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Google SheetsHeidi

Track scribe note turnaround and unsigned drafts

Charting stays current and backlogs are visible. 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.

Visit Prep & Clinical Documentation
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Saved per week, estimated
~1 hr
Roles it helps: physician and practice owner
2
Steps Tabflows handles for your team
3

How it runs

Starts: Every weekday at 6pm.

  1. Step 1

    Tabflows reads Heidi draft notes created today.

  2. Step 2

    Logs visit time, draft time and sign-off status to a sheet.

  3. Step 3

    Creates a task for any draft unsigned after 24 hours.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Google Sheets automations

See all →

Docs & guides

  • Tabflows University

    Short lessons on running a calmer clinic with the tools you already have.

    Learn with Tabflows →Learn with Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Google Sheets 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 Sheets and Heidi?

No. Track scribe note turnaround and unsigned drafts works inside the Google Sheets 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 3 steps, and the result lands with your physician and practice owner, saving an estimated 1 hr per week.