Answer billing calls with the member's Hint account in hand
Billing questions get answered on the first callback. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per call, estimated
- ~6 min
- Roles it helps: front desk and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When HelpCare logs a call about a bill or charge.
- Step 1
Match the caller to the Hint member.
- Step 2
Pull plan, balance, last invoice and failed payments.
- Step 3
Add a summary to the call task.
- Step 4
Route to billing if a refund or credit is needed.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
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Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
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Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
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Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
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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 HelpCare 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 front desk and billing team to review before anything is charged, refunded or sent.
Do we need to switch from HelpCare and Hint Core?
No. Answer billing calls with the member's Hint account in hand works inside the HelpCare 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 HelpCare logs a call about a bill or charge. Tabflows works through 4 steps, and the result lands with your front desk and billing team, saving an estimated 6 min per call.