File annual health questionnaires into SigmaMD and flag gaps
Annual check-ins surface care gaps before the visit. 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 patient, estimated
- ~15 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When an annual health Jotform is submitted.
- Step 1
Match the patient in SigmaMD.
- Step 2
Stage answers into the record for MA review.
- Step 3
Flag missing screenings or new risks.
- Step 4
Create a physician task for follow-up.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Jotform automations
See all →
Stage Jotform pre-visit questionnaires in athena encounters
Rooming takes less time.
Scheduling & Patient OutreachStage Jotform pre-visit questionnaires in athena encounters
Score Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Mental health screening is done before the visit starts.
Scheduling & Patient OutreachScore Jotform PHQ-9 and GAD-7 forms into Cerbo before visits
Prefill ChartNote templates with Jotform pre-visit answers
Dictation starts halfway done.
Scheduling & Patient OutreachPrefill ChartNote templates with Jotform pre-visit answers
Turn appointment request forms into booked Weave visits
Web requests become booked visits within the hour.
Scheduling & Patient OutreachTurn appointment request forms into booked Weave visits
Turn refill request forms into staged Northwind fills
Refill forms become shipped meds without phone calls.
Prescriptions & RefillsTurn refill request forms into staged Northwind fills
Turn hormone therapy questionnaires into staged Vista orders
Hormone reorders move without a separate call.
Prescriptions & RefillsTurn hormone therapy questionnaires into staged Vista orders
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 Jotform and SigmaMD 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 physician chooses who hears from you and when.
Do we need to switch from Jotform and SigmaMD?
No. File annual health questionnaires into SigmaMD and flag gaps works inside the Jotform and SigmaMD 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 an annual health Jotform is submitted. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 15 min per patient.