

Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per callback, estimated
- ~5 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a HelpCare call is flagged for a physician callback.
- Step 1
Tabflows reads the call summary.
- Step 2
Loads it into a ChartNote callback template.
- Step 3
Creates a callback task for the physician.
- Step 4
Drafts the call documentation for sign-off.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More ChartNote automations
See all →

Turn dictated letters into Gmail drafts for approval
Work notes and school letters leave the same day.
Fax & Document ManagementTurn dictated letters into Gmail drafts for approval

Draft after-visit Spruce messages from the dictated plan
Patients get a clear summary the same afternoon.
Patient Messaging & InboxDraft after-visit Spruce messages from the dictated plan

Prep ChartNote visit context from the Amplify DPC schedule
Dictation starts with the visit already framed.
Scheduling & Patient OutreachPrep ChartNote visit context from the Amplify DPC schedule

Hold calendar time for follow-ups dictated in ChartNote
Follow-ups get booked before patients forget.
Scheduling & Patient OutreachHold calendar time for follow-ups dictated in ChartNote

Load outside records from Guava into tomorrow's dictation template
Physicians dictate with the full picture already in front of them.
Scheduling & Patient OutreachLoad outside records from Guava into tomorrow's dictation template
Prep post-discharge visits with the hospital summary preloaded
Transition visits start with the hospital story already told.
Scheduling & Patient OutreachPrep post-discharge visits with the hospital summary preloaded
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 HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your physician reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from ChartNote and HelpCare?
No. Prep physician callback dictation from HelpCare call summaries works inside the ChartNote and HelpCare 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 HelpCare call is flagged for a physician callback. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 5 min per callback.