Recall members overdue for annual labs
Annual labs get done without manual chart reviews. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per month, estimated
- ~3 hrs
- Roles it helps: nurse and MA and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of every month.
- Step 1
Tabflows reads members' last Quest result dates.
- Step 2
Flags members overdue for annual labs.
- Step 3
Builds a GoHighLevel recall list.
- Step 4
Stages a text campaign for approval.
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
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Get help from our team
Tabflows engineers
We set this up on your GoHighLevel and Quest (Quanum) accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your nurse and MA and front desk chooses who hears from you and when.
Do we need to switch from GoHighLevel and Quest (Quanum)?
No. Recall members overdue for annual labs works inside the GoHighLevel and Quest (Quanum) 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 on the 1st of every month. Tabflows works through 4 steps, and the result lands with your nurse and MA and front desk, saving an estimated 3 hrs per month.