Register employees for an onsite Quest screening day
Employer screening days run from one clean list. Employer and sponsor plans add rosters, invoices and reports on top of every member. Keeping them current by hand takes hours each month.
- Saved per event, estimated
- ~3 hrs
- Roles it helps: nurse and MA and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When employees submit the employer screening Jotform.
- Step 1
Match each employee to the employer group.
- Step 2
Map the screening panel to Quest codes.
- Step 3
Stage orders for physician sign-off.
- Step 4
Build the draw-day roster task.
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 Quest (Quanum) accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send reports to employers on its own?
No. It prepares rosters, invoices and summaries for your team to check before anything goes to an employer.
Do we need to switch from Jotform and Quest (Quanum)?
No. Register employees for an onsite Quest screening day works inside the Jotform and Quest (Quanum) 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 employees submit the employer screening Jotform. Tabflows works through 4 steps, and the result lands with your nurse and MA and practice owner, saving an estimated 3 hrs per event.