Practice Better
Practice management platform for nutrition, wellness, and health professionals. Here is every workflow Tabflows automates in Practice Better for direct primary care clinics.
Automations
- Turn emailed client questions into Practice Better tasks
Turn emailed client questions into Practice Better tasks
Client emails get answered with full context.
Patient Messaging & Inbox - Book discovery calls from GoHighLevel into Practice Better
Book discovery calls from GoHighLevel into Practice Better
Discovery calls get booked in one reply.
Scheduling & Patient Outreach - Catch Practice Better bookings that clash with staff calendars
Catch Practice Better bookings that clash with staff calendars
No more double-booked practitioners.
Scheduling & Patient Outreach - One daily schedule across Healee and Practice Better
One daily schedule across Healee and Practice Better
Clinics that run both systems stop double-booking.
Scheduling & Patient Outreach - Turn booking calls into staged Practice Better appointments
Turn booking calls into staged Practice Better appointments
Booking calls become booked visits in one pass.
Scheduling & Patient Outreach - Turn missed calls into booked Practice Better sessions
Turn missed calls into booked Practice Better sessions
Missed calls become booked sessions.
Scheduling & Patient Outreach - Stage Northwind orders from Practice Better care plans
Stage Northwind orders from Practice Better care plans
Care plan meds move to fulfillment without re-entry.
Prescriptions & Refills - Stage compounded orders from Practice Better hormone protocols
Stage compounded orders from Practice Better hormone protocols
Protocols reach the pharmacy without retyping.
Prescriptions & Refills - Hand off nutrition plans from Freed notes to Practice Better
Hand off nutrition plans from Freed notes to Practice Better
Coaches start from the physician's plan, not from scratch.
Referrals & Prior Authorization - Turn ChartNote dictations into Practice Better session notes
Turn ChartNote dictations into Practice Better session notes
Wellness sessions close out without typing.
Visit Prep & Clinical Documentation - Turn Heidi visit notes into Practice Better session notes
Turn Heidi visit notes into Practice Better session notes
Charting is done before the next client walks in.
Visit Prep & Clinical Documentation - Catch double billing between Practice Better and Amplify DPC
Catch double billing between Practice Better and Amplify DPC
Wellness add-ons don't get double-billed.
Billing & Revenue - Post Practice Better package sales to QuickBooks
Post Practice Better package sales to QuickBooks
Package revenue is booked correctly each week.
Billing & Revenue - Flag failed package payments with session history
Flag failed package payments with session history
Billing knows who to call before the next visit.
Billing & Revenue - Move Calendly discovery calls into Practice Better client records
Move Calendly discovery calls into Practice Better client records
Every discovery call starts as a tracked client.
Membership & Onboarding - Move wellness clients from Practice Better into Cerbo
Move wellness clients from Practice Better into Cerbo
Wellness clients become full members without retyping.
Membership & Onboarding - Flag clients still on supplements after their program ends
Flag clients still on supplements after their program ends
Finished clients get a check-in instead of drifting off.
Membership & Onboarding - Track program completion for wellness clients
Track program completion for wellness clients
Clients at risk of dropping out get a nudge in time.
Membership & Onboarding - Keep intake in sync when the clinic uses both portals
Keep intake in sync when the clinic uses both portals
Clinics running both portals keep one accurate intake.
Membership & Onboarding - Set up a Hint membership for every new Practice Better client
Set up a Hint membership for every new Practice Better client
Clients are billed from day one without double entry.
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 - Re-engage clients who stop logging in Practice Better
Re-engage clients who stop logging in Practice Better
Quiet clients get a nudge before they quit the program.
Membership & Onboarding - File Labcorp results into Practice Better client records
File Labcorp results into Practice Better client records
Every result reaches the client record without manual downloads.
Labs & Results - Stage Rupa panels from Practice Better intake findings
Stage Rupa panels from Practice Better intake findings
New clients get the right labs ordered at the first visit.
Labs & Results - Track Quest trends across a client's wellness program
Track Quest trends across a client's wellness program
Clients and practitioners see measurable progress.
Analytics - Reconcile shared patients between Practice Better and Akute
Reconcile shared patients between Practice Better and Akute
Wellness and primary care records stay in sync.
Records & Care Coordination - Share Practice Better nutrition sessions with athena care teams
Share Practice Better nutrition sessions with athena care teams
Primary care sees what nutrition coaching covered.
Records & Care Coordination - Share health coaching updates from Practice Better with Atlas
Share health coaching updates from Practice Better with Atlas
The physician sees coaching progress without logging into a second system.
Records & Care Coordination - Share Practice Better coaching notes with the Charm chart
Share Practice Better coaching notes with the Charm chart
Physicians see coaching progress without logging into another system.
Records & Care Coordination - Share new prescriptions with Practice Better coaches
Share new prescriptions with Practice Better coaches
Coaches know about med changes before the next session.
Records & Care Coordination - Bring Practice Better coaching progress into Elation charts
Bring Practice Better coaching progress into Elation charts
Physicians see coaching progress without logging into a second system.
Records & Care Coordination - Check Practice Better coaching against care program goals
Check Practice Better coaching against care program goals
Coaching and care programs pull in the same direction.
Records & Care Coordination - Bring outside labs and diagnoses into Practice Better
Bring outside labs and diagnoses into Practice Better
Practitioners see conventional history next to wellness data.
Records & Care Coordination - Migrate Practice Better charts into Hint Clinical
Migrate Practice Better charts into Hint Clinical
A clean switch without retyping years of notes.
Records & Care Coordination - File discharges into Practice Better and book the follow-up
File discharges into Practice Better and book the follow-up
No discharged client waits for a follow-up.
Records & Care Coordination - Move client records from Practice Better to SigmaMD
Move client records from Practice Better to SigmaMD
Migrations happen without lost history.
Records & Care Coordination - Share care updates between nutrition and therapy records
Share care updates between nutrition and therapy records
Nutrition and therapy teams stay on the same page.
Records & Care Coordination - Log in-office dispenses to Practice Better client records
Log in-office dispenses to Practice Better client records
Client records always show what left the shelf.
Dispensing & Supplements - Check supplement protocols against cited evidence
Check supplement protocols against cited evidence
Protocols go out with evidence behind each item.
Clinical Reference - Check care plans for chronic conditions against guidelines
Check care plans for chronic conditions against guidelines
Wellness plans cover the clinical basics.
Clinical Reference
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