before anything is sent.

Do we need to switch from Freed and Practice Better?

No. Hand off nutrition plans from Freed notes to Practice Better works inside the Freed and Practice Better 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 includes a nutrition or lifestyle plan. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per referral.