Fill Charm chart gaps from Guava before annual physicals
Physicals start with a complete history, not repeat tests. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per physical, estimated
- ~12 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: 7 days before an annual physical.
- Step 1
Tabflows reads Guava for outside labs, imaging and vaccines.
- Step 2
Compares them to the Charm chart.
- Step 3
Summarizes what is missing or newer elsewhere.
- Step 4
Stages chart updates for physician review.
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 Guava accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your nurse and MA and physician chooses who hears from you and when.
Do we need to switch from CharmEHR and Guava?
No. Fill Charm chart gaps from Guava before annual physicals works inside the CharmEHR and Guava 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 7 days before an annual physical. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 12 min per physical.