Guideline screening checklist for each SigmaMD chart
Annual visits close every open screening gap. Screenings and follow-ups that are due are easy to lose in a full panel. Finding them early means your team can reach out before a member slips through.
- Saved per visit, estimated
- ~10 min
- Roles it helps: physician and nurse and MA
- 2
- Steps Tabflows handles for your team
- 3
How it runs
Starts: Before each annual visit.
- Step 1
Read age, sex, history and past screenings from the chart.
- Step 2
Compare against UpToDate screening recommendations.
- Step 3
Summarize due and overdue screenings for the visit.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More SigmaMD automations
See all →
Answer SigmaMD messages from program patients with context
Replies reflect where the patient is in their program.
Patient Messaging & InboxAnswer SigmaMD messages from program patients with context
Send new supplement plans through SigmaMD messaging
Patients get clear instructions in the portal they already use.
Patient Messaging & InboxSend new supplement plans through SigmaMD messaging
Move clinical emails into SigmaMD secure messaging
Clinical conversations end up in the record, not the inbox.
Patient Messaging & InboxMove clinical emails into SigmaMD secure messaging
Log every call summary to the SigmaMD record for review
Every phone conversation is documented in the record.
Patient Messaging & InboxLog every call summary to the SigmaMD record for review
One daily queue of patient messages from SigmaMD and Spruce
Staff work one queue instead of two inboxes.
Patient Messaging & InboxOne daily queue of patient messages from SigmaMD and Spruce
Send SigmaMD prep instructions for each Calendly booking
Patients show up prepared for their visit type.
Scheduling & Patient OutreachSend SigmaMD prep instructions for each Calendly booking
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 SigmaMD and UpToDate accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who decides which members to contact?
Your team does. Tabflows finds what's due across your panel and prepares the outreach, and your physician and nurse and MA chooses who hears from you and when.
Do we need to switch from SigmaMD and UpToDate?
No. Guideline screening checklist for each SigmaMD chart works inside the SigmaMD and UpToDate 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 before each annual visit. Tabflows works through 3 steps, and the result lands with your physician and nurse and MA, saving an estimated 10 min per visit.