A running record of how Tabflows is becoming the work layer for modern clinics.
September 2026
Sidekick places the calls, follows you in a floating window, and shows the time your clinic is getting back.
Improvement
Steadier Where You Work
●Hint Dialogs In Full View — every Hint dialog and notification sits beside the Tabflows panel, fully visible and usable.
●Tick And Keep Going — check off a checklist item inside a task and stay exactly where you were.
New
Patients In Team Chat
●Tag A Patient — type # in a message to add a patient, so everyone knows exactly who you mean.
●Jump To The Chart — click a patient in any message to open them in the system you pick.
Improvement
VistaScripts Orders, Pre-Filled
●Straight To The Order — open VistaScripts from a patient and the new order starts with that patient and their provider already in place.
Improvement
Fits Every Screen
●A Tidier Side Panel — every tab on the side panel home fits cleanly at any width and zoom level, with your counts on the tab you have open.
●Team Chat On Your Phone — Reply and message actions are right there on touch screens, and your profile photo shows in the mobile header.
●Clear Answers In Practice Brain — a document that cannot be read tells you why right away.
New
Pin A Task On Top
●Always In Reach — pin the one you are working on from its menu and it stays at the top of your list through every search, filter and sort.
Improvement
Send Sidekick A File
●Attach As You Go — add a file to the conversation and it is ready the moment you hit send.
●Longer Reports Welcome — heavy documents go to Sidekick in one conversation and stay there for the questions that follow.
●More Than PDFs — spreadsheets, documents and plain text go across too.
New
Works With VistaScripts
●Ask About Any Patient — open a patient in VistaScripts and Sidekick answers from what that chart holds.
●Orders In The Answer — a patient's prescriptions and where each one stands are part of what Sidekick knows.
●Your Roster From Day One — your VistaScripts list is in Tabflows from the start, ready to work with.
Improvement
Room To Read The Sidebar
●Peek Without Moving The Page — hover the narrow sidebar and the full labels slide over your work while the page stays where it is.
●Chat At Your Text Size — the chat in the sidebar follows the text size you picked for it.
●Team Chat, By Name — the shared channel reads Team Chat on the web and beside the chart alike.
New
Tabflows On Your Phone
●Tasks In Your Pocket — the full tasks workspace opens on a phone, so a task can be read, answered and finished away from the desk.
●Add It To Your Home Screen — Tabflows installs on your phone and opens like any other app.
●A Drawer Made For Touch — swipe open a drawer to move between the pages built for a small screen.
Improvement
New Patients In OpenEvidence
●Start The Patient From The Visit — ask Sidekick for a new patient in OpenEvidence and the new-patient form opens from the New Visit screen, ready to complete.
New
Sidekick Joins The Chat
●Ask Sidekick In Team Chat — mention Sidekick in a thread and it replies there, where the whole team can read the answer.
●Everyone Sees It Written — colleagues with the thread open watch the reply arrive together, and the finished answer stays in the thread for anyone who joins later.
Improvement
A Home For Every Setting
●Personal, Organization, Admin — the settings sidebar is grouped into three sections so each page sits where you expect it, and Cmd+B or Ctrl+B tucks the sidebar away.
●An Appearance Page — choose your Tab or Sidebar view and the size of the Tabflows sidebar inside your systems from one page.
●More On Your Profile — set your name and photo, your default task assignee and notifications, and your Sidekick preferences, and see your plan usage alongside them.
New
Earn With Referrals
●Refer A Practice — an Earn page in your settings gives partner clinics a referral link to share and a view of the practices that join through it.
New
A Chat Space For Your Team
●A Chat For The Practice — your team can talk in one shared chat, reply in threads and mention a colleague or a whole group.
●Beside The Chart You Have Open — a Chat button in the Tabflows sidebar inside your systems opens the conversation in the side panel.
●Unread At A Glance — a count on the Chat button shows how many messages are waiting, and the chat opens at the first one you have not read.
Improvement
Meet Your Profile
●Account, Voice And Preferences — your account details, your voice profile and the preferences that help Sidekick understand how you work each have a tab on the new Profile page.
Fix
Click Through From Comments
●Straight To The Page — a web address in a task comment or description opens in a new tab, and a long one wraps to fit the panel.
Improvement
Sidekick Shows Where It Looked
●Open Tasks, Counted — ask how many open tasks you have and Sidekick tells you whose tasks it searched and how many it found.
New
Know What Just Changed
●Told When You Update — a bar confirms an update has landed and opens Sidekick from where you stand to tell you what is new.
●Calls, Set Up Once — a Calls section in settings holds the number Sidekick calls from and the voice it uses, so calls go out as your clinic.
Improvement
One Click To The Chart
●Names You Can Click — a patient's name is clickable everywhere it appears, from search results and suggested tasks to inbox and approval cards, opening in the tab you already have for that system.
●Choose The Reviewer — you can pick who reviews a fax on the card itself, and Tabflows proposes the likely reviewer for you.
●Reopen A Filed Fax — a fax you have already filed can be reopened from triage whenever you need another look.
New
The Time You Get Back
●Time Saved, Day By Day — your analytics page now shows how much time Tabflows has given the clinic back.
Improvement
Tuned To Your Practice
●What Sidekick Works From — the practice details Sidekick relies on can be reviewed and kept current, with every save held as its own version.
New
Sidekick Comes With You
●A Window That Floats — Sidekick opens in a small window that sits above whatever you are in, appearing under your cursor when you summon it and staying where you pin it.
●Say It Out Loud — you can speak your question into the floating window and let Sidekick take it from there.
Improvement
Skip The Fax Cover
●Cover Page Optional — a fax can be filed without its cover page, with a checkbox on each card so the choice is yours one fax at a time.
●Mentions That Name You — see every mention where a colleague has named you.
Improvement
Watch The Call Live
●Live As It Happens — the transcript fills in line by line while the call runs, with an indicator while it is going and the outcome at the bottom of the card as soon as it ends.
●Approved Word For Word — the call goes out with the wording you approved on the card.
August 2026
Assist becomes Sidekick — an assistant that knows the page you have open, the systems you run, and how your practice works.
New
File A Fax In One Action
●The Whole Queue, Filed — a Process action on a fax card assigns it to a patient and document type, and everything waiting can be filed in one run.
New
Sidekick Picks Up The Phone
●Sidekick Places Calls — Sidekick can place a phone call on your clinic's behalf, so a call sitting on someone's list gets made, with a live transcript to read while it happens.
●You Approve The Dial — nothing rings until the call comes to you on a card to read and approve.
●Works With Guava Health — a Guava Health patient's full record is there before you open the chart.
Improvement
Fax Triage Follows Your Rules
●Filed The Way You File — fax triage follows the filing rules your practice has defined.
Improvement
Saved Views Stay Put
●The View You Saved — a saved task filter opens on the view you saved it with.
●Hint Stays Connected — the Tabflows button and patient linking work throughout Hint's newer interface.
●Recommendations Held Ready — task recommendations arrive on one card and are there waiting when you return to the thread.
New
Draft Key Results In Cerbo
●A Draft Button — a draft button on a Cerbo document writes the key results straight into the review window, in your practice's words and in the context of the patient's full record.
●Several At Once — you can keep more than one review window open and draft in each of them.
●A Staff Role — a new Staff role carries provider permissions without task group management.
New
Many Charges, One Approval
●Charges In Bulk — Sidekick can raise several Hint charges in one run, with a single approval card showing exactly what will be billed.
●VistaScripts, Connected — VistaScripts becomes a supported system, with sign-in and patient linking throughout.
●New Orders Pre-Filled — the New Order form fills itself in from the patient you have selected in Tabflows.
New
Templates Due Today
●Work That Cannot Wait — task templates accept a due date of today, so urgent work does not sit until tomorrow.
New
Ask What A Day Holds
●Your Calendar In A Sentence — ask what a day on your clinic's calendar holds and Sidekick tells you.
New
Assign Tasks From Chat
●Assign To Anyone — a task created in a Sidekick conversation can go to a teammate or to a whole task group, with the right patient attached.
●Ask A Group's Queue — ask what is sitting in a task group's queue and Sidekick tells you.
●Triage Your Elation Queue — Sidekick works through your Elation queue and links each item back to its exact place there.
New
Mention A Whole Task Group
●Groups In The Picker — the mention picker includes your task groups, so one mention reaches every member of it, with your task filters and counters following the group as its membership changes.
New
Ask About Your Athena Day
●The Whole Day — ask about your Athena day and the answer covers the whole schedule, however long that day runs.
●Faxes Triaged In Chat — a toolbar button works your unfiled faxes down in the conversation, one approval card at a time, including the ones that arrived as images.
●Hint's Clinical Side — work from Hint's clinical side sits beside everything else while you stay in one place.
New
Sidekick In Your Browser
●Its Own Pages — Tabflows in the browser gains its own Sidekick and Practice Brain pages, sitting where you would look for them.
●Where You Left Off — Sidekick picks up a session where you stopped last time.
New
Sidekick Learns Your Practice
●Practice Awareness Arrives — Practice Brain gains a Practice Awareness tab that holds how your clinic runs in your own words, and Sidekick follows it in its replies and its drafts.
●A Kickstart Interview — a Kickstart mission interviews you about the practice and writes the first version of that document from your answers.
●Owners Decide — turn on the owner-only setting and only owners can change it.
New
Missions On The Home Screen
●Missions To Start With — the Sidekick home screen offers ready-made missions for longer pieces of work, each one a tap away.
●Prompts That Act — a follow-up prompt carries through into a real Sidekick action.
New
Sidekick Runs In SimplePractice
●Tabflows In SimplePractice — Tabflows works inside SimplePractice, so your patients and tasks sit beside that chart like any other.
●Full Task Editing — the task card in a Sidekick conversation carries a complete edit form and a repeat setting, so nothing sends you elsewhere.
New
A Task List In The Conversation
●Change It And Keep It — the task list Sidekick drops into a conversation is real and editable, ready to change and keep.
New
Assist Becomes Sidekick
●A New Name — Assist is now Sidekick, with its own name, its own bird and the first tab in the panel.
●An Assistant That Acts — Sidekick can take you where you need to be in the systems your clinic runs and get the work done there.
●Every Reply Offers More — each answer finishes on something concrete, with follow-up prompts so the next move is a single tap.
New
Sidekick Knows Where You Are
●Knows Your Page — Sidekick knows the page you have open, so its answers match what is on your screen and follow you if you move on mid-answer.
●Where A Patient Lives — for any patient, Sidekick knows which of your systems hold them and which do not.
●Astrana, Connected — Astrana Health joins the systems Tabflows runs in, as a full page and as a side tab.
New
Assist Knows Your Systems
●Knows What You Run — Assist knows which systems your clinic runs and what it can do in each of them.
●Take Me There — ask to be taken to a page and Assist opens it, including a direct link to a patient's record in any system you use.
●Answers About Tabflows — ask a question about Tabflows itself and you get a straight answer.
Improvement
Draft Assist Knows Your Prices
●Your Own Price List — Draft Assist quotes your real prices, so a cost in a draft matches what you bill, and says so plainly when there is no price to quote.
●Your Saved Preferences — the assistant working in task comments follows the preferences you have saved.
New
Notes Written Into The Chart
●Written While You Work — a non-visit note can be written into an Elation chart in the background while you carry on with something else.
●Approval Where It Counts — a note asked for in a task comment is written straight away, while the same note in Agent Chat waits for your approval first.
Improvement
Summaries Before Your Visits
●One Per Patient — each pre-visit summary arrives as its own document on a task comment, showing where the patient stands today and ready to open, read and share.
●The Whole Strip At Once — a Process All action works the whole fax strip down in one run.
Improvement
Answers Arrive Sooner
●Less Waiting — Assist answers begin arriving sooner, and saved prompts, past conversations and task comments open and save just as quickly.
●From The Fax To The Chart — fax cards group their fields by step and link through to the patient's chart.
New
See Your Usage Live
●Where You Stand, Any Time — User Settings shows what you have used this period, keeping up as you work so where you stand is never a guess.
New
Ask Your Elation Calendar
●Calendar Questions Answered — ask about the Elation calendar you have open and get a straight answer in your own appointment type names, down to how attendance is running.
●Filed To The Chart — an assign button on a fax card files that fax into the right patient chart.
Improvement
Fax Triage You Can Follow
●A Named Card — every fax triage run appears in the conversation as a card with a name of its own, easy to pick out of a busy thread.
●Sign-In Stays Current — triage tells you plainly when your sign-in needs renewing, before it matters.
July 2026
Assist began acting on your behalf this month — booking visits, drafting referrals, researching your whole panel, each step waiting on your approval.
New
Assist Shows Its Work
●A Live Feed — Assist keeps a running feed of the work it is doing, each run appearing as it happens on the task board alongside your clinic's other work.
●A Summary Per Appointment — pre-visit summaries are written for every appointment on your Cerbo schedule.
●Approvals Followed Through — an action you approve is carried out, and you are told plainly how it went.
New
The Fax Queue, Sorted
●One Button, Whole Queue — a button on the Cerbo dashboard works your incoming fax queue down in one go, every fax coming back as its own card.
●Matched To The Chart — each fax arrives matched to the doctor and the patient it belongs to.
●Watch It, Stop It — you can follow a run as it goes and stop it at any point.
Improvement
Nothing Runs Until You Ask
●Ready The Moment You Reach — suggested tasks are worked up when you reach for the button and the Tasks panel opens your favourites and templates as your cursor arrives, so nothing runs before you want it.
Improvement
Bigger Files Move Faster
●Heavier Documents Welcome — large PDFs go into Practice Brain however heavy the document, and uploads finish sooner with attachments opening the moment you click them.
●Search In Plain Language — task search understands a request written as you would say it out loud.
New
Hand A Task To Tabflows
●Tabflows Takes Assignments — work you would hand to a colleague can be handed to Tabflows, everywhere you pick an assignee and in the templates and repeats you already run.
●Your Clinic Decides — handing work over is switched on clinic by clinic and person by person, so you choose who can do it.
Improvement
Search Your Task List
●Find Work Without Leaving The Chart — the task list beside your chart has its own search box that finds work as you type.
New
Works With Atlas
●Right On The Chart — Tabflows works inside Atlas, with the patient button sitting on the chart itself and the full record there while you work.
●A Clinical Timeline — a patient's clinical history reads as a single timeline.
●Ask About The Patient — ask Assist about the patient whose chart you have open and the answer is there.
New
The Referral Writes Itself
●Drafted On The Form — a banner on the Elation referral form writes the referral and fills the form in place.
●Templates Shaped For You — Tabflows proposes task templates built around how your clinic works, waiting in their own tab in task settings.
●Move It Or Cancel — Scheduling Assist can reschedule or call off an existing appointment, still behind a card you approve.
Improvement
Sign In Your Way
●A Password Button — the sign-in screen carries a plain sign in with password button, so you take whichever route suits you.
●Back Where You Started — signing in returns you to the page you came from, ready to carry on.
●Chats By Patient — narrow your recent Assist conversations to one patient and land on the thread you wanted.
New
Ask About Your Whole Panel
●Find Who Is Missing — ask who is overdue or how recently something happened and the names come back from across every patient your clinic carries, with the evidence behind each one.
Improvement
Patient Records Open Faster
●Records And Counts Straight Away — patient views and roster counts come up quickly, however many charts your clinic carries.
●Search Inside Hint — patient search works throughout Hint, for linking and everything that follows.
New
Assist Books The Appointment
●It Books The Visit — Scheduling Assist works out the date, the time and the provider and creates the appointment in your Elation calendar itself.
●You Approve First — every booking arrives as a card, and nothing reaches the calendar until you accept it.
New
A Message Asking To Book
●Requests Spotted — Tabflows recognises when a patient message is asking to book, move, or cancel a visit, and opens Scheduling Assist beside that Spruce message with the request already loaded.
●Times That Are Open — Scheduling Assist offers times your Elation calendar has free.
●Answers From The File — ask about a patient and the answer reflects what their documents say.
Improvement
A Lightbulb On The Chart
●Suggestions Where You Are Working — a lightbulb in the Elation sidebar works up tasks for the patient you have open, ready to edit, keep, or swap for another.
New
Assist On More Screens
●Set Up Once, Working Every Time — Assist works across more of the screens your clinic uses every day, and a screen you set up works every time you come back to it.
New
Works With Healee
●Healee Supported — Tabflows runs inside Healee as a full page and as a side tab.
●Filter By Patient — filter Tasks by patient to see just their work, and a task you open shows the patient it belongs to.
New
Assist Opens The Right Setting
●No Hunting Through Settings — when Assist points you at a setting, it opens that tab with the section already highlighted.
New
Cerbo Documents Filed For You
●Documents Filed For You — a patient's documents and the requisitions you have faxed sit with their chart, with the key details to hand.
●A Choice Of Suggestions — suggested tasks come back as distinct options to choose between.
●Assist Knows Your Role — Assist asks what you do at the clinic, keeps it on your profile, and answers to it.
Improvement
Ask Assist About Every Task
●The Whole Clinic's Work — ask what is outstanding and the answer covers every task your clinic holds, not only the one open beside you.
Improvement
Repeats And Dates Hold Steady
●One Occurrence At A Time — edit or remove a single occurrence and the rest of the series carries on with the schedule you set.
●One Date Format — dates of birth read the same way everywhere in Tabflows.
New
Assist On The Desktop
●Assist As A Tab — Assist opens as its own tab in your browser, laid out for a full desktop screen.
●Suggestions On The Chart — a button in Elation proposes tasks for the patient in front of you, kept in one click.
●Cards That Explain Themselves — rest on a task card and it tells you the schedule a repeat is running and names the urgent work waiting on it.
New
Patient Summaries In Cerbo
●Summary From The Chart — a button inside Cerbo writes up the patient while the chart stays open.
●A List That Holds Its Place — tasks, tags and groups you create beside a chart land where they belong, with your tabs, filters and chips in reach as the list scrolls.
Improvement
Task Cards Read Cleanly
●Details In One Column — everything on a task card lines up down one column, so a long list is easy to take in.
●The System On The Card — each task card names the system it belongs to, and holds its place as the list moves.
New
Tasks And Comments Live
●Edits Arrive Immediately — a task or comment changed by anyone on your team updates beside you, counts and all, with nothing to refresh.
●A Feed Per Task — every task carries a record of who changed what and when, with a face beside each line.
●Comment Counts Show — a collapsed card tells you how many comments it holds, so a discussion is visible before you open it.
Improvement
Updates Land Without Interruption
●New Versions Sooner — Tabflows picks up a new version as soon as it is published, and the tabs you already have open carry on with it, so nothing needs reopening.
●Correct A Comment — a comment on a task can be edited or taken down, with a note of the change kept beside it.
●Choose Your Default Assignee — pick who new tasks go to by default and stop typing the same name every day.
New
Briefed Before The Visit
●Briefed Beforehand — a button on the Elation chart writes the patient up ahead of their appointment, so you arrive briefed.
●Tasks From The Conversation — a patient thread in Spruce proposes the follow-up work that conversation calls for, leaving out anything your board already holds.
June 2026
Drafting arrived: replies written with the patient's history behind them, and any group of patients you can describe found for you.
New
Play Health, Signed In
●Page And Side Tab — Play Health opens as a full page and as a side tab in the extension, signed in and ready the moment you open it.
●Comment Keyboard — in task comments Enter adds a new line, and Cmd or Ctrl plus Enter sends.
Improvement
Task Comments Keep Up
●Replies Come Straight Back — ask @Tabflows in a task comment and the reply comes straight back.
●Summaries With Hint — a patient summary comes together for your Hint patients too.
New
Assist Works In Cerbo
●Your Cerbo Patient — Assist answers about the patient whose chart you have open in Cerbo, with their whole record behind the answer.
●Summaries As You Work — Assist gives you a patient summary while you work in Cerbo.
●Filter By Several Tags — task filters accept more than one tag at a time.
New
Enhance A Draft
●Improve What You Wrote — Draft Assist builds on a draft you have already started and sharpens it.
●Sharper Segment Criteria — Smart Segments follow your plain-language criteria more closely.
New
Works With Guava Health
●Working Inside Guava — Guava Health is one of the systems Tabflows works inside.
●Patient Engagement Figures — an engagement row on the analytics page shows how your patients are engaging.
New
Why It Wrote That
●Reasoning Included — every Draft Assist draft comes with a short explanation of the choices behind it, opened on the draft itself without losing what you were reading.
●Practice Brain In Drafts — drafts draw on your Practice Brain summary, and answers come out specific to your practice.
Improvement
Drafts That Know The Patient
●The Summary Comes First — every draft starts with the patient's summary already in hand.
●Sounds Like You — what Assist has learned about how you work is folded in, and drafts read in your voice.
New
Practice Brain Knows Your Clinic
●Your Clinic, Summarised — Practice Brain writes a summary of everything your clinic has taught it, keeps it current as that material changes, and gives you a view to manage it.
●Works With Hint — with Hint connected, Assist and the patient buttons answer with the patient in front of you.
Improvement
Complete Replies, Faster
●A Complete Reply — Draft Assist writes a whole reply, and drafts land noticeably faster.
●Pictures Included — a reply answers the pictures in a thread as well as the words.
●Answers From A File — ask what is inside a patient's file and Assist tells you.
Improvement
A Calmer Panel
●Patient Linking Holds — a patient record keeps its links into your systems, so the chart that opens is theirs.
●Voice Input Speaks Up — if dictation cannot hear you, or the connection drops, it says so plainly.
New
Draft Assist In Spruce
●Drafting Where You Reply — Draft Assist sits in the Spruce compose window, so the reply is written where you are already typing.
●Ask For A Change — say what you want different in the preview bar and the draft updates in place.
●The Patient In Hand — every draft is written with that patient's history behind it.
Improvement
The Same Patient Everywhere
●One Record, Every Screen — a patient reads identically whichever screen you open them from.
●Saved Filters Open Quicker — your list of saved task filters comes up noticeably faster.
New
A Patient's Full Picture
●The Whole Picture, Drawn — a new view lays out a patient's full picture and how it all connects, and opens any point in it for a closer look.
●A Patient's Journey — an overview panel walks through what has happened for a patient and the events behind it.
Improvement
Draft On Your Terms
●Automatic Or On Request — a setting decides whether Draft Assist writes by default or waits until you ask, and either way the draft types itself out as it is written.
●Task Counts Keep Up — task counts appear quickly even for a clinic carrying a lot of task groups.
Improvement
Sharper Patient Summaries
●Key Details Pinned — a patient summary keeps the profile details that matter most at the top.
●See Who Matches — the Smart Segment form shows which patients your wording covers while you are still writing it.
Improvement
Drop In A Draft
●Insert A Draft — a draft preview drops into the message composer with one click.
●Suggestions For Everyone — every patient on your roster gets overnight Suggested Actions.
New
Patient Assist Setup
●Set Up Patient Assist — Patient Assist has a setup screen of its own in Tabflows.
●Preview In The Thread — a Spruce draft previews inside the thread you are reading, so you keep your place.
●Carry On A Conversation — Assist can continue a conversation you already have going.
New
Smart Segments Arrive
●Describe A Group — write out a patient population in plain language and Tabflows works out who belongs in it.
●Why Each Patient Matched — a segment keeps the reason every patient was included or left out, so you can see who is in it and why.
●Change The Wording — edit a segment's name or description, then rerun it without starting over.
Improvement
Many Files At Once
●Upload A Whole Set — add many Practice Brain files at once with the picker, or by dragging them in.
●Told In Plain Language — Practice Brain tells you in plain language when a page from your website cannot be added.
New
Practice Brain Learns Your Website
●Your Website, Learned — point Practice Brain at your clinic website and it answers in the words your site already uses.
●Edit What It Learned — a built-in editor lets you rewrite any Practice Brain content by hand.
New
Start Tasks From Templates
●Pick And Go — choose from every task template your clinic has saved, preview what it holds, and the form comes pre-filled with everything but the parts that differ.
Improvement
Saved Filters And Quick Create
●Star Your Filters — mark the task filters you use most, then pin, apply or clear them from a single popup.
●Create A Task Anywhere — a plus button opens the create-task form where you already are.
●Drafts In Your Order — Spruce draft cards line up in the order you asked for them in chat.
May 2026
Assist found its voice: ask a question out loud, or say a task and watch the form fill itself in.
New
Draft Tasks By Voice
●Say What Needs Doing — speak the task and the form fills itself in with the patient you named, checklist items and a mention of a colleague, ready for you to check before saving.
●Quick Tabs On Top — My Tasks, Mentions, Feed and All sit above your task list as one-click views.
●Save Your Filter Set — a tag bar shows the filters in play, hides them when you want the room, and saves a set to come back to.
New
Start A Workflow From Chat
●Routine Work, Handed Over — hand a piece of routine work to Tabflows from Agent Chat or from a browser, with a card showing what it will do before you send it.
Improvement
One Assist Everywhere
●Always The Same Chat — however you open Assist in the extension, you arrive at one and the same chat.
●More Conversation On Screen — Suggested Actions gather into a single compact spot at the top, leaving more of the conversation in view.
New
Spruce Inbox In Tabflows
●Unreads In One Place — your unread Spruce messages sit in a single view in Tabflows, ready to work down.
●Reply Without Switching — send a reply back to the conversation from where you are reading it, and nothing leaves Tabflows until you have approved it yourself.
New
A Fuller Task Form
●The Whole Task In One Place — write a task in full, choosing the person or group it belongs to, the patient it concerns, a due date from a calendar and a body with checklists, mentions and links.
●Tags From The Form — create, rename, recolour or remove a tag without leaving the task, with a check before anything is deleted.
●Set It To Repeat — choose how often the task comes back, from a list of options or a pattern of days you set yourself.
Improvement
Every Edit Saves
●Every Field Sticks — each checkbox and field saves as you set it.
●Create From The Page — a plus button opens the task form on the tasks page itself.
New
Talk To Assist
●Names And Terms Come Out Right — dictate a question to Assist in the extension or in a browser and it arrives as your message, with patient names and clinical terms written the way you meant them.
New
Tasks In A Browser Tab
●Tasks In Full Screen — your task list has a page of its own, to work through in a full browser window.
●A Feed Of Activity — a Feed tab orders that list by what happened most recently.
Improvement
Search Knows Who You Mean
●Name Or Description — looking for one patient or a group finds the right people whether you type an exact name or describe who you mean.
●Administrators Set Suggestions — the controls behind Suggestions are kept to clinic administrators.
New
Assist On Your Phone
●Assist From A Phone — Assist works in a phone browser, offering only what works there, so a question does not have to wait until you are back at your desk.
●More Saved Prompts — the saved prompts list shows more of what you have kept, and lets you add another from the same spot.
New
Templates Your Clinic Shares
●One Set For Everyone — create, edit and remove task templates that belong to the whole clinic, so everybody starts from the same wording.
●Mention By Either Name — typing the start of a first or last name finds the right colleague on a task.
Improvement
Search Without The Wait
●Straight To The Person — a patient lookup comes back quickly with the right person.
●Ready By Morning — Suggested Actions are waiting for you when the day starts.
Improvement
Invites Reach Your Team
●However It Was Typed — an invitation works however the address was typed.
●Lists Open Faster — task and patient views open more quickly, however long your lists have grown.
●Actions Carry On — an action in a connected system keeps your sign-in and sees itself through to the end.
New
GoHighLevel Contacts In Step
●Contacts Stay In Step — your contact list reads the same in Tabflows and in GoHighLevel.
●One Patient, Several Records — a patient can be linked to their record in more than one connected system at once.
●Answers From Your Documents — when Practice Brain already answers a question, Assist hands you that document.
New
Search Tasks In Plain English
●Exactly The Tasks You Meant — type what you are after as a sentence, from a patient's name to this week on your clinic's calendar, and your task list narrows to match beside your usual filters.
Improvement
Patient Search Finds People
●Named Or Described — a name or a rough description finds the person you meant anywhere in your roster, and the patients you pick stay picked as the conversation carries on.
New
Files On Tasks And Comments
●A Lab Report Where The Work Is — attach a lab report, a form or a photo to a task or a comment, and the whole team has it the moment you post.
Fix
Search Stays Current
●New Records Turn Up — a patient or task you have just added turns up in search straight away.
●Group Counts Add Up — a patient group search shows how many people it found, closest matches first.
●Paste Lands Cleanly — pasting into the Practice Brain editor drops in exactly what you copied.
April 2026
Then it started doing the prep: overnight, Tabflows works out what each patient needs next and has the list ready by morning.
New
Files On Tasks
●The Paperwork Comes With The Work — a task or a comment can carry files, listed where you attached them, and taking one off leaves the file safe in your clinic.
Improvement
Set Up Your Own Clinic
●Set Up Yourself — a clinic can be set up start to finish by the person signing up, activating from an email and landing signed in and ready.
●Guided First Connection — the extension picks up where setup leaves off and celebrates the first system you connect.
New
Ask About This Patient
●Details When You Ask — ask about the patient you have open and Assist answers from their details.
●Edit Your Own Name — you can change your own display name from the panel, and admins can change it for anyone in the clinic.
New
Patient Cohorts On Demand
●Ask For A Group — describe the patients you need, even loosely, and the whole group comes back in one go however large your clinic.
●More Patient Detail — Assist answers about a patient in fuller detail.
Improvement
Sharper Patient Search
●Top Of The List, From Day One — patient search puts the person you meant at the top, and a clinic set up today can search its patients straight away.
Improvement
The Panel Follows Your Chart
●FoldHealth Keeps Up — the patient on the FoldHealth chart in front of you is the patient in the panel.
●Heidi Loads Faster — patient details appear without a wait while you move through Heidi.
Improvement
Task Cards In Agent Chat
●Suggestions Become Tasks — turn a suggestion in agent chat into a task and it arrives filled in on a card that matches the rest of Tabflows.
Improvement
Typing Stays Fast
●Quick Typing In SigmaMD — typing stays quick and responsive with Tabflows running alongside your chart.
●A Roomier Task Popup — the task creation popup gives a long description room to sit neatly in the box, and lets you pick a patient whether or not a date of birth is on file.
Improvement
Readable Notes And Tasks
●A Task Card You Can Read — an expanded task card leads with the description and keeps comments collapsed until you want them, so a long thread never buries the task.
●Readable Chart Notes — chart notes stay legible even when the panel is narrow.
New
Three Plans Replace Seats
●Starter, Growth, Scale — Tabflows moves to three straightforward plans in place of per-seat pricing, so bringing a colleague into your clinic is a matter of adding them.
●One Plans Tab — your plan and your billing details live together under a single Plans tab.
●One Record Per Patient — each patient has a single record, whichever system your clinic uses.
New
Works With GoHighLevel
●Your Marketing Beside Your Chart — clinics running GoHighLevel can connect it beside their chart system.
Improvement
Make A Task Beside The Chart
●The Same Either Side — creating and editing a task works the same in the panel as it does in Tabflows itself.
Improvement
Steady Beside Every Chart
●Charts Inside Other Sites — the panel follows your patient even when the chart sits inside another site, such as OpenEvidence.
●Consent On File — patient consent is captured and held with the record.
●Quick Patient Edits — change one detail on a patient's record without reworking the whole form.
New
Profile Pictures Everywhere
●Profile Pictures — upload a picture once and it appears everywhere your name does.
●Charges From An Action — Tabflows can raise a charge on a Hint patient as part of an action.
●Tabflows Comments Stand Out — comments left by Tabflows carry a white-circle icon and brand-coloured text, marking them apart from a colleague's.
Improvement
Clearer Task And Patient Views
●Checklist Progress Shows — a collapsed task card shows how much of its checklist is ticked off, right in the title.
●Refreshed Patient Page — the patient detail page has a tidier layout and clearer sections.
●Straight To The Patient — the Patients side tab opens the record you are looking at, under the name the chart itself uses.
New
A Plan Every Morning
●Suggested Actions — Tabflows works out the next steps for a patient and for the clinic as a whole, has them waiting where you already work each morning with how pressing each one is and what it is likely to be worth, and carries out the one you choose beside you.
Improvement
Settings Where You Work
●Settings In One Click — a gear icon opens your settings without taking you out of what you were doing.
●Size The Panel — a zoom control sets panel text to a size that suits your screen.
●Actions Marketplace — a settings page lists every action available to your clinic.
New
New Patient Search
●New Patient Search — patient search has a new look, matching the one your clinic already knows from Assist.
●See Your Tag Counts — a live count beside each tag shows how much your clinic uses it.
●Editable Saved Prompts — saved prompts can be edited, deleted and searched.
Improvement
One Way Home
●A Single Home Toggle — the panel drops its row of view buttons for one home toggle.
●Your Hint Patients, Ready — the patients you see in Hint are there in your roster.
●A Pinned Tabflows Tab — Tabflows pins itself to its own tab, beside the chart you have open.
New
Set Task Defaults Once
●Tasks Settings Page — a Tasks settings page of its own gathers your clinic's task defaults together.
●Chats Resume — reopening a chat carries on the conversation you were having.
●Tidier Tab Groups — the tabs Tabflows looks after open as work starts and carry their own icon, making them easy to spot.
Improvement
Sharper Assist Conversations
●Name Your Chats — an Assist conversation can carry a title you choose, and a refreshed button starts a clean one.
●Patient Details Alongside — a patient panel sits beside the conversation with that patient's Hint charges in it, keeping what you need visible while you talk to Assist.
March 2026
Your whole patient panel moved in, your routines became templates, and Tabflows started writing documents on your own letterhead.
New
Hint Charges At Hand
●Charges Where You Work — the charges you raise in Hint are there in Tabflows ready to work with, beside the newer patient chart page and demographics bar.
●Clinic Knowledge Sources — connect the places your clinic's knowledge lives, and your answers reflect all of it.
●Follow Work Anywhere — work started in the extension shows up in Tabflows itself, and you can follow it from either side.
Fix
Mentions In One Click
●Mentions At Hand — the mentions tab in the sidebar opens with everything waiting for you, and clicking one opens the task it belongs to.
●The Whole Task List — every task in the list is within reach, however long the list runs.
New
Your Roster On Day One
●Nothing To Build By Hand — your roster arrives filled with the patients you see in Elation and keeps pace as your panel changes.
Improvement
Tasks Come First
●Your Work Up Front — Tasks and Patients swapped places in the sidebar home view, so what you have to do is the first thing you see.
Improvement
Task Cards Stay Open
●Cards Stay Open — completing a task with its checkbox leaves the card open where you left it.
●Past Chats Reopen Whole — opening an older conversation shows everything the assistant did in it.
New
Watch The Work Happen
●Tab Actions Panel — one button opens a panel showing everything Tabflows is working on for you, how long each item has been running, which ones are waiting on you, and a history of everything finished or cleared.
●Patient Files On Request — ask the agent for a patient's files in a connected system and the links come back to you.
New
Save A Task Template
●Set A Task Up Once — keep the shape of a task you use often, then pick it out of a searchable library and the new task arrives filled in.
New
Tasks That Name Themselves
●Titles Written For You — a collapsed sticky note gets a written title of its own, making one task easy to tell from the next.
●Documents On Request — ask the agent for a document during a conversation and it produces one, ready to send.
●Files In Chat — attach a file to an agent chat message and the agent answers on it.
New
Notes And Next Steps
●First Suggested Actions — each patient carries a short list of sensible next steps, each one marked with the system it belongs to, and you can ask for a new set whenever you want one.
●Notes From Tabflows — a written summary of what matters about a patient sits on their page in a consistent, readable shape.
Improvement
The Agent Answers In Tasks
●Mention The Agent — tag the agent in a task comment and its answer is written into the thread as it forms.
●Practice Memory In Chat — the agent can answer from what your practice already knows in Practice Memory.
●Remove A Colleague — an administrator can remove someone from the clinic, with a confirmation step first.
Improvement
One Page Per Patient
●Patient Detail View — every patient has a page bringing together who they are and what is happening with them, with a summary you open or fold away.
●Task Cards — tasks appear as cards you complete with a single tick.
●Search In A Dialog — patient search opens in a focused window, so finding someone never costs you your place.
New
Agent Chat Everywhere
●Chat In Both Places — the same assistant conversation is waiting in the extension panel and in Tabflows itself.
●A Guided Setup — new clinics are walked through connecting their systems step by step, with progress shown along the way and a nudge to reach at least two, which is where the time savings start.
●Something To Celebrate — creating and completing a task comes with a small burst of confetti.
Improvement
Elation Notes In View
●Elation Visit Notes — visit notes lay out cleanly with the Tabflows sidebar open beside them.
●One Checkout Only — starting a payment gives you a single checkout to complete.
●Filter By System — narrow your task list down to a single connected system.
Improvement
Everyone Gets The Upgrade
●Upgrades Reach Everyone — change your clinic's plan and every colleague gets the new features immediately.
●A Wider Tag Palette — more tag colours make your tags quicker to tell apart.
●Chat Beside Your Chart — the full assistant conversation sits in the extension panel, next to whichever system you have open.
New
An Assistant That Acts
●It Finds The Patient — ask about someone by name and the answer about them is written out while you watch, with no chart to open yourself.
●It Handles Your Tasks — the assistant creates and updates tasks, leaves comments and adds to Practice Memory when you ask, carrying a request that takes several steps through from start to finish.
●Long Documents Welcome — attach a long document and the answer takes all of it into account.
Improvement
Alerts Stay In View
●Alerts In Front — notifications from the system you are in sit ahead of the Tabflows control.
●A Warmer Sign-In — the sign-in screen greets you with a small typing animation.
New
Cover For A Colleague
●Hand Off A Workload — an administrator can move a whole set of tasks from one person to another in a single step, so covering for someone who is out takes seconds.
●Documents With Your Logo — your uploaded logo carries onto the Word documents Tabflows writes.
New
Manage Your Own Plan
●Priced Before You Confirm — switch your clinic's plan from inside Tabflows, with the cost of the change shown first, on a page only the clinic's owners and administrators can open.
Improvement
Never Miss A Reply
●Unread Markers — a dot marks any assistant conversation you have not read yet, so nothing sits unnoticed.
●Your Timezone — pick from a short list of US timezones and every time you see matches it.
New
What Your Practice Knows
●Practice Memory — everything your clinic has taught Tabflows carries one name, Practice Memory, in every place it appears.
●One Settings Page — your personal details and account options come together on a single page.
Improvement
Steadier Work In Spruce
●Search Inside Spruce — look up any patient without switching away from your messaging inbox.
●Groups At Hand — your patient groups list and open right where you are messaging.
New
Documents On Your Letterhead
●Clinic Branding — set your logo and clinic details once, and every document Tabflows produces carries them, shown on the branding page exactly as a patient will receive it.
●Ask For A Document — describe what you need in chat and the assistant writes it out for you.
●Patients In The Sidebar — a Patients tab sits in the Tabflows sidebar inside your systems, one click from any chart.
New
Your Whole Patient Panel
●Patient Roster — every patient your clinic sees sits in one list opened from the sidebar, covering every system your clinic has connected, with part of a name enough to find anyone and each one marked with the system they belong to.
●Panel Figures — headline numbers tell you how large your panel is and how it breaks down.
February 2026
Assist learned to remember how you work, answer on any document you hand it, and write a patient summary the second you ask.
New
Documents That Write Themselves
●Nothing Starts From A Blank Page — Tabflows produces a document out of your clinic's own content with the patient's details already in place, a first draft you change before it goes anywhere near a patient.
New
Saved Prompts Inside Assist
●Ask In Your Clinic's Words — reach your saved prompts from inside the conversation you are already in, and Assist follows the wording your clinic has written.
Improvement
Copy Answers And Checklists
●Copy An Answer — one button copies what Assist wrote, ready to paste into a chart or a message.
●Checklists Stay Visible — a collapsed task note shows its checklist items, so you see what is left without opening it.
●Sign Out Deliberately — a sign-out button sits on the systems page and asks before it acts.
New
A Smoother Way To Join
●Ask For An Account — a sign-up form lets your clinic request access, say what it runs, and accept the terms, the privacy policy and the business associate agreement as you join, kept on record.
●Set Your Own Password — choose your password the first time you come aboard, from either place you use Tabflows.
●A Warm Welcome — new colleagues land on a welcome page that shows them where to start.
New
Your Clinic Team Page
●Your Whole Team — everyone at your clinic is listed together, with their status in plain view and the list sorted the way you want it.
●Invite In A Click — invite a colleague by email, resend if the invitation slips past them, and add a seat as your clinic grows.
●Archive Whoever Has Left — archive a colleague who has moved on so they drop out of the list.
New
Fast And Deep Modes
●Two Speeds For Assist — ask for a quick answer between patients or a deeper one when the question deserves it, and switch mid conversation.
●Colour Coded Task Cards — a task card takes the colour of its tag, so a long list reads quickly.
New
Patient Summaries On Demand
●Ask And It Writes — request a patient's summary and it is written there and then, marked ready to read and kept on the patient record for whoever opens it next.
●Written In Your Words — the instructions behind every summary are yours to edit, so each one leads with what your clinic cares about.
New
Send Any Document To Assist
●PDFs And Spreadsheets — hand Assist a PDF, a spreadsheet or a Word document and ask your question about it.
●Fuller Patient Summaries — summaries give you a fuller picture of the patient, worth a minute before you walk in.
●One Click In Athena — a patient button on an Athena chart links it to Tabflows in a single click.
Improvement
Hover To Expand Systems
●Hover To Preview — hovering a connected system shows what is waiting in it, and a click opens it full size, still inside Tabflows.
●Smoother Uploads — adding files to Practice Brain takes fewer steps and shows where each one landed.
New
Upload Into Practice Brain
●Knowledge You Add Yourself — add a file or a spreadsheet to your clinic's Practice Brain in the moment you have it, and what is in it turns up in search beside your documents.
Improvement
Always The Latest Details
●Always Current Details — every screen shows what is true right now.
●A Lighter Extension — Tabflows starts quickly in the browser and stays out of your way.
New
Assist Remembers How You Work
●It Remembers You — Assist keeps what you have told it about how you like to work, takes a correction mid sentence, and drops anything you ask it to forget.
●Your Clinic's Guidelines — set the rules Assist should follow for your clinic on a settings screen of its own.
●Answers That Become Tasks — Assist can reply with a ready-made list of tasks you take into your task list.
Improvement
Hint Opens In Place
●Membership Details In View — Hint opens inside Tabflows with membership and billing details in front of you.
●Support In One Click — a plus button opens support in a single click.
New
Where Each Detail Came From
●See The Source — every patient detail shows which connected system it belongs to.
●All Systems Listed — the systems your clinic has live with Tabflows appear together, so nobody guesses what is switched on.
●Clinic Files Together — your clinic's files are held as one organised set, however you reach them.
Improvement
Prompts In Your Order
●Reorder Saved Prompts — drag your saved prompts into the order you use them, so your most-reached-for sits at the top.
●Sharper Patient Summaries — patient summaries read closer to what you would have written yourself.
Improvement
Patient Access On Record
●See Who Looked, And When — your clinic can see who opened a patient record and when, held with the record and ready whenever your clinic is asked for it.
New
Files Inside Assist
●Answers Without Opening Each File — ask Assist a question about a patient's documents, or about one result inside them, and it answers without you working the full list.
Improvement
Patient Details On Hand
●Fill Without Retyping — a patient's details are ready in the record while you work in Spruce, down to the extra ones your clinic keeps.
●Forms Filled In OpenEvidence — a form in OpenEvidence comes back filled in for you.
●Resize The Systems Area — drag the systems area to whatever width suits you.
Improvement
Wording That Reads Right
●One Means One — one task reads as one task, and one colleague mentioned reads as one name.
Improvement
Forms Fill Themselves
●Sign Up Without Retyping — a SigmaMD form fills itself for a patient who has no record there yet.
January 2026
Assist started answering from the documents in your patients' charts, and pointed you to the file behind every answer.
New
Assist Shows Your Tasks
●Cards You Can Act On — when Assist refers to your clinic's tasks it lays them out as cards inside the conversation, so nothing sends you off to another screen.
New
New Patients In SigmaMD
●Start A New Patient — a patient who is new to SigmaMD is one click from being added, their details arriving filled in for you to confirm and save.
●Recording Carries On — an OpenEvidence recording keeps running when the patient's chart reloads.
Improvement
Secure Chat By Default
●Straight Into Your Messages — opening Spruce lands you in your secure conversations, ready to reply.
Improvement
All Your Spruce Conversations
●Every Conversation First — the Spruce window opens on all your conversations.
●Straight To The Patient — a patient opened from a message lands on their record.
Fix
Tasks Do As You Say
●Save And Move On — a filled-in task saves the moment you ask.
●Repeats End When You Say — ending a repeating task ends the series, custom schedules included.
●Replies As They Land — Assist's answers appear in the chat as they arrive.
Improvement
Always In Step
●Alerts Reach You — a notification arrives as soon as something needs your attention.
●The Right Hint Record — a patient opens straight into their own Hint record.
New
Answers From Patient Files
●Assist Knows Your Documents — ask about a patient and the answer comes from the right document in their file.
●Answers Name Their Source — when Assist draws on a document it names it, and that link opens the file to read or save, or takes you to the item in the Elation chart.
New
Patient Files On Hand
●Open The Chart, Open The File — the images and documents on a patient's chart are there in Tabflows whenever you open that record.
New
Practice Better, Connected
●Practice Better Charts — Tabflows works beside a Practice Better chart like your other systems.
●One Record In SigmaMD — a SigmaMD patient shows as a single record.
Improvement
Everything Opens Faster
●Less Waiting Everywhere — patient records, long task lists and busy Spruce inboxes all come up quickly, however much your clinic carries.
●Assist Stays Oriented — Assist answers about the patient and the page in front of you.
December 2025
The views you rebuild every morning became something you save once, name, and reopen with a single click.
Improvement
Always A Clear Message
●You Know Where You Stand — when a connected system does not answer, Tabflows says so in words you can act on.
Fix
Hint Links Land Right
●One Tab, The Record You Asked For — a link into Hint opens the exact record you wanted, in a single tab.
New
Assign It In Chat
●Hand It To Someone — ask Assist to give a task to a colleague and it lands on their plate.
●Tags By Name — name a tag in the conversation and Assist sets it on the task.
New
Due Between Two Dates
●Any Stretch Of Days — narrow the task list to work due across whatever span you pick, landing on the days your clinic means.
Improvement
Saved Views Hold Everything
●Every Task You Expect — a saved view set to All opens on your whole task list, however long your task and patient lists run.
New
Quick Date Filters
●One Click Instead Of Two — the stretches you reach for most are one click instead of two dates by hand, with the filter panel holding open while you set the rest.
New
Search And Filters Agree
●Words Or Patient Names — a selector in the search box says whether you are looking through task wording or patient names, so typing a name returns that patient's tasks and leaves everyone else out.
●Search And Filters Together — what you type and what you have narrowed to are read as one, and the list answers to both.
New
Save The View You Use
●Save What You Set — whatever you have narrowed the task list to can be kept under a name you choose, and it opens with every setting you put on it, down to the last one.
●Mark It A Favourite — a saved view marked a favourite sits in a short list above your tasks, so the ones you live in are a click away.
New
See What's Overdue
●Due Dates In The Mix — the task list narrows by when work is due, sitting beside everything else you have already picked.
Improvement
Whole Names, Right Pages
●Names In Full — a patient or staff name shows in full, however many parts it runs to.
●In Step In Hint Clinical — the panel keeps pace with you as you work through a Hint Clinical chart.
November 2025
Assist learned your clinic's tasks — ask what is outstanding, and it answers, then drafts the next task with you.
New
Search Tasks By Patient
●Their Whole List, Nobody Else's — switch the task search from words to patients, pick a name, and the list holds to their work until you clear it.
Improvement
Answers You Can Act On
●The Point First — every answer opens with what it means for you and closes with a clear next step, often the task it has just described.
●Honest About Gaps — when what it knows about a patient is partial, Assist says so plainly.
●Never Clinical Advice — Assist gives no medical advice, and says as much outright when a request touches care, labs or prescriptions.
New
Assist Knows Your Tasks
●Ask In The Chat — ask what is open for a patient, what a colleague is carrying or what a tag covers, and the answer comes back in the conversation, details left in a task's replies included.
Improvement
One Patient, One Conversation
●Ask Without Repeating Yourself — choose a patient in the chat and everything you ask after that is answered from their full record, the choice holding as you move between views.
New
Smart Tasks From Chat
●Agree It, Then It Exists — Assist writes the task back to you as a short summary with its details already set, and nothing is created until you say yes.
New
Tasks Inside The Chat
●Tasks As Cards — tasks Assist finds come back as cards you can read in the conversation.
●Act Without Leaving — a task can be changed, commented on, cleared away or brought back from its card.
Fix
Hint Stays In View
●Names As Written — a patient's name shows on the record just as Hint has it.
●Always In Front — the panel stays visible throughout, in both Hint and Hint One.
Improvement
Right Patient, Right Chart
●Search And Notes, In Any System — a patient search and a chart note both land on the record in front of you, whichever system you have open.
New
Ask About What You See
●Show It A Screenshot — take a picture of your screen and ask Assist about it, and the form in front of you comes back filled in.
●Prompts Carry Documents — a saved prompt can point at one of your documents, so the material travels with it every time.
Improvement
Set It And It Stays
●Drag To Any Width — the panel tracks your cursor as you drag it wider or narrower, and keeps exactly the size you let go at.
●Close In One Click — an arrow on the side tab shuts it, and that is the whole gesture.
Improvement
The Chart Stays Visible
●Clean Over Athena — the panel lays over Athena without hiding the chart you are reading.
●Opens Where You Land — Tabflows starts on the main page of whichever system you opened.
October 2025
Assist took on the task itself, answering about it and saving your changes, with your prompts and files alongside.
New
Now Running In SigmaMD
●The Chart You Have Open — the patient you have open in SigmaMD is the one your tasks and Assist work on.
Improvement
Patient Work From The Chart
●Filter From The Patient — the patient button narrows the task list to that person's work, with each task's status in view.
●One Patient Picture — a patient looks the same in Tabflows whichever system their chart lives in.
Improvement
Assist Keeps Your Place
●Assist From The Sidebar — the Assist button in the sidebar carries the patient you are on into the conversation.
●Keep Typing — the message box keeps your cursor after you send, and the next question starts immediately.
●Refresh On Demand — a refresh button on the Assist page updates what you see without leaving it.
Improvement
Filters That Read Clearly
●One Look Tells You Why — every filter names what it is narrowing, in labels short enough that the whole filter bar fits on screen, with each connected system shown by its icon.
Improvement
The Panel On Your Terms
●Opens When You Ask — the panel opens on your click and keeps out of the way otherwise.
●Your Draft Waits — closing the task window keeps what you have written, ready for when you come back to it.
●Elation Visits In View — a patient's Elation visits sit alongside the rest of their record.
New
Tasks Handled In Chat
●The Task Comes Too — opening Assist from a task carries that task into the conversation, so your question and every follow-up are answered as part of that work.
●Edit It There — a task can be changed inside the Assist conversation, and saving closes the editor and shows what you saved.
Improvement
Always On The Latest
●Updates Arrive Quietly — your clinic moves onto each new version of Tabflows with nobody chasing it.
●Copy Straight Out — an Assist reply or text you select in a task copies out to the chart with its lists and headings intact.
●Your Conversation Reopens — opening Assist returns you to the thread you were in, ready to carry on.
Improvement
Your Systems Stay Connected
●Connections Hold — the systems your clinic runs stay signed in through the day.
●Your Heidi Note, Filed — a note you take in Heidi is saved where you expect to find it.
●In The Main Window — Tabflows opens in the main window of each connected system, right where you look for it.
Improvement
Tasks Update As You Work
●Live Task Updates — comments and changes land on a task as they happen, with nothing to refresh.
●Mentions Reach People — mention a colleague on a task and they hear about it.
New
Saved Prompts For Assist
●Ask It Once, Keep It — the questions you put to Assist most often can be kept, reworded and searched, and picking one drops it into the message box ready to send.
New
Send A File To Assist
●Attach A File — send a document into an Assist conversation, by dropping it on the chat window if you like, and ask about what is inside it.
●Open It Anytime — an attached file opens in its own tab whenever you want another look.
Improvement
The Panel Keeps Up
●Live In The Panel — counts and new messages appear in the panel as they happen.
●Signed In Once — one sign-in covers both the panel and the main Tabflows window.
●Your Chat History — past Assist conversations sit in the panel whenever you want them.
September 2025
Assist kept learning while the everyday edges got smoother: copy an answer, order a list, work inside more of your systems.
Improvement
Long Documents In Full
●Whole Documents At Hand — a long protocol or roster in Google Docs or Sheets is there in full when you ask about it.
●Trial Onto A Plan — a clinic moves from a trial onto a paid plan and carries straight on with its work.
New
Fold Health, Connected
●Work Where The Chart Is — Tabflows and Assist now run inside Fold Health, on the patient whose chart you have open.
Improvement
Names In Alphabetical Order
●Everything Alphabetical — people, groups and tags come up in alphabetical order wherever you pick them, on a task or in the quick filters.
●Forgiving Tag Search — a tag search finds the tag you are after however you type it.
New
Reference Beside The Chart
●UpToDate In The Panel — UpToDate opens inside Tabflows next to the patient you are on.
●Fullscript Stays With You — Fullscript keeps up as you go from one patient to the next.
Improvement
Fits Any Hint Window
●Nothing Gets Cut Off — the panel, its tabs and its pop-ups fit Hint's layout at whatever size you keep your window.
Improvement
Your Tabs Stay Put
●Tabs In Your Order — tabs can be dragged into whatever order suits your day, and a pinned tab holds its place while you work around it.
●Copy From OpenEvidence — text you copy out of OpenEvidence pastes cleanly into a note or a task.
Improvement
Copy What Assist Writes
●One-Tap Copy — every Assist reply carries a copy button, and the answer drops into a note, a message or the chart with its wording and layout intact.
●Straight To The Task — when Assist mentions one of your tasks, the chat puts that task card in view, ready to act on.
August 2025
Assist started answering from your clinic's own protocols rather than general advice, and began suggesting the next task.
Improvement
Assist Gets Sharper
●Nothing For Your Clinic To Change — Assist's answers and its task suggestions sharpen over time on their own.
Fix
One Note Per Visit
●A Single Note — a note written with Heidi on the scribe page lands in the chart once, from the first note of the day to the last.
●Only Where You Write — Tabflows appears on the scribe page and stays quiet elsewhere.
Improvement
Tags Belong To Your Clinic
●Named The Way You Work — tags are kept per clinic, so your practice names them to suit how it works even when another practice uses the same word.
New
Assist Suggests The Next Task
●Nothing To Remember — Assist can now propose the task that follows from the work in front of you, arriving with its details written in and the patient you have open already on it.
New
OpenEvidence At The Chart
●OpenEvidence Is Connected — clinical evidence now opens inside Tabflows with the patient you have open still in view, tying what you find to the right person.
●Note It There — a task can be written from the page you are reading, so a finding is never carried anywhere by hand.
Improvement
Every Patient Turns Up
●Your Whole Patient List — every patient your clinic sees is there to search by name.
●Answers From Long Documents — a reply lands on the part of a long document you were asking about.
New
Works With Akute
●Your Whole Day In One Place — a clinic running Akute now works with Tabflows exactly as every other clinic does.
Improvement
Sign Out Cleanly
●Nothing Left Open — a sign-out button on the systems page asks you to confirm, then signs you out of Tabflows and the browser alongside it on the spot, whatever your other systems are doing.
New
Assist Learns Your Clinic
●Answers From Your Material — an answer stands on your clinic's own documents rather than general advice, a linked spreadsheet or a full protocol included, and one press puts a linked Google Doc's newest wording behind every reply.
●Clear Out Old Material — remove several files at once and Assist stops answering from them.
Improvement
Reminders In Your Time Zone
●Your Clinic's Time Zone — your clinic and each person in it can set a time zone, so a due date means the hour you meant and task emails land during your working day.
●Room To Write — a task field grows as you type and scrolls a long instruction cleanly, keeping your place as you write.
Improvement
Search Finds What You Wrote
●Search Covers Descriptions — task search looks inside a task's description, so a phrase you typed into the body turns the task up.
●Documents Show Progress — your documents screen shows when each file is ready for Assist to answer from.
●One Patient Everywhere — tasks and Assist stay pointed at the patient you have open.
Improvement
Systems Fit Your Clinic
●Settings Per System — every system your clinic connects carries its own setup inside Tabflows, tuned to how that system works.
●One Slow System — when a connected system is slow or unavailable, your other work carries on untouched.
July 2025
Assist moved onto the chart itself, reachable from the patient button, while search, roles and time zones caught up around it.
Fix
Out Of Your Way
●Notices Know Their Place — an update notice shows up a single time and then steps aside.
●Straight To Your Tasks — following a Tabflows notice opens your task list.
Improvement
Comments Hold Together
●Every Comment, Findable — a thread reads in one piece on the task it belongs to however long it runs, and search reaches comments written months back.
Improvement
Set Up And Connected
●A New Clinic Is Ready — setting up a new clinic takes one pass, and your practice can start work straight away.
●Simpler Password Changes — changing your password takes fewer steps.
Improvement
The Patient Button Responds
●A Little Confirmation — a small animation answers your press, confirming Tabflows has taken it.
●Knows You Straight Away — the panel opens with your clinic's work already there.
New
Your Clinic's Time Zone
●Set Your Time Zone — your clinic can set the time zone it works in and every person can hold their own, so dates, times and task notices match how your day runs wherever you sit.
●Told By Email — a task created or updated emails the people attached to it.
New
Ask Assist From Any Chart
●A Question Starts Where The Patient Is — the patient button on a chart now offers Ask Assist, and opening it takes the patient in front of you into the conversation with nothing to type in.
New
Everyone Sees It Live
●Nothing To Refresh — patient details, documents, conversations, tasks and comments change on your screen the moment they change for anyone in the clinic, in every window they are open in.
Improvement
More Room To Work
●Nothing Scrolls Out Of Sight — the task box expands as you type, keeping what you write in full view.
Improvement
Search Reaches Further
●Your Whole History — search covers everything your clinic has written back to the day you started, the words inside a task's description included.
New
Settings That Fit Your Role
●Settings By Role — what each person can change now follows their role, so staff and administrators each see the settings that belong to them, with your practice's own details kept by its administrators.
●Your Own Preferences — your personal settings are yours alone, down to whether Assist appears, and a colleague's choices never change how Tabflows behaves for you.
●Features Per Clinic — your clinic can switch parts of Tabflows on and off, and the panel shows what your practice uses.
New
Smart Tasks Take Shape
●Their Own List — Smart Tasks now gather in a list of their own in the panel, and opening one shows everything it holds for you to edit.
●Create One In Place — a create screen adds a Smart Task without taking you out of what you were doing.
●Settings To Match — Smart Tasks carry their own settings, and each clinic sets them up its own way.
Improvement
Text That Reads Cleanly
●Your Own Line Breaks — shift and enter drop a new line as you write, so a longer question keeps the shape you gave it.
●Pasted Text Lands Clean — anything you paste in arrives as plain readable text, without stray formatting travelling with it.
Improvement
The Same In Every Chart
●One Version, Every Clinic — every clinic is on the current release of the Tabflows extension, so Tabflows behaves alike whichever chart you open.
Improvement
Nothing Waits In Line
●A Busy Day Does Not Slow It — Assist replies quickly however busy your clinic's day is, with your documents ready and nothing held up behind them.
June 2025
Assist arrived — an assistant you talk to in plain language, that already knows the patient whose chart is open.
Improvement
A Note Beside Every Answer
●A Short Note — the chat carries a short note beside Assist's answers, so anyone reading knows what they are looking at.
●Plan Changes Take Effect — a change to your plan reaches your account straight away.
New
Answers That Open Records
●Links In The Answer — Assist turns the records it mentions into working links, and each one opens what it points at so an answer can be checked in the record itself.
●The Patient Included — your question carries the patient with it, so an answer is about the person in front of you.
Improvement
Patient Details Stay Current
●The Current Picture — the details you see belong to the record open in front of you and match what your systems hold today.
●Assist From The Start — Assist can be turned on from the opening window, so it is there from your first minute of the day.
Improvement
Improvements Reach You Sooner
●Nothing To Install — a better setup reaches your clinic without anyone installing a thing.
Improvement
Tabflows Follows Along
●The Page You Are On — the panel shows the work for whatever page you open, a PDF included.
Improvement
The Panel Fits Any Screen
●Everything Within Reach — on a small laptop screen the list of people you can mention displays in full and task filters scroll, so nothing sits out of reach.
Improvement
Assist Answers Faster
●Quicker Sharper Replies — Assist answers noticeably faster, in tighter words drawn from your clinic's own material rather than general advice.
●Assist In Side Tabs — an Assist button now sits in the side tabs view, putting it within reach of every system you open.
Improvement
Systems In Their Place
●Names Match In Elation — searching Elation by name finds the person you meant.
●Where You Expect Them — Hint opens beside your other systems, and the sidebar buttons stay in view however narrow you make the window.
New
Assist Knows The Patient
●Never Repeat Who You Mean — choose which patient a conversation is about from inside the chat itself, every answer stands on that patient's full record, and reopening the chat puts you back with the same patient.
Improvement
One Switch For Assist
●Assist Where You Already Are — Assist can be turned on from the panel, with no setting to go hunting for.
Improvement
A Record Of The Work
●Activity In One List — the work done for your clinic reads as a single list, whichever system it happened in, and cuts down to one patient or to the slice of activity your day depends on.
●Fuller Summaries — a summary reflects the whole picture of a patient's care, not one corner of it.
New
Assist Joins Your Clinic
●Ask The Way You Would Ask A Colleague — Assist is a chat now: your question goes in plain language, the reply appears in the thread as it is written, and the conversation holds everything already said so a follow-up lands in context.
New
Every Chat You Keep
●Pick Up Where You Left Off — your conversations sit together under their titles, so last week's question can be reopened and carried on, and each one belongs to the person who started it.
New
Providers On The Button
●Providers Listed — the patient button now shows the providers attached to that patient.
●Less Typed Twice — work you send to Labcorp arrives with the patient's details already in place.
New
Smart Tasks Arrive
●Far Less Typing — Smart Tasks are now in the panel, opening with the obvious details already filled in so a task comes together in a fraction of the clicks.
Improvement
Steady Across Your Systems
●Signed In And Steady — Elation keeps you signed in from chart to chart, and says plainly when a session has ended.
●Or No Patient At All — the patient picker shows each name's details beside it, and lets you choose nobody for work that is not about one person.
●Printing From Quest — Quest print-outs open from where you are working.
New
Your Clinic's Own Documents
●Bring In Your Documents — your clinic's own documents, a linked Google Doc or Sheet included, can live in Tabflows for Assist to draw on when it answers, and any one of them can be opened by its title or taken out.
●Your Practice Details — a clinic can record its own practice details, and Assist takes them into account when it answers.
New
Boards Your Clinic Owns
●A Board Per Clinic — every clinic now has a board of its own, one shared copy the whole team reads and writes, and only the person who owns a post can change it.
●Marked As Seen — a board remembers what you have already read and shows you what is new since your last look.
New
Correct A Patient Record
●Details You Can Fix — a patient's name or date of birth can be corrected on the spot, and saving puts you back where you started.
●Unlink One System — a patient's link to a single system can be taken away, with a confirmation first and their other connections left intact.
New
Heidi And Cerbo Connected
●Heidi Inside Tabflows — Heidi now runs inside Tabflows next to the other systems your clinic uses.
●Patient Buttons In Cerbo — Cerbo charts carry Tabflows patient buttons, putting a chart one tap from the work attached to it.
●Signing In Once — sign in with your work account and you land back where you were.
New
Mention Anyone On Your Team
●Name A Colleague — type a colleague's name into a task or a comment and they join the work with it, staying with that thread however long it runs.
●Your Mentions Gathered — a counter shows how many mentions are waiting on you, and one button narrows the task list down to the work you have been named in.
●Room To Write — a fuller editor sits behind tasks and comments, with checklists, line breaks, a full-screen view and formatting your colleague reads as you wrote it.
Improvement
Urgent Work Comes First
●Urgent Turns Colour — the outstanding task count changes colour when something urgent is waiting, so you see it before opening anything.
●Assign To A Person — a task now carries who it is for, and that choice is saved for the whole clinic to see.
●Tags In The List — tasks show their tags in the list, and the system a task belongs to is one tap away.
May 2025
Lab work came in, you could name a colleague inside a task, and every clinic got a board of its own.
New
Hand A Task Over
●Work Moves To The Right Person — a task can be handed to a colleague by name, and your clinic's records show who it sits with.
Improvement
Open Where You Want
●Providers In New Tabs — opening a provider opens a new tab, and you keep your place in what you were doing.
●Room In Side View — another connected system opens inside Side View next to the chart you are reading.
●Signed In Across — your sign-in carries across the systems you work in, so you are not asked twice.
Improvement
Urgent Work In Colour
●The Pressing Work Catches Your Eye — the outstanding task count carries colour when something urgent is waiting, so you see the pressure before opening anything.
Improvement
A Fuller Writing Editor
●Write With Formatting — the text you write in Tabflows takes formatting as you type, and a comment appears as it was composed, lists, emphasis and line breaks included.
●Checklists While Writing — you can drop a checklist into whatever you are writing.
New
Clinic Boards Arrive
●A Board Per Clinic — every clinic gets a board of its own, holding that practice's real tasks and comments and changing as the day does.
●Who Can Change It — a board makes clear who may edit it, so the right people write and everyone else reads.
●Where You Left Off — each board makes clear whether you have seen it yet.
New
Mention A Colleague
●Name The Right Person — mention a colleague inside a task or a comment as you type their name, so they join you where the work already sits and stay with the thread.
●Find What Has Your Name On It — a mention filter narrows the task list to the items you have been named in, with a count of how many are waiting.
Improvement
Signed In And Steady
●Stay Signed In — your sign-in holds as you switch between the panel and Tabflows in the browser, with the panel ready on whichever tab you land in.
●Links Open The Page — a link into Tabflows takes you to the page it names.
New
Works With Labcorp
●Less Retyping — Labcorp takes its place beside the systems your clinic already runs, with the patient's detail in place so fewer fields get filled in twice.
Improvement
The Panel Stays With You
●Updates Pass Quietly — Tabflows takes an update in the background and the panel stays usable while you work.
●Windows Work Together — a window your system opens, a Quest printout included, works with Tabflows beside it.
Improvement
Elation Opens In Tabs
●Keep Your Place — following Elation work from Tabflows opens it in a tab of its own.
New
Cerbo Buttons On Charts
●Buttons On The Chart — Tabflows buttons sit on the patient view in Cerbo, putting the person you are looking at a single click from the chart in front of you.
●Start Fresh — one action resets Tabflows on your machine to your clinic's current setup.
April 2025
The patient moved to the centre of the work: choose one, search for one, and narrow your whole list to them.
New
Works With Heidi
●A New System In The Panel — Heidi opens inside Side View or in a tab of its own with you already signed in, and tasks and links line up with the patient you have open there.
Improvement
Task Cards Tell You More
●Change It Where You See It — a task card shows its tag, the person or group it is for, and the connected system and patient it relates to, and each one changes on the card without opening the task.
Improvement
Prompts You Can Dismiss
●Wave The Prompt Away — the offer to link a matching patient can be dismissed, and it stays dismissed, tucking out of sight as you move on.
●No Patient At All — the picker carries a None option, so a task can go back to having nobody attached.
●Everyone At Once — the patient filter carries an All option, and one choice returns every patient's tasks.
Improvement
Elation Stays Signed In
●Your Session Holds — your Elation sign-in and whatever page you had open both hold while Tabflows works beside them.
●Buttons On Hint Charts — the Tabflows button sits in the chart header in Hint, with that patient's work a click away.
Improvement
Side View Fits Your Screen
●Drag To Resize — Side View carries a drag handle for setting how much of the screen it takes, giving a connected system opened inside it more room at the edge.
●Link A Match — Side View offers to link the patient on the page to their Tabflows record.
New
Filter By Patient
●Filter By Patient — the task filters carry their own patient picker, leaving only the tasks tied to that person and combining with the filters you already use.
New
One Patient's Tasks
●See Only Their Work — a task list can be cut down to a single person's work, whichever connected system each task came from.
Fix
Patient Linking Holds
●Link And Unlink — attach the patient you have open in Cerbo to their Tabflows record, or take the link back off, in a step either way.
●Pick Your System — choose which connected system you are working in.
Fix
See Your Grouped Tasks
●Nothing Left Out — a task that belongs to a group sits alongside everything else on your list, and narrowing to a group shows the whole group's work.
Improvement
Patients Stay Matched
●One Person, One Record — a patient shows once across your connected systems.
New
Find Any Patient
●The Right Person, In One Step — start typing inside the task you are creating and the patient you want comes up as you go, across the systems your clinic already runs.
New
Choose A Patient
●Work Tied To A Person — creating a task now asks which patient the work belongs to.
March 2025
Tags, patient search and comments arrived in March, turning Tabflows into the place your team works together.
New
Tasks Link Themselves
●Linked Automatically — a task created from a patient's record attaches itself to that patient, with nobody doing it by hand.
●Who Finished, Who Edited — every task records who completed it, who last changed it, and when.
New
Comments Land Instantly
●A Colleague's Comment Appears — a comment from a colleague shows on the task as it is written, with the task carrying the number of comments it holds, turning a handover into seconds.
●Sort Your Task List — a sort control orders your tasks and holds that order as you work down the list.
●Attach A Patient — a picker puts the right patient on a task in one step.
Improvement
Filters Apply Instantly
●No Wait To Filter — the task list narrows the instant a filter is set.
●Room To Write A Comment — the comment box expands to fit what you are writing and scrolls neatly on a long thread.
New
Tasks Update Live
●Live Task Lists — a task list moves as the work moves, so what a colleague assigns or finishes shows up unprompted.
●Works With Athena — patient search inside Athena finds the person you are after.
Improvement
Read A Task On Hover
●Hover For The Detail — hovering a task shows its detail in place, with no need to open it.
●My Tasks Starts Fresh — pressing My Tasks clears what you had narrowed and returns a clean list.
New
Talk On The Task
●Comments On Tasks — your team discusses a task on the task itself, with no thread to chase elsewhere.
●Edit Older Tasks — a task whose due date has passed can be updated and closed out.
Improvement
Simpler Name Search
●Middle Names Do Not Matter — searching a first and last name finds the patient even when the record carries a middle name.
Improvement
A Sidebar That Fits You
●Set Your Own Width — drag the resize bar, which lights up as your pointer approaches, to make the sidebar as wide or as narrow as the chart work needs.
●Choose Your Look — a switch moves you between the original Tabflows button and the new design, at your own pace.
●Take A Tag Off — tags include a None option for clearing one back off a task.
New
Put Finished Groups Away
●Archive A Task Group — a finished task group is archived rather than deleted, after a confirmation naming exactly which group is going, so the work leaves your list without being lost.
●Filter By Task Group — narrow the task list to a single group from the panel.
Improvement
Reset Your Password
●Reset By Email — ask for a password reset and a link arrives by email.
●A Handle For Dragging — a dedicated button gives one clear grip for moving the sidebar.
Improvement
Everything Due Through Today
●Up Through Today — one option gathers everything due up to and including today into a single list.
●Overdue Or Coming — the all-tasks view separates what is late from what is next.
New
Tags Save With The Task
●Tags Stick — the tag you choose is stored on the task and is there next time anyone opens it.
●Fuller Sidebar Tabs — new sidebar buttons and tabs show your clinic's own patients and tasks.
New
Know Your Workload
●Your Task Count — the tasks button carries the number waiting, readable before you open anything.
●Locked Task Groups — a task group can be locked so nobody edits it or adds groups beneath it.
Improvement
Find The Right Patient
●Close Enough Counts — a partial or slightly-off name still finds the right patient and their tasks, across every patient your clinic holds.
●Tags Travel With Tasks — a tag chosen on a task is stored with it and shows up everywhere the task appears.
Improvement
Straight Through To Work
●Sign In With A Password — signing in with a password lands you on your task list.
●Notes With The Patient — a new chart note sits with the patient it was written for.
●One Search Box — task search sits with the filters, so there is a single place to look something up.
New
Tags On Every Task
●Tags On The Cards — every task shows its tag in the list, and the list cuts down to a single tag when you want that slice of the day.
●Tell Patients Apart — a patient's date of birth shows on the record, which makes picking the right person easier.
New
Tags For Your Tasks
●Tags Arrive — tasks carry tags your clinic creates, renames and sets from the task in front of you, so work is labelled in your own language and found later.
●Works With Hint — practices on Hint link patients like every other clinic.
New
Find Tasks By Patient Name
●Search By Patient Name — type a patient's full name and every task attached to them comes back.
●Urgent And Repeating — new filters cut the list to what is urgent, what repeats and what was deleted, set and cleared straight from the panel.
●Your Clinic's Time Zone — tasks keep to your clinic's time zone, so a due date means the same day to everyone.
Improvement
Nothing In Your Way
●PDFs Stay Readable — the Tabflows button holds its own space on a long page and keeps clear of a PDF or the chart, so a document reads without moving anything first.
●Beside Your Messaging — Spruce opens next to your work, stays steady as you type, and reads cleanly in dark theme.
●Filter By Assignee — narrow a task group to one person's work.
Improvement
Signed In All Day
●No Sign-In Mid-Shift — your sign-in holds from the first patient of the day to the last.
February 2025
February gave the whole team one view of the day: alerts everyone sees, counts you can trust, lists that narrow instantly.
New
Long Lists Narrow Instantly
●Instant Narrowing — a long task list narrows the instant you pick a filter, however many tasks your practice carries.
●Clear Every Filter — one control drops all active filters and returns the full list.
New
Create A Task In Place
●Stay With The Patient — a form in the panel creates a task without taking you off the chart, with room for a long instruction and choices that read well in a narrow column.
Improvement
Filters For Every Task
●Narrow Any List The Same Way — every task view carries the same filter set, the all-tasks view included, with long option groups folded away until you need them.
New
Trials Start On Sign-In
●Trial Starts With You — a trial begins the first time someone from the practice signs in.
●Every Repeat Together — a dedicated view gathers every recurring task into one list.
New
Routine Follow-Ups Return
●Repeats Return By Themselves — a task set to repeat comes back on its schedule, so routine follow-ups look after themselves.
●Works With Spruce — Tabflows opens beside Spruce like any other system your clinic runs.
New
Filter Buttons Arrive
●Filter Buttons — buttons above the list cut it down to what matters now, by tag or anything else, with no trip to another screen.
●A List That Keeps Up — one press and your list is up to the minute, and a task you create drops into it at once.
Improvement
The Panel Follows Your Patient
●Patients In The Panel — a patients view runs inside the panel, keeping step with whoever you have open and naming them so there is no doubt who is on screen.
●Alerts As They Happen — an alert reaches the team the moment it is raised, with nobody refreshing to find it.
Improvement
A Cleaner Task List
●Every Task Alike — every task reads and behaves identically in each place it appears.
●Know When To Update — a notice tells you when a newer version is ready.
Improvement
The Right Version Everywhere
●One Version For All — a practice sets one version for every desk from a single screen, and can return to an earlier one whenever it wants.
●Patient Detail On Hand — more of the patient's record is on hand while you work in the chart.
●A Task's History — every task records when it was created and when it was finished.
New
Choose The Features You Use
●Nothing You Do Not Use — a practice turns the calendar and posts on when it wants them and leaves them off when it does not.
New
Alerts Reach The Whole Team
●Everyone On Shift — anyone can raise something for the whole clinic and the alert reaches every person working that day, with a count of what is waiting in its own tab beside the chart.
●Works With HealthBook+ — practices on HealthBook+ link patients like every other clinic.
New
See Your Open Tasks
●A Live Count — a running number shows how many tasks are still open before you open the list, however long the list runs.
●Beside Your System — Tabflows opens alongside the system your clinic is working in.
Improvement
Sign In And Carry On
●Caps Or Lower Case — a one-time sign-in code is accepted however you type it.
●Back Where You Were — signing in carries you straight to the page you were headed for.
Improvement
Unlink With Confidence
●Unlinking Is Clean — taking a patient off a chart leaves both records exactly as you would expect.
●More Of Your Practice — new pages arrived, putting more of the day's work on one screen.
Improvement
Elation Notes In Place
●Visit Notes Land Right — a visit note written in Elation appears on the chart exactly where a clinician expects it.
●More Charts Linked — a patient links to more kinds of record in the systems your clinic runs, and those links hold.
●A Plain Message — when a connected system is slow to answer, Tabflows says so plainly.
Fix
Every Note Finds Its Chart
●Notes Save Cleanly — a chart note keeps the words you typed and appears on the chart you wrote it on.
January 2025
The systems your clinic already runs come together this month, one click apart, and every patient reads the same wherever you open them.
Improvement
Notes And Links Stay Put
●Your Chart Work Where You Left It — a chart note you wrote and a patient link you removed are both as you left them next time you open that record.
Improvement
Repeats On Your Own Rhythm
●Pick Your Interval — set a task to come back every set number of days and keep to it, for rhythms that do not fit neat weeks.
New
Write And Find Notes
●Write It Here — a chart note can be written from Tabflows while the patient is still open, with their details there beside it.
●Find Any Note Fast — search your chart notes and land on the one you need, no scrolling.
●Works With Cerbo — a Cerbo SOAP note sits with the patient it was written for.
New
Notes With The Patient
●Alongside Everything Else — chart notes are part of Tabflows, sitting alongside everything else you hold on that patient and staying on the chart you wrote them on.
Improvement
A Steadier Sign-In
●Signing Back In — signing out and back in takes a moment and lands you ready to work.
●Room For Both — the launcher and the side tab share the screen at full width, neither crowding the other.
Improvement
One Record Per Patient
●One Record Each — each patient has one record in Tabflows however many systems they appear in, and linking them to a chart keeps them on it.
●At Home In Athena — Tabflows works in Athena's main view as it does everywhere else.
●Day Intervals Too — tasks can now repeat on a day count that does not line up with a week.
New
One Timeline Per Patient
●Nothing Left On Another Screen — a patient's day sits together on one record, their Hint membership and Elation activity included, whichever system the work happened in, and reads the same everywhere your team opens them.
New
Spruce Messages Show Up
●All On One Record — a patient's Spruce conversation sits with the rest of what your clinic holds on them, set down the same way as work from any other system.
New
Tabflows Works In Athena
●Working In Athena — Tabflows now runs inside Athena, alongside your other systems.
●Told When It Lands — a badge tells you the moment a new task arrives or an answer comes back from our team.
New
Help Inside Tabflows
●Message Us From Here — reach the Tabflows team from inside the extension, with a count of the answers waiting for you and no email to write.
●Now Inside Weave — Tabflows runs in Weave and switches itself on when the page opens.
New
Proficient Comes Online
●Proficient Supported — Tabflows now runs inside Proficient, alongside your other systems.
●Works With Cerbo — Tabflows fits the way Cerbo works today.
Improvement
Joystick In The Panel
●Switch Without Stopping — the joystick now rides in the panel, marking the system you are in and keeping the others a click away, so changing systems does not interrupt what you had open.
Improvement
Repeats Stay On Schedule
●Edits Keep The Schedule — editing a recurring task carries its pattern with it, so the rhythm you set is the rhythm that runs.
●Stop A Repeat Here — a panel control ends a task's repeat the moment your clinic is done with it.
New
The Joystick Arrives
●Every System One Click — the joystick arrives, a compact launcher in the same corner of every page holding every system your clinic works in, so moving from the chart to messaging to billing stops meaning a dig through twenty browser tabs.
●Custom Repeat Days — pick the exact weekdays a task should come back on, in fewer clicks.
New
Weekdays And Bi-Weekly Repeats
●More Rhythms To Choose From — the repeat window adds Monday-through-Friday and every-other-week patterns to the ones your clinic already had.
New
Side Tab From Any Link
●Open From A Link — clicking a link opens the side tab beside the record you are reading, leaving the page you were on exactly where it was.
●Name Your System — a prompt asks which system your clinic runs, so Tabflows lines up with it.
New
Repeat Settings At Hand
●Any Task Can Recur — a repeat window opens on any task with its current pattern already filled in, so a weekly check-in is set up once and keeps coming back.
December 2024
The work your clinic does over and over stops needing a reminder: set it once, and it comes back on schedule.
Fix
Repeats Keep Their Patient
●The Patient Comes Along — a repeating task stays attached to the patient it was created for, every time it comes round, month after month.
●Bring A Task Back — restoring a task you removed puts it back in its place in the series.
Improvement
Works With Hint And Rupa
●Signed In All Day — your Hint and Rupa connections last a full clinic day, from the first patient to the last, each opening inside Tabflows on a working screen.
New
Pick How Often It Repeats
●Set It While You Write It — you choose a task's repeat while creating it, from options spelled out in ordinary words and limited to the patterns that fit the task in front of you.
New
Repeats Run Themselves
●Work That Comes Back — a monthly refill review or a weekly call list is set up once and returns on schedule with its pattern on show, and nobody re-enters it.
●Change It Later — a repeat can be adjusted after it is set, and editing asks whether the change applies to one occurrence or the whole series before it saves.
●End It Cleanly — stopping a repeat leaves the tasks it has already created exactly where they are, and a single task in a series can be removed without disturbing the ones around it.
Improvement
The Panel Stays Awake
●Nothing To Set Up First — the panel opens knowing who you are and is as responsive at the end of a clinic day as it was at the start.
Improvement
Search Your Connected Systems
●Type Don't Scroll — the system picker has a search box, and typing a few letters finds what you need.
●Linked As You Pick — the picker marks which systems a patient is already tied to, and choosing one updates that patient's link there and then.
New
Groups Beside The Chart
●Groups In The Panel — task groups now appear in the panel next to the chart, and a task filed there turns up under the same group on the full screen.
●Pick A System Here — a picker in the panel chooses which connected system a task belongs to.
New
File Tasks Where They Belong
●Group As You Add — you choose a task's group while creating it, not afterwards.
●Systems Open In Place — a connected system opens inside Tabflows on the page you started from, with a picker that says what each one is for.
●Forms Without The Mouse — errors name exactly what needs changing, and the Tab key walks you cleanly from field to field.
Improvement
Narrow Any Long List
●Ask For Less — patient and task lists narrow to exactly what you asked for, handing a busy clinic the few records it needs, and a long list opens as readily as a short one.
New
Your Whole Patient List
●Everyone On One Screen — your clinic's whole patient list opens at once, each patient looking the same wherever your team opens them.
Fix
Off The List Cleanly
●Removed Everywhere At Once — taking a patient off your clinic's list takes effect straight away, in the panel and on the full screen alike.
Improvement
One Tabflows Everywhere
●Improvements Land In Both — the panel beside your chart and the full Tabflows screen work from the same clinic records, so anything new reaches both at once.
November 2024
Tasks stop being one person's notes and become the list your whole clinic works from, in the browser or beside a chart.
Improvement
Task Groups In Full
●Whole Workflows, Either Screen — a group opens with every task and detail it holds, and looks the same in a browser tab as it does next to a patient's chart.
Improvement
Your Clinic's Live Records
●The Same Story On Every Screen — your clinic's patients, tasks, colleagues and details show the same way wherever you open them, and match what is happening in the practice right now.
New
Urgent Work Stands Out
●Mark It Urgent — a task can be flagged urgent and filtered down to, so a busy morning narrows to the work that cannot wait.
●The Practice At Work — a clinic's overall activity is summarised for you, with no piecing it together screen by screen.
Improvement
Reset Your Own Password
●Nobody Else Involved — a forgotten password is reset by the person who forgot it, on a screen that says plainly what the problem is and what to do next.
Improvement
Adding Patients And Staff
●New Patients In Seconds — adding a patient record to the clinic takes one pass, start to finish.
●A Colleague Added — a new member of staff joins the clinic in a single step, and their role or contact details can be updated whenever they change.
New
Straight To The Chart
●No Hunting By Name — a patient's Tabflows record carries links out to the systems that patient lives in, so one click opens the right record on the patient you meant.
New
Sign In And Sign Up
●Your Own Sign-In — clinic staff sign in with an account that belongs to them, and someone joining the practice can create theirs and start working.
●Change A Task Later — a task can be edited after it is created, so a plan that shifts does not need re-typing.
Improvement
Repeats Land On Time
●Repeats Keep Coming — every task with a repeat schedule produces the next one on time, week after week.
●Opens Without Waiting — the Tabflows extension is ready the instant you open it.
New
The Clinic's Shared List
●One List For Everyone — the clinic's tasks are a single shared list the whole team works from, not a set of private ones, so nobody spends the morning comparing versions.
●Beside The Chart — the panel next to a patient's chart holds the same work, patients and all, as the browser tab, so a task you raise in one is waiting for you in the other.
New
Routine Work Repeats Itself
●Tasks That Repeat — a weekly or monthly clinic routine is written down a single time and books its next occurrence as soon as you save it.
●Stay Signed In — Tabflows remembers you between screens, so one sign-in lasts the session.
New
Tabflows In Your Browser
●Two Ways To Work — the tasks, patients and clinic screens your team already used open as a full page in the browser from any computer in the practice, so work happens beside a chart or in a browser tab, whichever suits the job.
New
Group Related Tasks
●Task Groups — related tasks can be gathered into a group that belongs to the clinic, so a whole piece of work holds together and any colleague can open it and carry on.
●Always Up To Date — your whole team stays on the current version of Tabflows without anyone updating anything.
Improvement
Your Whole Activity History
●Look Back To Day One — your clinic's activity record reaches back across everything the practice has done in Tabflows, each day a plain account of the work.
New
Subtasks Inside Any Task
●Nothing Drifts Away — a task can be broken into smaller steps, so work with five parts stays one item on the clinic's list instead of five loose ones.
October 2024
Tabflows arrives: one home for your clinic, its people, the patients you care for, and the work between them.
New
Tasks For The Whole Clinic
●Tasks Arrive — the clinic's work is tracked in Tabflows instead of private notes, alongside the patients and the people it concerns.
●Every Task Owned — a task belongs to the practice and to a named person, so nothing sits unclaimed.
●Work Follows The Patient — a task raised about a patient carries that patient with it, and whoever picks it up already knows who it concerns.
Improvement
Steady Through Every Change
●One Set Of Records — every part of Tabflows works from the same clinic records, so every screen tells the same story and there is nothing new to learn.
New
Plan Management For Clinics
●Plans With The Account — a practice's subscription sits with its account, and an administrator sets it up and changes it as the clinic grows.
●The Whole Practice — the clinic's full record is in place, with every patient tied to their practice and to the people looking after them.
New
Manage Your Clinic And Team
●Clinic Details — a practice keeps its own details current: its name, its contact details, the facts everything else hangs off.
●Staff On The Books — administrators add colleagues to the clinic and put a misspelled name or a missing person right there and then, as the team changes.
New
Routine Work And The Practice Record
●Work That Comes Round — routine clinic work is scheduled once and comes back on time, unprompted.
●The Practice Remembers — what the clinic does is written down as it happens, building a real record of the practice's work.
New
Your Clinic In One Place
●Tabflows Arrives — Tabflows opens as one home for a practice, its people, its patients and its work.
●Every Patient Recorded — every patient the clinic cares for has a record of their own, ready to open.
●Accounts For The Team — everyone at the practice signs in as themselves, and an administrator adds everyone else.