File Jotform intake into the Practice Better client record
New clients start with a complete record. 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 client, estimated
- ~20 min
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a new client submits the intake Jotform.
- Step 1
Match or create the client in Practice Better.
- Step 2
Map health history and goals into the record.
- Step 3
Stage it for practitioner approval.
- Step 4
Flag incomplete answers for follow-up.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Turn refill request forms into staged Northwind fills
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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 Jotform and Practice Better 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 Jotform and Practice Better?
No. File Jotform intake into the Practice Better client record works inside the Jotform and Practice Better 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 new client submits the intake Jotform. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 20 min per client.