Jotform

FormsScheduling & Patient OutreachPrescriptions & RefillsVisit Prep & Clinical DocumentationTasks & Team CoordinationBilling & RevenueMembership & OnboardingLabs & ResultsAnalyticsRecords & Care CoordinationDispensing & SupplementsClinical ReferenceCare Gaps & PreventionEmployer Groups & Sponsors

Here is every workflow Tabflows automates in Jotform for direct primary care clinics.

Automations

Stage Jotform pre-visit questionnaires in athena encounters
Stage Jotform pre-visit questionnaires in athena encounters
Rooming takes less time.
Scheduling & Patient Outreach
Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Mental health screening is done before the visit starts.
Scheduling & Patient Outreach
Prefill ChartNote templates with Jotform pre-visit answers
Prefill ChartNote templates with Jotform pre-visit answers
Dictation starts halfway done.
Scheduling & Patient Outreach
Turn appointment request forms into booked Weave visits
Turn appointment request forms into booked Weave visits
Web requests become booked visits within the hour.
Scheduling & Patient Outreach
Turn refill request forms into staged Northwind fills
Turn refill request forms into staged Northwind fills
Refill forms become shipped meds without phone calls.
Prescriptions & Refills
Turn hormone therapy questionnaires into staged Vista orders
Turn hormone therapy questionnaires into staged Vista orders
Hormone reorders move without a separate call.
Prescriptions & Refills
Make sure every intake concern gets addressed in the visit note
Make sure every intake concern gets addressed in the visit note
Patients feel heard because nothing they wrote down gets skipped.
Visit Prep & Clinical Documentation
Track PHQ-9 and GAD-7 scores in SimplePractice
Track PHQ-9 and GAD-7 scores in SimplePractice
Clinicians see symptom trends at a glance.
Visit Prep & Clinical Documentation
Turn staff reimbursement forms into draft QuickBooks expenses
Turn staff reimbursement forms into draft QuickBooks expenses
Reimbursements are booked without chasing paper.
Tasks & Team Coordination
Match paid workshop signups to Stripe payments
Match paid workshop signups to Stripe payments
Workshop rosters and payments always agree.
Billing & Revenue
Stage Jotform intake answers into new Akute charts
Stage Jotform intake answers into new Akute charts
Intake data is in the chart before the patient arrives.
Membership & Onboarding
Turn Jotform intake answers into a pre-filled Atlas chart
Turn Jotform intake answers into a pre-filled Atlas chart
New members arrive with a complete chart and no retyping.
Membership & Onboarding
Send the right Jotform for each Calendly visit type
Send the right Jotform for each Calendly visit type
Patients fill out the right paperwork before they arrive.
Membership & Onboarding
Turn Jotform intake into a ready Charm chart
Turn Jotform intake into a ready Charm chart
New patients arrive with a chart already filled in.
Membership & Onboarding
Stage transferred prescriptions from new member intake forms
Stage transferred prescriptions from new member intake forms
New members never run out during the switch to your practice.
Membership & Onboarding
Score Jotform health risk assessments into program tiers
Score Jotform health risk assessments into program tiers
Every new patient lands in the right program from day one.
Membership & Onboarding
Check new patient Freed notes against their Jotform intake
Check new patient Freed notes against their Jotform intake
First visits miss nothing the patient wrote down.
Membership & Onboarding
Turn intake supplement lists into a draft Fullscript plan
Turn intake supplement lists into a draft Fullscript plan
The first visit starts with a clean list of what the patient already takes.
Membership & Onboarding
Chase incomplete intake forms before the first visit
Chase incomplete intake forms before the first visit
First visits start with intake done.
Membership & Onboarding
Flag today's visits with missing intake forms
Flag today's visits with missing intake forms
No visit starts with a blank intake.
Membership & Onboarding
Check intake answers against outside records
Check intake answers against outside records
Intake history is accurate before the first visit.
Membership & Onboarding
Collect intake before a new patient's first Healee visit
Collect intake before a new patient's first Healee visit
First visits start with intake done.
Membership & Onboarding
Turn new-patient calls into a prefilled Jotform intake
Turn new-patient calls into a prefilled Jotform intake
Interested callers become intake forms instead of sticky notes.
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
Turn Jotform intake into a draft Hint Clinical chart
Turn Jotform intake into a draft Hint Clinical chart
New patients arrive with a ready chart.
Membership & Onboarding
File Jotform intake into the Practice Better client record
File Jotform intake into the Practice Better client record
New clients start with a complete record.
Membership & Onboarding
Follow up personally on low patient feedback scores
Follow up personally on low patient feedback scores
Unhappy patients hear back before they leave.
Membership & Onboarding
Keep intake screening questions current with guidelines
Keep intake screening questions current with guidelines
Intake asks the questions current guidelines call for.
Membership & Onboarding
Turn Jotform lab requests into staged Labcorp orders
Turn Jotform lab requests into staged Labcorp orders
Self-requested labs are ordered correctly the same day.
Labs & Results
Suggest Rupa panels from a functional health questionnaire
Suggest Rupa panels from a functional health questionnaire
Specialty testing starts from the patient's own story.
Labs & Results
Score patient satisfaction surveys and flag unhappy members
Score patient satisfaction surveys and flag unhappy members
Unhappy members get a call before they cancel.
Analytics
Pull outside hospital records when a release form comes in
Pull outside hospital records when a release form comes in
Outside records arrive in days, not weeks.
Records & Care Coordination
Prep in-office med pickups from a request form
Prep in-office med pickups from a request form
Pickups are bagged and ready when patients arrive.
Dispensing & Supplements
Prep cited background for complex pre-visit questionnaires
Prep cited background for complex pre-visit questionnaires
Patients' researched questions get evidence-based answers.
Clinical Reference
Score Jotform PHQ-9 and GAD-7 screens and flag rising scores
Score Jotform PHQ-9 and GAD-7 screens and flag rising scores
Worsening mood scores reach the physician before the visit.
Care Gaps & Prevention
Score screening forms and file them to the record
Score screening forms and file them to the record
Positive screens get seen the same day.
Care Gaps & Prevention
File annual health questionnaires into SigmaMD and flag gaps
File annual health questionnaires into SigmaMD and flag gaps
Annual check-ins surface care gaps before the visit.
Care Gaps & Prevention
Turn Jotform employer interest forms into Amplify DPC onboarding
Turn Jotform employer interest forms into Amplify DPC onboarding
Employer leads get a fast, organized response.
Employer Groups & Sponsors
Route employer interest forms into their own GoHighLevel pipeline
Route employer interest forms into their own GoHighLevel pipeline
Employer leads get a tailored path instead of the patient funnel.
Employer Groups & Sponsors
Register employees for an onsite Quest screening day
Register employees for an onsite Quest screening day
Employer screening days run from one clean list.
Employer Groups & Sponsors

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Jotform

Automations

Stage Jotform pre-visit questionnaires in athena encounters

Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits

Prefill ChartNote templates with Jotform pre-visit answers

Turn appointment request forms into booked Weave visits

Turn refill request forms into staged Northwind fills

Turn hormone therapy questionnaires into staged Vista orders

Make sure every intake concern gets addressed in the visit note

Track PHQ-9 and GAD-7 scores in SimplePractice

Turn staff reimbursement forms into draft QuickBooks expenses

Match paid workshop signups to Stripe payments

Stage Jotform intake answers into new Akute charts

Turn Jotform intake answers into a pre-filled Atlas chart

Send the right Jotform for each Calendly visit type

Turn Jotform intake into a ready Charm chart

Stage transferred prescriptions from new member intake forms

Score Jotform health risk assessments into program tiers

Check new patient Freed notes against their Jotform intake

Turn intake supplement lists into a draft Fullscript plan

Chase incomplete intake forms before the first visit

Flag today's visits with missing intake forms

Check intake answers against outside records

Collect intake before a new patient's first Healee visit

Turn new-patient calls into a prefilled Jotform intake

Process cancellation forms with a save offer ready

Turn Jotform intake into a draft Hint Clinical chart

File Jotform intake into the Practice Better client record

Follow up personally on low patient feedback scores

Keep intake screening questions current with guidelines

Turn Jotform lab requests into staged Labcorp orders

Suggest Rupa panels from a functional health questionnaire

Score patient satisfaction surveys and flag unhappy members

Pull outside hospital records when a release form comes in

Prep in-office med pickups from a request form

Prep cited background for complex pre-visit questionnaires

Score Jotform PHQ-9 and GAD-7 screens and flag rising scores

Score screening forms and file them to the record

File annual health questionnaires into SigmaMD and flag gaps

Turn Jotform employer interest forms into Amplify DPC onboarding

Route employer interest forms into their own GoHighLevel pipeline

Register employees for an onsite Quest screening day

More tools we automate

Turn your clinic’s busywork into done, starting today

Turn your clinic’s busywork
into done, starting today