Draft an after-visit summary message from the Heidi note
Patients leave with clear written next steps. Patient messages never stop, and in a membership practice a slow reply is felt. The work is reading, sorting and drafting, so the team can spend its time on the reply itself.
- Saved per visit, estimated
- ~7 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Heidi note is signed.
- Step 1
Pull the plan, new meds and follow-up steps from the note.
- Step 2
Rewrite them in plain language.
- Step 3
Draft a Spruce message to the patient for physician approval.
- Step 4
Create a task for any promised callback.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More Heidi automations
See all →
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
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 Spruce accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will patients get messages we haven't approved?
No. Tabflows drafts and sorts; your physician and nurse and MA reads, edits and sends. Nothing reaches a patient until someone on your team approves it.
Do we need to switch from Heidi and Spruce?
No. Draft an after-visit summary message from the Heidi note works inside the Heidi and Spruce 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 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 7 min per visit.