Pull new outside records before each Healee telehealth visit
Telehealth visits start with the full picture. 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 visit, estimated
- ~10 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a telehealth visit is booked in Healee.
- Step 1
Tabflows checks Guava for records added since the patient's last visit.
- Step 2
Summarizes new diagnoses, meds and results.
- Step 3
Attaches the summary to the physician's prep 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
Check outside allergies before a compounded order
Compounded orders are checked against the full history.
Prescriptions & RefillsCheck outside allergies before a compounded order
Add Guava outside records to athena specialist referrals
Specialists get a complete packet the first time.
Referrals & Prior AuthorizationAdd Guava outside records to athena specialist referrals
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 Healee 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 physician to confirm.
Do we need to switch from Guava and Healee?
No. Pull new outside records before each Healee telehealth visit works inside the Guava and Healee 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 telehealth visit is booked in Healee. Tabflows works through 3 steps, and the result lands with your physician, saving an estimated 10 min per visit.