ChartNote
Voice-to-note AI tool for fast, structured clinical documentation. Here is every workflow Tabflows automates in ChartNote for direct primary care clinics.
Automations
- Turn dictated letters into Gmail drafts for approval
Turn dictated letters into Gmail drafts for approval
Work notes and school letters leave the same day.
Fax & Document Management - Prep physician callback dictation from HelpCare call summaries
Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
Patient Messaging & Inbox - Draft after-visit Spruce messages from the dictated plan
Draft after-visit Spruce messages from the dictated plan
Patients get a clear summary the same afternoon.
Patient Messaging & Inbox - Prep ChartNote visit context from the Amplify DPC schedule
Prep ChartNote visit context from the Amplify DPC schedule
Dictation starts with the visit already framed.
Scheduling & Patient Outreach - Hold calendar time for follow-ups dictated in ChartNote
Hold calendar time for follow-ups dictated in ChartNote
Follow-ups get booked before patients forget.
Scheduling & Patient Outreach - Load outside records from Guava into tomorrow's dictation template
Load outside records from Guava into tomorrow's dictation template
Physicians dictate with the full picture already in front of them.
Scheduling & Patient Outreach - Prep post-discharge visits with the hospital summary preloaded
Prep post-discharge visits with the hospital summary preloaded
Transition visits start with the hospital story already told.
Scheduling & Patient Outreach - Prefill ChartNote templates with Jotform pre-visit answers
Prefill ChartNote templates with Jotform pre-visit answers
Dictation starts halfway done.
Scheduling & Patient Outreach - Stage prescriptions dictated in ChartNote in DoseSpot
Stage prescriptions dictated in ChartNote in DoseSpot
Prescriptions are ready to sign when the note is.
Prescriptions & Refills - Stage Vista Scripts compounding orders from dictated plans
Stage Vista Scripts compounding orders from dictated plans
Compounded orders go out without a separate form.
Prescriptions & Refills - File ChartNote dictations as draft Akute visit notes
File ChartNote dictations as draft Akute visit notes
Dictations become signed notes the same day.
Visit Prep & Clinical Documentation - Draft athena encounter notes from ChartNote dictations
Draft athena encounter notes from ChartNote dictations
Encounters close faster with codes ready.
Visit Prep & Clinical Documentation - Draft Atlas.md notes from ChartNote dictations
Draft Atlas.md notes from ChartNote dictations
Dictations become notes without retyping.
Visit Prep & Clinical Documentation - Line up ChartNote templates by Calendly visit type
Line up ChartNote templates by Calendly visit type
The physician starts each dictation with the right structure ready.
Visit Prep & Clinical Documentation - Flag ChartNote dictations that never got signed in Cerbo
Flag ChartNote dictations that never got signed in Cerbo
Charts are closed out every day.
Visit Prep & Clinical Documentation - Move ChartNote dictations into Charm encounter drafts
Move ChartNote dictations into Charm encounter drafts
Notes land in the right encounter without copy and paste.
Visit Prep & Clinical Documentation - Turn dictated phone calls into Elation non-visit notes
Turn dictated phone calls into Elation non-visit notes
Phone advice is documented minutes after the call.
Visit Prep & Clinical Documentation - Drop ChartNote dictations into Healee telehealth notes
Drop ChartNote dictations into Healee telehealth notes
Telehealth notes close out before the next call starts.
Visit Prep & Clinical Documentation - Catch visits with two scribe drafts or none in clinics using both
Catch visits with two scribe drafts or none in clinics using both
No visit ends up with two notes or a missing one.
Visit Prep & Clinical Documentation - Send ChartNote dictations into Hint Clinical visit notes
Send ChartNote dictations into Hint Clinical visit notes
Notes are done before the next patient is roomed.
Visit Prep & Clinical Documentation - Turn ChartNote dictations into Practice Better session notes
Turn ChartNote dictations into Practice Better session notes
Wellness sessions close out without typing.
Visit Prep & Clinical Documentation - Send ChartNote dictations into SigmaMD patient records
Send ChartNote dictations into SigmaMD patient records
Documentation lands in the record of truth without retyping.
Visit Prep & Clinical Documentation - Turn dictated therapy sessions into SimplePractice progress notes
Turn dictated therapy sessions into SimplePractice progress notes
Progress notes are done between sessions.
Visit Prep & Clinical Documentation - Turn dictated call-the-patient notes into Weave tasks
Turn dictated call-the-patient notes into Weave tasks
Promised calls actually get made.
Tasks & Team Coordination - Stage Hint charges for add-on services dictated in visits
Stage Hint charges for add-on services dictated in visits
Joint injections and procedures stop going unbilled.
Billing & Revenue - Stage Stripe charges for cash-pay procedures dictated in visits
Stage Stripe charges for cash-pay procedures dictated in visits
Cash procedures get billed the same day.
Billing & Revenue - Stage Labcorp orders from labs dictated in ChartNote
Stage Labcorp orders from labs dictated in ChartNote
Lab orders are ready before the patient leaves.
Labs & Results - Catch duplicate lab orders against recent Quest results
Catch duplicate lab orders against recent Quest results
Patients skip unnecessary draws and costs.
Labs & Results - Stage Rupa specialty lab orders from dictated plans
Stage Rupa specialty lab orders from dictated plans
Specialty labs get ordered while the visit is fresh.
Labs & Results - Compare ChartNote and Freed side by side during a scribe trial
Compare ChartNote and Freed side by side during a scribe trial
You choose a scribe on evidence, not gut feel.
Analytics - Weekly dictation turnaround report by provider in Sheets
Weekly dictation turnaround report by provider in Sheets
Charting backlogs are visible before they become audits.
Analytics - Monthly check of dictated procedures against QuickBooks revenue
Monthly check of dictated procedures against QuickBooks revenue
Missed procedure revenue gets found every month.
Analytics - Turn dictated care plans into Fold Health coordination tasks
Turn dictated care plans into Fold Health coordination tasks
The care team acts on the plan the same day it's spoken.
Records & Care Coordination - Stage HealthBook+ care plan updates from dictated plans
Stage HealthBook+ care plan updates from dictated plans
Patients see the current plan, not last quarter's.
Records & Care Coordination - Stage Fullscript plans from supplements dictated in ChartNote
Stage Fullscript plans from supplements dictated in ChartNote
Supplement plans go out without retyping.
Dispensing & Supplements - Stage Northwind dispensing from medications dictated in ChartNote
Stage Northwind dispensing from medications dictated in ChartNote
Members get wholesale meds without a second ordering step.
Dispensing & Supplements - Stage in-office dispenses in ProficientRx from dictated plans
Stage in-office dispenses in ProficientRx from dictated plans
Patients leave with their meds in hand.
Dispensing & Supplements - Attach cited OpenEvidence answers to questions flagged in dictation
Attach cited OpenEvidence answers to questions flagged in dictation
Evidence checks happen without leaving the note.
Clinical Reference - Attach UpToDate patient handouts for dictated diagnoses
Attach UpToDate patient handouts for dictated diagnoses
Patients leave with trusted reading on their condition.
Clinical Reference - Update Go High Level leads from dictated meet-and-greet notes
Update Go High Level leads from dictated meet-and-greet notes
Prospects get a follow-up that reflects the actual conversation.
Growth & Outreach
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