SigmaMD
EHR and practice platform built for direct primary care. Here is every workflow Tabflows automates in SigmaMD for direct primary care clinics.
Automations
- Answer SigmaMD messages from program patients with context
Answer SigmaMD messages from program patients with context
Replies reflect where the patient is in their program.
Patient Messaging & Inbox - Send new supplement plans through SigmaMD messaging
Send new supplement plans through SigmaMD messaging
Patients get clear instructions in the portal they already use.
Patient Messaging & Inbox - Move clinical emails into SigmaMD secure messaging
Move clinical emails into SigmaMD secure messaging
Clinical conversations end up in the record, not the inbox.
Patient Messaging & Inbox - Log every call summary to the SigmaMD record for review
Log every call summary to the SigmaMD record for review
Every phone conversation is documented in the record.
Patient Messaging & Inbox - One daily queue of patient messages from SigmaMD and Spruce
One daily queue of patient messages from SigmaMD and Spruce
Staff work one queue instead of two inboxes.
Patient Messaging & Inbox - Send SigmaMD prep instructions for each Calendly booking
Send SigmaMD prep instructions for each Calendly booking
Patients show up prepared for their visit type.
Scheduling & Patient Outreach - Morning huddle sheet from the calendar and SigmaMD
Morning huddle sheet from the calendar and SigmaMD
The whole team starts the day on the same page.
Scheduling & Patient Outreach - Cited evidence briefs for complex SigmaMD cases before visits
Cited evidence briefs for complex SigmaMD cases before visits
Complex visits start with the research done.
Scheduling & Patient Outreach - Pre-visit reminder texts with outstanding forms
Pre-visit reminder texts with outstanding forms
Patients arrive with paperwork done.
Scheduling & Patient Outreach - Stage refills from SigmaMD patient messages in DoseSpot
Stage refills from SigmaMD patient messages in DoseSpot
Message refills move without retyping.
Prescriptions & Refills - Turn SigmaMD refill messages into staged Northwind orders
Turn SigmaMD refill messages into staged Northwind orders
Refill requests are ready to approve, not research.
Prescriptions & Refills - Stage compounded prescriptions from SigmaMD visit notes
Stage compounded prescriptions from SigmaMD visit notes
Compounded orders reach the pharmacy without retyping.
Prescriptions & Refills - Sigma & Doximity workflows
Sigma & Doximity workflows
Automates tasks in Sigma and Doximity.
Referrals & Prior Authorization - Send ChartNote dictations into SigmaMD patient records
Send ChartNote dictations into SigmaMD patient records
Documentation lands in the record of truth without retyping.
Visit Prep & Clinical Documentation - Stage Freed drafts as SigmaMD notes for sign-off
Stage Freed drafts as SigmaMD notes for sign-off
Notes and patient summaries are done minutes after the visit.
Visit Prep & Clinical Documentation - File Heidi visit notes into the SigmaMD record for sign-off
File Heidi visit notes into the SigmaMD record for sign-off
Notes land in the record without copy and paste.
Visit Prep & Clinical Documentation - Keep member status in Hint and SigmaMD in step
Keep member status in Hint and SigmaMD in step
Records access and billing always match.
Tasks & Team Coordination - Flag members with failed payments before their next visit
Flag members with failed payments before their next visit
Payment issues get solved at check-in, not after.
Billing & Revenue - Move SigmaMD members into Amplify DPC without roster gaps
Move SigmaMD members into Amplify DPC without roster gaps
Nobody falls off the roster mid-migration.
Membership & Onboarding - Load a patient roster sheet into SigmaMD
Load a patient roster sheet into SigmaMD
Bulk onboarding without retyping or duplicate charts.
Membership & Onboarding - Attach an outside history summary to new SigmaMD records
Attach an outside history summary to new SigmaMD records
First visits start with prior history already in the record.
Membership & Onboarding - File Labcorp results into SigmaMD charts with a review task
File Labcorp results into SigmaMD charts with a review task
Results land in the chart and on the right desk without manual filing.
Labs & Results - File Quest results into SigmaMD charts with a review task
File Quest results into SigmaMD charts with a review task
Quest results reach the chart and the physician the same day.
Labs & Results - File Rupa results into SigmaMD charts
File Rupa results into SigmaMD charts
Specialty results live in the chart, not a separate portal.
Labs & Results - Monthly visit volume against revenue report
Monthly visit volume against revenue report
Owners see how clinical volume turns into revenue.
Analytics - Carry SigmaMD message history into Akute charts during a switch
Carry SigmaMD message history into Akute charts during a switch
Important patient conversations survive the switch.
Records & Care Coordination - Compare athena and SigmaMD records for patients moving to direct care
Compare athena and SigmaMD records for patients moving to direct care
Direct care starts with a complete record.
Records & Care Coordination - Move members from SigmaMD to Atlas without losing open threads
Move members from SigmaMD to Atlas without losing open threads
No patient question gets lost in the move.
Records & Care Coordination - Bring SigmaMD message history into Cerbo during a switch
Bring SigmaMD message history into Cerbo during a switch
Important patient conversations survive the move.
Records & Care Coordination - Catch duplicate charts when moving from SigmaMD to Charm
Catch duplicate charts when moving from SigmaMD to Charm
The new EMR starts clean, with one chart per patient.
Records & Care Coordination - Reconcile patient rosters between SigmaMD and Elation
Reconcile patient rosters between SigmaMD and Elation
Both systems agree on who your patients are.
Records & Care Coordination - Run Healee and SigmaMD side by side during a switch
Run Healee and SigmaMD side by side during a switch
Both systems stay accurate until cutover.
Records & Care Coordination - Reconcile med lists between Healthbook Plus and SigmaMD
Reconcile med lists between Healthbook Plus and SigmaMD
Clinics using both systems keep one true med list.
Records & Care Coordination - Side-by-side chart check while moving from SigmaMD
Side-by-side chart check while moving from SigmaMD
Nothing is lost or contradicted during the switch.
Records & Care Coordination - Bring ED visits into SigmaMD with a check-in message ready
Bring ED visits into SigmaMD with a check-in message ready
Patients hear from their doctor the morning after an ER visit.
Records & Care Coordination - Move client records from Practice Better to SigmaMD
Move client records from Practice Better to SigmaMD
Migrations happen without lost history.
Records & Care Coordination - Keep med lists matched between SigmaMD and SimplePractice
Keep med lists matched between SigmaMD and SimplePractice
Primary care and behavioral health work from the same med list.
Records & Care Coordination - Log in-office dispenses to the SigmaMD chart
Log in-office dispenses to the SigmaMD chart
Charts reflect every med handed over.
Dispensing & Supplements - File annual health questionnaires into SigmaMD and flag gaps
File annual health questionnaires into SigmaMD and flag gaps
Annual check-ins surface care gaps before the visit.
Care Gaps & Prevention - Guideline screening checklist for each SigmaMD chart
Guideline screening checklist for each SigmaMD chart
Annual visits close every open screening gap.
Care Gaps & Prevention - Ask happy members for reviews after a great visit
Ask happy members for reviews after a great visit
Reviews grow steadily without awkward asks.
Growth & Outreach
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