

Pull outside records when a patient calls about an ER visit
Nurses call back already knowing what happened. 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 call, estimated
- ~15 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Helpcare call is tagged as an outside or ER visit.
- Step 1
Tabflows matches the caller to the patient.
- Step 2
Pulls the latest Guava records for that encounter.
- Step 3
Creates a nurse task with a short summary.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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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 HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your nurse and MA 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 HelpCare?
No. Pull outside records when a patient calls about an ER visit works inside the Guava and HelpCare 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 Helpcare call is tagged as an outside or ER visit. Tabflows works through 3 steps, and the result lands with your nurse and MA, saving an estimated 15 min per call.