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

Elation

Referral Drafts

Pre-fills the specialist referral letter when the clinician opens the form. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.

Referrals & Prior Authorization
Talk to us about this one
Roles it helps: nurse and MA and front desk
2
Steps Tabflows handles for your team
3

How it runs

  1. Step 1

    Connect Elation

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

  2. Step 2

    Tabflows prepares the work

    Pre-fills the specialist referral letter when the clinician opens the form. 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
  • 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 account and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Who signs off before a referral goes out?

Your clinician. Tabflows prepares and tracks the referral, and your nurse and MA and front desk reviews it before anything is sent.

Do we need to switch from Elation?

No. Referral Drafts works inside the Elation account your clinic already uses. There is nothing to migrate and no new system for your team to learn.

Is it included on the free plan?

Yes. Referral Drafts is included on the Tabflows free plan.