

Reconcile outside medications into the care plan
Care plans reflect every medication the patient takes. 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 patient, estimated
- ~15 min
- Roles it helps: nurse and MA and physician
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a patient connects records in Guava.
- Step 1
Tabflows reads medication lists from outside providers.
- Step 2
Compares them to the Healthbook Plus care plan.
- Step 3
Stages discrepancies for clinician approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Load outside records from Guava into tomorrow's dictation template
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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 HealthBook+ 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 and 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 HealthBook+?
No. Reconcile outside medications into the care plan works inside the Guava and HealthBook+ 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 patient connects records in Guava. Tabflows works through 3 steps, and the result lands with your nurse and MA and physician, saving an estimated 15 min per patient.