Gather Guava outside records before a Calendly new-patient visit
First visits start with history instead of a records request. 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 patient, 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 patient books in Calendly.
- Step 1
Tabflows reads the booking.
- Step 2
Finds the patient's connected records in Guava.
- Step 3
Summarizes prior conditions, meds and recent labs into a prep brief.
- Step 4
Creates a physician task with the brief.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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No double entry between the booking page and the EMR.
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New patients arrive with charts ready to go.
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Visits start with the story already written down.
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Turn emailed appointment requests in Gmail into Calendly links
Email requests become booked visits without back and forth.
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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 Calendly 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 Calendly and Guava?
No. Gather Guava outside records before a Calendly new-patient visit works inside the Calendly 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 patient books in Calendly. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 20 min per new patient.