Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go. 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
- ~10 min
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: The day before each Calendly new-patient visit.
- Step 1
Tabflows reads tomorrow's Calendly new-patient bookings.
- Step 2
Checks Charm for intake forms and outside records.
- Step 3
Builds a prep list of gaps.
- Step 4
Creates front desk tasks to close them.
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 Calendly and CharmEHR 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 front desk and nurse and MA to confirm.
Do we need to switch from Calendly and CharmEHR?
No. Prep Charm charts for new-patient visits booked in Calendly works inside the Calendly and CharmEHR 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 the day before each Calendly new-patient visit. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 10 min per visit.