Check intake answers against outside records
Intake history is accurate before the first visit. A membership practice runs on members joining, renewing and staying. Each step has paperwork and follow-up that is the same every time.
- Saved per new patient, estimated
- ~15 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Jotform intake is submitted.
- Step 1
Tabflows compares the patient's reported meds and history to their Guava records.
- Step 2
Flags missing or conflicting items.
- Step 3
Creates a nurse review task.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Guava automations
See all →
Invite members to connect records when history is missing
More complete records without chasing faxes.
Patient Messaging & InboxInvite members to connect records when history is missing
Check in with members after an urgent care visit
Members feel looked after and come back to you next time.
Patient Messaging & InboxCheck in with members after an urgent care visit
Load outside records from Guava into tomorrow's dictation template
Physicians dictate with the full picture already in front of them.
Scheduling & Patient OutreachLoad outside records from Guava into tomorrow's dictation template
Gather outside records before a new patient's first visit
The first visit starts with the patient's full history.
Scheduling & Patient OutreachGather outside records before a new patient's first visit
Pull new outside records before each Healee telehealth visit
Telehealth visits start with the full picture.
Scheduling & Patient OutreachPull new outside records before each Healee telehealth visit
Check outside allergies before a compounded order
Compounded orders are checked against the full history.
Prescriptions & RefillsCheck outside allergies before a compounded order
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 Guava and Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will our members notice anything different?
Only that things move faster. It works behind the scenes in the systems you already use, and anything a member sees waits for your team's approval.
Do we need to switch from Guava and Jotform?
No. Check intake answers against outside records works inside the Guava and Jotform 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 Jotform intake is submitted. Tabflows works through 3 steps, and the result lands with your nurse and MA, saving an estimated 15 min per new patient.