
Pull the ED record when a caller says they went to the ER
The physician calls back already knowing what happened. A patient's story is spread across the chart, the hospital, the specialist and the inbox. Pulling it together by hand is slow, and the gaps are where things get missed.
- Saved per call, estimated
- ~15 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a HelpCare call mentions an ER or hospital visit.
- Step 1
Match the patient and search the hospital portal for the visit.
- Step 2
Summarize diagnosis, tests and discharge instructions.
- Step 3
Create a physician task with the summary.
- Step 4
Suggest a follow-up visit window.
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 Hospital portals accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your physician and nurse and MA sees what's missing. Tabflows pulls together what arrived and flags the gaps for a person to follow up, rather than filling them in.
Do we need to switch from HelpCare and Hospital portals?
No. Pull the ED record when a caller says they went to the ER works inside the HelpCare and Hospital portals 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 mentions an ER or hospital visit. Tabflows works through 4 steps, and the result lands with your physician and nurse and MA, saving an estimated 15 min per call.