Invite members to connect records when history is missing
More complete records without chasing faxes. 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 week, estimated
- ~1 hr
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every Tuesday at 10am.
- Step 1
Tabflows reads Guava for members with no connected record sources.
- Step 2
Matches each in Spruce.
- Step 3
Drafts an invitation text for front desk approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Add Guava outside records to athena specialist referrals
Specialists get a complete packet the first time.
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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 Guava 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 reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Guava and Spruce?
No. Invite members to connect records when history is missing works inside the Guava 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 Tuesday at 10am. Tabflows works through 3 steps, and the result lands with your front desk, saving an estimated 1 hr per week.