Pre-build Elation visit notes from Calendly booking answers
Visits start with the story already written down. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per visit, estimated
- ~7 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Calendly booking includes a reason for visit.
- Step 1
Tabflows reads the booking answers.
- Step 2
Matches the patient and Elation appointment.
- Step 3
Stages a draft visit note with chief complaint and relevant history for the physician.
- Step 4
Creates a task for labs to order ahead.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Calendly automations
See all →
Prep Akute chart summaries for booked Calendly follow-ups
Physicians walk into each follow-up already briefed.
Scheduling & Patient OutreachPrep Akute chart summaries for booked Calendly follow-ups
Check athena coverage before Calendly-booked new patient visits
New patients don't arrive with coverage surprises.
Scheduling & Patient OutreachCheck athena coverage before Calendly-booked new patient visits
Turn Calendly bookings into Cerbo appointments with charts ready
No double entry between the booking page and the EMR.
Scheduling & Patient OutreachTurn Calendly bookings into Cerbo appointments with charts ready
Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
Scheduling & Patient OutreachPrep Charm charts for new-patient visits booked in Calendly
Turn emailed appointment requests in Gmail into Calendly links
Email requests become booked visits without back and forth.
Scheduling & Patient OutreachTurn emailed appointment requests in Gmail into Calendly links
Turn Calendly virtual bookings into Healee telehealth visits
Virtual visits are set up correctly every time.
Scheduling & Patient OutreachTurn Calendly virtual bookings into Healee telehealth visits
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 Elation accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your physician and nurse and MA to confirm.
Do we need to switch from Calendly and Elation?
No. Pre-build Elation visit notes from Calendly booking answers works inside the Calendly and Elation 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 Calendly booking includes a reason for visit. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 7 min per visit.