Flag visits still missing a note at day's end
Notes get closed the same day. 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.
- Saved per day, estimated
- ~20 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every weekday at 6pm.
- Step 1
Tabflows reads the day's visits from the calendar.
- Step 2
Checks Heidi for a finished draft note for each.
- Step 3
Lists visits with no draft or an unsigned note.
- Step 4
Creates a provider task.
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 Google Calendar 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 Google Calendar and Heidi?
No. Flag visits still missing a note at day's end works inside the Google Calendar 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 every weekday at 6pm. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 20 min per day.