Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per day, estimated
- ~45 min
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every weekday at 7am.
- Step 1
Pull overnight Helpcare call logs and voicemail summaries.
- Step 2
Match each caller to their Elation chart.
- Step 3
Summarize the reason for calling with recent visits and meds.
- Step 4
Create a prioritized team task per call, urgent ones first.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Elation automations
See all →
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 ManagementFax TriageDocument Key Results
Pulls key results from incoming documents and adds review notes.
Fax & Document ManagementDocument Key ResultsFax inbox clearing
Works through a fax backlog until the inbox is cleared.
Fax & Document ManagementFax inbox clearingFax-to-order matching
Attaches incoming fax results to the matching open order.
Fax & Document ManagementFax-to-order matchingRefill fax routing
Routes refill faxes and sends outbound faxes.
Fax & Document ManagementRefill fax routingAuto-upload to chart
Uploads documents generated by Sidekick directly to the patient's Elation chart.
Fax & Document ManagementAuto-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 TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Elation and HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your front desk and nurse and MA reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Elation and HelpCare?
No. Turn overnight Helpcare calls into triaged Elation tasks works inside the Elation and HelpCare 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 every weekday at 7am. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 45 min per day.