Pre-Visit Summary
Builds a chart prep brief before each visit. The minutes before a visit decide how good it is. Pulling results, messages and history into one place means the provider walks in already caught up.
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 3
How it runs
- Step 1
Connect Cerbo
Tabflows works with the Cerbo account your clinic already uses. Nothing to migrate, no new system to learn.
- Step 2
Tabflows prepares the work
Builds a chart prep brief before each visit. It follows your clinic's own rules, written down once in Practice Brain.
- Step 3
Your team reviews and moves on
Everything lands ready for the right person to check, approve or send, so the clinic stays in charge of every decision.
More Cerbo automations
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Fax Triage
Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
Fax & Document ManagementFax TriageDocument Key Results
Pulls key results from incoming documents and adds review notes.
Fax & Document ManagementDocument Key ResultsFax inbox clearing
Works through a fax backlog until the inbox is cleared.
Fax & Document ManagementFax inbox clearing
Clear the Cerbo fax queue into the right Akute chart after switching
No faxes get lost during a mid-year EHR move.
Fax & Document ManagementClear the Cerbo fax queue into the right Akute chart after switching
Check Cerbo faxes against Amplify DPC membership status
Front desk knows who a fax belongs to instantly.
Fax & Document ManagementCheck Cerbo faxes against Amplify DPC membership status
Turn Weave voicemails into Cerbo callback tasks with chart context
Every voicemail gets a callback owner within minutes.
Patient Messaging & InboxTurn Weave voicemails into Cerbo callback tasks with chart context
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 account and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it change anything in the chart on its own?
No. It prepares what the provider needs to read. Anything written back to the chart waits for your team's approval.
Do we need to switch from Cerbo?
No. Pre-Visit Summary works inside the Cerbo account your clinic already uses. There is nothing to migrate and no new system for your team to learn.
Is it included on the free plan?
Yes. Pre-Visit Summary is included on the Tabflows free plan.