# Visit Notes to Tasks with AI Scribes > Visit notes become reviewed chart updates and follow-up tasks. Markdown view of https://www.tabflows.com/workflows/visit-notes-to-tasks — the HTML page is canonical. When an authorized clinic user starts this workflow from their browser session, Tabflows reads the SOAP note already available in the scribe, pulls the action items hidden in the assessment & plan, and prepares chart updates, refills, referrals, and follow-up tasks for clinic review. [Get Tabflows free](https://www.tabflows.com/) Free to start. No credit card required. ## 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 1. 1Opens the selected note 2. 2Extracts the action items 3. 3Prepares chart updates in Elation 4. 4Prepares tasks for the team 5. 5Routes for 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. 1. 1Opens the selected noteGatheringFrom the user's active browser session, Tabflows works with the SOAP note the clinic chose to process. 2. 2Extracts the action itemsThinkingIt identifies orders, refills, referrals, and follow-up requests from the assessment & plan, even when buried mid-paragraph. 3. 3Prepares chart updates in ElationDraftingProblem list, medications, and orders get pre-filled in Elation. You review and one-click sign off. 4. 4Prepares tasks for the teamWaitingAnything that needs an MA, biller, or front-desk hand is staged as a Tabflows task with the right context attached. 5. 5Routes for reviewDoneThe 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. ### Get this workflow Tabflows lives in your browser, our team connects your tools, and the workflow quietly prepares the in-between work. [Get started free](https://www.tabflows.com/) ### Related workflows More workflows borrowed from the best DPC clinicians. Refill Coordination from Spruce to Elation Refill requests become reviewed drafts and chart-ready follow-up. Lab Result Follow-Through Lab results become reviewed triage and follow-up drafts. New Patient Onboarding from Hint to Elation Membership sign-ups become reviewed onboarding drafts. ## How this workflow runs When an authorized clinic user starts this workflow from their browser session, Tabflows reads the SOAP note already available in the scribe, pulls the action items hidden in the assessment & plan, and prepares chart updates, refills, referrals, and follow-up tasks for clinic review. - Trigger: An authorized clinic user starts the workflow after a visit note is available in the scribe (Heidi, Freed, or similar). - Initiation mode: User-initiated - Access model: Runs in the authorized clinic user's active browser session and uses the systems the user is already signed into. - Capability caveat: 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. - Outcome: Notes move from scribe output to reviewed chart updates and follow-up tasks without treating Tabflows as an autonomous EHR actor. - Time saved: ~12 minutes per visit - Systems involved: Heidi, Freed, Elation 1. **Opens the selected note** (context) — From the user's active browser session, Tabflows works with the SOAP note the clinic chose to process. 2. **Extracts the action items** (context) — It identifies orders, refills, referrals, and follow-up requests from the assessment & plan, even when buried mid-paragraph. 3. **Prepares chart updates in Elation** (prepared_action) — Problem list, medications, and orders get pre-filled in Elation. You review and one-click sign off. 4. **Prepares tasks for the team** (team_task) — 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** (review) — The prepared work is routed to the right teammate for review and completion. Reported by Dr. Richard Lowrance, Primary Health Partners. ## Related markdown Section index: [Workflows](https://www.tabflows.com/workflows.md) Alongside this page: - [Lab Result Follow-Through](https://www.tabflows.com/workflows/lab-result-follow-through.md) - [New Patient Onboarding from Hint to Elation](https://www.tabflows.com/workflows/new-patient-onboarding.md) - [Refill Coordination from Spruce to Elation](https://www.tabflows.com/workflows/refill-coordination.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) - [Roi](https://www.tabflows.com/roi.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.