Score screening forms and file them to the record
Positive screens get seen the same day. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per screening, estimated
- ~10 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Jotform screening like PHQ-9 is submitted.
- Step 1
Tabflows scores the screening.
- Step 2
Stages the result into the Healthbook Plus record for approval.
- Step 3
Creates a physician task for high scores.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HealthBook+ automations
See all →
File emailed home readings into Healthbook+
Home readings stop living in the inbox and reach the care plan.
Patient Messaging & InboxFile emailed home readings into Healthbook+
Log symptom calls into the patient record
Phone triage is documented and followed up.
Patient Messaging & InboxLog symptom calls into the patient record
Bring Healthbook+ care plan progress into athena before visits
Visits start with what happened between visits.
Scheduling & Patient OutreachBring Healthbook+ care plan progress into athena before visits
Summarize HealthBook+ glucose logs before diabetes visits
Diabetes visits focus on decisions, not scrolling logs.
Scheduling & Patient OutreachSummarize HealthBook+ glucose logs before diabetes visits
Flag side effects reported in HealthBook+ against recent prescriptions
Side effects get handled before patients stop their meds.
Prescriptions & RefillsFlag side effects reported in HealthBook+ against recent prescriptions
Check patient response four weeks into a compounded med
Compounded therapy is adjusted before refill time.
Prescriptions & RefillsCheck patient response four weeks into a compounded med
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 HealthBook+ and Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your nurse and MA and physician chooses who hears from you and when.
Do we need to switch from HealthBook+ and Jotform?
No. Score screening forms and file them to the record works inside the HealthBook+ and Jotform 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 Jotform screening like PHQ-9 is submitted. Tabflows works through 3 steps, and the result lands with your nurse and MA and physician, saving an estimated 10 min per screening.