Catch duplicate charts when moving from SigmaMD to Charm
The new EMR starts clean, with one chart per patient. 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 patient, estimated
- ~10 min
- Roles it helps: front desk and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a migration batch is exported from SigmaMD.
- Step 1
Tabflows reads the SigmaMD records.
- Step 2
Matches them against Charm by name, birth date and phone.
- Step 3
Flags likely duplicates and conflicting data.
- Step 4
Stages merged charts for staff approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Weekly check of Charm med lists against DoseSpot prescriptions
Med lists stay accurate before the next refill or visit.
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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 CharmEHR and SigmaMD 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 CharmEHR and SigmaMD?
No. Catch duplicate charts when moving from SigmaMD to Charm works inside the CharmEHR and SigmaMD 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 migration batch is exported from SigmaMD. Tabflows works through 4 steps, and the result lands with your front desk and practice owner, saving an estimated 10 min per patient.