Pair UpToDate CME credits with CME expenses in QuickBooks
CME records and expenses are ready at year end. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.
- Saved per year, estimated
- ~2 hrs
- Roles it helps: physician and practice owner
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every December 1st.
- Step 1
Pull each physician's UpToDate CME credits for the year.
- Step 2
Pull CME-related expenses from QuickBooks.
- Step 3
Summarize credits and costs per physician for licensing and taxes.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 QuickBooks and UpToDate accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What will we actually get out of it?
A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.
Do we need to switch from QuickBooks and UpToDate?
No. Pair UpToDate CME credits with CME expenses in QuickBooks works inside the QuickBooks and UpToDate 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 every December 1st. Tabflows works through 3 steps, and the result lands with your physician and practice owner, saving an estimated 2 hrs per year.