

Build care plan templates from UpToDate guidance
New care plans are evidence-based from the start. Your providers look things up between visits all day. Tabflows brings the reference they already use to the task in front of them, and the provider makes every call.
- Saved per template, estimated
- ~2 hrs
- Roles it helps: physician and practice owner
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When the clinic adds a new care plan type.
- Step 1
Tabflows reads UpToDate recommendations for the condition.
- Step 2
Drafts template goals, monitoring and timelines.
- Step 3
Stages the template in Healthbook Plus for clinician approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HealthBook+ automations
See all →

File emailed home readings into Healthbook+
Home readings stop living in the inbox and reach the care plan.
Patient Messaging & InboxFile emailed home readings into Healthbook+

Log symptom calls into the patient record
Phone triage is documented and followed up.
Patient Messaging & InboxLog symptom calls into the patient record

Bring Healthbook+ care plan progress into athena before visits
Visits start with what happened between visits.
Scheduling & Patient OutreachBring Healthbook+ care plan progress into athena before visits

Summarize HealthBook+ glucose logs before diabetes visits
Diabetes visits focus on decisions, not scrolling logs.
Scheduling & Patient OutreachSummarize HealthBook+ glucose logs before diabetes visits

Flag side effects reported in HealthBook+ against recent prescriptions
Side effects get handled before patients stop their meds.
Prescriptions & RefillsFlag side effects reported in HealthBook+ against recent prescriptions

Check patient response four weeks into a compounded med
Compounded therapy is adjusted before refill time.
Prescriptions & RefillsCheck patient response four weeks into a compounded med
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 HealthBook+ and UpToDate accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Does Tabflows make clinical decisions?
No. It brings the reference your providers already trust into the task in front of them. Every clinical call stays with your physician.
Do we need to switch from HealthBook+ and UpToDate?
No. Build care plan templates from UpToDate guidance works inside the HealthBook+ and UpToDate 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 the clinic adds a new care plan type. Tabflows works through 3 steps, and the result lands with your physician and practice owner, saving an estimated 2 hrs per template.