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HeidiUpToDate

Check new prescriptions in the note against UpToDate monitoring

Monitoring labs get planned at the start, not remembered later. Your providers look things up between visits all day. Tabflows brings the reference they already use to the task in front of them, and the provider makes every call.

Clinical Reference
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Saved per new med, estimated
~5 min
Role it helps: physician
1
Steps Tabflows handles for your team
4

How it runs

Starts: When a Heidi draft note adds a new medication.

  1. Step 1

    Pull new meds and doses from the note.

  2. Step 2

    Look up UpToDate dosing and monitoring guidance.

  3. Step 3

    Flag dose differences or required baseline labs.

  4. Step 4

    Show the physician the findings before sign-off.

Everything lands for your team to review, so the clinic stays in charge of every decision.

More Heidi automations

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Docs & guides

  • Tabflows University

    Short lessons on running a calmer clinic with the tools you already have.

    Learn with Tabflows →Learn with Tabflows
  • DPC operations blog

    Our best writing on DPC workflow, front-desk operations and clinic software.

    Explore the blog →Explore the blog
  • Integrations

    Every tool Tabflows connects to, and what it can do with each one.

    Explore integrations →Explore integrations
  • Case studies

    How DPC and concierge clinics use Tabflows day to day.

    Read the stories →Read the stories

Get help from our team

Need help?

Guides and answers on setup, tasks, Sidekick and workflows.

Visit the Help Center →

Tabflows engineers

We set this up on your Heidi and UpToDate accounts and keep it tuned to how your clinic works.

Hire Tabflows →

Frequently asked questions

Does Tabflows make clinical decisions?

No. It brings the reference your providers already trust into the task in front of them. Every clinical call stays with your physician.

Do we need to switch from Heidi and UpToDate?

No. Check new prescriptions in the note against UpToDate monitoring works inside the Heidi and UpToDate 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 draft note adds a new medication. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 5 min per new med.