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CharmEHRWeave

Fill Charm cancellations from the waitlist through Weave

Canceled slots get filled the same day. 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 cancellation, estimated
~15 min
Role it helps: front desk
1
Steps Tabflows handles for your team
4

How it runs

Starts: When a visit is canceled in Charm.

  1. Step 1

    Tabflows reads the open slot in Charm.

  2. Step 2

    Finds waitlist patients who need that visit type.

  3. Step 3

    Drafts Weave text offers for front desk approval.

  4. Step 4

    Creates a task to book whoever replies first.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More CharmEHR automations

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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 Weave 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 front desk to confirm.

Do we need to switch from CharmEHR and Weave?

No. Fill Charm cancellations from the waitlist through Weave works inside the CharmEHR and Weave 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 visit is canceled in Charm. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 15 min per cancellation.