SimplePractice
Here is every workflow Tabflows automates in SimplePractice for direct primary care clinics.
Automations
- Same-day outreach after a therapy no-show
Same-day outreach after a therapy no-show
No-show clients hear from their clinician the same day.
Patient Messaging & Inbox - Escalate calls with crisis language to the treating clinician
Escalate calls with crisis language to the treating clinician
High-risk calls reach the right clinician within minutes.
Patient Messaging & Inbox - Fill cancelled therapy slots from the waitlist by text
Fill cancelled therapy slots from the waitlist by text
Cancelled hours get filled the same day.
Scheduling & Patient Outreach - Stage Northwind orders for psych med changes in SimplePractice
Stage Northwind orders for psych med changes in SimplePractice
Med changes reach fulfillment without retyping.
Prescriptions & Refills - Track compounded ketamine orders for therapy patients
Track compounded ketamine orders for therapy patients
Sessions never get cancelled for missing medication.
Prescriptions & Refills - Book Amplify DPC members with SimplePractice therapists
Book Amplify DPC members with SimplePractice therapists
Behavioral health referrals get booked, not forgotten.
Referrals & Prior Authorization - Track athena behavioral health referrals through SimplePractice
Track athena behavioral health referrals through SimplePractice
Referred patients actually start therapy.
Referrals & Prior Authorization - Hand off therapy referrals from Atlas to SimplePractice
Hand off therapy referrals from Atlas to SimplePractice
Behavioral health referrals get booked, not forgotten.
Referrals & Prior Authorization - Refer patients from primary care to behavioral health
Refer patients from primary care to behavioral health
Referrals to your therapists don't get lost.
Referrals & Prior Authorization - Turn dictated therapy sessions into SimplePractice progress notes
Turn dictated therapy sessions into SimplePractice progress notes
Progress notes are done between sessions.
Visit Prep & Clinical Documentation - Bring Freed session notes into SimplePractice progress notes
Bring Freed session notes into SimplePractice progress notes
Progress notes are signed and billable the same day.
Visit Prep & Clinical Documentation - Turn therapy session recordings into SimplePractice progress notes
Turn therapy session recordings into SimplePractice progress notes
Progress notes are done between sessions, not on weekends.
Visit Prep & Clinical Documentation - Track PHQ-9 and GAD-7 scores in SimplePractice
Track PHQ-9 and GAD-7 scores in SimplePractice
Clinicians see symptom trends at a glance.
Visit Prep & Clinical Documentation - Stop double billing therapy sessions covered by membership
Stop double billing therapy sessions covered by membership
Members with included therapy never see a second bill.
Billing & Revenue - Reconcile SimplePractice payments to QuickBooks deposits
Reconcile SimplePractice payments to QuickBooks deposits
Therapy revenue ties out every week.
Billing & Revenue - Stage late cancellation fees by clinic policy
Stage late cancellation fees by clinic policy
Cancellation fees are applied fairly and consistently.
Billing & Revenue - Hand off Calendly therapy consults into SimplePractice
Hand off Calendly therapy consults into SimplePractice
Therapy consults start with a clean record.
Membership & Onboarding - Check in on therapy no-shows the same day
Check in on therapy no-shows the same day
No-shows get a same-day touch before they drift away.
Membership & Onboarding - Stage functional labs for integrative therapy patients
Stage functional labs for integrative therapy patients
Integrative therapy patients get testing without extra visits.
Labs & Results - Track therapy inquiries from first contact to first session
Track therapy inquiries from first contact to first session
No inquiry stalls between first call and first session.
Analytics - Weekly caseload and unsigned notes report per therapist
Weekly caseload and unsigned notes report per therapist
Owners see workload and documentation gaps at a glance.
Analytics - Flag stalled SimplePractice therapy follow-ups for Akute care teams
Flag stalled SimplePractice therapy follow-ups for Akute care teams
Primary care knows when behavioral care stalls.
Records & Care Coordination - Share SimplePractice therapy progress with the Cerbo physician
Share SimplePractice therapy progress with the Cerbo physician
Medical and mental health care stay in step.
Records & Care Coordination - Weekly therapy attendance summary from SimplePractice in Charm
Weekly therapy attendance summary from SimplePractice in Charm
Primary care sees behavioral health slipping early.
Records & Care Coordination - Tell the therapist when a psychiatric medication changes
Tell the therapist when a psychiatric medication changes
Therapists and prescribers stay on the same page.
Records & Care Coordination - Bring therapy updates into Elation before primary care visits
Bring therapy updates into Elation before primary care visits
The physician knows how therapy is going before prescribing.
Records & Care Coordination - Flag program patients missing therapy sessions
Flag program patients missing therapy sessions
Disengagement from therapy gets noticed early.
Records & Care Coordination - Share mood and sleep supplement plans with the client's therapist
Share mood and sleep supplement plans with the client's therapist
Therapist and physician stay on the same page about supplements.
Records & Care Coordination - Check consent before answering therapy records requests
Check consent before answering therapy records requests
Records only go out with the right consent.
Records & Care Coordination - Give therapists a medical history snapshot
Give therapists a medical history snapshot
Therapists know about medical issues and meds from day one.
Records & Care Coordination - Share high screening scores with the patient's therapist
Share high screening scores with the patient's therapist
Primary care and therapy stay in step on mental health.
Records & Care Coordination - Share therapy treatment plan updates with the primary care chart
Share therapy treatment plan updates with the primary care chart
Primary care and therapy stay on the same page.
Records & Care Coordination - Alert the therapist when a client has a psychiatric ED visit
Alert the therapist when a client has a psychiatric ED visit
Clinicians can act within a day of a crisis.
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 - Keep med lists matched between SigmaMD and SimplePractice
Keep med lists matched between SigmaMD and SimplePractice
Primary care and behavioral health work from the same med list.
Records & Care Coordination - Log in-office dispenses to SimplePractice charts
Log in-office dispenses to SimplePractice charts
Prescribers see dispensed meds in the therapy record.
Dispensing & Supplements - Evidence briefs for treatment-resistant cases in SimplePractice
Evidence briefs for treatment-resistant cases in SimplePractice
Prescribers see cited options when first-line treatment stalls.
Clinical Reference - Guideline next steps for rising PHQ-9 and GAD-7 scores
Guideline next steps for rising PHQ-9 and GAD-7 scores
Worsening scores trigger a plan, not just a number.
Clinical Reference - Track lithium and valproate levels for behavioral health patients
Track lithium and valproate levels for behavioral health patients
No patient on a monitored psych med goes unchecked.
Care Gaps & Prevention - Baseline labs before new psych med starts
Baseline labs before new psych med starts
New meds start with the right baselines.
Care Gaps & Prevention
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