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HealeeSimplePractice

Refer patients from primary care to behavioral health

Referrals to your therapists don't get lost. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.

Referrals & Prior Authorization
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Saved per referral, estimated
~20 min
Roles it helps: physician and front desk
2
Steps Tabflows handles for your team
3

How it runs

Starts: When a Healee visit notes a behavioral health referral.

  1. Step 1

    Tabflows builds a referral packet from the Healee chart.

  2. Step 2

    Stages a new client in SimplePractice for approval.

  3. Step 3

    Creates a task to schedule the intake.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Healee automations

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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 Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Healee and SimplePractice accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Who signs off before a referral goes out?

Your clinician. Tabflows prepares and tracks the referral, and your physician and front desk reviews it before anything is sent.

Do we need to switch from Healee and SimplePractice?

No. Refer patients from primary care to behavioral health works inside the Healee and SimplePractice 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 Healee visit notes a behavioral health referral. Tabflows works through 3 steps, and the result lands with your physician and front desk, saving an estimated 20 min per referral.