HelpCare
Here is every workflow Tabflows automates in HelpCare for direct primary care clinics.
Automations
- Turn Helpcare call notes into Akute chart tasks
Turn Helpcare call notes into Akute chart tasks
Every call becomes a tracked task with context.
Patient Messaging & Inbox - Log overnight HelpCare calls in Atlas with callback tasks
Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
Patient Messaging & Inbox - Log after-hours HelpCare calls on the Charm chart
Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & Inbox - Prep physician callback dictation from HelpCare call summaries
Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
Patient Messaging & Inbox - Turn overnight Helpcare calls into triaged Elation tasks
Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
Patient Messaging & Inbox - Send Helpcare call summaries to the patient's care coordinator
Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
Patient Messaging & Inbox - Answer post-visit callback questions from the Freed note
Answer post-visit callback questions from the Freed note
Callers get answers that match the visit.
Patient Messaging & Inbox - Answer supplement reorder calls with the patient's current plan
Answer supplement reorder calls with the patient's current plan
Staff call back with the exact plan in hand instead of digging.
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 - Log every call summary to the SigmaMD record for review
Log every call summary to the SigmaMD record for review
Every phone conversation is documented in the record.
Patient Messaging & Inbox - Escalate calls with crisis language to the treating clinician
Escalate calls with crisis language to the treating clinician
High-risk calls reach the right clinician within minutes.
Patient Messaging & Inbox - Add HelpCare call summaries to the patient's Spruce thread
Add HelpCare call summaries to the patient's Spruce thread
Staff see calls and messages in one timeline.
Patient Messaging & Inbox - Turn Helpcare appointment calls into Amplify DPC bookings
Turn Helpcare appointment calls into Amplify DPC bookings
Appointment calls turn into bookings faster.
Scheduling & Patient Outreach - Offer Calendly times to callers who ask to book through HelpCare
Offer Calendly times to callers who ask to book through HelpCare
Callers get booked without phone tag.
Scheduling & Patient Outreach - Offer callers the next Healee telehealth slots
Offer callers the next Healee telehealth slots
Callers get booked on the first callback.
Scheduling & Patient Outreach - Turn booking calls into staged Practice Better appointments
Turn booking calls into staged Practice Better appointments
Booking calls become booked visits in one pass.
Scheduling & Patient Outreach - Match HelpCare refill calls to Cerbo charts
Match HelpCare refill calls to Cerbo charts
Phone refill requests arrive ready to approve.
Prescriptions & Refills - Stage refills for patients who call HelpCare
Stage refills for patients who call HelpCare
Phone refill requests never get lost on a sticky note.
Prescriptions & Refills - Turn refill request calls into staged refills in Hint Clinical
Turn refill request calls into staged refills in Hint Clinical
Refill calls are handled without hunting through the chart.
Prescriptions & Refills - Stage compounded refills from HelpCare refill calls
Stage compounded refills from HelpCare refill calls
Compounded refills move without phone tag.
Prescriptions & Refills - Add phone follow-up details to the scribe note
Add phone follow-up details to the scribe note
Phone follow-ups are documented with the visit.
Visit Prep & Clinical Documentation - Email the care team a morning digest of overnight calls
Email the care team a morning digest of overnight calls
The team starts the day knowing exactly who needs a call.
Tasks & Team Coordination - Send after-hours calls to whoever is on call
Send after-hours calls to whoever is on call
Urgent after-hours calls reach the right clinician fast.
Tasks & Team Coordination - Catch calls that fell between HelpCare and Weave
Catch calls that fell between HelpCare and Weave
No caller falls through the gap between two phone systems.
Tasks & Team Coordination - Answer Helpcare billing calls with athena balance details
Answer Helpcare billing calls with athena balance details
Billing calls get resolved on the first callback.
Billing & Revenue - Answer billing calls with the member's Hint account in hand
Answer billing calls with the member's Hint account in hand
Billing questions get answered on the first callback.
Billing & Revenue - Catch callers who got a Quest bill the clinic should cover
Catch callers who got a Quest bill the clinic should cover
Members stop getting surprise lab bills.
Billing & Revenue - Draft a card-update link when a caller has a declined card
Draft a card-update link when a caller has a declined card
Declined cards get fixed during the same conversation.
Billing & Revenue - Turn new-patient calls into a prefilled Jotform intake
Turn new-patient calls into a prefilled Jotform intake
Interested callers become intake forms instead of sticky notes.
Membership & Onboarding - Answer where-are-my-results calls with live Labcorp status
Answer where-are-my-results calls with live Labcorp status
Front desk can answer results calls without bothering clinicians.
Labs & Results - Answer at-home test kit calls with live Rupa order status
Answer at-home test kit calls with live Rupa order status
Kit questions get answered without logging into Rupa.
Labs & Results - Weekly call volume and missed-call report
Weekly call volume and missed-call report
Staffing matches when patients actually call.
Analytics - Monthly cost per call for after-hours phone coverage
Monthly cost per call for after-hours phone coverage
The owner knows exactly what phone coverage costs.
Analytics - Pull outside records when a patient calls about an ER visit
Pull outside records when a patient calls about an ER visit
Nurses call back already knowing what happened.
Records & Care Coordination - Pull the ED record when a caller says they went to the ER
Pull the ED record when a caller says they went to the ER
The physician calls back already knowing what happened.
Records & Care Coordination - Give callers their Northwind shipment status on the callback
Give callers their Northwind shipment status on the callback
Shipment calls take one minute instead of ten.
Dispensing & Supplements - Check ProficientRx stock before confirming a med pickup
Check ProficientRx stock before confirming a med pickup
Patients never drive in for a med that is out of stock.
Dispensing & Supplements - Prep nurse triage callbacks with cited guidance
Prep nurse triage callbacks with cited guidance
Nurses call back prepared, with sources.
Clinical Reference - Build after-hours call protocols from your top call reasons
Build after-hours call protocols from your top call reasons
After-hours staff follow protocols built for your real calls.
Clinical Reference - Log new patient phone inquiries as GoHighLevel leads
Log new patient phone inquiries as GoHighLevel leads
Phone inquiries get tracked like every other lead.
Growth & Outreach
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