Book office-stock Fullscript orders to the right expense account
Office supplement purchases land in the books correctly. Requests land in chat, the chart, the inbox and the hallway. One list the whole team can see is what keeps them from falling through the gaps.
- Saved per month, estimated
- ~1 hr
- Role it helps: billing team
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a practitioner order is placed in Fullscript.
- Step 1
Tabflows reads the order total and items.
- Step 2
Matches the vendor and expense account in QuickBooks.
- Step 3
Drafts the expense entry for bookkeeper approval.
- Step 4
Flags orders missing a receipt.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Send new supplement plans through SigmaMD messaging
Patients get clear instructions in the portal they already use.
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Answer supplement questions in Spruce with the exact plan
Supplement questions get answered fast and accurately.
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Handle autoship pause requests sent by text
Autoship changes are handled the same day, with a clear record.
Patient Messaging & InboxHandle autoship pause requests sent by text
Build one medication and supplement list before each visit
Providers walk in with every med and supplement on one page.
Scheduling & Patient OutreachBuild one medication and supplement list before each 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 Fullscript and QuickBooks accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will this flood my team with more tasks?
No. Tasks follow your clinic's rules for who handles what, so each one lands with the right person, with the context already attached.
Do we need to switch from Fullscript and QuickBooks?
No. Book office-stock Fullscript orders to the right expense account works inside the Fullscript and QuickBooks 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 practitioner order is placed in Fullscript. Tabflows works through 4 steps, and the result lands with your billing team, saving an estimated 1 hr per month.