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ElationCerbo

Fax inbox clearing

Works through a fax backlog until the inbox is cleared. 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
Roles it helps: front desk and nurse and MA
2
Steps Tabflows handles for your team
3

How it runs

  1. Step 1

    Connect Elation and Cerbo

    Tabflows works with the Elation and Cerbo accounts your clinic already uses. Nothing to migrate, no new system to learn.

  2. Step 2

    Tabflows prepares the work

    Works through a fax backlog until the inbox is cleared. It follows your clinic's own rules, written down once in Practice Brain.

  3. Step 3

    Your team reviews and moves on

    Everything lands ready for the right person to check, approve or send, so the clinic stays in charge of every decision.

More Elation automations

See all →
  • ElationCerbo

    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
    Fax Triage
  • ElationCerbo

    Document Key Results

    Pulls key results from incoming documents and adds review notes.

    Fax & Document Management
    Document Key Results
  • Elation

    Fax-to-order matching

    Attaches incoming fax results to the matching open order.

    Fax & Document Management
    Fax-to-order matching
  • Elation

    Refill fax routing

    Routes refill faxes and sends outbound faxes.

    Fax & Document Management
    Refill fax routing
  • Elation

    Auto-upload to chart

    Uploads documents generated by Sidekick directly to the patient's Elation chart.

    Fax & Document Management
    Auto-upload to chart
  • Elation

    Multi-page document search

    Searches open multi-page Elation documents for specific information.

    Fax & Document Management
    Multi-page document search

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 Elation and Cerbo 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 front desk and nurse and MA to check, and anything it can't place stays with a person to file by hand.

Do we need to switch from Elation and Cerbo?

No. Fax inbox clearing works inside the Elation and Cerbo accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.

How do we get it set up for our clinic?

Add it to your build list and book a call. Your plan covers unlimited workflows, and our engineers build them one at a time in the order you choose, setting each up on your Elation and Cerbo accounts and keeping it tuned to how your clinic works.