Route specialist emails into the right Fold Health patient record
Specialist advice lands with the care team, not in someone's inbox. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per email, estimated
- ~10 min
- Roles it helps: nurse and MA and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a specialist or care partner email lands in Gmail.
- Step 1
Read the email and attachments and match the patient.
- Step 2
Summarize recommendations and requested actions.
- Step 3
Stage the summary on the patient's Fold Health record for coordinator confirmation.
- Step 4
Create a task for each requested action.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 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 Foldhealth and Gmail accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your nurse and MA and front desk sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Foldhealth and Gmail?
No. Route specialist emails into the right Fold Health patient record works inside the Foldhealth and Gmail 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 specialist or care partner email lands in Gmail. Tabflows works through 4 steps, and the result lands with your nurse and MA and front desk, saving an estimated 10 min per email.