Scribe notes to tasks
Turns the follow-ups in Freed or Heidi visit notes into assigned tasks for the team. The minutes before a visit decide how good it is. Pulling results, messages and history into one place means the provider walks in already caught up.
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 3
How it runs
- Step 1
Connect Freed and Heidi
Tabflows works with the Freed and Heidi accounts your clinic already uses. Nothing to migrate, no new system to learn.
- Step 2
Tabflows prepares the work
Turns the follow-ups in Freed or Heidi visit notes into assigned tasks for the team. It follows your clinic's own rules, written down once in Practice Brain.
- 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 Freed automations
See all →
Draft plain-language visit summary emails from Freed notes
Patients leave with a clear written plan.
Patient Messaging & InboxDraft plain-language visit summary emails from Freed notes
Answer post-visit callback questions from the Freed note
Callers get answers that match the visit.
Patient Messaging & InboxAnswer post-visit callback questions from the Freed note
Schedule plan check-ins from Freed notes through Spruce
Promised check-ins happen on time.
Patient Messaging & InboxSchedule plan check-ins from Freed notes through Spruce
Book the follow-up the physician asked for in the visit
Follow-ups get booked before patients drift.
Scheduling & Patient OutreachBook the follow-up the physician asked for in the visit
Check Freed's med plan against DoseSpot before sign-off
What was said in the room matches what reaches the pharmacy.
Prescriptions & RefillsCheck Freed's med plan against DoseSpot before sign-off
Stage Northwind fills for meds started in a Freed visit
Patients get their meds without a second call.
Prescriptions & RefillsStage Northwind fills for meds started in a Freed visit
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 Freed and Heidi accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it change anything in the chart on its own?
No. It prepares what the provider needs to read. Anything written back to the chart waits for your team's approval.
Do we need to switch from Freed and Heidi?
No. Scribe notes to tasks works inside the Freed and Heidi accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
How do we get it set up for our clinic?
Add it to your build list and book a call. Your plan covers unlimited workflows, and our engineers build them one at a time in the order you choose, setting each up on your Freed and Heidi accounts and keeping it tuned to how your clinic works.