Track program completion for wellness clients
Clients at risk of dropping out get a nudge in time. 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 week, estimated
- ~1 hr
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every Monday at 8am.
- Step 1
Tabflows reads Practice Better client programs and completed sessions.
- Step 2
Updates a progress sheet.
- Step 3
Creates a task for clients who have fallen behind.
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 Practice Better 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 Sheets and Practice Better?
No. Track program completion for wellness clients works inside the Google Sheets and Practice Better 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 Monday at 8am. Tabflows works through 3 steps, and the result lands with your practice owner and front desk, saving an estimated 1 hr per week.