Log every call summary to the SigmaMD record for review
Every phone conversation is documented in the record. 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 call, estimated
- ~4 min
- Roles it helps: front desk and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a HelpCare call ends.
- Step 1
Match the caller to the SigmaMD patient.
- Step 2
Summarize reason, questions and promises made.
- Step 3
Stage the call note in the record for staff approval.
- Step 4
Create a task for any required follow-up.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More HelpCare automations
See all →
Turn Helpcare call notes into Akute chart tasks
Every call becomes a tracked task with context.
Patient Messaging & InboxTurn Helpcare call notes into Akute chart tasks
Log overnight HelpCare calls in Atlas with callback tasks
Every after-hours call is charted and returned before clinic opens.
Patient Messaging & InboxLog overnight HelpCare calls in Atlas with callback tasks
Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
Patient Messaging & InboxLog after-hours HelpCare calls on the Charm chart
Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
Patient Messaging & InboxPrep physician callback dictation from HelpCare call summaries
Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
Patient Messaging & InboxTurn overnight Helpcare calls into triaged Elation tasks
Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
Patient Messaging & InboxSend Helpcare call summaries to the patient's care coordinator
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 HelpCare and SigmaMD 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 front desk 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 HelpCare and SigmaMD?
No. Log every call summary to the SigmaMD record for review works inside the HelpCare and SigmaMD 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 HelpCare call ends. Tabflows works through 4 steps, and the result lands with your front desk and nurse and MA, saving an estimated 4 min per call.