Pull outside hospital records when a release form comes in
Outside records arrive in days, not weeks. 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 request, estimated
- ~30 min
- Role it helps: nurse and MA
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a patient submits a records release Jotform.
- Step 1
Match the patient and the named hospital.
- Step 2
Search the hospital portal for available records.
- Step 3
Summarize visits, results and diagnoses.
- Step 4
Create a physician task with the summary.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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File discharge summaries into Healee charts
Hospital stays are in the chart before the follow-up call.
Fax & Document ManagementFile discharge summaries into Healee charts
Prep post-discharge visits with the hospital summary preloaded
Transition visits start with the hospital story already told.
Scheduling & Patient OutreachPrep post-discharge visits with the hospital summary preloaded
Book the 7-day post-discharge visit and prep the med rec
Every discharged patient is seen within a week with meds reconciled.
Scheduling & Patient OutreachBook the 7-day post-discharge visit and prep the med rec
Book a follow-up within 7 days of every discharge
Every discharged patient is seen within a week.
Scheduling & Patient OutreachBook a follow-up within 7 days of every discharge
Update Northwind recurring fills after discharge med changes
Patients don't keep receiving meds the hospital stopped.
Prescriptions & RefillsUpdate Northwind recurring fills after discharge med changes
Hold compounded refills that conflict with discharge orders
Compounded meds never conflict with hospital changes.
Prescriptions & RefillsHold compounded refills that conflict with discharge orders
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 Hospital portals and Jotform accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
What if outside records come in incomplete?
Your 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 Hospital portals and Jotform?
No. Pull outside hospital records when a release form comes in works inside the Hospital portals 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 patient submits a records release Jotform. Tabflows works through 4 steps, and the result lands with your nurse and MA, saving an estimated 30 min per request.