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File emailed outside records into Elation documents

Emailed records get filed as reliably as faxes. 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 document, estimated
~6 min
Roles it helps: front desk and physician
2
Steps Tabflows handles for your team
4

How it runs

Starts: When records arrive by email in Gmail.

  1. Step 1

    Tabflows reads the attachment.

  2. Step 2

    Matches the patient in Elation.

  3. Step 3

    Stages the document with category and summary.

  4. Step 4

    Creates a physician task if anything is abnormal.

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

More Elation automations

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  • 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.

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  • ElationCerbo

    Document Key Results

    Pulls key results from incoming documents and adds review notes.

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  • ElationCerbo

    Fax inbox clearing

    Works through a fax backlog until the inbox is cleared.

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    Fax inbox clearing
  • Elation

    Fax-to-order matching

    Attaches incoming fax results to the matching open order.

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    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

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

Do we need to switch from Elation and Gmail?

No. File emailed outside records into Elation documents works inside the Elation 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 records arrive by email in Gmail. Tabflows works through 4 steps, and the result lands with your front desk and physician, saving an estimated 6 min per document.