Turn Spruce refill requests into Charm tasks with last fill date
Refill requests are triaged with the facts in one place. Refills and prescription tasks come in all day from every channel, and each one means the same chart lookups, checks and messages before the provider signs off.
- Saved per request, estimated
- ~4 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a patient asks for a refill in Spruce.
- Step 1
Tabflows reads the Spruce message.
- Step 2
Matches the Charm chart and medication.
- Step 3
Checks the last visit and any labs due.
- Step 4
Creates a refill task and drafts a reply for approval.
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.
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Every tool Tabflows connects to, and what it can do with each one.
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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 Spruce accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Does Tabflows approve refills or prescriptions?
No. It gathers what the provider needs and stages the request. The prescribing decision always stays with your physician.
Do we need to switch from CharmEHR and Spruce?
No. Turn Spruce refill requests into Charm tasks with last fill date works inside the CharmEHR and Spruce 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 patient asks for a refill in Spruce. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 4 min per request.