Turn dictated care plans into Fold Health coordination tasks
The care team acts on the plan the same day it's spoken. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per plan, estimated
- ~10 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a dictation includes a care plan.
- Step 1
Tabflows reads each care plan item.
- Step 2
Matches the patient in Fold Health.
- Step 3
Creates coordination tasks with due dates.
- Step 4
Flags items with no owner.
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
Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
Patient Messaging & InboxPrep physician callback dictation from HelpCare call summaries
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
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 Foldhealth accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your nurse and MA and physician sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from ChartNote and Foldhealth?
No. Turn dictated care plans into Fold Health coordination tasks works inside the ChartNote and Foldhealth 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 includes a care plan. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 10 min per plan.