Hold calendar time for follow-ups dictated in ChartNote
Follow-ups get booked before patients forget. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per visit, estimated
- ~4 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a dictation says follow up in a set time.
- Step 1
Tabflows reads the follow-up interval.
- Step 2
Checks the provider's Google Calendar for openings.
- Step 3
Creates a tentative hold.
- Step 4
Creates a front desk task to confirm with the patient.
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 ChartNote and Google Calendar accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your front desk to confirm.
Do we need to switch from ChartNote and Google Calendar?
No. Hold calendar time for follow-ups dictated in ChartNote works inside the ChartNote and Google Calendar 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 dictation says follow up in a set time. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 4 min per visit.