Give therapists a medical history snapshot
Therapists know about medical issues and meds from day one. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per client, estimated
- ~15 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a new client is added in SimplePractice.
- Step 1
Tabflows pulls the client's diagnoses and medications from Guava.
- Step 2
Summarizes what matters for behavioral care.
- Step 3
Stages the summary into the chart for clinician approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Guava automations
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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 SimplePractice accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from Guava and SimplePractice?
No. Give therapists a medical history snapshot works inside the Guava and SimplePractice 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 new client is added in SimplePractice. Tabflows works through 3 steps, and the result lands with your physician, saving an estimated 15 min per client.