Log every records request email in a tracker
No records request slips past its deadline. 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
- ~5 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a records request arrives in Gmail.
- Step 1
Tabflows reads the email and attachments.
- Step 2
Pulls patient, requester and due date.
- Step 3
Adds a row to the records request sheet.
- Step 4
Creates a task and flags requests nearing their deadline.
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 Google Sheets 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 Google Sheets?
No. Log every records request email in a tracker works inside the Gmail and Google Sheets 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 records request arrives in Gmail. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 5 min per request.