Confirm the records fee is paid before releasing an export
Records requests are handled consistently and paid for. 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 request, estimated
- ~15 min
- Roles it helps: front desk and billing team
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a former patient requests a records export.
- Step 1
Tabflows checks Stripe for a paid records fee.
- Step 2
Prepares the Guava export for staff approval when paid.
- Step 3
Stages the fee charge for approval when it isn't.
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 Stripe 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 Stripe?
No. Confirm the records fee is paid before releasing an export works inside the Guava and Stripe 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 former patient requests a records export. Tabflows works through 3 steps, and the result lands with your front desk and billing team, saving an estimated 15 min per request.