

Turn scribe notes into care plan updates
The patient's care plan reflects what was said in the room. The minutes before a visit decide how good it is. Pulling results, messages and history into one place means the provider walks in already caught up.
- Saved per visit, estimated
- ~10 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 3
How it runs
Starts: When a Heidi note is signed.
- Step 1
Tabflows pulls goals and instructions from the note.
- Step 2
Matches the patient in Healthbook Plus.
- Step 3
Stages the care plan update for clinician approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HealthBook+ automations
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File emailed home readings into Healthbook+
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Log symptom calls into the patient record
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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.
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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 Heidi accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it change anything in the chart on its own?
No. It prepares what the provider needs to read. Anything written back to the chart waits for your team's approval.
Do we need to switch from HealthBook+ and Heidi?
No. Turn scribe notes into care plan updates works inside the HealthBook+ and Heidi 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 Heidi note is signed. Tabflows works through 3 steps, and the result lands with your physician, saving an estimated 10 min per visit.