Send members a personal note on their one-year anniversary
Long-time members feel noticed, not billed. 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 member, estimated
- ~5 min
- Roles it helps: physician and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Hint member reaches one year.
- Step 1
Find members hitting their anniversary this week.
- Step 2
Pull plan and join date.
- Step 3
Draft a personal Spruce message for physician approval.
- Step 4
Create a task to offer an annual check-in visit.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Hint Core automations
See all →
Show front desk member status on every Weave call
Front desk greets every member with full context.
Patient Messaging & InboxShow front desk member status on every Weave call
Hold Vista Scripts refills for members with a past-due balance
Compounded meds stop shipping on unpaid accounts.
Prescriptions & RefillsHold Vista Scripts refills for members with a past-due balance
Patient/Context Search
Finds patient information across connected systems.
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.
Billing & RevenueCharge audit
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 Spruce 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 Spruce?
No. Send members a personal note on their one-year anniversary works inside the Hint Core and Spruce 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 a Hint member reaches one year. Tabflows works through 4 steps, and the result lands with your physician and practice owner, saving an estimated 5 min per member.