Catch patient messages that miss your response time goal
No patient message sits unanswered for a day. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per day, estimated
- ~1 hr
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every 2 hours on weekdays.
- Step 1
Tabflows reads open Spruce threads.
- Step 2
Logs any thread waiting more than 4 hours to a sheet.
- Step 3
Creates a task for the team member who owns it.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Track compounded orders from submit to delivery
Staff answer where is my medication without calling the pharmacy.
Prescriptions & RefillsTrack compounded orders from submit to delivery
Track scribe note turnaround and unsigned drafts
Charting stays current and backlogs are visible.
Visit Prep & Clinical DocumentationTrack scribe note turnaround and unsigned drafts
Review duplicate GoHighLevel contacts in a cleanup sheet
The CRM stays clean, so reports and campaigns stay accurate.
Tasks & Team CoordinationReview duplicate GoHighLevel contacts in a cleanup sheet
Weekly denied claims tracker from athena
Denials get worked before they age out.
Billing & RevenueWeekly denied claims tracker from athena
Track failed card payments until they're recovered
Failed payments are recovered, not forgotten.
Billing & RevenueTrack failed card payments until they're recovered
Log every cancellation reason to a retention sheet
Owners see why members leave and can fix it.
Membership & OnboardingLog every cancellation reason to a retention sheet
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 Sheets and Spruce accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your front desk and practice owner reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Google Sheets and Spruce?
No. Catch patient messages that miss your response time goal works inside the Google Sheets and Spruce 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 2 hours on weekdays. Tabflows works through 3 steps, and the result lands with your front desk and practice owner, saving an estimated 1 hr per day.