Healee
Here is every workflow Tabflows automates in Healee for direct primary care clinics.
Automations
- File discharge summaries into Healee charts
File discharge summaries into Healee charts
Hospital stays are in the chart before the follow-up call.
Fax & Document Management - Send plain-language visit summaries through Spruce
Send plain-language visit summaries through Spruce
Patients remember what to do after the visit.
Patient Messaging & Inbox - Reconcile Healee telehealth bookings with the Amplify DPC schedule
Reconcile Healee telehealth bookings with the Amplify DPC schedule
No telehealth visit falls between two calendars.
Scheduling & Patient Outreach - Turn Calendly virtual bookings into Healee telehealth visits
Turn Calendly virtual bookings into Healee telehealth visits
Virtual visits are set up correctly every time.
Scheduling & Patient Outreach - Turn emailed appointment requests into Healee bookings
Turn emailed appointment requests into Healee bookings
Email requests get booked without retyping.
Scheduling & Patient Outreach - Block provider time off in Healee from Google Calendar
Block provider time off in Healee from Google Calendar
Patients never get booked into a provider's day off.
Scheduling & Patient Outreach - Pull new outside records before each Healee telehealth visit
Pull new outside records before each Healee telehealth visit
Telehealth visits start with the full picture.
Scheduling & Patient Outreach - Offer callers the next Healee telehealth slots
Offer callers the next Healee telehealth slots
Callers get booked on the first callback.
Scheduling & Patient Outreach - One daily schedule across Healee and Practice Better
One daily schedule across Healee and Practice Better
Clinics that run both systems stop double-booking.
Scheduling & Patient Outreach - Confirm Rupa results are in before follow-up visits
Confirm Rupa results are in before follow-up visits
No more results reviews with no results.
Scheduling & Patient Outreach - Confirm Healee appointments by text
Confirm Healee appointments by text
Fewer no-shows and open slots get refilled.
Scheduling & Patient Outreach - Stage DoseSpot prescriptions from Healee telehealth visits
Stage DoseSpot prescriptions from Healee telehealth visits
Telehealth patients get their prescription before they log off.
Prescriptions & Refills - Draft Northwind fulfillment orders from telehealth visits
Draft Northwind fulfillment orders from telehealth visits
Telehealth patients get meds without a pharmacy trip.
Prescriptions & Refills - Track compounded order status on Healee charts
Track compounded order status on Healee charts
Staff know where every compounded order stands.
Prescriptions & Refills - Refer patients from primary care to behavioral health
Refer patients from primary care to behavioral health
Referrals to your therapists don't get lost.
Referrals & Prior Authorization - Mirror Healee telehealth visits into Akute charts
Mirror Healee telehealth visits into Akute charts
Telehealth and in-person care live in one chart.
Visit Prep & Clinical Documentation - Document Healee telehealth visits in Cerbo for clinics using both
Document Healee telehealth visits in Cerbo for clinics using both
One complete chart even when visits happen in two systems.
Visit Prep & Clinical Documentation - Catch Healee telehealth visits with no matching Charm note
Catch Healee telehealth visits with no matching Charm note
Clinics running both systems never lose a telehealth note.
Visit Prep & Clinical Documentation - Drop ChartNote dictations into Healee telehealth notes
Drop ChartNote dictations into Healee telehealth notes
Telehealth notes close out before the next call starts.
Visit Prep & Clinical Documentation - Move Healee telehealth notes into Elation for clinics using both
Move Healee telehealth notes into Elation for clinics using both
One chart holds every visit, in person or virtual.
Visit Prep & Clinical Documentation - Stage Freed drafts as Healee visit notes for sign-off
Stage Freed drafts as Healee visit notes for sign-off
No copy-paste between the scribe and the chart.
Visit Prep & Clinical Documentation - Move scribe drafts into Healee telehealth charts
Move scribe drafts into Healee telehealth charts
Telehealth notes are charted without copy and paste.
Visit Prep & Clinical Documentation - Match Healee telehealth visits to athena encounters for billing
Match Healee telehealth visits to athena encounters for billing
No telehealth visit goes unbilled.
Billing & Revenue - Check Healee visits against Hint membership status
Check Healee visits against Hint membership status
No visit goes unbilled because a membership lapsed.
Billing & Revenue - Reconcile Healee visit payments with QuickBooks
Reconcile Healee visit payments with QuickBooks
Telehealth revenue matches the books.
Billing & Revenue - Stage no-show fees for missed Healee visits
Stage no-show fees for missed Healee visits
No-show policy is applied fairly and consistently.
Billing & Revenue - Collect intake before a new patient's first Healee visit
Collect intake before a new patient's first Healee visit
First visits start with intake done.
Membership & Onboarding - File Labcorp results into Healee charts
File Labcorp results into Healee charts
Results reach the chart and the right person fast.
Labs & Results - Draft Quest orders from the Healee visit plan
Draft Quest orders from the Healee visit plan
Ordered labs match the plan with no retyping.
Labs & Results - Weekly telehealth versus in-person visit report
Weekly telehealth versus in-person visit report
Owners see how patients actually want to be seen.
Analytics - Move patient charts from Healee into Atlas during a switch
Move patient charts from Healee into Atlas during a switch
The switch happens without lost charts or orphaned appointments.
Records & Care Coordination - Turn Healee telehealth plans into Fold Health follow-up tasks
Turn Healee telehealth plans into Fold Health follow-up tasks
Telehealth plans get followed through, not just documented.
Records & Care Coordination - Update Healthbook Plus care plans after Healee visits
Update Healthbook Plus care plans after Healee visits
Care plans match what was decided at the visit.
Records & Care Coordination - Migrate charts from Healee to Hint clinical
Migrate charts from Healee to Hint clinical
A clean switch without retyping charts.
Records & Care Coordination - Run Healee and SigmaMD side by side during a switch
Run Healee and SigmaMD side by side during a switch
Both systems stay accurate until cutover.
Records & Care Coordination - Draft a Fullscript plan from a Healee telehealth visit
Draft a Fullscript plan from a Healee telehealth visit
The plan discussed on video becomes a ready-to-approve protocol.
Dispensing & Supplements - Stage in-office dispenses after Healee visits
Stage in-office dispenses after Healee visits
Patients leave with their meds in hand.
Dispensing & Supplements - Evidence check on telehealth treatment plans
Evidence check on telehealth treatment plans
Treatment plans are backed by current citations.
Clinical Reference - Attach the right patient handout after a visit
Attach the right patient handout after a visit
Patients get trusted reading material every time.
Clinical Reference - Close GoHighLevel leads when they book in Healee
Close GoHighLevel leads when they book in Healee
Booked patients stop getting sales messages.
Growth & Outreach
More tools we automate
ElationWorkflow automations
CerboWorkflow automations
AkuteHealthWorkflow automations
GmailWorkflow automations
Amplify DPCWorkflow automations
AthenaWorkflow automations
ChartNoteWorkflow automations
SpruceWorkflow automations
Hint ClinicalWorkflow automations
Hospital portalsWorkflow automations
HelpCareWorkflow automations
WeaveWorkflow automations
Atlas.mdWorkflow automations
CharmEHRWorkflow automations
DoseSpotWorkflow automations
FoldhealthWorkflow automations
SigmaMDWorkflow automations
FreedWorkflow automations
FullscriptWorkflow automations
HealthBook+Workflow automations
Practice BetterWorkflow automations
Google CalendarWorkflow automations
SimplePracticeWorkflow automations
Google SheetsWorkflow automations
GuavaWorkflow automations
HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
Rupa HealthWorkflow automations
UpToDateWorkflow automations
VistaScriptsWorkflow automations
CalendlyWorkflow automations
JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
StripeWorkflow automations
ApolloWorkflow automations
ApifyWorkflow automations
Turn your clinic’s busywork
into done, starting today
Start for free today. No credit card required.