Hand overdue chronic care patients from Charm to Fold Health
Chronic patients get outreach before they slip for months. 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 week, estimated
- ~3 hrs
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Monday at 8am.
- Step 1
Tabflows reads Charm problem lists and last A1c and blood pressure.
- Step 2
Finds patients overdue for a check.
- Step 3
Creates care coordination tasks in Fold Health with the gap summary.
- Step 4
Drafts outreach messages for care team approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Prep Charm charts for new-patient visits booked in Calendly
New patients arrive with charts ready to go.
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Block prep time on calendars for procedure visits booked in Charm
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Fill Charm cancellations from the waitlist through Weave
Canceled slots get filled the same day.
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Reconcile CharmEHR medication lists against Akute after migration
Medication lists stay accurate through the switch.
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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 Foldhealth 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 Foldhealth?
No. Hand overdue chronic care patients from Charm to Fold Health works inside the CharmEHR and Foldhealth 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 Monday at 8am. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 3 hrs per week.