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Task Management — Tabflows

Tabflows gives DPC clinics one shared task list — every follow-up, refill, lab result, and handoff pinned to the right patient and visible to the right teammate. Capture tasks from Elation, Hint, Spruce, Quest, sticky notes, and group chats — close every loop without leaving the patient’s chart. The No More Clicky Clicky Plan is free forever.

Tasks thatdon’t just sit there.

Ridiculously simple task management for DPC clinics, powered by AI that turns patient context into the next right action.

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New task
Description

Assigned to
Patient
Due on
Tasks2
Follow up on Sarah’s labsAssigned
Reply drafted for Dr. Lee

Trusted by 010123456789012301234567890123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456+ forward-thinking DPC clinics

Destiny Direct
DPC Health
Lanby
My MD
Salveo
Destiny Direct
DPC Health
Lanby
My MD
Salveo

Managing tasksshouldn’t be a full-time job.

EHRElationHintCerbo
BillingFullscriptDoseSpot
ScribeFreedHeidi
LabsQuestLabcorpRupa
MessagingSpruce
Direct Primary Care of West Michigan logoAngela AndrewsPractice Owner

Built for clinics who take tasks seriously.

Make a task the second something comes up.

Refill, lab, message, or chart note — capture it right there. Tabflows already knows the patient.

Call Mr. Martin re: labsCreated
Sara·Order labs·Mr. Martin

Keep all the work in one place.

Owner, due date, status, patient — all in one place. No more checking five apps.

Review A1C labs — Rivera
Mike S.·Due Jul 15·Follow-up·Sarah Rivera

Same task, visible across every system

Elation
Spruce
Quest
DoseSpot

Tasks that don’t wait around.

Assign the work once. Tabflows keeps it moving with patient context, suggested next steps, follow-up drafts, and nudges until the loop is closed.

Follow up on Sarah M.’s labsOpen
Sarah M.MA teamDue today
Created from lab follow-up
Patient attached
Next step suggested
Follow-up draft ready
MA team nudged
Loop closed

Your team carries the care.Tabflows carries the task.

Order A1C recheckSarah Johnson · Mar 12 visit
Elation
Spruce
Quest
DoseSpot
Tabflows

While your team sleeps,unfinished tasks wake up with a plan.

Every open task gets checked overnight, so your team starts the day knowing what changed, what needs attention, and what should happen next.

Overnight task check-ins

Tabflows reviews each unfinished task, spots what changed, and tees up the next move before your team starts the day.

8 open tasks2 changed overnight3 need attention
Follow up on Sarah M.'s labs
Refill request waiting
Message needs review
Overnight check-in
Start here
Call Sarah about labs
Changed
Draft ready for Dr. Lee
Next step ready
Refill follow-up ready
Ready to close
Reassigned to front desk
Needs attention

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

Your tools can stay.The scavenger hunt can die.

Keep the tools your clinic already loves. Tabflows gives every loose end a home.

EMR / EHR

Elation
Elation
Hint
Hint
Cerbo
Cerbo
Akute
Akute
+ More tools
Spruce
Spruce
Quest
Quest
Fullscript
Fullscript
Labcorp
Labcorp
Charm EHR
Charm EHR
Atlas.md
Atlas.md
ChartNote
ChartNote
Rupa
Rupa
HealthBook+
HealthBook+
Freed
Freed
Heidi
Heidi
DoseSpot
DoseSpot

However a task starts,it all moves the same direction.

Messages, labs, refills, notes, mentions — whatever channel a task comes in from, Tabflows turns it into one clear next step.

Clinics with fewer “oh crap, did anyone do that?” moments.

Definitely lives up to the hype. It’s so useful, intuitive, and fun to use.

Dr. Richard Lowrance III

Physician, Primary Health Partners

So powerful! Looks like it will be the future of ‘all-in-one’ systems.

Monica McKitterick, FNP-C

Impact Family Wellness

I’m now thinking about my clinic’s workflows totally differently.

Dr. James Gaor

Physician, Halcyon Health

Tabflows is so essential to navigating my tech stack. Thank you for this incredible tool.

Dr. Joe Fields-Johnson

Dandelion Health

The minute or so this saves per patient from not having to switch tabs quickly pays for itself.

Dr. William Tzeng

Physician

It saves me TIME. More time to live your life. What more needs to be said?

Dr. Nicolas Platamone, DO

EuDoc

Brought order to my workflow and there’s no going back.

Dr. Brianna Wilson

Physician

I love that I can connect tasks with my remote admin assistant and link them to the appropriate platform. Tabflows adds the critical missing piece to my EMR.

Katie Volkers

A to Zebra Health

I no longer have to try and split my screen 3 ways to look at things. This is a great tool to have and it has saved me time.

Nicki

HelpCare Health

Tabflows has made a noticeable difference in improving our day-to-day operations, making processes smoother and more efficient for both staff and patients.

Noreen Gutierrez

Big Trees MD

Ready for a calmer day?

Start with one task. Watch it land in the right tool. The No More Clicky Clicky Plan is free forever for DPC clinics.

Join the DPCs who think differently.

Every dot is a DPC practice running on Tabflows.

Get Started