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Spruce

Referral follow-up calls

Calls specialists to confirm referral status. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.

Referrals & Prior Authorization
Talk to us about this one
Roles it helps: nurse and MA and front desk
2
Steps Tabflows handles for your team
3

How it runs

  1. Step 1

    Connect Spruce

    Tabflows works with the Spruce account your clinic already uses. Nothing to migrate, no new system to learn.

  2. Step 2

    Tabflows prepares the work

    Calls specialists to confirm referral status. It follows your clinic's own rules, written down once in Practice Brain.

  3. Step 3

    Your team reviews and moves on

    Everything lands ready for the right person to check, approve or send, 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 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 account and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Who signs off before a referral goes out?

Your clinician. Tabflows prepares and tracks the referral, and your nurse and MA and front desk reviews it before anything is sent.

Do we need to switch from Spruce?

No. Referral follow-up calls works inside the Spruce account your clinic already uses. There is nothing to migrate and no new system for your team to learn.

How do we get it set up for our clinic?

Add it to your build list and book a call. Your plan covers unlimited workflows, and our engineers build them one at a time in the order you choose, setting each up on your Spruce account and keeping it tuned to how your clinic works.