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FreedGuava

Find outside records for care mentioned in a Freed visit

What the patient mentions in passing gets documented properly. 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.

Records & Care Coordination
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Saved per visit, estimated
~10 min
Roles it helps: physician and nurse and MA
2
Steps Tabflows handles for your team
4

How it runs

Starts: When a Freed note is finalized.

  1. Step 1

    Read the note for outside care mentioned, like specialist or ER visits.

  2. Step 2

    Search the patient's Guava record for those items.

  3. Step 3

    Summarize matching records with dates and results.

  4. Step 4

    Flag mentions with no record for staff to request.

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

More Freed automations

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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 Freed and Guava accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

What if outside records come in incomplete?

Your physician and nurse and MA 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 Freed and Guava?

No. Find outside records for care mentioned in a Freed visit works inside the Freed and Guava 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 Freed note is finalized. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.