Log symptom calls into the patient record
Phone triage is documented and followed up. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per call, estimated
- ~10 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Helpcare call ends with a symptom report.
- Step 1
Tabflows summarizes the call.
- Step 2
Matches the patient in Healthbook Plus.
- Step 3
Stages a note in the record for approval and creates a nurse task.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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File emailed home readings into Healthbook+
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Patient Messaging & InboxFile emailed home readings into Healthbook+
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
Turn scribe notes into care plan updates
The patient's care plan reflects what was said in the room.
Visit Prep & Clinical DocumentationTurn scribe notes into care plan updates
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 HelpCare accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your nurse and MA reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from HealthBook+ and HelpCare?
No. Log symptom calls into the patient record works inside the HealthBook+ 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 ends with a symptom report. Tabflows works through 3 steps, and the result lands with your nurse and MA, saving an estimated 10 min per call.