Google Calendar
Here is every workflow Tabflows automates in Google Calendar for direct primary care clinics.
Automations
- Same-day outreach after a therapy no-show
Same-day outreach after a therapy no-show
No-show clients hear from their clinician the same day.
Patient Messaging & Inbox - Block Google Calendar time for Akute procedure visits
Block Google Calendar time for Akute procedure visits
Procedure days stop running behind.
Scheduling & Patient Outreach - Sync Amplify DPC home visits to Google Calendar with drive time
Sync Amplify DPC home visits to Google Calendar with drive time
Home visit days are realistic.
Scheduling & Patient Outreach - Catch Atlas.md visits booked on provider days off
Catch Atlas.md visits booked on provider days off
No patient shows up to an absent provider.
Scheduling & Patient Outreach - Rebook Cerbo patients when a provider adds time off
Rebook Cerbo patients when a provider adds time off
No patient shows up to an empty exam room.
Scheduling & Patient Outreach - Block prep time on calendars for procedure visits booked in Charm
Block prep time on calendars for procedure visits booked in Charm
Procedure days never start with a scramble for room or supplies.
Scheduling & Patient Outreach - Hold calendar time for follow-ups dictated in ChartNote
Hold calendar time for follow-ups dictated in ChartNote
Follow-ups get booked before patients forget.
Scheduling & Patient Outreach - Put tomorrow's prep list on the MA calendar from Elation
Put tomorrow's prep list on the MA calendar from Elation
MAs start each day ready.
Scheduling & Patient Outreach - Gather outside records before a new patient's first visit
Gather outside records before a new patient's first visit
The first visit starts with the patient's full history.
Scheduling & Patient Outreach - Block provider time off in Healee from Google Calendar
Block provider time off in Healee from Google Calendar
Patients never get booked into a provider's day off.
Scheduling & Patient Outreach - Evening prep notes for tomorrow's calendar
Evening prep notes for tomorrow's calendar
Providers walk in already knowing what each visit needs.
Scheduling & Patient Outreach - Catch Practice Better bookings that clash with staff calendars
Catch Practice Better bookings that clash with staff calendars
No more double-booked practitioners.
Scheduling & Patient Outreach - Morning huddle sheet from the calendar and SigmaMD
Morning huddle sheet from the calendar and SigmaMD
The whole team starts the day on the same page.
Scheduling & Patient Outreach - Send visit reminders with the right prep instructions
Send visit reminders with the right prep instructions
Patients show up prepared, so visits run on time.
Scheduling & Patient Outreach - Fill same-day cancellations from your waitlist
Fill same-day cancellations from your waitlist
Cancelled slots get filled instead of wasted.
Scheduling & Patient Outreach - Book a check-in when compounded meds arrive
Book a check-in when compounded meds arrive
Every new compounded med gets a timely check-in.
Prescriptions & Refills - Block physician time to finish open Freed notes
Block physician time to finish open Freed notes
Notes get finished during the day, not at midnight.
Visit Prep & Clinical Documentation - Flag visits still missing a note at day's end
Flag visits still missing a note at day's end
Notes get closed the same day.
Visit Prep & Clinical Documentation - Block Google Calendar time for athena chart catch-up
Block Google Calendar time for athena chart catch-up
Chart backlog gets protected time.
Tasks & Team Coordination - Weekly check of Calendly slots against staff time off
Weekly check of Calendly slots against staff time off
Patients never book a slot nobody can cover.
Tasks & Team Coordination - Size a weekly refill review block to the DoseSpot queue
Size a weekly refill review block to the DoseSpot queue
Refills get protected time instead of lunch breaks.
Tasks & Team Coordination - Block coordinator time for high-risk outreach each week
Block coordinator time for high-risk outreach each week
High-risk outreach has protected time instead of leftovers.
Tasks & Team Coordination - Turn meeting request emails into calendar holds
Turn meeting request emails into calendar holds
Scheduling back-and-forth with employers and vendors drops to one email.
Tasks & Team Coordination - Send after-hours calls to whoever is on call
Send after-hours calls to whoever is on call
Urgent after-hours calls reach the right clinician fast.
Tasks & Team Coordination - Put bill due dates on the owner's calendar
Put bill due dates on the owner's calendar
No late fees from missed vendor bills.
Tasks & Team Coordination - Collect fees ahead of out-of-membership visits
Collect fees ahead of out-of-membership visits
Cash-pay visits are paid before the patient arrives.
Billing & Revenue - Hold physician time for every new member's welcome visit
Hold physician time for every new member's welcome visit
No new member waits weeks for a first visit.
Membership & Onboarding - Flag today's visits with missing intake forms
Flag today's visits with missing intake forms
No visit starts with a blank intake.
Membership & Onboarding - Hold review time when abnormal Labcorp results arrive
Hold review time when abnormal Labcorp results arrive
Abnormal results get reviewed the day they land.
Labs & Results - Draw pending Quest orders at this week's visits
Draw pending Quest orders at this week's visits
Fewer orders go stale before anyone draws them.
Labs & Results - Track Rupa kit return deadlines on the calendar
Track Rupa kit return deadlines on the calendar
Fewer functional lab kits sit unused in a drawer.
Labs & Results - Report provider hours and visit load each week
Report provider hours and visit load each week
The owner sees capacity and burnout risk at a glance.
Analytics - Book a follow-up within 7 days of hospital discharge
Book a follow-up within 7 days of hospital discharge
Every discharged patient gets a timely follow-up.
Records & Care Coordination - Book review time before a Fullscript protocol ends
Book review time before a Fullscript protocol ends
No patient finishes a protocol without a planned review.
Dispensing & Supplements - Plan receiving time around Northwind deliveries
Plan receiving time around Northwind deliveries
Shipments are checked in the day they arrive.
Dispensing & Supplements - Schedule monthly dispensary counts with a ready count sheet
Schedule monthly dispensary counts with a ready count sheet
Inventory counts happen on time and take less time.
Dispensing & Supplements - Evidence briefs for complex visits on tomorrow's calendar
Evidence briefs for complex visits on tomorrow's calendar
Physicians start hard visits with current evidence in hand.
Clinical Reference - Weekly reading block for practice-changing UpToDate updates
Weekly reading block for practice-changing UpToDate updates
Physicians stay current without hunting for updates.
Clinical Reference - Put care plan reviews on the nurse's calendar
Put care plan reviews on the nurse's calendar
Care plan reviews happen on schedule.
Care Gaps & Prevention - Apify community event finder
Apify community event finder
Finds local health fairs and community events with Apify and adds them to your outreach calendar.
Growth & Outreach - Hold a call slot for hot leads on the owner's calendar
Hold a call slot for hot leads on the owner's calendar
Hot leads get a call while they're still hot.
Growth & Outreach
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ChartNoteWorkflow automations
SpruceWorkflow automations
Hint ClinicalWorkflow automations
HealeeWorkflow automations
Hospital portalsWorkflow automations
HelpCareWorkflow automations
WeaveWorkflow automations
Atlas.mdWorkflow automations
CharmEHRWorkflow automations
DoseSpotWorkflow automations
FoldhealthWorkflow automations
SigmaMDWorkflow automations
FreedWorkflow automations
FullscriptWorkflow automations
HealthBook+Workflow automations
Practice BetterWorkflow automations
SimplePracticeWorkflow automations
Google SheetsWorkflow automations
GuavaWorkflow automations
HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
Rupa HealthWorkflow automations
UpToDateWorkflow automations
VistaScriptsWorkflow automations
CalendlyWorkflow automations
JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
StripeWorkflow automations
ApolloWorkflow automations
ApifyWorkflow automations
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