Book the follow-up the physician asked for in the visit
Recommended follow-ups actually get on the calendar. Every open slot, callback and follow-up is a member who either gets seen or slips away. Most of it is lookups and reminders a person shouldn't have to do by hand.
- Saved per patient, estimated
- ~5 min
- Role it helps: front desk
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Heidi note says follow up in a set number of weeks.
- Step 1
Read the follow-up interval from the note.
- Step 2
Check open slots in Weave scheduling.
- Step 3
Draft a booking text with suggested times for front desk approval.
- Step 4
Create a reminder task if unbooked after 3 days.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Stage Northwind fills for meds started during a visit
New meds are ready to ship the same day without re-keying.
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Stage Vista Scripts compounding orders from visit notes
Compounded orders go out the same day with no transcription errors.
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Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day.
Referrals & Prior AuthorizationEmail specialists a referral summary from the Heidi note
Scribe notes to tasks
Turns the follow-ups in Freed or Heidi visit notes into assigned tasks for the team.
Visit Prep & Clinical DocumentationScribe notes to tasks
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 Heidi and Weave accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it book around our providers' preferences?
Yes. It works from the availability and booking rules your clinic sets, and proposes times for your front desk to confirm.
Do we need to switch from Heidi and Weave?
No. Book the follow-up the physician asked for in the visit works inside the Heidi and Weave 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 says follow up in a set number of weeks. Tabflows works through 4 steps, and the result lands with your front desk, saving an estimated 5 min per patient.