

Update Healthbook Plus care plans after Healee visits
Care plans match what was decided at the visit. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per visit, estimated
- ~10 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Healee visit is completed.
- Step 1
Tabflows reads the visit note and plan.
- Step 2
Matches the patient in Healthbook Plus.
- Step 3
Stages a care plan update for clinician 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

Send plain-language visit summaries through Spruce
Patients remember what to do after the visit.
Patient Messaging & InboxSend plain-language visit summaries through Spruce

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
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 HealthBook+ accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Healee and HealthBook+?
No. Update Healthbook Plus care plans after Healee visits works inside the Healee and HealthBook+ 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 is completed. Tabflows works through 3 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.