Spot members whose visits suggest a different plan tier
Plans fit the care members actually use. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per month, estimated
- ~2 hrs
- Roles it helps: practice owner and billing team
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: First Monday of every month.
- Step 1
Tabflows reads last month's Heidi notes for visit frequency and chronic conditions.
- Step 2
Compares each member's current Hint plan.
- Step 3
Creates an owner task listing members to discuss a plan change with.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day.
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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 Heidi and Hint Core accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your practice owner and billing team to review before anything is charged, refunded or sent.
Do we need to switch from Heidi and Hint Core?
No. Spot members whose visits suggest a different plan tier works inside the Heidi 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 on the first Monday of every month. Tabflows works through 3 steps, and the result lands with your practice owner and billing team, saving an estimated 2 hrs per month.