Turn Freed visit plans into HealthBook+ care plans
Patients go home with a care plan they can track. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per visit, 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 is finalized.
- Step 1
Read the note for goals and home monitoring.
- Step 2
Match the patient in HealthBook+.
- Step 3
Stage a care plan with goals and readings to track for physician approval.
- Step 4
Create a task if the patient hasn't activated their portal.
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 HealthBook+ accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Freed and HealthBook+?
No. Turn Freed visit plans into HealthBook+ care plans works inside the Freed and HealthBook+ 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. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.