Skip to content

Tabflows raises $2.5 million to give your clinic more time, patients, and room to grow.

ChartNoteGmail

Turn dictated letters into Gmail drafts for approval

Work notes and school letters leave the same day. Faxes and scanned documents still arrive by the stack, and every one has to be read, matched to a patient and filed before anyone can act on it.

Fax & Document Management
Talk to us about this one
Saved per letter, estimated
~8 min
Roles it helps: physician and front desk
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a physician dictates a letter.

  1. Step 1

    Tabflows reads the letter dictation.

  2. Step 2

    Formats it on clinic letterhead.

  3. Step 3

    Drafts a Gmail email to the recipient for approval.

  4. Step 4

    Creates a task to log the sent letter.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More ChartNote automations

See all →

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 Gmail accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

What if a document doesn't clearly match a patient?

Nothing is filed on a guess. Tabflows prepares each one for your physician and front desk to check, and anything it can't place stays with a person to file by hand.

Do we need to switch from ChartNote and Gmail?

No. Turn dictated letters into Gmail drafts for approval works inside the ChartNote and Gmail 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 physician dictates a letter. Tabflows works through 4 steps, and the result lands with your physician and front desk, saving an estimated 8 min per letter.