Elation
Cloud-based clinical EHR built for independent primary care practices. Here is every workflow Tabflows automates in Elation for direct primary care clinics.
Automations
- Fax Triage
Fax Triage
Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
Fax & Document Management - Document Key Results
Document Key Results
Pulls key results from incoming documents and adds review notes.
Fax & Document Management - Fax inbox clearing
Fax inbox clearing
Works through a fax backlog until the inbox is cleared.
Fax & Document Management - Fax-to-order matching
Fax-to-order matching
Attaches incoming fax results to the matching open order.
Fax & Document Management - Refill fax routing
Refill fax routing
Routes refill faxes and sends outbound faxes.
Fax & Document Management - Auto-upload to chart
Auto-upload to chart
Uploads documents generated by Sidekick directly to the patient's Elation chart.
Fax & Document Management - Multi-page document search
Multi-page document search
Searches open multi-page Elation documents for specific information.
Fax & Document Management - File emailed outside records into Elation documents
File emailed outside records into Elation documents
Emailed records get filed as reliably as faxes.
Fax & Document Management - File photos and documents patients send in Spruce to the chart
File photos and documents patients send in Spruce to the chart
Nothing patients send gets stuck in a message thread.
Fax & Document Management - Daily message review
Daily message review
Reviews Spruce and Elation daily and feeds items needing replies into Patient Inbox Drafts.
Patient Messaging & Inbox - Turn overnight Helpcare calls into triaged Elation tasks
Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
Patient Messaging & Inbox - Overdue patient ledger
Overdue patient ledger
Tracks patients due for callbacks or follow-up and runs nightly due checks.
Scheduling & Patient Outreach - Next-available appointments
Next-available appointments
Surfaces the next open appointment slots on request.
Scheduling & Patient Outreach - Care gap tracking
Care gap tracking
Flags birthday, tickler, and return-to-office (RTO) gaps.
Scheduling & Patient Outreach - Cancellation wait-list fill
Cancellation wait-list fill
Offers newly opened slots to patients on the wait list, first come, first served.
Scheduling & Patient Outreach - Annual visit reminders
Annual visit reminders
Finds members who are due for their annual visit and sends them a booking link.
Scheduling & Patient Outreach - Pre-build Elation visit notes from Calendly booking answers
Pre-build Elation visit notes from Calendly booking answers
Visits start with the story already written down.
Scheduling & Patient Outreach - Put tomorrow's prep list on the MA calendar from Elation
Put tomorrow's prep list on the MA calendar from Elation
MAs start each day ready.
Scheduling & Patient Outreach - Summarize HealthBook+ glucose logs before diabetes visits
Summarize HealthBook+ glucose logs before diabetes visits
Diabetes visits focus on decisions, not scrolling logs.
Scheduling & Patient Outreach - Book the 7-day post-discharge visit and prep the med rec
Book the 7-day post-discharge visit and prep the med rec
Every discharged patient is seen within a week with meds reconciled.
Scheduling & Patient Outreach - Stage fasting Labcorp labs two weeks before annual physicals
Stage fasting Labcorp labs two weeks before annual physicals
Results are in hand when the patient walks in.
Scheduling & Patient Outreach - Confirm tomorrow's visits by Weave text and call the no-replies
Confirm tomorrow's visits by Weave text and call the no-replies
Fewer no-shows and fewer empty slots.
Scheduling & Patient Outreach - Refill workflows
Refill workflows
Processes refill requests end to end, including GLP-1 refills.
Prescriptions & Refills - VistaScript navigation
VistaScript navigation
Navigates VistaScript and patient profiles to complete prescription tasks.
Prescriptions & Refills - Controlled-substance refills
Controlled-substance refills
Runs controlled-substance refills, including PDMP checks.
Prescriptions & Refills - TRT/GLP-1 follow-up reports
TRT/GLP-1 follow-up reports
Tracks patients on TRT or GLP-1 therapy who are due for follow-up.
Prescriptions & Refills - Prescription completeness check
Prescription completeness check
Flags prescriptions missing required information.
Prescriptions & Refills - Daily medication follow-up report
Daily medication follow-up report
Lists patients needing medication follow-up each day.
Prescriptions & Refills - Prescription-request SOP
Prescription-request SOP
Researches and documents a standard process for prescription requests.
Prescriptions & Refills - Build prior auth packets when DoseSpot flags a rejection
Build prior auth packets when DoseSpot flags a rejection
Prior auths start the same day instead of next week.
Prescriptions & Refills - Check new prescriptions against pregnancy and lactation guidance
Check new prescriptions against pregnancy and lactation guidance
Safety concerns surface before the script goes out.
Prescriptions & Refills - Track compounded prescriptions from Elation to Vista Scripts delivery
Track compounded prescriptions from Elation to Vista Scripts delivery
Patients get compounds on time without staff calling the pharmacy.
Prescriptions & Refills - Referral Drafts
Referral Drafts
Pre-fills the specialist referral letter when the clinician opens the form.
Referrals & Prior Authorization - Prior auth & form fill
Prior auth & form fill
Completes prior authorization requests and forms.
Referrals & Prior Authorization - Carry open athena referrals into Elation during a switch
Carry open athena referrals into Elation during a switch
Referrals in flight survive the migration.
Referrals & Prior Authorization - Patient/Context Search
Patient/Context Search
Finds patient information across connected systems.
Visit Prep & Clinical Documentation - Daily patient-prep dashboard
Daily patient-prep dashboard
Combines each day's patient prep into one view.
Visit Prep & Clinical Documentation - Patient-context checks
Patient-context checks
Verifies patient context before actions are taken.
Visit Prep & Clinical Documentation - Demographics & conversation checks
Demographics & conversation checks
Checks patient demographics and conversation history for gaps.
Visit Prep & Clinical Documentation - Documentation coding review
Documentation coding review
Reviews documentation for coding accuracy.
Visit Prep & Clinical Documentation - Chart-note writeback
Chart-note writeback
Writes notes directly into the patient chart.
Visit Prep & Clinical Documentation - Match Amplify DPC appointments to signed Elation visit notes
Match Amplify DPC appointments to signed Elation visit notes
No visit goes undocumented at day's end.
Visit Prep & Clinical Documentation - Turn dictated phone calls into Elation non-visit notes
Turn dictated phone calls into Elation non-visit notes
Phone advice is documented minutes after the call.
Visit Prep & Clinical Documentation - Stage Freed notes in Elation with orders listed for sign-off
Stage Freed notes in Elation with orders listed for sign-off
Notes and orders close out together.
Visit Prep & Clinical Documentation - Move Healee telehealth notes into Elation for clinics using both
Move Healee telehealth notes into Elation for clinics using both
One chart holds every visit, in person or virtual.
Visit Prep & Clinical Documentation - Reconcile Heidi med changes against the Elation med list
Reconcile Heidi med changes against the Elation med list
Med lists match what was said in the room.
Visit Prep & Clinical Documentation - Queue Triage
Queue Triage
Works through the Elation inbox and queue, clearing or routing each item.
Tasks & Team Coordination - Smart Task Recommendations
Smart Task Recommendations
Turns chart activity and patient messages into staff tasks with an assignee and a due date, like call, refill or schedule.
Tasks & Team Coordination - Overdue tasks by provider
Overdue tasks by provider
Reports overdue tasks grouped by provider.
Tasks & Team Coordination - Morning Report
Morning Report
A daily digest of what needs attention today.
Tasks & Team Coordination - New staff onboarding checklist
New staff onboarding checklist
Gives every new hire a checklist of logins, trainings and shadow shifts, and tracks it to done.
Tasks & Team Coordination - Catch charted services outside the plan that were never billed
Catch charted services outside the plan that were never billed
Out-of-plan services get billed instead of forgotten.
Billing & Revenue - Charge non-member visit fees once the Elation note is signed
Charge non-member visit fees once the Elation note is signed
Cash-pay visits are billed the same day, at the right price.
Billing & Revenue - New member onboarding
New member onboarding
When someone joins in Hint, creates their Elation chart, sends intake forms and books the welcome visit.
Membership & Onboarding - Lab result routing
Lab result routing
Matches incoming Quest and Labcorp results to the patient and routes them to the ordering provider.
Labs & Results - Carry Elation open lab orders into Akute during an EHR switch
Carry Elation open lab orders into Akute during an EHR switch
No pending lab gets dropped mid-migration.
Labs & Results - Escalate critical Quest values until a physician acknowledges
Escalate critical Quest values until a physician acknowledges
No critical value sits unread.
Labs & Results - Chase Rupa kits patients never sent back
Chase Rupa kits patients never sent back
Ordered tests get completed instead of forgotten in a drawer.
Labs & Results - Practice Brain
Practice Brain
Stores your practice's workflow rules and operational knowledge so automations follow your processes.
Practice Knowledge & Training - Tab Training
Tab Training
Trains Tabflows on how your team works in each system.
Practice Knowledge & Training - Practice Brain workflow sync
Practice Brain workflow sync
Keeps Practice Brain in sync with workflow changes.
Practice Knowledge & Training - Practice X-Ray
Practice X-Ray
Measures end-to-end workflows and KPIs across your systems to identify improvement opportunities.
Analytics - Weekly unsigned Elation notes report by provider
Weekly unsigned Elation notes report by provider
Charting debt stays small.
Analytics - Monthly revenue by service line from charted Elation visits
Monthly revenue by service line from charted Elation visits
The owner sees which services actually earn money.
Analytics - Find Atlas.md members missing in Elation after a switch
Find Atlas.md members missing in Elation after a switch
Nobody gets lost in the switch.
Records & Care Coordination - Map Elation documents and non-visit notes into Cerbo during a switch
Map Elation documents and non-visit notes into Cerbo during a switch
Years of documents arrive filed, not dumped.
Records & Care Coordination - Move active patients from Charm to Elation with a chart check
Move active patients from Charm to Elation with a chart check
No chart is lost or half-moved during the switch.
Records & Care Coordination - Catch outside specialist visits in Guava and update Elation
Catch outside specialist visits in Guava and update Elation
Referral loops close even when the specialist never sends notes.
Records & Care Coordination - Move charts from Elation to Hint Clinical with a gap check
Move charts from Elation to Hint Clinical with a gap check
No allergy or med gets lost in the move.
Records & Care Coordination - Bring Practice Better coaching progress into Elation charts
Bring Practice Better coaching progress into Elation charts
Physicians see coaching progress without logging into a second system.
Records & Care Coordination - Reconcile patient rosters between SigmaMD and Elation
Reconcile patient rosters between SigmaMD and Elation
Both systems agree on who your patients are.
Records & Care Coordination - Bring therapy updates into Elation before primary care visits
Bring therapy updates into Elation before primary care visits
The physician knows how therapy is going before prescribing.
Records & Care Coordination - Log Fullscript patient orders on the Elation chart
Log Fullscript patient orders on the Elation chart
The chart shows what patients actually take.
Dispensing & Supplements - Match every Northwind fill to a current Elation prescription
Match every Northwind fill to a current Elation prescription
Every dispensed med traces back to a current prescription.
Dispensing & Supplements - Catch ProficientRx dispenses missing from the Elation chart
Catch ProficientRx dispenses missing from the Elation chart
Every in-office dispense is on the chart by close of day.
Dispensing & Supplements - Pre-visit evidence brief for patients with complex problem lists
Pre-visit evidence brief for patients with complex problem lists
The physician walks in with current, cited evidence for this patient.
Clinical Reference - Build a Fold Health care management list from Elation
Build a Fold Health care management list from Elation
Your sickest members get proactive care management.
Care Gaps & Prevention - Score Jotform PHQ-9 and GAD-7 screens and flag rising scores
Score Jotform PHQ-9 and GAD-7 screens and flag rising scores
Worsening mood scores reach the physician before the visit.
Care Gaps & Prevention - Thank members who refer a friend through Go High Level
Thank members who refer a friend through Go High Level
Word-of-mouth gets recognized every time.
Growth & Outreach
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