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Sidekick — Tabflows

Sidekick adds a Draft button to where your DPC team already messages patients. One click writes a thoughtful, context-rich reply, drawing on the whole conversation thread, the patient’s history, and every system your clinic runs on, from Elation to Spruce to Quest. Your team edits, sends, and saves time on every patient message.

Every healthcare hero deserves a Sidekick

Hire an AI helper and grow a healthier business
without turning your clinic into a soulless machine.

Trusted by 136+ forward-thinking DPC clinics

Destiny Direct
DPC Health
Lanby
My MD
Salveo
The problem

Private healthcare should grow without becoming less personal. But as the practice gets busier, more messages, records, follow-ups, reports, and next steps land on the same trusted people. The business grows, but the team starts carrying more weight than it should.

The solution

Sidekick helps your team stay ahead of the work around care. It spots what needs attention, brings the right context forward, and suggests the next action before things get missed. So your practice can grow with more capacity, more calm, and more time for patients.

Always by your side

Sidekick — the unfairly useful teammate that never clocks out

Turn the work that piles up between visits into more capacity, a healthier business, and fewer late nights without replacing the team patients already trust.

Sidekick learns how your practice works, drafts replies, spots scheduling opportunities, finds context from Cortex, and keeps background work moving while your team focuses on care.

Ask your practice anything

Ask your practice anything

Reply 5x faster

SidekickSpruce
Can I get a refill on my metformin before my trip next week?
Sidekick
Reading the Spruce thread
Pulling the chart from Elation
Checking Quest lab results

Next steps, already spotted

Suggested next action

Work moves while you sleep

Reports and analytics without spreadsheets

One click scheduling

Can I book a follow-up appointment with Dr. Nye?

Automate time-intensive workflows

Refill requested2:14 PM

End referral scavenger hunts

Cortex understands the whole practice

Sidekick
@Sidekick, anything I should know about today?
Watching for no-show risk
Flagging lapsed refills
Nudging overdue follow-ups
Auto-filing referral replies

Compliance you can count on

Encrypted at Rest. Patient data is encrypted at rest with AES-256 across our core data stores — primary database, file storage, and block storage.

Encrypted in Transit. Connections between your browser and our servers are encrypted with TLS, with TLS 1.3 supported, so data is protected on the wire.

Least-Privilege Access. Patient data is partitioned by practice, and direct production access is limited to a small, authorized group.

HIPAA-aligned by design. Our security program maps directly to the HIPAA Security Rule's administrative, technical, and physical safeguards.

BAAs & vendor management. Every vendor in our PHI-processing stack is tracked with a signed BAA and reviewed as part of our vendor management program.

Clear data retention & deletion. We're upfront about what PHI we process, where it lives, and our current retention and deletion posture.

What DPCs love about Tabflows

0+

hours saved per week

0+

DPC clinics automating

$0k

average annual savings per practice

Courtney Paulsen at Impact Family Wellness

“Tabflows is absolutely amazing!!! It saves me so much time. I simply don’t know how to work without it. If you aren’t using it, run to the extension store NOW!!”

Courtney Paulsen at Impact Family Wellness

Have questions? We got answers

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Join the practices that are spending less time on admin and more time with patients.

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