Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.
- Saved per referral, estimated
- ~12 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a visit with a referral has a finalized Heidi note.
- Step 1
Tabflows reads the finalized Heidi note.
- Step 2
Pulls the relevant findings and the question for the specialist.
- Step 3
Drafts a referral email for physician approval.
- Step 4
Creates a task to track the reply.
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 Heidi accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who signs off before a referral goes out?
Your clinician. Tabflows prepares and tracks the referral, and your physician and nurse and MA reviews it before anything is sent.
Do we need to switch from Gmail and Heidi?
No. Email specialists a referral summary from the Heidi note works inside the Gmail and Heidi 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 visit with a referral has a finalized Heidi note. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 12 min per referral.