Move client records from Practice Better to SigmaMD
Migrations happen without lost history. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per client, estimated
- ~30 min
- Roles it helps: practice owner and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When the clinic migrates a client to SigmaMD.
- Step 1
Read the client's Practice Better profile, notes and plans.
- Step 2
Match or create the patient in SigmaMD.
- Step 3
Stage the records for staff review before import.
- Step 4
Flag missing or conflicting data.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Practice Better automations
See all →
Turn emailed client questions into Practice Better tasks
Client emails get answered with full context.
Patient Messaging & InboxTurn emailed client questions into Practice Better tasks
Book discovery calls from GoHighLevel into Practice Better
Discovery calls get booked in one reply.
Scheduling & Patient OutreachBook discovery calls from GoHighLevel into Practice Better
Catch Practice Better bookings that clash with staff calendars
No more double-booked practitioners.
Scheduling & Patient OutreachCatch Practice Better bookings that clash with staff calendars
One daily schedule across Healee and Practice Better
Clinics that run both systems stop double-booking.
Scheduling & Patient OutreachOne daily schedule across Healee and Practice Better
Turn booking calls into staged Practice Better appointments
Booking calls become booked visits in one pass.
Scheduling & Patient OutreachTurn booking calls into staged Practice Better appointments
Turn missed calls into booked Practice Better sessions
Missed calls become booked sessions.
Scheduling & Patient OutreachTurn missed calls into booked Practice Better sessions
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 Practice Better and SigmaMD accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your practice owner and nurse and MA sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Practice Better and SigmaMD?
No. Move client records from Practice Better to SigmaMD works inside the Practice Better 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 the clinic migrates a client to SigmaMD. Tabflows works through 4 steps, and the result lands with your practice owner and nurse and MA, saving an estimated 30 min per client.