Move active patients from Charm to Elation with a chart check
No chart is lost or half-moved during the switch. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per patient, estimated
- ~20 min
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When the clinic schedules its EMR switch.
- Step 1
Tabflows reads demographics, problems, meds and allergies from Charm.
- Step 2
Stages each chart in Elation for staff review.
- Step 3
Flags patients whose data didn't map cleanly.
- Step 4
Keeps a task list of charts still to confirm.
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 Elation accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your practice owner and front desk sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from CharmEHR and Elation?
No. Move active patients from Charm to Elation with a chart check works inside the CharmEHR and Elation 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 the clinic schedules its EMR switch. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 20 min per patient.