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 after a visit note is available in the scribe (Heidi, Freed, or similar).

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

Apps connected

Heidi

Freed

Elation

Steps

1Opens the selected noteAction kind: context
2Extracts the action itemsAction kind: context
3Prepares chart updates in ElationAction kind: prepared_action
4Prepares tasks for the teamAction kind: team_task
5Routes for reviewAction kind: review

Action out

Notes move from scribe output to reviewed chart updates and follow-up tasks without treating Tabflows as an autonomous EHR actor.

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 ~12 minutes per visit

How it runs

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

Sketch: a visit note flows through Tabflows into chart updates and tasks

1
Opens the selected note
Gathering
From the user's active browser session, Tabflows works with the SOAP note the clinic chose to process.
2
Extracts the action items
Thinking
It identifies orders, refills, referrals, and follow-up requests from the assessment & plan, even when buried mid-paragraph.
3
Prepares chart updates in Elation
Drafting
Problem list, medications, and orders get pre-filled in Elation. You review and one-click sign off.
4
Prepares tasks for the team
Waiting
Anything that needs an MA, biller, or front-desk hand is staged as a Tabflows task with the right context attached.
5
Routes for review
Done
The prepared work is routed to the right teammate for review and completion.

Paste this into Assist

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

Hey Tabflows — set up a user-initiated workflow for visit notes. When I choose a signed SOAP note from my AI scribe (Heidi or Freed), 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 be staged as a Tabflows task for the right person, with the note context attached.