Turn Heidi visit notes into Practice Better session notes
Charting is done before the next client walks in. 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
- ~10 min
- Role it helps: physician
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a Heidi draft note is completed.
- Step 1
Match the recording to the Practice Better client and session.
- Step 2
Map the note into the session note template.
- Step 3
Stage the session note for practitioner approval.
- Step 4
Create tasks for any follow-ups mentioned.
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 Practice Better 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 Practice Better?
No. Turn Heidi visit notes into Practice Better session notes works inside the Heidi and Practice Better 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 completed. Tabflows works through 4 steps, and the result lands with your physician, saving an estimated 10 min per visit.