Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per patient, estimated
- ~5 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Freed note sets a check-in, like 'two weeks'.
- Step 1
Read follow-up intervals from the note.
- Step 2
Create a dated team task for each check-in.
- Step 3
On the due date, draft a Spruce check-in message for staff approval.
- Step 4
Flag patients with no reply after 3 days.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Spruce accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your nurse and MA reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Freed and Spruce?
No. Schedule plan check-ins from Freed notes through Spruce works inside the Freed and Spruce 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 sets a check-in, like 'two weeks'. Tabflows works through 4 steps, and the result lands with your nurse and MA, saving an estimated 5 min per patient.