Weekly new-patient call report with revenue per new member
Owners see what the phone line brings in. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.
- Saved per week, estimated
- ~1 hr
- Role it helps: practice owner
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Every Monday at 7am.
- Step 1
Count last week's new-patient calls in Weave.
- Step 2
Pull new membership revenue from QuickBooks.
- Step 3
Summarize call-to-member conversion and revenue.
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 Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send outreach in our name without asking?
No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.
Do we need to switch from QuickBooks and Weave?
No. Weekly new-patient call report with revenue per new member works inside the QuickBooks and Weave 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 Monday at 7am. Tabflows works through 3 steps, and the result lands with your practice owner, saving an estimated 1 hr per week.