Tabflows raises $2.5 million to give your clinic more time, patients, and room to grow.

QuickBooks

AccountingPatient Messaging & InboxTasks & Team CoordinationBilling & RevenueAnalyticsGrowth & Outreach

Here is every workflow Tabflows automates in QuickBooks for direct primary care clinics.

Automations

Answer patient receipt requests from QuickBooks records
Answer patient receipt requests from QuickBooks records
HSA and tax receipt requests get handled in minutes.
Patient Messaging & Inbox
Book office-stock Fullscript orders to the right expense account
Book office-stock Fullscript orders to the right expense account
Office supplement purchases land in the books correctly.
Tasks & Team Coordination
File emailed vendor bills into QuickBooks
File emailed vendor bills into QuickBooks
Bills get entered the day they arrive.
Tasks & Team Coordination
Put bill due dates on the owner's calendar
Put bill due dates on the owner's calendar
No late fees from missed vendor bills.
Tasks & Team Coordination
Turn staff reimbursement forms into draft QuickBooks expenses
Turn staff reimbursement forms into draft QuickBooks expenses
Reimbursements are booked without chasing paper.
Tasks & Team Coordination
Match Amplify DPC membership revenue to QuickBooks each month
Match Amplify DPC membership revenue to QuickBooks each month
Membership revenue reconciles without spreadsheets.
Billing & Revenue
Reconcile athena insurance payments with QuickBooks deposits
Reconcile athena insurance payments with QuickBooks deposits
Insurance money reconciles every day.
Billing & Revenue
Book monthly Atlas membership revenue into QuickBooks
Book monthly Atlas membership revenue into QuickBooks
The books close each month without a spreadsheet marathon.
Billing & Revenue
Reconcile paid Calendly consults against QuickBooks deposits
Reconcile paid Calendly consults against QuickBooks deposits
Consult fees are fully accounted for.
Billing & Revenue
Reconcile Charm payments with QuickBooks every evening
Reconcile Charm payments with QuickBooks every evening
Month-end close takes an hour, not a weekend.
Billing & Revenue
Reconcile Healee visit payments with QuickBooks
Reconcile Healee visit payments with QuickBooks
Telehealth revenue matches the books.
Billing & Revenue
Reconcile Hint refunds and credits to QuickBooks
Reconcile Hint refunds and credits to QuickBooks
Refunds never hide in the books at month end.
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
Reconcile SimplePractice payments to QuickBooks deposits
Reconcile SimplePractice payments to QuickBooks deposits
Therapy revenue ties out every week.
Billing & Revenue
Reconcile VistaScripts bills with patient charges
Reconcile VistaScripts bills with patient charges
Compounding costs are always passed through.
Billing & Revenue
Monthly in-office service revenue check from Akute to QuickBooks
Monthly in-office service revenue check from Akute to QuickBooks
Books match what was actually billed.
Analytics
Book monthly Cerbo lab and med revenue into QuickBooks
Book monthly Cerbo lab and med revenue into QuickBooks
The owner sees margins by service line every month.
Analytics
Monthly check of dictated procedures against QuickBooks revenue
Monthly check of dictated procedures against QuickBooks revenue
Missed procedure revenue gets found every month.
Analytics
Match pharmacy bills in QuickBooks to DoseSpot prescriptions
Match pharmacy bills in QuickBooks to DoseSpot prescriptions
Clinic-paid medication costs stay clean.
Analytics
Monthly revenue by service line from charted Elation visits
Monthly revenue by service line from charted Elation visits
The owner sees which services actually earn money.
Analytics
Quarterly cost and revenue per care program
Quarterly cost and revenue per care program
The owner knows which programs pay for themselves.
Analytics
Monthly documentation cost per finalized note
Monthly documentation cost per finalized note
The owner knows what documentation actually costs.
Analytics
Measure cost per new member by marketing channel
Measure cost per new member by marketing channel
The owner knows which spend actually brings members.
Analytics
Monthly profit and loss snapshot for the owner
Monthly profit and loss snapshot for the owner
Owners see the month's numbers without digging.
Analytics
Quarterly cost of care report per member
Quarterly cost of care report per member
Owners have real numbers for employer and renewal conversations.
Analytics
Monthly care program enrollment versus revenue
Monthly care program enrollment versus revenue
Owners see which programs pay for themselves.
Analytics
Monthly revenue per documented visit by provider
Monthly revenue per documented visit by provider
The owner sees provider workload against the books in one view.
Analytics
Monthly cost per call for after-hours phone coverage
Monthly cost per call for after-hours phone coverage
The owner knows exactly what phone coverage costs.
Analytics
Supply cost per procedure report
Supply cost per procedure report
The owner knows which procedures cost more than they should.
Analytics
Quarterly cost per member next to hospital use
Quarterly cost per member next to hospital use
The owner can show what the clinic costs against what it prevents.
Analytics
Match the monthly Labcorp bill to ordered tests
Match the monthly Labcorp bill to ordered tests
Lab bills get checked line by line before they are paid.
Analytics
Monthly medication cost report from Northwind invoices
Monthly medication cost report from Northwind invoices
Owners see exactly where medication dollars went.
Analytics
Business case for a new service with evidence and cost data
Business case for a new service with evidence and cost data
New services get decided on evidence and numbers together.
Analytics
Monthly dispensing margin report by medication
Monthly dispensing margin report by medication
Owners know which meds earn money and which lose it.
Analytics
Lab spend per member against membership revenue
Lab spend per member against membership revenue
Owners see which memberships labs are eating into.
Analytics
Reconcile Rupa markup revenue in QuickBooks
Reconcile Rupa markup revenue in QuickBooks
Specialty lab income is booked accurately.
Analytics
Monthly visit volume against revenue report
Monthly visit volume against revenue report
Owners see how clinical volume turns into revenue.
Analytics
Categorize Stripe charges by service line in QuickBooks
Categorize Stripe charges by service line in QuickBooks
Revenue by service line is ready without manual sorting.
Analytics
Pair UpToDate CME credits with CME expenses in QuickBooks
Pair UpToDate CME credits with CME expenses in QuickBooks
CME records and expenses are ready at year end.
Analytics
Weekly new-patient call report with revenue per new member
Weekly new-patient call report with revenue per new member
Owners see what the phone line brings in.
Growth & Outreach

More tools we automate

Turn your clinic’s busywork
into done, starting today

Start for free today. No credit card required.

Start for free Hire Tabflows