Close Cerbo referral loops from specialist emails in Gmail
Specialist notes stop sitting in the inbox. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.
- Saved per consult, estimated
- ~10 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a specialist emails a consult note.
- Step 1
Tabflows reads the email and attachment.
- Step 2
Matches the patient and open referral in Cerbo.
- Step 3
Stages the document and summary for physician review.
- Step 4
Closes the referral tracking task.
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 Cerbo and Gmail accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who signs off before a referral goes out?
Your clinician. Tabflows prepares and tracks the referral, and your nurse and MA and physician reviews it before anything is sent.
Do we need to switch from Cerbo and Gmail?
No. Close Cerbo referral loops from specialist emails in Gmail works inside the Cerbo and Gmail 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 specialist emails a consult note. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 10 min per consult.