Workflow snapshot
Context in, action out — what Tabflows reads, and what it does.
Trigger
A new visit note lands in your scribe (Heidi, Freed, or similar) after a patient encounter.
Apps connected
Heidi
Freed
ElationSteps
- 1Watches for fresh notes
- 2Extracts the action items
- 3Drafts chart updates in Elation
- 4Creates tasks for the team
- 5Notifies the right person
Action out
Notes finish themselves while you walk to your next room. Charts close the same day, every day.
How it runs
Each step Tabflows takes, from the trigger to the final action.
- 1Watches for fresh notesGatheringTabflows monitors your scribe inbox and picks up the SOAP note the moment it's signed off.
- 2Extracts the action itemsThinkingIt pulls out orders, refills, referrals, and follow-up requests from the assessment & plan — even when buried mid-paragraph.
- 3Drafts chart updates in ElationDraftingProblem list, medications, and orders get pre-filled in Elation. You review and one-click sign off.
- 4Creates tasks for the teamWaitingAnything that needs an MA, biller, or front-desk hand gets turned into a Tabflows task with the right context attached.
- 5Notifies the right personDoneTasks land in the right person's queue automatically — no more shoulder-tapping or sticky notes.
Paste this into Assist
Drop this into Tabflows Assist and it'll set the workflow up for you.
Hey Tabflows — set up a workflow that finishes my visit notes for me. When my AI scribe (Heidi or Freed) drops a signed SOAP note, pull every action item out of the assessment & plan — orders, refills, referrals, follow-ups. Pre-fill chart updates in Elation so I review and sign in one click. Anything that needs an MA or front desk hand should become a Tabflows task assigned to the right person, with the note context attached.
Get this workflow
Tabflows lives in your browser, connects your tools, and quietly handles the in-between.
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