Check consent before answering therapy records requests
Records only go out with the right consent. 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 request, estimated
- ~10 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When an email requests behavioral health records.
- Step 1
Tabflows reads the request.
- Step 2
Checks SimplePractice for a signed release on file.
- Step 3
Flags missing or expired consent.
- Step 4
Creates a task and drafts a reply for approval.
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 Gmail and SimplePractice accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your 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 Gmail and SimplePractice?
No. Check consent before answering therapy records requests works inside the Gmail and SimplePractice 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 an email requests behavioral health records. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 10 min per request.