Show past-due balances when patients call
Balances get handled while the patient is on the line. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per call, estimated
- ~5 min
- Roles it helps: front desk and billing team
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a patient calls the clinic on Weave.
- Step 1
Match the caller to their Stripe customer record.
- Step 2
Show any failed or past-due charges.
- Step 3
Create a task to resolve the balance on the call.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Stripe automations
See all →
Flag failed Stripe payments before Akute visits
Billing issues get fixed before the visit, not after.
Billing & RevenueFlag failed Stripe payments before Akute visits
Chase failed Stripe payments for Amplify DPC members
Failed payments get recovered before the next cycle.
Billing & RevenueChase failed Stripe payments for Amplify DPC members
Post Stripe card payments back to athena patient balances
Balances stay current without double entry.
Billing & RevenuePost Stripe card payments back to athena patient balances
Stage no-show fees in Stripe after missed Calendly visits
The no-show policy is applied fairly and consistently.
Billing & RevenueStage no-show fees in Stripe after missed Calendly visits
Fix failed card payments before the member's next Cerbo visit
Billing resolves cards before the patient walks in.
Billing & RevenueFix failed card payments before the member's next Cerbo visit
Flag Charm invoices when Stripe shows a refund or dispute
Charm balances always match what was actually collected.
Billing & RevenueFlag Charm invoices when Stripe shows a refund or dispute
Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Stripe and Weave 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 front desk and billing team to review before anything is charged, refunded or sent.
Do we need to switch from Stripe and Weave?
No. Show past-due balances when patients call works inside the Stripe and Weave 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 when a patient calls the clinic on Weave. Tabflows works through 3 steps, and the result lands with your front desk and billing team, saving an estimated 5 min per call.