File emailed specialist consult notes into Charm
Referral loops close without anyone digging through the inbox. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.
- Saved per consult, estimated
- ~6 min
- Roles it helps: front desk and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a specialist emails a consult note.
- Step 1
Tabflows reads the Gmail attachment.
- Step 2
Matches the patient in Charm.
- Step 3
Stages the document on the chart with a short summary for review.
- Step 4
Creates a physician task if the specialist recommends action.
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.
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Every tool Tabflows connects to, and what it can do with each one.
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How DPC and concierge clinics use Tabflows day to day.
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Get help from our team
Tabflows engineers
We set this up on your CharmEHR and Gmail accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who signs off before a referral goes out?
Your clinician. Tabflows prepares and tracks the referral, and your front desk and physician reviews it before anything is sent.
Do we need to switch from CharmEHR and Gmail?
No. File emailed specialist consult notes into Charm works inside the CharmEHR and Gmail 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 specialist emails a consult note. Tabflows works through 4 steps, and the result lands with your front desk and physician, saving an estimated 6 min per consult.