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SpruceStripe

Card-expiring reminders before membership renewal

Renewals go through without a failed charge. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.

Billing & Revenue
Talk to us about this one
Saved per month, estimated
~1 hr
Roles it helps: billing team and front desk
2
Steps Tabflows handles for your team
3

How it runs

Starts: 30 days before a member's card expires in Stripe.

  1. Step 1

    Find members with cards expiring before the next charge.

  2. Step 2

    Draft a Spruce message with a secure update link.

  3. Step 3

    Queue drafts for billing approval.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Spruce automations

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    File photos and documents patients send in Spruce to the chart

    Nothing patients send gets stuck in a message thread.

    Fax & Document Management
    File photos and documents patients send in Spruce to the chart
  • Spruce

    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.

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    Patient Inbox Drafts
  • Spruce

    Spruce Inbox Triage

    Sorts unread Spruce messages by urgency and type so nothing sits unanswered.

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    Spruce Inbox Triage
  • ElationSpruce

    Daily message review

    Reviews Spruce and Elation daily and feeds items needing replies into Patient Inbox Drafts.

    Patient Messaging & Inbox
    Daily message review
  • Spruce

    Urgent-message summaries

    Summarizes urgent patient messages for quick action.

    Patient Messaging & Inbox
    Urgent-message summaries
  • Spruce

    Spruce message cards

    Displays message context as cards for faster review.

    Patient Messaging & Inbox
    Spruce message cards

Docs & guides

  • Tabflows University

    Short lessons on running a calmer clinic with the tools you already have.

    Learn with Tabflows →Learn with Tabflows

  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog

  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations

  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Spruce and Stripe accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Will it charge or bill members on its own?

No. It finds and stages the billing work for your billing team and front desk to review before anything is charged, refunded or sent.

Do we need to switch from Spruce and Stripe?

No. Card-expiring reminders before membership renewal works inside the Spruce and Stripe 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 30 days before a member's card expires in Stripe. Tabflows works through 3 steps, and the result lands with your billing team and front desk, saving an estimated 1 hr per month.