Workflow snapshot

Context in, prepared action out — what Tabflows reads in a user-started browser session, and what it stages for review.

Initiation

An authorized clinic user starts the workflow from a refill request in Spruce, or from a thread the team has flagged.

User-initiated. Runs in the authorized clinic user's active browser session and uses the systems the user is already signed into.

Apps connected

Spruce

Elation

Steps

1Reads the requestAction kind: context
2Pulls chart contextAction kind: context
3Sorts the refill queueAction kind: context
4Prescriber decidesAction kind: review
5Prepares reply and chart noteAction kind: prepared_action

Action out

Refills move from inbox request to a prescriber's decision, an approved patient reply, and a chart-ready note.

Tabflows does not store EHR credentials, does not independently initiate EHR access, and prepares work for review rather than acting as an open-ended autonomous EHR agent.

Saves ~8 minutes per refill

How it runs

Each step Tabflows prepares, from user initiation to clinic review.

Sketch: a refill request flows through Tabflows to the chart, a patient reply, and done

1
Reads the request
Gathering
Tabflows parses the message — medication, dose, and any quantity or pharmacy preferences the patient mentions.
2
Pulls chart context
Thinking
Last fill date, prescriber, allergies, and recent labs are surfaced from Elation alongside the message.
3
Sorts the refill queue
Drafting
Refill requests in the Elation practice queue are grouped apart from scheduling, labs and urgent clinical work, with the medication, quantity and directions, and Elation's controlled-substance flag.
4
Prescriber decides
Waiting
The prescriber approves, changes or declines the refill and e-prescribes it from the EHR or prescribing tool. Tabflows never issues a prescription.
5
Prepares reply and chart note
Done
Tabflows drafts the Spruce confirmation and chart note so the clinic can review and complete the follow-up.

Paste this into Assist

Drop this into Tabflows Assist to set up the reviewed workflow.

Hey Tabflows — set up user-initiated refill coordination from Spruce. When I choose a patient refill message, parse the med, dose, and any pharmacy or quantity hints. Pull last fill date, prescriber, allergies, and recent labs from Elation, and tell me if Elation flags it as a controlled substance. Once I've decided, draft the patient reply in Spruce and prepare the chart note for review.