Heidi
AI-powered clinical documentation assistant for healthcare providers. Here is every workflow Tabflows automates in Heidi for direct primary care clinics.
Automations
- Draft an after-visit summary message from the Heidi note
Draft an after-visit summary message from the Heidi note
Patients leave with clear written next steps.
Patient Messaging & Inbox - Book the follow-up the physician asked for in the visit
Book the follow-up the physician asked for in the visit
Recommended follow-ups actually get on the calendar.
Scheduling & Patient Outreach - Stage prescriptions from Heidi notes with an allergy check
Stage prescriptions from Heidi notes with an allergy check
Prescribing after a visit takes one click to approve.
Prescriptions & Refills - Stage Northwind fills for meds started during a visit
Stage Northwind fills for meds started during a visit
New meds are ready to ship the same day without re-keying.
Prescriptions & Refills - Stage Vista Scripts compounding orders from visit notes
Stage Vista Scripts compounding orders from visit notes
Compounded orders go out the same day with no transcription errors.
Prescriptions & Refills - Email specialists a referral summary from the Heidi note
Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day.
Referrals & Prior Authorization - Scribe notes to tasks
Scribe notes to tasks
Turns the follow-ups in Freed or Heidi visit notes into assigned tasks for the team.
Visit Prep & Clinical Documentation - Draft Akute notes and follow-up tasks from Heidi scribe output
Draft Akute notes and follow-up tasks from Heidi scribe output
Follow-ups from the visit never get forgotten.
Visit Prep & Clinical Documentation - Flag Amplify DPC visits without a reviewed Heidi note
Flag Amplify DPC visits without a reviewed Heidi note
Charting closes out every day.
Visit Prep & Clinical Documentation - Draft athena notes from Heidi with orders staged for sign-off
Draft athena notes from Heidi with orders staged for sign-off
Orders from the conversation don't get missed.
Visit Prep & Clinical Documentation - File Heidi draft notes into the right Atlas encounter for sign-off
File Heidi draft notes into the right Atlas encounter for sign-off
Notes are charted the same day without copy and paste.
Visit Prep & Clinical Documentation - Flag Heidi notes that miss the Calendly booking reason
Flag Heidi notes that miss the Calendly booking reason
Patients' main concern never drops out of the note.
Visit Prep & Clinical Documentation - Turn Heidi visit plans into Cerbo note drafts and team tasks
Turn Heidi visit plans into Cerbo note drafts and team tasks
Nothing in the plan gets forgotten after the visit.
Visit Prep & Clinical Documentation - Turn Heidi visit notes into Charm patient instructions
Turn Heidi visit notes into Charm patient instructions
Patients leave with clear instructions and nothing falls through.
Visit Prep & Clinical Documentation - Catch visits with two scribe drafts or none in clinics using both
Catch visits with two scribe drafts or none in clinics using both
No visit ends up with two notes or a missing one.
Visit Prep & Clinical Documentation - Reconcile Heidi med changes against the Elation med list
Reconcile Heidi med changes against the Elation med list
Med lists match what was said in the room.
Visit Prep & Clinical Documentation - Compare Freed and Heidi side by side during a scribe trial
Compare Freed and Heidi side by side during a scribe trial
Choose a scribe on evidence, not impressions.
Visit Prep & Clinical Documentation - Turn supplement advice from the visit into a Fullscript draft
Turn supplement advice from the visit into a Fullscript draft
What the provider said in the room becomes the protocol, without retyping.
Visit Prep & Clinical Documentation - Flag visits still missing a note at day's end
Flag visits still missing a note at day's end
Notes get closed the same day.
Visit Prep & Clinical Documentation - Track scribe note turnaround and unsigned drafts
Track scribe note turnaround and unsigned drafts
Charting stays current and backlogs are visible.
Visit Prep & Clinical Documentation - Check scribe drafts against outside records
Check scribe drafts against outside records
Notes don't miss what other providers prescribed.
Visit Prep & Clinical Documentation - Move scribe drafts into Healee telehealth charts
Move scribe drafts into Healee telehealth charts
Telehealth notes are charted without copy and paste.
Visit Prep & Clinical Documentation - Turn scribe notes into care plan updates
Turn scribe notes into care plan updates
The patient's care plan reflects what was said in the room.
Visit Prep & Clinical Documentation - Add phone follow-up details to the scribe note
Add phone follow-up details to the scribe note
Phone follow-ups are documented with the visit.
Visit Prep & Clinical Documentation - Check scribe drafts against the Hint chart before sign-off
Check scribe drafts against the Hint chart before sign-off
Signed notes match the chart, with no silent errors.
Visit Prep & Clinical Documentation - Make sure every intake concern gets addressed in the visit note
Make sure every intake concern gets addressed in the visit note
Patients feel heard because nothing they wrote down gets skipped.
Visit Prep & Clinical Documentation - Turn Heidi visit notes into Practice Better session notes
Turn Heidi visit notes into Practice Better session notes
Charting is done before the next client walks in.
Visit Prep & Clinical Documentation - File Heidi visit notes into the SigmaMD record for sign-off
File Heidi visit notes into the SigmaMD record for sign-off
Notes land in the record without copy and paste.
Visit Prep & Clinical Documentation - Turn therapy session recordings into SimplePractice progress notes
Turn therapy session recordings into SimplePractice progress notes
Progress notes are done between sessions, not on weekends.
Visit Prep & Clinical Documentation - Spot members whose visits suggest a different plan tier
Spot members whose visits suggest a different plan tier
Plans fit the care members actually use.
Billing & Revenue - Bill add-on services mentioned during a visit
Bill add-on services mentioned during a visit
Add-on revenue stops slipping through.
Billing & Revenue - Tie returning Labcorp results back to the visit that ordered them
Tie returning Labcorp results back to the visit that ordered them
Results are reviewed with the original clinical question in view.
Labs & Results - Find patients told to get Quest labs who never went
Find patients told to get Quest labs who never went
Ordered labs actually get drawn.
Labs & Results - Stage Rupa specialty panels discussed during a visit
Stage Rupa specialty panels discussed during a visit
Specialty tests get ordered while the conversation is fresh.
Labs & Results - Monthly revenue per documented visit by provider
Monthly revenue per documented visit by provider
The owner sees provider workload against the books in one view.
Analytics - Check post-hospital visit notes against the discharge summary
Check post-hospital visit notes against the discharge summary
Nothing from the hospital stay slips past the follow-up visit.
Records & Care Coordination - Check every in-office dispense in the note matches ProficientRx
Check every in-office dispense in the note matches ProficientRx
Inventory and documentation agree at the end of every day.
Dispensing & Supplements - Attach cited evidence to clinical questions raised in a visit
Attach cited evidence to clinical questions raised in a visit
Physicians close the loop on visit questions with sources in hand.
Clinical Reference - Check new prescriptions in the note against UpToDate monitoring
Check new prescriptions in the note against UpToDate monitoring
Monitoring labs get planned at the start, not remembered later.
Clinical Reference - Spot unenrolled care program candidates in Heidi visit notes
Spot unenrolled care program candidates in Heidi visit notes
Patients who need a program get offered one.
Care Gaps & Prevention - Log meet-and-greet takeaways on the GoHighLevel lead
Log meet-and-greet takeaways on the GoHighLevel lead
Follow-ups reflect exactly what the prospect cared about.
Growth & Outreach
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