Find paying members with no visit in six months
Quiet members get a check-in before they cancel. 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 month, estimated
- ~2 hrs
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of every month.
- Step 1
List active Hint members.
- Step 2
Check Hint Clinical for their last visit.
- Step 3
Flag members with no visit in six months.
- Step 4
Create outreach tasks grouped by plan.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Visit Prep & Clinical DocumentationPatient/Context Search
Keep member status in Hint and SigmaMD in step
Records access and billing always match.
Tasks & Team CoordinationKeep member status in Hint and SigmaMD in stepInsurance-gap workflow
Identifies and follows up on missing insurance information.
Billing & RevenueInsurance-gap workflow
Charge audit
Compares Cerbo and Hint to catch missed or mismatched charges.
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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 Hint Clinical 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 Hint Core and Hint Clinical?
No. Find paying members with no visit in six months works inside the Hint Core and Hint Clinical 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 practice owner and front desk, saving an estimated 2 hrs per month.