Send plain-language visit summaries through Spruce
Patients remember what to do after the visit. 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 visit, estimated
- ~5 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Healee visit note is signed.
- Step 1
Tabflows summarizes the care plan in plain language.
- Step 2
Matches the patient in Spruce.
- Step 3
Drafts the message for physician approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Healee automations
See all →
File discharge summaries into Healee charts
Hospital stays are in the chart before the follow-up call.
Fax & Document ManagementFile discharge summaries into Healee charts
Reconcile Healee telehealth bookings with the Amplify DPC schedule
No telehealth visit falls between two calendars.
Scheduling & Patient OutreachReconcile Healee telehealth bookings with the Amplify DPC schedule
Turn Calendly virtual bookings into Healee telehealth visits
Virtual visits are set up correctly every time.
Scheduling & Patient OutreachTurn Calendly virtual bookings into Healee telehealth visits
Turn emailed appointment requests into Healee bookings
Email requests get booked without retyping.
Scheduling & Patient OutreachTurn emailed appointment requests into Healee bookings
Block provider time off in Healee from Google Calendar
Patients never get booked into a provider's day off.
Scheduling & Patient OutreachBlock provider time off in Healee from Google Calendar
Pull new outside records before each Healee telehealth visit
Telehealth visits start with the full picture.
Scheduling & Patient OutreachPull new outside records before each Healee telehealth visit
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 Healee 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 physician reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Healee and Spruce?
No. Send plain-language visit summaries through Spruce works inside the Healee 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 when a Healee visit note is signed. Tabflows works through 3 steps, and the result lands with your physician, saving an estimated 5 min per visit.