Hint Core
Membership management and billing platform for direct primary care. Here is every workflow Tabflows automates in Hint Core for direct primary care clinics.
Automations
- Show front desk member status on every Weave call
Show front desk member status on every Weave call
Front desk greets every member with full context.
Patient Messaging & Inbox - Hold Vista Scripts refills for members with a past-due balance
Hold Vista Scripts refills for members with a past-due balance
Compounded meds stop shipping on unpaid accounts.
Prescriptions & Refills - Patient/Context Search
Patient/Context Search
Finds patient information across connected systems.
Visit Prep & Clinical Documentation - Keep member status in Hint and SigmaMD in step
Keep member status in Hint and SigmaMD in step
Records access and billing always match.
Tasks & Team Coordination - Insurance-gap workflow
Insurance-gap workflow
Identifies and follows up on missing insurance information.
Billing & Revenue - Charge audit
Charge audit
Compares Cerbo and Hint to catch missed or mismatched charges.
Billing & Revenue - Medical-records billing capture
Medical-records billing capture
Captures billable medical-records requests.
Billing & Revenue - Failed payment follow-up
Failed payment follow-up
Spots failed membership payments in Hint and drafts a friendly note for the team to send.
Billing & Revenue - Membership growth report
Membership growth report
Reports new, paused and cancelled members each week from Hint.
Billing & Revenue - Reconcile Amplify DPC members with Hint billing plans
Reconcile Amplify DPC members with Hint billing plans
No member is under- or over-billed.
Billing & Revenue - Catch insurance claims for care a Hint membership already covers
Catch insurance claims for care a Hint membership already covers
Members aren't billed twice for covered care.
Billing & Revenue - Reconcile Atlas member status against Hint billing every month
Reconcile Atlas member status against Hint billing every month
No one gets seen for free or billed after they cancel.
Billing & Revenue - Match Hint memberships to patients seen in Charm
Match Hint memberships to patients seen in Charm
No one gets care for free by accident.
Billing & Revenue - Stage Hint charges for add-on services dictated in visits
Stage Hint charges for add-on services dictated in visits
Joint injections and procedures stop going unbilled.
Billing & Revenue - Flag refill requests from members with lapsed Hint plans
Flag refill requests from members with lapsed Hint plans
Lapsed memberships get noticed at the moment patients need you.
Billing & Revenue - Catch charted services outside the plan that were never billed
Catch charted services outside the plan that were never billed
Out-of-plan services get billed instead of forgotten.
Billing & Revenue - Catch membership changes patients raise during a visit
Catch membership changes patients raise during a visit
Plan changes mentioned in the exam room actually happen.
Billing & Revenue - Check Healee visits against Hint membership status
Check Healee visits against Hint membership status
No visit goes unbilled because a membership lapsed.
Billing & Revenue - Spot members whose visits suggest a different plan tier
Spot members whose visits suggest a different plan tier
Plans fit the care members actually use.
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 - Flag Labcorp orders for patients with a lapsed membership
Flag Labcorp orders for patients with a lapsed membership
Labs never get covered for someone who stopped paying.
Billing & Revenue - Reconcile Hint refunds and credits to QuickBooks
Reconcile Hint refunds and credits to QuickBooks
Refunds never hide in the books at month end.
Billing & Revenue - Catch double billing on patient-paid Rupa orders
Catch double billing on patient-paid Rupa orders
Patients are never charged twice for the same test.
Billing & Revenue - Stop double billing therapy sessions covered by membership
Stop double billing therapy sessions covered by membership
Members with included therapy never see a second bill.
Billing & Revenue - Rescue failed membership payments before they lapse
Rescue failed membership payments before they lapse
Fewer members lapse over an expired card.
Billing & Revenue - New member onboarding
New member onboarding
When someone joins in Hint, creates their Elation chart, sends intake forms and books the welcome visit.
Membership & Onboarding - Renewal reminders
Renewal reminders
Lets members know ahead of an annual renewal and answers the common questions.
Membership & Onboarding - Cancellation check-ins
Cancellation check-ins
Lists members who cancelled or paused this month, with their last visit, for a personal check-in.
Membership & Onboarding - Employer roster sync
Employer roster sync
Keeps employer-sponsored member rosters in Hint up to date from each employer's file.
Membership & Onboarding - Close out Akute recalls for members who cancel in Hint
Close out Akute recalls for members who cancel in Hint
Former members stop getting reminders meant for members.
Membership & Onboarding - Win back former members with a targeted campaign
Win back former members with a targeted campaign
Past members hear from the clinic at the right time, with the right message.
Membership & Onboarding - Hold physician time for every new member's welcome visit
Hold physician time for every new member's welcome visit
No new member waits weeks for a first visit.
Membership & Onboarding - Log every cancellation reason to a retention sheet
Log every cancellation reason to a retention sheet
Owners see why members leave and can fix it.
Membership & Onboarding - Spot outside care that puts a membership at risk
Spot outside care that puts a membership at risk
Owners reach members drifting elsewhere before they cancel.
Membership & Onboarding - Start portal intake the day a Hint membership begins
Start portal intake the day a Hint membership begins
Members arrive at their first visit with intake done.
Membership & Onboarding - Find paying members with no visit in six months
Find paying members with no visit in six months
Quiet members get a check-in before they cancel.
Membership & Onboarding - Process cancellation forms with a save offer ready
Process cancellation forms with a save offer ready
Every cancellation gets a thoughtful response before it goes through.
Membership & Onboarding - Stop Northwind recurring fills when a membership ends
Stop Northwind recurring fills when a membership ends
The clinic stops paying for meds shipped to former members.
Membership & Onboarding - Set up a Hint membership for every new Practice Better client
Set up a Hint membership for every new Practice Better client
Clients are billed from day one without double entry.
Membership & Onboarding - Send members a personal note on their one-year anniversary
Send members a personal note on their one-year anniversary
Long-time members feel noticed, not billed.
Membership & Onboarding - Practice Brain
Practice Brain
Stores your practice's workflow rules and operational knowledge so automations follow your processes.
Practice Knowledge & Training - Tab Training
Tab Training
Trains Tabflows on how your team works in each system.
Practice Knowledge & Training - Practice X-Ray
Practice X-Ray
Measures end-to-end workflows and KPIs across your systems to identify improvement opportunities.
Analytics - Report supplement revenue by membership plan
Report supplement revenue by membership plan
The owner sees which member segments use the dispensary.
Analytics - Quarterly ER and admission report across your member panel
Quarterly ER and admission report across your member panel
You can show the value of membership in hospital visits avoided.
Analytics - Bill every ProficientRx dispense to the member's Hint account
Bill every ProficientRx dispense to the member's Hint account
In-office dispensing revenue gets captured every day.
Dispensing & Supplements - Find members who never used their included annual labs
Find members who never used their included annual labs
Members get the value they pay for before renewal.
Care Gaps & Prevention - Check plan inclusions against preventive screening guidance
Check plan inclusions against preventive screening guidance
Plans cover what members actually need at their age.
Care Gaps & Prevention - Gmail referral thank-yous
Gmail referral thank-yous
Drafts a thank-you in Gmail to the member who referred a friend, as soon as the new member joins in Hint.
Growth & Outreach - Draft an evidence-backed FAQ for a new membership add-on
Draft an evidence-backed FAQ for a new membership add-on
New programs launch with answers patients trust.
Growth & Outreach - Get new employer group members from Hint booked for onboarding
Get new employer group members from Hint booked for onboarding
Employer members actually start using the clinic they pay for.
Employer Groups & Sponsors - Flag employer group members overdue for Cerbo physicals
Flag employer group members overdue for Cerbo physicals
Employer renewals come with proof members are getting care.
Employer Groups & Sponsors - Quarterly care program engagement report for employer sponsors
Quarterly care program engagement report for employer sponsors
Employers see the value they pay for at renewal time.
Employer Groups & Sponsors - Answer employer billing emails with the group's Hint history
Answer employer billing emails with the group's Hint history
Employer billing questions get answered in minutes, not days.
Employer Groups & Sponsors
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