Chase incomplete intake forms before the first visit
First visits start with intake done. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per new patient, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: 3 days before a new patient's first visit.
- Step 1
Tabflows checks Jotform for a submitted intake.
- Step 2
Flags new patients missing forms.
- Step 3
Drafts a reminder email with the form link for approval.
- Step 4
Creates a front desk task if still missing the day before.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Turn dictated letters into Gmail drafts for approval
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File emailed outside records into Elation documents
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File emailed outside records into the Hint Clinical chart
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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 Gmail and Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Gmail and Jotform?
No. Chase incomplete intake forms before the first visit works inside the Gmail and Jotform 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 3 days before a new patient's first visit. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per new patient.