Pull outside records from Guava into new Atlas members' charts
The first visit starts with the full history already in the chart. 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 new member, estimated
- ~20 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a new member is added in Atlas.
- Step 1
Tabflows spots the new member in Atlas.
- Step 2
Pulls their connected outside records from Guava.
- Step 3
Summarizes meds, problems and recent labs.
- Step 4
Stages the summary as an Atlas chart note for physician sign-off.
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 Guava accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA 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 Guava?
No. Pull outside records from Guava into new Atlas members' charts works inside the Atlas.md and Guava 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 new member is added in Atlas. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 20 min per new member.