Match HelpCare refill calls to Cerbo charts
Phone refill requests arrive ready to approve. Refills and prescription tasks come in all day from every channel, and each one means the same chart lookups, checks and messages before the provider signs off.
- Saved per call, estimated
- ~5 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When HelpCare logs a refill request call.
- Step 1
Tabflows reads the call.
- Step 2
Matches the patient and medication in Cerbo.
- Step 3
Checks last visit and labs.
- Step 4
Creates a physician refill task with the summary.
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 HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Does Tabflows approve refills or prescriptions?
No. It gathers what the provider needs and stages the request. The prescribing decision always stays with your physician.
Do we need to switch from Cerbo and HelpCare?
No. Match HelpCare refill calls to Cerbo charts works inside the Cerbo and HelpCare 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 HelpCare logs a refill request call. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 5 min per call.