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Stripe

PaymentsBilling & RevenueMembership & OnboardingAnalytics

Here is every workflow Tabflows automates in Stripe for direct primary care clinics.

Automations

Flag failed Stripe payments before Akute visits
Flag failed Stripe payments before Akute visits
Billing issues get fixed before the visit, not after.
Billing & Revenue
Chase failed Stripe payments for Amplify DPC members
Chase failed Stripe payments for Amplify DPC members
Failed payments get recovered before the next cycle.
Billing & Revenue
Post Stripe card payments back to athena patient balances
Post Stripe card payments back to athena patient balances
Balances stay current without double entry.
Billing & Revenue
Stage no-show fees in Stripe after missed Calendly visits
Stage no-show fees in Stripe after missed Calendly visits
The no-show policy is applied fairly and consistently.
Billing & Revenue
Fix failed card payments before the member's next Cerbo visit
Fix failed card payments before the member's next Cerbo visit
Billing resolves cards before the patient walks in.
Billing & Revenue
Flag Charm invoices when Stripe shows a refund or dispute
Flag Charm invoices when Stripe shows a refund or dispute
Charm balances always match what was actually collected.
Billing & Revenue
Stage Stripe charges for cash-pay procedures dictated in visits
Stage Stripe charges for cash-pay procedures dictated in visits
Cash procedures get billed the same day.
Billing & Revenue
Stage monthly Stripe charges for medication program prescriptions
Stage monthly Stripe charges for medication program prescriptions
Program billing keeps pace with prescriptions.
Billing & Revenue
Charge non-member visit fees once the Elation note is signed
Charge non-member visit fees once the Elation note is signed
Cash-pay visits are billed the same day, at the right price.
Billing & Revenue
Bill paid care program fees at enrollment through Stripe
Bill paid care program fees at enrollment through Stripe
Program fees are collected from day one.
Billing & Revenue
Charge cash-pay add-on services documented in the visit
Charge cash-pay add-on services documented in the visit
Every billable service is charged correctly.
Billing & Revenue
Match in-office supplement charges in Stripe to Fullscript orders
Match in-office supplement charges in Stripe to Fullscript orders
Supplement money from both channels is accounted for.
Billing & Revenue
Answer Stripe dispute notices with evidence ready
Answer Stripe dispute notices with evidence ready
Disputes get answered before the deadline with full evidence.
Billing & Revenue
Close the GoHighLevel deal when the first payment clears
Close the GoHighLevel deal when the first payment clears
Pipeline numbers match real revenue.
Billing & Revenue
Collect fees ahead of out-of-membership visits
Collect fees ahead of out-of-membership visits
Cash-pay visits are paid before the patient arrives.
Billing & Revenue
Track failed card payments until they're recovered
Track failed card payments until they're recovered
Failed payments are recovered, not forgotten.
Billing & Revenue
Stage no-show fees for missed Healee visits
Stage no-show fees for missed Healee visits
No-show policy is applied fairly and consistently.
Billing & Revenue
Collect payment when patients join an add-on program
Collect payment when patients join an add-on program
Add-on programs are paid for from day one.
Billing & Revenue
Bill add-on services mentioned during a visit
Bill add-on services mentioned during a visit
Add-on revenue stops slipping through.
Billing & Revenue
Draft a card-update link when a caller has a declined card
Draft a card-update link when a caller has a declined card
Declined cards get fixed during the same conversation.
Billing & Revenue
Rescue failed membership payments before they lapse
Rescue failed membership payments before they lapse
Fewer members lapse over an expired card.
Billing & Revenue
Bill non-member visits from the signed chart note
Bill non-member visits from the signed chart note
Non-member visits are billed the same day.
Billing & Revenue
Bill non-member post-discharge visits at the cash rate
Bill non-member post-discharge visits at the cash rate
Transitional visits get billed and become membership leads.
Billing & Revenue
Match paid workshop signups to Stripe payments
Match paid workshop signups to Stripe payments
Workshop rosters and payments always agree.
Billing & Revenue
Bill members monthly for out-of-membership Labcorp tests
Bill members monthly for out-of-membership Labcorp tests
Out-of-membership labs get billed consistently every month.
Billing & Revenue
Charge members cost-plus for Northwind meds
Charge members cost-plus for Northwind meds
Every dispensed med gets billed at the right price.
Billing & Revenue
Evidence notes for add-on services before pricing them
Evidence notes for add-on services before pricing them
Add-on services launch with clinical backing.
Billing & Revenue
Flag failed package payments with session history
Flag failed package payments with session history
Billing knows who to call before the next visit.
Billing & Revenue
Catch dispenses that never got charged in Stripe
Catch dispenses that never got charged in Stripe
No dispensed med slips through unbilled.
Billing & Revenue
Collect payment for cash Quest panels before the draw
Collect payment for cash Quest panels before the draw
Cash lab orders are paid before the needle goes in.
Billing & Revenue
Bill clinic-paid Rupa orders back to members
Bill clinic-paid Rupa orders back to members
Clinic-paid tests never become free tests.
Billing & Revenue
Flag members with failed payments before their next visit
Flag members with failed payments before their next visit
Payment issues get solved at check-in, not after.
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
Card-expiring reminders before membership renewal
Card-expiring reminders before membership renewal
Renewals go through without a failed charge.
Billing & Revenue
Set weight program tiers from guideline visit cadence
Set weight program tiers from guideline visit cadence
Program pricing matches the care it actually requires.
Billing & Revenue
Charge patients when VistaScripts confirms shipment
Charge patients when VistaScripts confirms shipment
Compounded meds are billed the day they ship.
Billing & Revenue
Show past-due balances when patients call
Show past-due balances when patients call
Balances get handled while the patient is on the line.
Billing & Revenue
Catch failed Stripe payments before Atlas memberships lapse
Catch failed Stripe payments before Atlas memberships lapse
Fewer members drop off because of an expired card.
Membership & Onboarding
Confirm the records fee is paid before releasing an export
Confirm the records fee is paid before releasing an export
Records requests are handled consistently and paid for.
Membership & Onboarding
Categorize Stripe charges by service line in QuickBooks
Categorize Stripe charges by service line in QuickBooks
Revenue by service line is ready without manual sorting.
Analytics

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