Gather outside records before a new patient's first visit
The first visit starts with the patient's full history. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per new patient, estimated
- ~20 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: 3 days before a first visit on the calendar.
- Step 1
Tabflows reads the calendar event.
- Step 2
Matches the patient in Guava.
- Step 3
Summarizes outside records, meds and recent visits.
- Step 4
Attaches the summary to a visit prep 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 Guava accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your nurse and MA and physician to confirm.
Do we need to switch from Google Calendar and Guava?
No. Gather outside records before a new patient's first visit works inside the Google Calendar and Guava 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 3 days before a first visit on the calendar. Tabflows works through 4 steps, and the result lands with your nurse and MA and physician, saving an estimated 20 min per new patient.