Fax Triage
Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
Fax & Document ManagementFront deskNurse & MA
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All workflow automations
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.
Patient Messaging & InboxFront deskNurse & MAPatient Inbox DraftsScheduling Requests
Catches "can I get in Tuesday?" messages and proposes appointment slots.
Scheduling & Patient OutreachFront deskScheduling RequestsPre-Visit Summary
Builds a chart prep brief before each visit.
Visit Prep & Clinical DocumentationPhysicianNurse & MAPre-Visit SummaryQueue Triage
Works through the Elation inbox and queue, clearing or routing each item.
Tasks & Team CoordinationPractice ownerFront deskQueue TriageSmart Task Recommendations
Turns chart activity and patient messages into staff tasks with an assignee and a due date, like call, refill or schedule.
Tasks & Team CoordinationPractice ownerFront deskSmart Task RecommendationsReferral Drafts
Pre-fills the specialist referral letter when the clinician opens the form.
Referrals & Prior AuthorizationNurse & MAFront deskReferral DraftsMorning Report
A daily digest of what needs attention today.
Tasks & Team CoordinationPractice ownerFront deskMorning ReportDocument Key Results
Pulls key results from incoming documents and adds review notes.
Fax & Document ManagementFront deskNurse & MADocument Key ResultsSpruce Inbox Triage
Sorts unread Spruce messages by urgency and type so nothing sits unanswered.
Patient Messaging & InboxFront deskNurse & MASpruce Inbox TriageSidekick Phone Calls
Sidekick places calls on behalf of the practice.
Scheduling & Patient OutreachFront deskSidekick Phone Calls
Patient/Context Search
Finds patient information across connected systems.
Visit Prep & Clinical DocumentationPhysicianNurse & MAPatient/Context SearchTeam Chat Task Surfacing
Pulls tasks out of team chat so requests aren't lost.
Tasks & Team CoordinationPractice ownerFront deskTeam Chat Task SurfacingPractice Brain
Stores your practice's workflow rules and operational knowledge so automations follow your processes.
Practice Knowledge & TrainingPractice ownerPractice BrainPractice X-Ray
Measures end-to-end workflows and KPIs across your systems to identify improvement opportunities.
AnalyticsPractice ownerPractice X-RayTab Training
Trains Tabflows on how your team works in each system.
Practice Knowledge & TrainingPractice ownerTab TrainingFax inbox clearing
Works through a fax backlog until the inbox is cleared.
Fax & Document ManagementFront deskNurse & MAFax inbox clearingDaily message review
Reviews Spruce and Elation daily and feeds items needing replies into Patient Inbox Drafts.
Patient Messaging & InboxFront deskNurse & MADaily message reviewOverdue patient ledger
Tracks patients due for callbacks or follow-up and runs nightly due checks.
Scheduling & Patient OutreachFront deskOverdue patient ledgerRefill workflows
Processes refill requests end to end, including GLP-1 refills.
Prescriptions & RefillsPhysicianNurse & MARefill workflowsReferral follow-up calls
Calls specialists to confirm referral status.
Referrals & Prior AuthorizationNurse & MAFront deskReferral follow-up callsDaily patient-prep dashboard
Combines each day's patient prep into one view.
Visit Prep & Clinical DocumentationPhysicianNurse & MADaily patient-prep dashboardOverdue tasks by provider
Reports overdue tasks grouped by provider.
Tasks & Team CoordinationPractice ownerFront deskOverdue tasks by providerInsurance-gap workflow
Identifies and follows up on missing insurance information.
Billing & RevenueBillingPractice ownerInsurance-gap workflowPractice Brain workflow sync
Keeps Practice Brain in sync with workflow changes.
Practice Knowledge & TrainingPractice ownerPractice Brain workflow syncFax-to-order matching
Attaches incoming fax results to the matching open order.
Fax & Document ManagementFront deskNurse & MAFax-to-order matchingUrgent-message summaries
Summarizes urgent patient messages for quick action.
Patient Messaging & InboxFront deskNurse & MAUrgent-message summariesScheduling-link outreach
Automatically sends scheduling links to patients due for follow-up.
Scheduling & Patient OutreachFront deskScheduling-link outreachVistaScript navigation
Navigates VistaScript and patient profiles to complete prescription tasks.
Prescriptions & RefillsPhysicianNurse & MAVistaScript navigationPrior auth & form fill
Completes prior authorization requests and forms.
Referrals & Prior AuthorizationNurse & MAFront deskPrior auth & form fillPatient-context checks
Verifies patient context before actions are taken.
Visit Prep & Clinical DocumentationPhysicianNurse & MAPatient-context checksSequential task completion
Completes linked tasks in order and drafts related Spruce messages.
Tasks & Team CoordinationPractice ownerFront deskSequential task completionCharge audit
Compares Cerbo and Hint to catch missed or mismatched charges.
Billing & RevenueBillingPractice ownerCharge auditRefill fax routing
Routes refill faxes and sends outbound faxes.
Fax & Document ManagementFront deskNurse & MARefill fax routingSpruce message cards
Displays message context as cards for faster review.
Patient Messaging & InboxFront deskNurse & MASpruce message cardsNext-available appointments
Surfaces the next open appointment slots on request.
Scheduling & Patient OutreachFront deskNext-available appointmentsControlled-substance refills
Runs controlled-substance refills, including PDMP checks.
Prescriptions & RefillsPhysicianNurse & MAControlled-substance refills
Sigma & Doximity workflows
Automates tasks in Sigma and Doximity.
Referrals & Prior AuthorizationNurse & MAFront deskSigma & Doximity workflowsDemographics & conversation checks
Checks patient demographics and conversation history for gaps.
Visit Prep & Clinical DocumentationPhysicianNurse & MADemographics & conversation checksMedical-records billing capture
Captures billable medical-records requests.
Billing & RevenueBillingPractice ownerMedical-records billing captureAuto-upload to chart
Uploads documents generated by Sidekick directly to the patient's Elation chart.
Fax & Document ManagementFront deskNurse & MAAuto-upload to chartHistorical Spruce search
Searches past Spruce conversations and triages Pages.
Patient Messaging & InboxFront deskNurse & MAHistorical Spruce searchOutbound calls & phone trees
Handles outbound calls, including navigating phone trees.
Scheduling & Patient OutreachFront deskOutbound calls & phone treesTRT/GLP-1 follow-up reports
Tracks patients on TRT or GLP-1 therapy who are due for follow-up.
Prescriptions & RefillsPhysicianNurse & MATRT/GLP-1 follow-up reportsDocumentation coding review
Reviews documentation for coding accuracy.
Visit Prep & Clinical DocumentationPhysicianNurse & MADocumentation coding reviewOutstanding-balance report
Reports outstanding patient balances from Cerbo.
Billing & RevenueBillingPractice ownerOutstanding-balance reportMulti-page document search
Searches open multi-page Elation documents for specific information.
Fax & Document ManagementFront deskNurse & MAMulti-page document search
Athena scheduling options
Pulls scheduling options from Athena.
Scheduling & Patient OutreachFront deskAthena scheduling optionsPrescription completeness check
Flags prescriptions missing required information.
Prescriptions & RefillsPhysicianNurse & MAPrescription completeness checkChart-note writeback
Writes notes directly into the patient chart.
Visit Prep & Clinical DocumentationPhysicianNurse & MAChart-note writebackCare gap tracking
Flags birthday, tickler, and return-to-office (RTO) gaps.
Scheduling & Patient OutreachFront deskCare gap trackingDaily medication follow-up report
Lists patients needing medication follow-up each day.
Prescriptions & RefillsPhysicianNurse & MADaily medication follow-up reportReview requests
Sends patients requests to leave a review.
Scheduling & Patient OutreachFront deskReview requestsPharmacy coordination
Coordinates with pharmacies, including calls.
Prescriptions & RefillsPhysicianNurse & MAPharmacy coordinationPrescription-request SOP
Researches and documents a standard process for prescription requests.
Prescriptions & RefillsPhysicianNurse & MAPrescription-request SOPFile photos and documents patients send in Spruce to the chart
Nothing patients send gets stuck in a message thread.
Fax & Document ManagementNurse & MAFront deskFile photos and documents patients send in Spruce to the chartAfter-hours message routing
Routes Spruce messages that arrive after hours to the on-call provider and queues the rest for the morning.
Patient Messaging & InboxFront deskNurse & MAAfter-hours message routingCancellation wait-list fill
Offers newly opened slots to patients on the wait list, first come, first served.
Scheduling & Patient OutreachFront deskCancellation wait-list fill
Triage Spruce refill messages with Akute chart context
Refill messages get handled in one touch.
Prescriptions & RefillsNurse & MAPhysicianTriage Spruce refill messages with Akute chart contextNew staff onboarding checklist
Gives every new hire a checklist of logins, trainings and shadow shifts, and tracks it to done.
Tasks & Team CoordinationPractice ownerFront deskNew staff onboarding checklist
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