Turn new-patient calls into a prefilled Jotform intake
Interested callers become intake forms instead of sticky notes. 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 prospect, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When HelpCare logs a call from a prospective member.
- Step 1
Pull name, contact and reason for visit from the call.
- Step 2
Prefill the Jotform intake.
- Step 3
Draft a text with the form link for front desk approval.
- Step 4
Create a follow-up task if not submitted in 48 hours.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HelpCare automations
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Turn Helpcare call notes into Akute chart tasks
Every call becomes a tracked task with context.
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Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
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Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & InboxLog after-hours HelpCare calls on the Charm chart
Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
Patient Messaging & InboxPrep physician callback dictation from HelpCare call summaries
Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
Patient Messaging & InboxTurn overnight Helpcare calls into triaged Elation tasks
Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
Patient Messaging & InboxSend Helpcare call summaries to the patient's care coordinator
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 Jotform 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 HelpCare and Jotform?
No. Turn new-patient calls into a prefilled Jotform intake works inside the HelpCare 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 HelpCare logs a call from a prospective member. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per prospect.