UpToDate
Evidence-based clinical decision resource trusted by providers worldwide. Here is every workflow Tabflows automates in UpToDate for direct primary care clinics.
Automations
- Flag red-flag symptoms in incoming patient messages
Flag red-flag symptoms in incoming patient messages
Urgent messages get seen first.
Patient Messaging & Inbox - Guideline dispositions for nurse phone triage
Guideline dispositions for nurse phone triage
Phone triage follows the same standard every call.
Patient Messaging & Inbox - Check new prescriptions against pregnancy and lactation guidance
Check new prescriptions against pregnancy and lactation guidance
Safety concerns surface before the script goes out.
Prescriptions & Refills - Check compounded doses against standard dosing before ordering
Check compounded doses against standard dosing before ordering
Compounded orders get a second check on dose.
Prescriptions & Refills - Set weight program tiers from guideline visit cadence
Set weight program tiers from guideline visit cadence
Program pricing matches the care it actually requires.
Billing & Revenue - Keep intake screening questions current with guidelines
Keep intake screening questions current with guidelines
Intake asks the questions current guidelines call for.
Membership & Onboarding - Flag abnormal Cerbo labs with UpToDate follow-up guidance
Flag abnormal Cerbo labs with UpToDate follow-up guidance
Physicians review abnormal results with next steps already in view.
Labs & Results - Pair UpToDate CME credits with CME expenses in QuickBooks
Pair UpToDate CME credits with CME expenses in QuickBooks
CME records and expenses are ready at year end.
Analytics - Pull UpToDate guidance into Akute visit prep for complex patients
Pull UpToDate guidance into Akute visit prep for complex patients
Physicians walk in with current guidance at hand.
Clinical Reference - Prep chronic care visits with UpToDate monitoring targets
Prep chronic care visits with UpToDate monitoring targets
Chronic care visits follow current guidance.
Clinical Reference - Attach UpToDate patient handouts to Atlas visit follow-ups
Attach UpToDate patient handouts to Atlas visit follow-ups
Patients leave with trusted reading on their new diagnosis.
Clinical Reference - Build UpToDate checklists for Calendly travel and pre-op visits
Build UpToDate checklists for Calendly travel and pre-op visits
Special visits are prepped to current guidance.
Clinical Reference - Check renal dosing in UpToDate for new Charm meds
Check renal dosing in UpToDate for new Charm meds
Dose errors in kidney patients get caught before the first fill.
Clinical Reference - Attach UpToDate patient handouts for dictated diagnoses
Attach UpToDate patient handouts for dictated diagnoses
Patients leave with trusted reading on their condition.
Clinical Reference - UpToDate interaction check for patients on five or more meds
UpToDate interaction check for patients on five or more meds
Polypharmacy risks get checked every time.
Clinical Reference - Build program welcome packets from UpToDate patient education
Build program welcome packets from UpToDate patient education
Every program starts with trusted, plain-language education.
Clinical Reference - Check chronic care plans in Freed notes against UpToDate
Check chronic care plans in Freed notes against UpToDate
Chronic care plans stay aligned with current guidance.
Clinical Reference - Check high-dose supplement protocols against dosing guidance
Check high-dose supplement protocols against dosing guidance
High-dose plans get a second look before patients start them.
Clinical Reference - Answer general health emails with UpToDate-backed drafts
Answer general health emails with UpToDate-backed drafts
Common questions get thorough answers in a fraction of the time.
Clinical Reference - Weekly reading block for practice-changing UpToDate updates
Weekly reading block for practice-changing UpToDate updates
Physicians stay current without hunting for updates.
Clinical Reference - Keep clinic protocols current with UpToDate
Keep clinic protocols current with UpToDate
Protocols never quietly go out of date.
Clinical Reference - Attach the right patient handout after a visit
Attach the right patient handout after a visit
Patients get trusted reading material every time.
Clinical Reference - Build care plan templates from UpToDate guidance
Build care plan templates from UpToDate guidance
New care plans are evidence-based from the start.
Clinical Reference - Check new prescriptions in the note against UpToDate monitoring
Check new prescriptions in the note against UpToDate monitoring
Monitoring labs get planned at the start, not remembered later.
Clinical Reference - Build after-hours call protocols from your top call reasons
Build after-hours call protocols from your top call reasons
After-hours staff follow protocols built for your real calls.
Clinical Reference - Check discharge meds for interactions before the follow-up
Check discharge meds for interactions before the follow-up
Med problems from the hospital stay are caught early.
Clinical Reference - Guideline repeat-testing intervals for abnormal Labcorp results
Guideline repeat-testing intervals for abnormal Labcorp results
Repeat labs get scheduled on guideline timing, not memory.
Clinical Reference - Build a clinic formulary sheet from Northwind items
Build a clinic formulary sheet from Northwind items
The team shares one vetted formulary with prices.
Clinical Reference - Side-by-side answers from Open Evidence and UpToDate
Side-by-side answers from Open Evidence and UpToDate
Physicians see both references at once on hard questions.
Clinical Reference - Check care plans for chronic conditions against guidelines
Check care plans for chronic conditions against guidelines
Wellness plans cover the clinical basics.
Clinical Reference - Weight-based dose checks before pediatric dispensing
Weight-based dose checks before pediatric dispensing
Pediatric doses get double-checked every time.
Clinical Reference - Guideline workup steps for abnormal Quest liver panels
Guideline workup steps for abnormal Quest liver panels
Liver workups follow the same evidence path every time.
Clinical Reference - Compare Rupa findings with conventional guidance
Compare Rupa findings with conventional guidance
Physicians see where specialty results fit with standard care.
Clinical Reference - Guideline next steps for rising PHQ-9 and GAD-7 scores
Guideline next steps for rising PHQ-9 and GAD-7 scores
Worsening scores trigger a plan, not just a number.
Clinical Reference - Prep wellness visits with UpToDate screening guidance
Prep wellness visits with UpToDate screening guidance
Wellness visits cover every due screening.
Care Gaps & Prevention - Guideline follow-up for new outside diagnoses
Guideline follow-up for new outside diagnoses
Outside diagnoses get proper follow-up in your clinic.
Care Gaps & Prevention - Check plan inclusions against preventive screening guidance
Check plan inclusions against preventive screening guidance
Plans cover what members actually need at their age.
Care Gaps & Prevention - Flag patients overdue on medication monitoring labs
Flag patients overdue on medication monitoring labs
High-risk meds get monitored on time.
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 - Prep a flu season campaign with current guidance
Prep a flu season campaign with current guidance
Seasonal outreach goes out on time and up to date.
Growth & Outreach
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