Make sure every intake concern gets addressed in the visit note
Patients feel heard because nothing they wrote down gets skipped. The minutes before a visit decide how good it is. Pulling results, messages and history into one place means the provider walks in already caught up.
- Saved per visit, estimated
- ~5 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Heidi draft note is ready for a patient who sent a Jotform intake.
- Step 1
Pull the patient's pre-visit Jotform answers.
- Step 2
Summarize stated concerns and goals.
- Step 3
Compare them to topics covered in the Heidi note.
- Step 4
Flag any unaddressed concern for the physician before sign-off.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Email specialists a referral summary from the Heidi note
Specialists get a focused summary the same day.
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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 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 Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it change anything in the chart on its own?
No. It prepares what the provider needs to read. Anything written back to the chart waits for your team's approval.
Do we need to switch from Heidi and Jotform?
No. Make sure every intake concern gets addressed in the visit note works inside the Heidi and Jotform 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 is ready for a patient who sent a Jotform intake. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 5 min per visit.