Your patients arrive prepared. Your intake is already done.

Tabula delivers complete, Surescripts-verified patient records directly into your intake system — with zero installation, zero training, and zero change to how you work.

BEFORE

Frustrated patient. Empty intake form.

  • · 14 minutes filling paperwork by hand
  • · Medication list missing or wrong
  • · Staff re-keying data into the EHR
  • · Diagnoses from other specialists missing
  • · Visit starts late, doctor lacks full picture
AFTER

One tap. Intake done.

  • · 8 seconds at the front desk
  • · Surescripts-verified medications, current allergies
  • · Data lands directly in your EHR
  • · Cross-specialist diagnoses included
  • · Provider walks in with the full picture

Zero Practice Setup Required

Works with how your practice already works.

No software installation. No integration agreement. No staff training. Tabula fits into your existing workflow — choose the method that suits your practice.

RECOMMENDED

01

Intake Link Auto-Fill

Send your normal intake link. The patient opens it in Tabula and every field populates automatically from their verified health record. You receive a perfectly completed form through your existing system — nothing changes on your end.

Zero practice setup

02

Practice Scans Patient QR

Patient opens Tabula and shows a QR code on their phone screen. Front desk scans it with any phone camera — the same way they would scan a boarding pass. Complete patient record appears on your browser instantly.

Walk-in visits · No hardware

03

Fax or Secure Link

Patient sends a formatted health summary by fax or one-time secure link before the appointment. Works with any practice workflow — no app interaction needed at the front desk.

Universal fallback

The Complete Visit Lifecycle

MORE THAN INTAKE — Tabula supports the full patient visit lifecycle.

Intake auto-fill is just the beginning. Tabula gives your clinical team tools that make every visit more effective.

Pre-Visit Clinical Brief

For every scheduled appointment, Tabula generates a structured clinical summary for the provider — patient's recent lab results, medication changes since last visit, open care gaps with HEDIS measure flags, and Beers Criteria alerts for patients 65+. Delivered before the patient enters the room.

Visit Recording & Summary

Patients can record their visit in the Tabula app. The AI generates a plain-language summary for the patient and a structured clinical note for the provider — what was discussed, diagnoses mentioned, medications changed, and follow-up actions. Verified against the AVS before updating the record.

Automatic Record Updates

After every visit, Tabula polls the patient's FHIR record for updates. New diagnoses, medication changes, and lab results are detected, reconciled against records from other providers, and confirmed with the patient. The record stays accurate without any staff effort.

Geriatric Risk Alerts

For patients 65+, Tabula automatically flags anticholinergic cognitive burden scores, Beers Criteria medications, and polypharmacy in the pre-visit brief. Your provider walks in already knowing which medications warrant a deprescribing conversation.

Zero Friction Deployment

ZERO FRICTION FOR YOUR TEAM

Nothing to install

  • · No installation
  • · No integration agreement
  • · No staff training
  • · No hardware
  • · No change to your EHR

Works with your systems

  • · Epic
  • · Cerner
  • · athenahealth
  • · Phreesia
  • · DrChrono · Kareo · eClinicalWorks
  • · Any intake system

Two ways patients arrive

  • Scheduled — intake link auto-fills before they arrive.
  • Walk-in — patient shows QR, front desk scans, done.

INTEGRATES WITH

athenahealth
Epic
Cerner
Phreesia
DrChrono
Kareo

Ready to see it in action?

We'll walk you through a live demo using a real patient record — no setup required.