Turn emailed records requests into athena release tasks
Records requests get handled within days. Faxes and scanned documents still arrive by the stack, and every one has to be read, matched to a patient and filed before anyone can act on it.
- Saved per request, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a records request arrives in Gmail.
- Step 1
Read the email and authorization form.
- Step 2
Match the patient in athena.
- Step 3
Flag missing signatures or dates.
- Step 4
Create a release-of-information task.
Everything lands for your team to review, 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 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 Athena and Gmail accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if a document doesn't clearly match a patient?
Nothing is filed on a guess. Tabflows prepares each one for your front desk to check, and anything it can't place stays with a person to file by hand.
Do we need to switch from Athena and Gmail?
No. Turn emailed records requests into athena release tasks works inside the Athena and Gmail 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 records request arrives in Gmail. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per request.