
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.
- 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.
- Step 1
Read the plan from the note.
- Step 2
Match the client in Practice Better.
- Step 3
Stage the plan as a coaching protocol for coach approval.
- 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 →

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 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.