Resources
Practical guidance
for primary care.
Insights, guides, and reference material to support how your practice operates — from payments and finance to plans and team operations.
Product Updates
Reminder and abandoned emails
Automated invite reminders and abandoned signup emails now help bring prospects back to complete their membership signup
Bulk Plan Swap (Price Change) tracker
Practices can now easily track Bulk Plan Swaps, review affected members and cancel scheduled changes when details need correcting.
New Scorecard
Integrated a new credit bureau scorecard with richer credit data, enabling a 2–3% uplift in approval rates
Redesigned Member Details page
We’ve redesigned the Member Details page with a clearer tabbed layout, making it easier for practices to find key information, reduce scrolling, and manage members with confidence.
Application Status Improvements
Help practices understand whether the next step is with the patient or Tabeo
Improved way to search and filter Plan Members
We’ve redesigned the member table to make it faster and easier for practices to find, filter and manage their members in Tabeo.
Pay in 3
Split treatment costs into 3 equal instalments
New signup flow
A new consumer grade Plans signup flow, making it faster and easier for patients to choose a plan, enter their details and complete their membership
AI Support Voice
Successfully created an end-to-end voice proof of concept, to answer and book, edit and cancel appointments within a PMS.