Flag today's visits with missing intake forms
No visit starts with a blank intake. 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 day, estimated
- ~20 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every morning at 7am.
- Step 1
Tabflows reads today's visits on the clinic calendar.
- Step 2
Checks Jotform for each patient's required forms.
- Step 3
Creates one front desk task listing who is missing what.
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
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 Google Calendar 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 Google Calendar and Jotform?
No. Flag today's visits with missing intake forms works inside the Google Calendar 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 every morning at 7am. Tabflows works through 3 steps, and the result lands with your front desk, saving an estimated 20 min per day.