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

ElationQuickBooks

Monthly revenue by service line from charted Elation visits

The owner sees which services actually earn money. You can't fix what you can't see. Measuring how work actually moves shows where the hours go and what to automate next.

Analytics
Talk to us about this one
Saved per month, estimated
~3 hrs
Roles it helps: billing team and practice owner
2
Steps Tabflows handles for your team
4

How it runs

Starts: First business day of each month.

  1. Step 1

    Read last month's Elation visits, procedures and in-house labs.

  2. Step 2

    Match them to QuickBooks income entries and deposits.

  3. Step 3

    Flag charted services with no matching revenue.

  4. Step 4

    Summarize revenue per service line for the owner.

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 QuickBooks accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

What will we actually get out of it?

A clear view of where your team's hours go across your systems, so you can decide what to automate next with real numbers in hand.

Do we need to switch from Elation and QuickBooks?

No. Monthly revenue by service line from charted Elation visits works inside the Elation and QuickBooks 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 on the first business day of each month. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 3 hrs per month.