

Catch outside specialist visits in Guava and update Elation
Referral loops close even when the specialist never sends notes. 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 week, estimated
- ~2 hrs
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every Wednesday at 8am.
- Step 1
Tabflows reads Guava for new outside encounters for members.
- Step 2
Summarizes each visit.
- Step 3
Stages the summary in Elation for review.
- Step 4
Closes or creates the matching referral follow-up task.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Reads incoming faxes, identifies the patient and document type, files each one to the chart and routes it to the right reviewer.
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Document Key Results
Pulls key results from incoming documents and adds review notes.
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Fax inbox clearing
Works through a fax backlog until the inbox is cleared.
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Fax-to-order matching
Attaches incoming fax results to the matching open order.
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Refill fax routing
Routes refill faxes and sends outbound faxes.
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Auto-upload to chart
Uploads documents generated by Sidekick directly to the patient's Elation chart.
Fax & Document ManagementAuto-upload to chart
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 Elation and Guava accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA 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 Elation and Guava?
No. Catch outside specialist visits in Guava and update Elation works inside the Elation and Guava 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 every Wednesday at 8am. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 2 hrs per week.