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ElationGoogle Sheets

Weekly unsigned Elation notes report by provider

Charting debt stays small. 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 week, estimated
~1 hr
Roles it helps: practice owner and physician
2
Steps Tabflows handles for your team
4

How it runs

Starts: Every Friday at 3pm.

  1. Step 1

    Tabflows reads unsigned visit notes in Elation.

  2. Step 2

    Writes them to Google Sheets with their age.

  3. Step 3

    Flags notes older than 72 hours.

  4. Step 4

    Creates tasks for each provider.

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

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    Auto-upload to chart

    Uploads documents generated by Sidekick directly to the patient's Elation chart.

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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 Google Sheets 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 Google Sheets?

No. Weekly unsigned Elation notes report by provider works inside the Elation and Google Sheets 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 Friday at 3pm. Tabflows works through 4 steps, and the result lands with your practice owner and physician, saving an estimated 1 hr per week.