Monthly aging report of open Charm balances in Sheets
Owners see exactly what is owed and who is chasing it. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.
- Saved per month, estimated
- ~3 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: First business day of the month.
- Step 1
Tabflows reads open invoices and claims in Charm.
- Step 2
Groups them by age and payer.
- Step 3
Writes the report to a Google Sheets tracker.
- Step 4
Creates billing tasks for accounts over 90 days.
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 Google Sheets accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What will we actually get out of it?
A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.
Do we need to switch from CharmEHR and Google Sheets?
No. Monthly aging report of open Charm balances in Sheets works inside the CharmEHR and Google Sheets 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 on the first business day of the month. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 3 hrs per month.