Changelog

New updates and improvements to Tabflows.

March 2026

New

Suggested Actions, AI Notes & Patient Page Redesign

●Suggested Actions — Tabflows now recommends contextual next steps for each patient based on their profile and history
●AI Patient Notes — a new "Notes from Tabflows" section generates structured notes per patient automatically
●Patient Page Redesign — cleaner layout with persistent navigation so you never lose your place
●@-mention the Agent — tag the Tabflows agent in chat for instant, context-aware answers
●Practice Brain in Chat — the agent can now search your clinic's Practice Brain directly
●Improved Onboarding — redesigned setup flow for a smoother first-run experience
Improvement

Patient Detail View & Task Cards

●Patient Detail View — collapsible patient summary for quick access to key info at a glance
●Task Cards — new card-based tasks with one-click completion
●Faster Patient Search — redesigned search modal for quicker lookups
●General bug fixes and performance improvements
New

Agent Chat, Revamped Onboarding & Task Filters

●Agent Chat — a full AI assistant now lives in the Chrome extension sidepanel and web app
●Step-by-Step Onboarding — new guided setup to get your clinic running in minutes
●Task Filters — filter tasks by system and pin your favorite filters
●Tag Colors — expanded to 9 colors for better organization
●General bug fixes and stability improvements
New

Self-Serve Billing & Smarter Agent

●Self-Serve Billing — change plans, preview pricing, and manage your subscription directly in the app
●Smarter Agent — the AI assistant can now handle multi-step tasks across your patient data
●Improved Rich Text Editor — faster, more reliable text editing throughout the app
●Minor UI fixes and polish
New

Patient Roster & Search

●Patient Roster — browse and search your full patient panel from one place
●Polished Search Experience — cleaner search bar with system-specific pills
●Bug fixes and performance improvements

February 2026

New

Document Parsing, Patient Summaries & Athena

●Document Parsing — upload PDFs, Excel files, and Word docs directly into Assist for AI-powered analysis
●Patient Summary Improvements — richer, more actionable patient overviews
●Athena Integration — Athena now works with Tabflows one-click patient linking
●Practice Brain UX — smoother experience when using your clinic's knowledge base
●Bug fixes and stability improvements
Fix

Stability & Reliability

●Performance and reliability improvements across the extension
●General bug fixes
New

AI Memory & Personalization

●AI Memory — Tabflows now remembers your preferences and conversation context to personalize future responses
●Custom Guidelines — configure how Assist behaves with your own rules and preferences
●Actionable Tasks from Assist — Assist can now respond with a structured list of tasks you can act on immediately
●General bug fixes and polish
New

File Intelligence in Assist

●File References in Chat — Assist can now read and reference your uploaded files during conversations
●Faster File Access — files load quicker with smarter caching
●Filter Patient Files — filter documents by specific data points for faster navigation
Improvement

Saved Prompt Reordering & SigmaMD

●Saved Prompt Reordering — drag and drop to arrange your saved prompts however you like
●SigmaMD Improvements — smoother form filling for patient workflows
●Bug fixes for tasks, connections, and general stability

January 2026

Fix

Stability & Bug Fixes

●Stability and performance improvements
●General bug fixes