Move patient charts from Healee into Atlas during a switch
The switch happens without lost charts or orphaned appointments. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per patient, estimated
- ~15 min
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When the clinic starts its Atlas migration.
- Step 1
Tabflows reads each Healee chart, demographics and upcoming appointments.
- Step 2
Matches each patient to an Atlas member or flags them as missing.
- Step 3
Stages records and notes for import approval.
- Step 4
Creates a task list of every mismatch.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Atlas.md automations
See all →
Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
Patient Messaging & InboxLog overnight HelpCare calls in Atlas with callback tasks
Turn missed Weave calls into Atlas callback tasks
Every missed call gets a fast, informed callback.
Patient Messaging & InboxTurn missed Weave calls into Atlas callback tasks
Catch Atlas.md visits booked on provider days off
No patient shows up to an absent provider.
Scheduling & Patient OutreachCatch Atlas.md visits booked on provider days off
Stage DoseSpot refills from Atlas.md patient messages
Refill requests close in one pass.
Prescriptions & RefillsStage DoseSpot refills from Atlas.md patient messages
Track Vista compounded orders and tell patients when they ship
Patients stop calling to ask where their compound is.
Prescriptions & RefillsTrack Vista compounded orders and tell patients when they ship
Hand off therapy referrals from Atlas to SimplePractice
Behavioral health referrals get booked, not forgotten.
Referrals & Prior AuthorizationHand off therapy referrals from Atlas to SimplePractice
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 Atlas.md and Healee accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your front desk and practice owner sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Atlas.md and Healee?
No. Move patient charts from Healee into Atlas during a switch works inside the Atlas.md and Healee 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 the clinic starts its Atlas migration. Tabflows works through 4 steps, and the result lands with your front desk and practice owner, saving an estimated 15 min per patient.