Google Sheets
Here is every workflow Tabflows automates in Google Sheets for direct primary care clinics.
Automations
- Catch patient messages that miss your response time goal
Catch patient messages that miss your response time goal
No patient message sits unanswered for a day.
Patient Messaging & Inbox - Track compounded orders from submit to delivery
Track compounded orders from submit to delivery
Staff answer where is my medication without calling the pharmacy.
Prescriptions & Refills - Track scribe note turnaround and unsigned drafts
Track scribe note turnaround and unsigned drafts
Charting stays current and backlogs are visible.
Visit Prep & Clinical Documentation - Review duplicate GoHighLevel contacts in a cleanup sheet
Review duplicate GoHighLevel contacts in a cleanup sheet
The CRM stays clean, so reports and campaigns stay accurate.
Tasks & Team Coordination - Weekly denied claims tracker from athena
Weekly denied claims tracker from athena
Denials get worked before they age out.
Billing & Revenue - Track failed card payments until they're recovered
Track failed card payments until they're recovered
Failed payments are recovered, not forgotten.
Billing & Revenue - Log every cancellation reason to a retention sheet
Log every cancellation reason to a retention sheet
Owners see why members leave and can fix it.
Membership & Onboarding - Track program completion for wellness clients
Track program completion for wellness clients
Clients at risk of dropping out get a nudge in time.
Membership & Onboarding - Load a patient roster sheet into SigmaMD
Load a patient roster sheet into SigmaMD
Bulk onboarding without retyping or duplicate charts.
Membership & Onboarding - Track Labcorp orders that were never drawn
Track Labcorp orders that were never drawn
Ordered labs actually get done.
Labs & Results - Critical result callback log for Quest results
Critical result callback log for Quest results
Every critical value has a documented, timely callback.
Labs & Results - Monthly membership churn report from Amplify DPC
Monthly membership churn report from Amplify DPC
Owners see membership trends without exports.
Analytics - Log every Calendly no-show and late cancel to a Sheets tracker
Log every Calendly no-show and late cancel to a Sheets tracker
The owner sees no-show patterns at a glance.
Analytics - Weekly open-items report from Cerbo to Google Sheets
Weekly open-items report from Cerbo to Google Sheets
The owner sees what is slipping before it becomes a problem.
Analytics - Monthly aging report of open Charm balances in Sheets
Monthly aging report of open Charm balances in Sheets
Owners see exactly what is owed and who is chasing it.
Analytics - Weekly dictation turnaround report by provider in Sheets
Weekly dictation turnaround report by provider in Sheets
Charting backlogs are visible before they become audits.
Analytics - Monthly controlled-substance prescribing log in Sheets
Monthly controlled-substance prescribing log in Sheets
Controlled-substance audits take minutes.
Analytics - Weekly unsigned Elation notes report by provider
Weekly unsigned Elation notes report by provider
Charting debt stays small.
Analytics - Weekly care program enrollment tracker in Google Sheets
Weekly care program enrollment tracker in Google Sheets
The owner sees program health every week without building a report.
Analytics - Weekly note turnaround tracker per physician
Weekly note turnaround tracker per physician
Documentation backlogs are visible before they pile up.
Analytics - Track supplement adherence by protocol in one sheet
Track supplement adherence by protocol in one sheet
The team sees who is actually taking their plan, every week.
Analytics - 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 - Weekly telehealth versus in-person visit report
Weekly telehealth versus in-person visit report
Owners see how patients actually want to be seen.
Analytics - Weekly call volume and missed-call report
Weekly call volume and missed-call report
Staffing matches when patients actually call.
Analytics - Track ED visits and admissions across your panel
Track ED visits and admissions across your panel
Owners can show employers real utilization numbers.
Analytics - Score patient satisfaction surveys and flag unhappy members
Score patient satisfaction surveys and flag unhappy members
Unhappy members get a call before they cancel.
Analytics - Monthly dispensing report by medication and margin
Monthly dispensing report by medication and margin
Owners know which meds earn their shelf space.
Analytics - Monthly profit and loss snapshot for the owner
Monthly profit and loss snapshot for the owner
Owners see the month's numbers without digging.
Analytics - Monthly functional lab volume and revenue report
Monthly functional lab volume and revenue report
Owners see what functional testing is worth to the practice.
Analytics - Weekly caseload and unsigned notes report per therapist
Weekly caseload and unsigned notes report per therapist
Owners see workload and documentation gaps at a glance.
Analytics - Log every records request email in a tracker
Log every records request email in a tracker
No records request slips past its deadline.
Records & Care Coordination - Track new member records retrieval in one sheet
Track new member records retrieval in one sheet
Nobody's outside history falls through the cracks.
Records & Care Coordination - Log every Northwind shipment with lots and expiry dates
Log every Northwind shipment with lots and expiry dates
Lot tracking is audit-ready and expired stock is caught early.
Dispensing & Supplements - Answer the team's clinical questions sheet with citations
Answer the team's clinical questions sheet with citations
Team questions get evidence-backed answers fast.
Clinical Reference - Keep clinic protocols current with UpToDate
Keep clinic protocols current with UpToDate
Protocols never quietly go out of date.
Clinical Reference - Track overdue chronic care follow-ups from Akute in a shared sheet
Track overdue chronic care follow-ups from Akute in a shared sheet
The team sees every overdue patient in one place.
Care Gaps & Prevention - Hypertension tracker from patient-reported blood pressure
Hypertension tracker from patient-reported blood pressure
High readings get attention in days, not months.
Care Gaps & Prevention - Chronic disease registry built from Hint charts
Chronic disease registry built from Hint charts
Every chronic patient is tracked without a manual registry.
Care Gaps & Prevention - Apify local market scan
Apify local market scan
Gathers public listings of nearby practices and community groups with Apify into a sheet your team can work from.
Growth & Outreach - Open house sign-up follow-up
Open house sign-up follow-up
Turns open house sign-up sheets into follow-up emails in Gmail with an invite to tour the clinic.
Growth & Outreach - Outreach reply tracking
Outreach reply tracking
Logs every reply to your outreach emails in a shared sheet, so no warm lead goes cold.
Growth & Outreach - Log new patient calls to a lead tracker
Log new patient calls to a lead tracker
Fewer prospective members slip away after one call.
Growth & Outreach - Monthly employer group utilization report from Atlas.md
Monthly employer group utilization report from Atlas.md
Renewal talks start with real numbers.
Employer Groups & Sponsors
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SimplePracticeWorkflow automations
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HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
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UpToDateWorkflow automations
VistaScriptsWorkflow automations
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JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
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ApolloWorkflow automations
ApifyWorkflow automations
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