Share Practice Better coaching notes with the Charm chart
Physicians see coaching progress without logging into another system. 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 session, estimated
- ~5 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a coaching session note is completed in Practice Better.
- Step 1
Tabflows reads the session note.
- Step 2
Matches the patient in Charm.
- Step 3
Stages a summary of goals and progress on the chart for review.
- Step 4
Creates a physician task for any red flags.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 Practice Better accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA 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 Practice Better?
No. Share Practice Better coaching notes with the Charm chart works inside the CharmEHR and Practice Better 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 coaching session note is completed in Practice Better. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 5 min per session.