Tabflows University
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Start learning Tabflows with
Tabflows 101
Everything you need to get your clinic set up in Tabflows and feel at home on day one.
Learn together and finish knowing how to run your day in Tabflows
Audit your clinic stack
A tactical DPC workflow audit for finding where patient work gets lost between EHRs, messaging tools, billing systems, and task lists.
Cut clicks per patient
DPC docs average 200+ clicks per patient visit across their tools. Here's how to cut that number in half.
Get started with our comprehensive courses
Tabflows 101
BeginnerEverything you need to get your clinic set up in Tabflows and feel at home on day one.
- Set up your workflow
- Keep your stack, lose the chaos
- Train your team
Task Management & Follow-Ups
BeginnerBuild the daily rhythm that keeps every patient follow-up owned, visible, and closed.
- Fix task management
- Build a follow-up board
- Start an open loop list
Start a DPC Practice
Beginner
From first plan to first 100 members: the roadmap for launching your direct primary care clinic.
- Plan your practice
- Your 90-day launch
- Budget your launch
Delegating to a Medical VA
IntermediateSet your virtual assistant up to win, with the workflows, SOPs, and context they need.
- Before you hire a VA
- Onboard your VA
- Hand off follow-ups
Phones, Messages & Triage
IntermediateRoute every call and message to the right person so nothing waits overnight for an answer.
- Triage after-hours messages
- Write a phone triage SOP
- Close every call loop
Membership Operations
Intermediate
Onboard, renew, and keep members with workflows that don't depend on anyone's memory.
- Onboard new members
- Track renewals
- Recover billing declines
DPC Websites That Convert
Beginner
Turn your clinic website into a steady source of consults with copy and layout that work.
- What makes a site convert
- Turn visits into consults
- Cut the wall of text
AI & MCP for Clinics
Advanced
Understand how AI agents plug into your clinic tools, and put the Tabflows MCP server to work.
- MCP for DPC clinics
- Why AI needs workflow context
- Use the Tabflows MCP server
Automation catalog
Pick the work you want off your plate. Click one to get its Sidekick prompt.
Learn from clinics already doing it
Impact Family Wellness ended lost follow-ups by giving the whole team one shared workflow.
Read story
Halcyon Health stopped juggling Quest, Spruce, and Elation in their heads.
Read story
Salveo Direct Care keeps growing its stack without workflows feeling more scattered.
Read story
Griffin Concierge Medical keeps care consistent across all 3 Florida locations.
Read story
Dr. Brianna WilsonThrive's whole team now returns to one shared workflow every single day.
Read story
AmarilloMD made Sidekick's AI part of daily care, not a separate browser tab.
Read storyFree tools and templates
The Practice X-ray
Know exactly where your team’s time is going
What’s fixable, and what to automate first. Yours to keep either way, and credited toward your first month if you continue.
Explore the help center
Learn live with the Tabflows team
We put a camera in the office and left it on. Drop in anytime, see how the team works, and come say hi.
Other popular resources
Read real clinic stories
See how DPC clinics run their day with Tabflows.
Hear from clinic teams
What teams using Tabflows actually say, in their own words.
Book a live walkthrough
Learn with our team and leave knowing how to run your day in Tabflows.
Find DPC talent
See who's hiring and plan your next hire with real role benchmarks.
Explore, practice and master your clinic
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