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

ElationSpruce

File photos and documents patients send in Spruce to the chart

Nothing patients send gets stuck in a message thread. 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 item, estimated
~5 min
Roles it helps: nurse and MA and front desk
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a patient sends a photo or file in Spruce.

  1. Step 1

    Match the sender to their Elation chart.

  2. Step 2

    Identify the item: rash photo, outside lab, insurance card or form.

  3. Step 3

    Stage it in the chart's documents with a label for staff confirmation.

  4. Step 4

    Create a nurse task when a photo needs clinical review.

Everything lands for your team to review, 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
  • ElationCerbo

    Fax inbox clearing

    Works through a fax backlog until the inbox is cleared.

    Fax & Document Management
    Fax inbox clearing
  • 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

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 Spruce 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 nurse and MA 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 Elation and Spruce?

No. File photos and documents patients send in Spruce to the chart works inside the Elation and Spruce 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 patient sends a photo or file in Spruce. Tabflows works through 4 steps, and the result lands with your nurse and MA and front desk, saving an estimated 5 min per item.