Find members who never used their included annual labs
Members get the value they pay for before renewal. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per month, estimated
- ~2 hrs
- Roles it helps: nurse and MA and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of every month.
- Step 1
List Hint members whose plan includes annual labs.
- Step 2
Check Quest for a draw in the last 12 months.
- Step 3
Flag members with none.
- Step 4
Create outreach tasks by renewal date.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Hint Core and Quest (Quanum) accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your nurse and MA and practice owner chooses who hears from you and when.
Do we need to switch from Hint Core and Quest (Quanum)?
No. Find members who never used their included annual labs works inside the Hint Core and Quest (Quanum) 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 1st of every month. Tabflows works through 4 steps, and the result lands with your nurse and MA and practice owner, saving an estimated 2 hrs per month.