Spruce
HIPAA-compliant messaging, phone, and telemedicine for healthcare teams. Here is every workflow Tabflows automates in Spruce for direct primary care clinics.
Automations
- File photos and documents patients send in Spruce to the chart
File photos and documents patients send in Spruce to the chart
Nothing patients send gets stuck in a message thread.
Fax & Document Management - Patient Inbox Drafts
Patient Inbox Drafts
Drafts replies to patient messages in the clinic's voice and shows staff why each draft was written, so they can approve it or edit it.
Patient Messaging & Inbox - Spruce Inbox Triage
Spruce Inbox Triage
Sorts unread Spruce messages by urgency and type so nothing sits unanswered.
Patient Messaging & Inbox - Daily message review
Daily message review
Reviews Spruce and Elation daily and feeds items needing replies into Patient Inbox Drafts.
Patient Messaging & Inbox - Urgent-message summaries
Urgent-message summaries
Summarizes urgent patient messages for quick action.
Patient Messaging & Inbox - Spruce message cards
Spruce message cards
Displays message context as cards for faster review.
Patient Messaging & Inbox - Historical Spruce search
Historical Spruce search
Searches past Spruce conversations and triages Pages.
Patient Messaging & Inbox - After-hours message routing
After-hours message routing
Routes Spruce messages that arrive after hours to the on-call provider and queues the rest for the morning.
Patient Messaging & Inbox - New patient inquiry replies
New patient inquiry replies
Answers new-patient inquiries from your website within minutes and offers times to book a meet-and-greet.
Patient Messaging & Inbox - Post-visit check-ins
Post-visit check-ins
Sends a check-in a few days after each visit and flags any reply that needs a provider.
Patient Messaging & Inbox - Answer Spruce membership questions with Amplify DPC details
Answer Spruce membership questions with Amplify DPC details
Plan questions get accurate answers in minutes.
Patient Messaging & Inbox - Answer Spruce billing questions with athena statement details
Answer Spruce billing questions with athena statement details
Billing questions get clear answers fast.
Patient Messaging & Inbox - Draft after-visit Spruce messages from the dictated plan
Draft after-visit Spruce messages from the dictated plan
Patients get a clear summary the same afternoon.
Patient Messaging & Inbox - Answer is-my-prescription-ready threads in Spruce
Answer is-my-prescription-ready threads in Spruce
Status questions get answered in a minute, not a phone tag loop.
Patient Messaging & Inbox - Turn Spruce replies into Fold Health program updates
Turn Spruce replies into Fold Health program updates
Patient check-ins update the program without retyping.
Patient Messaging & Inbox - Schedule plan check-ins from Freed notes through Spruce
Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time.
Patient Messaging & Inbox - Answer supplement questions in Spruce with the exact plan
Answer supplement questions in Spruce with the exact plan
Supplement questions get answered fast and accurately.
Patient Messaging & Inbox - Catch patient messages that miss your response time goal
Catch patient messages that miss your response time goal
No patient message sits unanswered for a day.
Patient Messaging & Inbox - Invite members to connect records when history is missing
Invite members to connect records when history is missing
More complete records without chasing faxes.
Patient Messaging & Inbox - Send plain-language visit summaries through Spruce
Send plain-language visit summaries through Spruce
Patients remember what to do after the visit.
Patient Messaging & Inbox - Draft an after-visit summary message from the Heidi note
Draft an after-visit summary message from the Heidi note
Patients leave with clear written next steps.
Patient Messaging & Inbox - Add HelpCare call summaries to the patient's Spruce thread
Add HelpCare call summaries to the patient's Spruce thread
Staff see calls and messages in one timeline.
Patient Messaging & Inbox - Turn clinical Spruce messages into draft chart notes
Turn clinical Spruce messages into draft chart notes
Messaging care is documented without extra clicks.
Patient Messaging & Inbox - Fasting and prep reminders the day before a Labcorp draw
Fasting and prep reminders the day before a Labcorp draw
Fewer redraws because patients show up prepared.
Patient Messaging & Inbox - Tell patients about Northwind delays before they ask
Tell patients about Northwind delays before they ask
Patients hear about delays from the clinic, not an empty bottle.
Patient Messaging & Inbox - Send dosing instructions after in-office dispensing
Send dosing instructions after in-office dispensing
Patients go home with written instructions.
Patient Messaging & Inbox - Plain-language notes for normal Quest panels
Plain-language notes for normal Quest panels
Patients hear about normal results the same day.
Patient Messaging & Inbox - 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 - One daily queue of patient messages from SigmaMD and Spruce
One daily queue of patient messages from SigmaMD and Spruce
Staff work one queue instead of two inboxes.
Patient Messaging & Inbox - Flag red-flag symptoms in incoming patient messages
Flag red-flag symptoms in incoming patient messages
Urgent messages get seen first.
Patient Messaging & Inbox - Side effect check-ins two weeks after a new compounded med
Side effect check-ins two weeks after a new compounded med
New compounded meds get followed up on schedule.
Patient Messaging & Inbox - Merge Spruce and Weave threads so no message is missed
Merge Spruce and Weave threads so no message is missed
Clinics running both tools stop dropping messages.
Patient Messaging & Inbox - Scheduling Requests
Scheduling Requests
Catches "can I get in Tuesday?" messages and proposes appointment slots.
Scheduling & Patient Outreach - Sidekick Phone Calls
Sidekick Phone Calls
Sidekick places calls on behalf of the practice.
Scheduling & Patient Outreach - Scheduling-link outreach
Scheduling-link outreach
Automatically sends scheduling links to patients due for follow-up.
Scheduling & Patient Outreach - Outbound calls & phone trees
Outbound calls & phone trees
Handles outbound calls, including navigating phone trees.
Scheduling & Patient Outreach - Review requests
Review requests
Sends patients requests to leave a review.
Scheduling & Patient Outreach - Cancellation wait-list fill
Cancellation wait-list fill
Offers newly opened slots to patients on the wait list, first come, first served.
Scheduling & Patient Outreach - Annual visit reminders
Annual visit reminders
Finds members who are due for their annual visit and sends them a booking link.
Scheduling & Patient Outreach - Confirm tomorrow's Calendly visits by Spruce text
Confirm tomorrow's Calendly visits by Spruce text
Fewer no-shows and an open slot list by morning.
Scheduling & Patient Outreach - Send visit reminders with the right prep instructions
Send visit reminders with the right prep instructions
Patients show up prepared, so visits run on time.
Scheduling & Patient Outreach - Invite patients to a review visit when Rupa results arrive
Invite patients to a review visit when Rupa results arrive
Results turn into review visits instead of sitting unread.
Scheduling & Patient Outreach - Refill workflows
Refill workflows
Processes refill requests end to end, including GLP-1 refills.
Prescriptions & Refills - Pharmacy coordination
Pharmacy coordination
Coordinates with pharmacies, including calls.
Prescriptions & Refills - Triage Spruce refill messages with Akute chart context
Triage Spruce refill messages with Akute chart context
Refill messages get handled in one touch.
Prescriptions & Refills - Turn Spruce refill requests into Charm tasks with last fill date
Turn Spruce refill requests into Charm tasks with last fill date
Refill requests are triaged with the facts in one place.
Prescriptions & Refills - Relay emailed prior auth decisions to the patient's Spruce thread
Relay emailed prior auth decisions to the patient's Spruce thread
Patients hear about approvals and denials the same day.
Prescriptions & Refills - Referral follow-up calls
Referral follow-up calls
Calls specialists to confirm referral status.
Referrals & Prior Authorization - Patient/Context Search
Patient/Context Search
Finds patient information across connected systems.
Visit Prep & Clinical Documentation - Demographics & conversation checks
Demographics & conversation checks
Checks patient demographics and conversation history for gaps.
Visit Prep & Clinical Documentation - Smart Task Recommendations
Smart Task Recommendations
Turns chart activity and patient messages into staff tasks with an assignee and a due date, like call, refill or schedule.
Tasks & Team Coordination - Team Chat Task Surfacing
Team Chat Task Surfacing
Pulls tasks out of team chat so requests aren't lost.
Tasks & Team Coordination - Sequential task completion
Sequential task completion
Completes linked tasks in order and drafts related Spruce messages.
Tasks & Team Coordination - Failed payment follow-up
Failed payment follow-up
Spots failed membership payments in Hint and drafts a friendly note for the team to send.
Billing & Revenue - Card-expiring reminders before membership renewal
Card-expiring reminders before membership renewal
Renewals go through without a failed charge.
Billing & Revenue - Intake form chasing
Intake form chasing
Reminds new members who haven't finished their intake forms before the first visit.
Membership & Onboarding - Renewal reminders
Renewal reminders
Lets members know ahead of an annual renewal and answers the common questions.
Membership & Onboarding - Send members a personal note on their one-year anniversary
Send members a personal note on their one-year anniversary
Long-time members feel noticed, not billed.
Membership & Onboarding - Follow up personally on low patient feedback scores
Follow up personally on low patient feedback scores
Unhappy patients hear back before they leave.
Membership & Onboarding - Re-engage clients who stop logging in Practice Better
Re-engage clients who stop logging in Practice Better
Quiet clients get a nudge before they quit the program.
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 - Practice Brain
Practice Brain
Stores your practice's workflow rules and operational knowledge so automations follow your processes.
Practice Knowledge & Training - Tab Training
Tab Training
Trains Tabflows on how your team works in each system.
Practice Knowledge & Training - Practice Brain workflow sync
Practice Brain workflow sync
Keeps Practice Brain in sync with workflow changes.
Practice Knowledge & Training - Practice X-Ray
Practice X-Ray
Measures end-to-end workflows and KPIs across your systems to identify improvement opportunities.
Analytics - Weekly digest of clinical questions from patient threads
Weekly digest of clinical questions from patient threads
The team stops researching the same questions twice.
Analytics - Pull outside records when a patient mentions a hospital visit
Pull outside records when a patient mentions a hospital visit
Patients get a reply that shows the clinic already knows.
Records & Care Coordination - Text members whose Atlas annual physical is overdue
Text members whose Atlas annual physical is overdue
More members get their yearly physical without staff chasing lists.
Care Gaps & Prevention - Send Spruce reminders for vaccines due this month in Cerbo
Send Spruce reminders for vaccines due this month in Cerbo
More patients get vaccines on time.
Care Gaps & Prevention - Nudge patients who stop logging readings
Nudge patients who stop logging readings
Remote monitoring keeps working past the first month.
Care Gaps & Prevention - Log prospect texts from Spruce on the GoHighLevel contact
Log prospect texts from Spruce on the GoHighLevel contact
Every prospect conversation is tracked in one pipeline.
Growth & Outreach
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