Log new patient calls to a lead tracker
Fewer prospective members slip away after one call. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.
- Saved per week, estimated
- ~2 hrs
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a new caller reaches the clinic on Weave.
- Step 1
Tabflows reads the caller and call notes.
- Step 2
Adds a row to the lead sheet.
- Step 3
Creates a follow-up task if the caller has not booked within 2 days.
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 Sheets and Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send outreach in our name without asking?
No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.
Do we need to switch from Google Sheets and Weave?
No. Log new patient calls to a lead tracker works inside the Google Sheets and Weave 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 when a new caller reaches the clinic on Weave. Tabflows works through 3 steps, and the result lands with your front desk and practice owner, saving an estimated 2 hrs per week.