

Check every in-office dispense in the note matches ProficientRx
Inventory and documentation agree at the end of every day. Supplements, compounded meds and in-house dispensing each live in their own system. Keeping orders, stock and the chart in step is daily busywork.
- Saved per day, estimated
- ~30 min
- Roles it helps: nurse and MA and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every evening after clinic.
- Step 1
Read meds the Heidi notes say were given in office.
- Step 2
Compare with the ProficientRx dispense log.
- Step 3
Flag dispenses missing from either side.
- Step 4
Create an MA task to correct the record.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Heidi automations
See all →

Draft an after-visit summary message from the Heidi note
Patients leave with clear written next steps.
Patient Messaging & InboxDraft an after-visit summary message from the Heidi note

Book the follow-up the physician asked for in the visit
Recommended follow-ups actually get on the calendar.
Scheduling & Patient OutreachBook the follow-up the physician asked for in the visit

Stage prescriptions from Heidi notes with an allergy check
Prescribing after a visit takes one click to approve.
Prescriptions & RefillsStage prescriptions from Heidi notes with an allergy check

Stage Northwind fills for meds started during a visit
New meds are ready to ship the same day without re-keying.
Prescriptions & RefillsStage Northwind fills for meds started during a visit

Stage Vista Scripts compounding orders from visit notes
Compounded orders go out the same day with no transcription errors.
Prescriptions & RefillsStage Vista Scripts compounding orders from visit notes

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
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 ProficientRx accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Does it place orders without us?
No. It stages orders and stock changes for your nurse and MA and practice owner to check and approve before anything is ordered or dispensed.
Do we need to switch from Heidi and ProficientRx?
No. Check every in-office dispense in the note matches ProficientRx works inside the Heidi and ProficientRx 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 every evening after clinic. Tabflows works through 4 steps, and the result lands with your nurse and MA and practice owner, saving an estimated 30 min per day.