Gmail
Here is every workflow Tabflows automates in Gmail for direct primary care clinics.
Automations
- File specialist emails into the right Akute chart
File specialist emails into the right Akute chart
Outside reports land in the chart, not the inbox.
Fax & Document Management - Turn emailed records requests into athena release tasks
Turn emailed records requests into athena release tasks
Records requests get handled within days.
Fax & Document Management - Turn dictated letters into Gmail drafts for approval
Turn dictated letters into Gmail drafts for approval
Work notes and school letters leave the same day.
Fax & Document Management - File emailed outside records into Elation documents
File emailed outside records into Elation documents
Emailed records get filed as reliably as faxes.
Fax & Document Management - File emailed outside records into the Hint Clinical chart
File emailed outside records into the Hint Clinical chart
Emailed records get charted like faxes, not forgotten.
Fax & Document Management - Answer Gmail membership questions with Amplify DPC details
Answer Gmail membership questions with Amplify DPC details
Membership emails get answered with the facts.
Patient Messaging & Inbox - Draft plain-language visit summary emails from Freed notes
Draft plain-language visit summary emails from Freed notes
Patients leave with a clear written plan.
Patient Messaging & Inbox - Answer supplement order emails with real Fullscript status
Answer supplement order emails with real Fullscript status
Order questions get accurate answers in minutes.
Patient Messaging & Inbox - File emailed home readings into Healthbook+
File emailed home readings into Healthbook+
Home readings stop living in the inbox and reach the care plan.
Patient Messaging & Inbox - Turn emailed client questions into Practice Better tasks
Turn emailed client questions into Practice Better tasks
Client emails get answered with full context.
Patient Messaging & Inbox - Move clinical emails into SigmaMD secure messaging
Move clinical emails into SigmaMD secure messaging
Clinical conversations end up in the record, not the inbox.
Patient Messaging & Inbox - Turn emailed appointment requests in Gmail into Calendly links
Turn emailed appointment requests in Gmail into Calendly links
Email requests become booked visits without back and forth.
Scheduling & Patient Outreach - Turn emailed appointment requests into Healee bookings
Turn emailed appointment requests into Healee bookings
Email requests get booked without retyping.
Scheduling & Patient Outreach - Match pharmacy emails to the DoseSpot prescription they mean
Match pharmacy emails to the DoseSpot prescription they mean
Pharmacy questions get answered before patients are stuck at the counter.
Prescriptions & Refills - Relay emailed prior auth decisions to the patient's Spruce thread
Relay emailed prior auth decisions to the patient's Spruce thread
Patients hear about approvals and denials the same day.
Prescriptions & Refills - Track compounding order delays from Vista status emails
Track compounding order delays from Vista status emails
Patients hear about delays from the clinic first.
Prescriptions & Refills - Close Cerbo referral loops from specialist emails in Gmail
Close Cerbo referral loops from specialist emails in Gmail
Specialist notes stop sitting in the inbox.
Referrals & Prior Authorization - File emailed specialist consult notes into Charm
File emailed specialist consult notes into Charm
Referral loops close without anyone digging through the inbox.
Referrals & Prior Authorization - Email specialists a referral summary from the Heidi note
Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day.
Referrals & Prior Authorization - Turn meeting request emails into calendar holds
Turn meeting request emails into calendar holds
Scheduling back-and-forth with employers and vendors drops to one email.
Tasks & Team Coordination - Email the care team a morning digest of overnight calls
Email the care team a morning digest of overnight calls
The team starts the day knowing exactly who needs a call.
Tasks & Team Coordination - File emailed vendor bills into QuickBooks
File emailed vendor bills into QuickBooks
Bills get entered the day they arrive.
Tasks & Team Coordination - Answer Stripe dispute notices with evidence ready
Answer Stripe dispute notices with evidence ready
Disputes get answered before the deadline with full evidence.
Billing & Revenue - Chase incomplete intake forms before the first visit
Chase incomplete intake forms before the first visit
First visits start with intake done.
Membership & Onboarding - Draft plain-language result emails for reviewed Labcorp labs
Draft plain-language result emails for reviewed Labcorp labs
Patients hear about results faster, in words they understand.
Labs & Results - Flag Quest results that never arrived
Flag Quest results that never arrived
Lost and rejected labs get caught in days, not weeks.
Labs & Results - Remind patients to return their Rupa test kits
Remind patients to return their Rupa test kits
More kits come back, and results arrive on time.
Labs & Results - Email the owner a weekly front desk phone report
Email the owner a weekly front desk phone report
The owner sees phone coverage gaps without pulling reports.
Analytics - Route specialist emails into the right Fold Health patient record
Route specialist emails into the right Fold Health patient record
Specialist advice lands with the care team, not in someone's inbox.
Records & Care Coordination - Log every records request email in a tracker
Log every records request email in a tracker
No records request slips past its deadline.
Records & Care Coordination - Request only missing records after checking Guava
Request only missing records after checking Guava
Fewer records requests go out, and they ask for the right things.
Records & Care Coordination - Turn hospital admission alert emails into follow-up tasks
Turn hospital admission alert emails into follow-up tasks
Every hospital visit gets a timely follow-up.
Records & Care Coordination - Check consent before answering therapy records requests
Check consent before answering therapy records requests
Records only go out with the right consent.
Records & Care Coordination - Catch Northwind backorders before they delay patient fills
Catch Northwind backorders before they delay patient fills
Backorders are handled before a patient runs out.
Dispensing & Supplements - Reorder low ProficientRx stock with a drafted supplier email
Reorder low ProficientRx stock with a drafted supplier email
The dispensary shelf stays stocked without manual counts.
Dispensing & Supplements - Answer colleague clinical questions with cited evidence
Answer colleague clinical questions with cited evidence
Curbside questions get a sourced answer without the research time.
Clinical Reference - Answer general health emails with UpToDate-backed drafts
Answer general health emails with UpToDate-backed drafts
Common questions get thorough answers in a fraction of the time.
Clinical Reference - Apollo outreach drafts in Gmail
Apollo outreach drafts in Gmail
Drafts personal outreach emails in Gmail to your Apollo contacts, for your team to review and send.
Growth & Outreach - Apify review watch
Apify review watch
Collects new public reviews of your clinic with Apify and flags the ones that need a reply.
Growth & Outreach - Gmail lead inbox triage
Gmail lead inbox triage
Sorts the clinic's Gmail into new-patient leads, partners and vendors, and drafts first replies for review.
Growth & Outreach - Gmail inquiry follow-up
Gmail inquiry follow-up
Follows up on new-patient inquiry emails that haven't booked a meet-and-greet yet.
Growth & Outreach - Gmail referral thank-yous
Gmail referral thank-yous
Drafts a thank-you in Gmail to the member who referred a friend, as soon as the new member joins in Hint.
Growth & Outreach - Gmail lapsed-inquiry check-ins
Gmail lapsed-inquiry check-ins
Finds inquiries that never joined and drafts a friendly check-in for your team to send.
Growth & Outreach - Open house sign-up follow-up
Open house sign-up follow-up
Turns open house sign-up sheets into follow-up emails in Gmail with an invite to tour the clinic.
Growth & Outreach - Outreach reply tracking
Outreach reply tracking
Logs every reply to your outreach emails in a shared sheet, so no warm lead goes cold.
Growth & Outreach - Move campaign email replies to the right pipeline stage
Move campaign email replies to the right pipeline stage
Warm replies get worked first instead of sitting in the inbox.
Growth & Outreach - Turn emailed employer census files into Atlas.md roster updates
Turn emailed employer census files into Atlas.md roster updates
Employer rosters stay accurate every month.
Employer Groups & Sponsors - Answer employer billing emails with the group's Hint history
Answer employer billing emails with the group's Hint history
Employer billing questions get answered in minutes, not days.
Employer Groups & Sponsors
More tools we automate
ElationWorkflow automations
CerboWorkflow automations
AkuteHealthWorkflow automations
Amplify DPCWorkflow automations
AthenaWorkflow automations
ChartNoteWorkflow automations
SpruceWorkflow automations
Hint ClinicalWorkflow automations
HealeeWorkflow automations
Hospital portalsWorkflow automations
HelpCareWorkflow automations
WeaveWorkflow automations
Atlas.mdWorkflow automations
CharmEHRWorkflow automations
DoseSpotWorkflow automations
FoldhealthWorkflow automations
SigmaMDWorkflow automations
FreedWorkflow automations
FullscriptWorkflow automations
HealthBook+Workflow automations
Practice BetterWorkflow automations
Google CalendarWorkflow automations
SimplePracticeWorkflow automations
Google SheetsWorkflow automations
GuavaWorkflow automations
HeidiWorkflow automations- Hint CoreWorkflow automations
LabcorpWorkflow automations
Northwind PharmaceuticalsWorkflow automations
OpenEvidenceWorkflow automations
ProficientRxWorkflow automations
Quest (Quanum)Workflow automations
QuickBooksWorkflow automations
Rupa HealthWorkflow automations
UpToDateWorkflow automations
VistaScriptsWorkflow automations
CalendlyWorkflow automations
JotformWorkflow automations
GoHighLevelWorkflow automations
DoximityWorkflow automations
StripeWorkflow automations
ApolloWorkflow automations
ApifyWorkflow automations
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