Show front desk member status on every Weave call
Front desk greets every member with full context. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per call, estimated
- ~2 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a call comes into Weave.
- Step 1
Match the caller to the Hint member.
- Step 2
Pull plan, balance and renewal date.
- Step 3
Post a short summary to the front desk.
- Step 4
Flag past-due accounts for a gentle reminder.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Hint Core automations
See all →
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 auditMedical-records billing capture
Captures billable medical-records requests.
Billing & RevenueMedical-records billing capture
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 Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your front desk reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Hint Core and Weave?
No. Show front desk member status on every Weave call works inside the Hint Core and Weave 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 call comes into Weave. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 2 min per call.