HealthBook+
Patient health records and data sharing platform for coordinated care. Here is every workflow Tabflows automates in HealthBook+ for direct primary care clinics.
Automations
- File emailed home readings into Healthbook+
File emailed home readings into Healthbook+
Home readings stop living in the inbox and reach the care plan.
Patient Messaging & Inbox - Log symptom calls into the patient record
Log symptom calls into the patient record
Phone triage is documented and followed up.
Patient Messaging & Inbox - Bring Healthbook+ care plan progress into athena before visits
Bring Healthbook+ care plan progress into athena before visits
Visits start with what happened between visits.
Scheduling & Patient Outreach - Summarize HealthBook+ glucose logs before diabetes visits
Summarize HealthBook+ glucose logs before diabetes visits
Diabetes visits focus on decisions, not scrolling logs.
Scheduling & Patient Outreach - Flag side effects reported in HealthBook+ against recent prescriptions
Flag side effects reported in HealthBook+ against recent prescriptions
Side effects get handled before patients stop their meds.
Prescriptions & Refills - Check patient response four weeks into a compounded med
Check patient response four weeks into a compounded med
Compounded therapy is adjusted before refill time.
Prescriptions & Refills - Turn scribe notes into care plan updates
Turn scribe notes into care plan updates
The patient's care plan reflects what was said in the room.
Visit Prep & Clinical Documentation - Collect payment when patients join an add-on program
Collect payment when patients join an add-on program
Add-on programs are paid for from day one.
Billing & Revenue - Track Healthbook+ intake completion for new Amplify DPC members
Track Healthbook+ intake completion for new Amplify DPC members
Intake is done before the first visit.
Membership & Onboarding - Chase HealthBook+ intake before every Calendly first visit
Chase HealthBook+ intake before every Calendly first visit
Intake is done before the patient arrives.
Membership & Onboarding - Start Healthbook+ intake as soon as a lead joins
Start Healthbook+ intake as soon as a lead joins
New members move from signup to intake without a gap.
Membership & Onboarding - Start portal intake the day a Hint membership begins
Start portal intake the day a Hint membership begins
Members arrive at their first visit with intake done.
Membership & Onboarding - Keep intake in sync when the clinic uses both portals
Keep intake in sync when the clinic uses both portals
Clinics running both portals keep one accurate intake.
Membership & Onboarding - Help new patients finish portal intake when they call
Help new patients finish portal intake when they call
Intake gets finished during the call, not after the visit.
Membership & Onboarding - Share reviewed Labcorp results through the portal
Share reviewed Labcorp results through the portal
Patients understand results without a phone call.
Labs & Results - Post Rupa results to the patient's care plan
Post Rupa results to the patient's care plan
Functional lab findings turn into care plan action.
Labs & Results - Monthly care program enrollment versus revenue
Monthly care program enrollment versus revenue
Owners see which programs pay for themselves.
Analytics - Route HealthBook+ symptom check-ins to the Cerbo care team
Route HealthBook+ symptom check-ins to the Cerbo care team
Patients who are getting worse get a call quickly.
Records & Care Coordination - Stage HealthBook+ care plan updates from dictated plans
Stage HealthBook+ care plan updates from dictated plans
Patients see the current plan, not last quarter's.
Records & Care Coordination - Turn Freed visit plans into HealthBook+ care plans
Turn Freed visit plans into HealthBook+ care plans
Patients go home with a care plan they can track.
Records & Care Coordination - Add approved supplement plans to the Healthbook+ care plan
Add approved supplement plans to the Healthbook+ care plan
Supplements live in the same care plan patients already follow.
Records & Care Coordination - Reconcile outside medications into the care plan
Reconcile outside medications into the care plan
Care plans reflect every medication the patient takes.
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 - Update care plans after a hospital stay
Update care plans after a hospital stay
Patients go home with a care plan that matches the hospital's.
Records & Care Coordination - Reconcile med lists between Healthbook Plus and SigmaMD
Reconcile med lists between Healthbook Plus and SigmaMD
Clinics using both systems keep one true med list.
Records & Care Coordination - Share high screening scores with the patient's therapist
Share high screening scores with the patient's therapist
Primary care and therapy stay in step on mental health.
Records & Care Coordination - Add dispensed meds to the patient's care plan
Add dispensed meds to the patient's care plan
Med lists stay accurate for dispensed medications.
Dispensing & Supplements - Track adherence for meds dispensed in office
Track adherence for meds dispensed in office
Dispensed meds are actually helping patients.
Dispensing & Supplements - Cite the evidence behind new care plan goals
Cite the evidence behind new care plan goals
Care plans are grounded in current evidence.
Clinical Reference - Build care plan templates from UpToDate guidance
Build care plan templates from UpToDate guidance
New care plans are evidence-based from the start.
Clinical Reference - Stage Healthbook+ patient-reported vitals in Akute
Stage Healthbook+ patient-reported vitals in Akute
Out-of-range readings get seen within the day.
Care Gaps & Prevention - Flag out-of-range home BP readings from HealthBook+ in Atlas
Flag out-of-range home BP readings from HealthBook+ in Atlas
Rising blood pressure gets caught between visits, not at the next one.
Care Gaps & Prevention - Flag out-of-range home BP readings from HealthBook+ in Charm
Flag out-of-range home BP readings from HealthBook+ in Charm
Rising blood pressure gets caught between visits.
Care Gaps & Prevention - Escalate worsening HealthBook+ readings to the care team
Escalate worsening HealthBook+ readings to the care team
Problems are caught between visits, not at the next one.
Care Gaps & Prevention - Put care plan reviews on the nurse's calendar
Put care plan reviews on the nurse's calendar
Care plan reviews happen on schedule.
Care Gaps & Prevention - Hypertension tracker from patient-reported blood pressure
Hypertension tracker from patient-reported blood pressure
High readings get attention in days, not months.
Care Gaps & Prevention - Bring patient-reported readings into Hint charts
Bring patient-reported readings into Hint charts
Home readings inform care instead of sitting in a portal.
Care Gaps & Prevention - Score screening forms and file them to the record
Score screening forms and file them to the record
Positive screens get seen the same day.
Care Gaps & Prevention - Flag care plan labs that are overdue at Quest
Flag care plan labs that are overdue at Quest
Care plan labs happen on schedule.
Care Gaps & Prevention - Nudge patients who stop logging readings
Nudge patients who stop logging readings
Remote monitoring keeps working past the first month.
Care Gaps & Prevention
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