Map Elation documents and non-visit notes into Cerbo during a switch
Years of documents arrive filed, not dumped. 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 chart, estimated
- ~10 min
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When the clinic moves from Elation to Cerbo.
- Step 1
Tabflows reads Elation documents and non-visit notes.
- Step 2
Matches each patient in Cerbo.
- Step 3
Stages documents under the right Cerbo categories for approval.
- Step 4
Flags anything it cannot match.
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 Elation accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your front desk and practice owner 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 Cerbo and Elation?
No. Map Elation documents and non-visit notes into Cerbo during a switch works inside the Cerbo 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 the clinic moves from Elation to Cerbo. Tabflows works through 4 steps, and the result lands with your front desk and practice owner, saving an estimated 10 min per chart.