Catch Healee telehealth visits with no matching Charm note
Clinics running both systems never lose a telehealth note. 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.
- Saved per week, estimated
- ~1 hr
- Roles it helps: physician and billing team
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every evening at 6pm.
- Step 1
Tabflows reads completed telehealth visits in Healee.
- Step 2
Checks Charm for a matching encounter and note.
- Step 3
Lists visits missing documentation.
- Step 4
Stages the Healee visit summary into Charm for sign-off.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More CharmEHR automations
See all →
Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & InboxLog after-hours HelpCare calls on the Charm chart
Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
Scheduling & Patient OutreachPrep Charm charts for new-patient visits booked in Calendly
Block prep time on calendars for procedure visits booked in Charm
Procedure days never start with a scramble for room or supplies.
Scheduling & Patient OutreachBlock prep time on calendars for procedure visits booked in Charm
Fill Charm cancellations from the waitlist through Weave
Canceled slots get filled the same day.
Scheduling & Patient OutreachFill Charm cancellations from the waitlist through Weave
Reconcile CharmEHR medication lists against Akute after migration
Medication lists stay accurate through the switch.
Prescriptions & RefillsReconcile CharmEHR medication lists against Akute after migration
Weekly check of Charm med lists against DoseSpot prescriptions
Med lists stay accurate before the next refill or visit.
Prescriptions & RefillsWeekly check of Charm med lists against DoseSpot prescriptions
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 Healee accounts 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 CharmEHR and Healee?
No. Catch Healee telehealth visits with no matching Charm note works inside the CharmEHR and Healee 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 every evening at 6pm. Tabflows works through 4 steps, and the result lands with your physician and billing team, saving an estimated 1 hr per week.