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ChartNoteHelpCare

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.

Patient Messaging & Inbox
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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.

  1. Step 1

    Tabflows reads the call summary.

  2. Step 2

    Loads it into a ChartNote callback template.

  3. Step 3

    Creates a callback task for the physician.

  4. 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

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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 Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

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.