Start portal intake the day a Hint membership begins
Members arrive at their first visit with intake done. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per new member, estimated
- ~15 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a new member enrolls in Hint.
- Step 1
Tabflows matches the member in Healthbook Plus.
- Step 2
Drafts the portal invite for front desk approval.
- Step 3
Tracks intake progress and creates a task if incomplete after 3 days.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HealthBook+ automations
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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 Hint Core accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from HealthBook+ and Hint Core?
No. Start portal intake the day a Hint membership begins works inside the HealthBook+ and Hint Core 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 new member enrolls in Hint. Tabflows works through 3 steps, and the result lands with your front desk, saving an estimated 15 min per new member.