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CharmEHRGoogle Calendar

Block prep time on calendars for procedure visits booked in Charm

Procedure days never start with a scramble for room or supplies. 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.

Scheduling & Patient Outreach
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Saved per procedure, 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 procedure visit is booked in Charm.

  1. Step 1

    Tabflows reads the appointment type and length in Charm.

  2. Step 2

    Checks the physician and MA Google Calendars for conflicts.

  3. Step 3

    Creates a prep and buffer block.

  4. Step 4

    Creates an MA task with the supplies list.

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 Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your CharmEHR and Google Calendar 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 nurse and MA and physician to confirm.

Do we need to switch from CharmEHR and Google Calendar?

No. Block prep time on calendars for procedure visits booked in Charm works inside the CharmEHR and Google Calendar 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 procedure visit is booked in Charm. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 10 min per procedure.