# Tabflows University | Courses and guides for running your clinic > Free courses, guides, workflow templates, and tools for Direct Primary Care teams. Learn task management, patient follow-ups, medical VA delegation, membership operations, and how to get the most out of Tabflows. Markdown view of https://www.tabflows.com/university — the HTML page is canonical. ## What are you looking to explore today? Tabflows 101PlaybooksAutomation catalogProduct Library Start learning Tabflows with ### Tabflows 101 Everything you need to get your clinic set up in Tabflows and feel at home on day one. Start by role - New to Tabflows[Tabflows 101](https://www.tabflows.com/university/courses/tabflows-101)[Task Management & Follow-Ups](https://www.tabflows.com/university/courses/task-management-follow-ups) - Doctor or owner[Tabflows for Clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians)[Delegating to a Medical VA](https://www.tabflows.com/university/courses/medical-va-delegation)[AI & MCP for Clinics](https://www.tabflows.com/university/courses/ai-and-mcp)[Start a DPC Practice](https://www.tabflows.com/university/courses/start-a-dpc-practice)[DPC Websites That Convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert) - Front desk or VA[Phones, Messages & Triage](https://www.tabflows.com/university/courses/patient-communication)[Membership Operations](https://www.tabflows.com/university/courses/membership-operations) A live walkthrough with our team ### Learn together and finish knowing how to run your day in Tabflows Book a live walkthrough [All courses](https://www.tabflows.com/university/courses) ## Get started with our comprehensive courses ## [Task Management & Follow-Ups](https://www.tabflows.com/university/courses/task-management-follow-ups) Beginner For: All roles Build 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 ## [Phones, Messages & Triage](https://www.tabflows.com/university/courses/patient-communication) Intermediate For: Front desk & staff Route 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](https://www.tabflows.com/university/courses/membership-operations) Intermediate For: Front desk & staff Onboard, renew, and keep members with workflows that don't depend on anyone's memory. - Onboard new members - Track renewals - Recover billing declines ## [Tabflows for Clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians) Beginner For: Clinicians Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check. - Prep a visit - Review labs and meds - Reply in your voice ## [Delegating to a Medical VA](https://www.tabflows.com/university/courses/medical-va-delegation) Intermediate For: Admins & owners Set 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 ## [AI & MCP for Clinics](https://www.tabflows.com/university/courses/ai-and-mcp) Advanced For: Admins & owners 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 ## [Start a DPC Practice](https://www.tabflows.com/university/courses/start-a-dpc-practice) Beginner For: Admins & owners 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 ## [DPC Websites That Convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert) Beginner For: Admins & owners 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 [All workflows](https://www.tabflows.com/workflows) ## Automation catalog Pick the work you want off your plate. Click one to get its Sidekick prompt. **Labs & results3 automations** **Refills & Rx5 automations** **Messages & calls5 automations** **Membership & billing5 automations** **Patient follow-up11 automations** **Visits & charting4 automations** **Compliance & admin6 automations** **Team & staffing6 automations** ### All automations Visits & charting Visit notes to tasks Visit notes become reviewed chart updates and follow-up tasks. ~12 min/visit saved View prompt Refills & Rx Refill coordination Refill requests become reviewed drafts and chart-ready follow-up. ~8 min/refill saved View prompt Labs & results Lab result follow-through Lab results become reviewed triage and follow-up drafts. ~6 min/result saved View prompt Patient follow-up New patient onboarding Membership sign-ups become reviewed onboarding drafts. ~15 min/signup saved View prompt Labs & results Lab review queue Quest open here, EHR over there, patient message somewhere else. Here's how to review labs without the tab circus. ~20 min/day saved View prompt Labs & results Point-of-care QC log A workflow for logging daily and periodic quality control checks on point-of-care testing equipment, so QC documentation stays current instead of getting reconstructed right before an inspection. ~1 hr/month saved View prompt Refills & Rx Refill triage board A simple refill triage workflow for DPC clinics to sort, assign, review, and close medication refill requests without chaos. ~5 min/refill saved View prompt Refills & Rx Faster refill requests Patient messages, pharmacy portals, EHR documentation — refill requests touch 3+ systems. Here's how to handle them from one screen. ~5 min/refill saved View prompt Refills & Rx PDMP check before controlled Rx A workflow for logging PDMP checks and controlled substance prescribing decisions consistently, so the practice has a defensible, documented process instead of relying on memory. ~3 min/script saved View prompt Refills & Rx Prior authorization tracker A practical workflow for tracking prior authorizations in a small clinic: what to log, who owns the follow-up, and how to stop meds and imaging from stalling in a payer queue. ~15 min/PA saved View prompt Messages & calls After-hours message triage A workflow for handling nights-and-weekends patient messages in a DPC practice, so urgent ones reach the provider fast and routine ones don't interrupt anyone's evening. ~20 min/morning saved View prompt Messages & calls Phone message to task How DPC clinics can connect Spruce calls and messages to patient context, tasks, provider review, and follow-up without turning every request into tab hopping. ~3 min/message saved View prompt Messages & calls Overflow call routing How independent clinics can handle front desk overflow calls without turning every phone message into manual chart hunting and loose follow-up. ~2 min/call saved View prompt Messages & calls Call follow-up loop How clinics can turn patient calls into clear follow-up tasks instead of voicemail notes, sticky notes, and memory-based handoffs. ~3 min/call saved View prompt Messages & calls New patient inquiry routing A workflow for routing new patient inquiries across front desk and clinical staff, so interested patients get a timely response instead of sitting in an inbox nobody owns. ~5 min/inquiry saved View prompt Membership & billing Membership renewal tracker A workflow for tracking annual membership renewals, expiring agreements, and re-enrollment outreach in a DPC practice, so members don't drift away simply because nobody reached out. ~1 hr/month saved View prompt Membership & billing Billing decline follow-up A workflow for catching and resolving failed membership charges before they lapse into a cancellation, without it depending on someone noticing a report in Hint or Cerbo. ~10 min/decline saved View prompt Membership & billing Payment plan tracking A workflow for handling patient requests for payment plans or financial hardship accommodations, so decisions are consistent, follow-up happens, and the practice's own policy actually gets applied evenly. ~30 min/month saved View prompt Membership & billing Employer group enrollment A workflow for tracking employer partnership conversations, group enrollment, and onboarding once a company signs on, so a promising employer deal doesn't stall between the handshake and actual member enrollment. ~2 hrs/group saved View prompt Membership & billing Waitlist management A workflow for running a waitlist once a DPC panel fills up, so interested patients stay warm instead of going cold, and openings get filled fast when a spot becomes available. ~1 hr/month saved View prompt Patient follow-up New member onboarding checklist A workflow for the gap between a patient signing up and their first visit, welcome packets, portal access, intake forms, so new members start the relationship smoothly instead of arriving confused. ~15 min/member saved View prompt Patient follow-up Specialist referral tracking A workflow for tracking specialist referrals from the moment they're sent to the moment the report is reviewed, so patients don't fall into the gap between clinics. ~10 min/referral saved View prompt Patient follow-up Preventive care gaps A workflow for tracking overdue wellness visits, screenings, and vaccines across a patient panel, so preventive care gaps get closed steadily instead of surfacing all at once during a quality review. ~2 hrs/month saved View prompt Patient follow-up Chronic care check-ins A workflow for tracking CCM outreach, care plan updates, and time logging across a small practice, so eligible patients get consistent monthly contact and staff time doesn't go undocumented. ~1 hr/week saved View prompt Patient follow-up No-show follow-up A workflow for following up on missed appointments consistently: what to check before rebooking, who owns the outreach, and how to catch the patients a no-show list alone misses. ~5 min/no-show saved View prompt Patient follow-up Records request tracker A workflow for tracking incoming and outgoing medical records requests, so releases don't slip past legal deadlines and nobody has to remember which request is still open. ~10 min/request saved View prompt Patient follow-up DME order tracking A workflow for tracking durable medical equipment orders from prescription to delivery, so a wheelchair, CPAP, or walker order doesn't quietly stall between the clinic and the supplier. ~10 min/order saved View prompt Patient follow-up Transfer of care checklist A workflow for offboarding a patient who's leaving the practice, moving, or transferring care elsewhere, so records get sent, the relationship ends cleanly, and nothing sits half-finished. ~20 min/transfer saved View prompt Patient follow-up Advance directive tracking A workflow for collecting, updating, and surfacing advance directives and POLST forms in a small practice, so the right document is findable when it's actually needed. ~30 min/month saved View prompt Patient follow-up School and camp forms A workflow for tracking school, camp, and sports physical form requests so the summer rush doesn't turn into a backlog of forms filled out under pressure the week before a deadline. ~5 min/form saved View prompt Visits & charting End-of-day charting End-of-day charting isn't a discipline problem — it's a workflow problem. Here's how DPC docs finish notes before they leave. ~15 min/day saved View prompt Visits & charting One-screen patient visit What a DPC patient visit looks like when your EHR, scribe, labs, and messaging are all on one screen. Spoiler: it's calm. ~4 min/visit saved View prompt Visits & charting Morning huddle board How DPC clinics use a one-screen workflow to prep for every patient before the day starts. No tab switching required. ~15 min/day saved View prompt Compliance & admin CLIA and compliance renewals A workflow for tracking CLIA waivers, licenses, and other recurring compliance renewals in a small clinic, so a lapsed certificate doesn't get discovered during an audit or inspection. ~1 hr/quarter saved View prompt Compliance & admin DEA and license renewals A workflow for tracking provider-level DEA registration and medical license renewals, so a missed deadline never means a provider legally can't practice or prescribe. ~1 hr/quarter saved View prompt Compliance & admin Equipment maintenance log A workflow for scheduling and logging maintenance and calibration on clinic equipment, autoclaves, EKG machines, thermometers, so a malfunction gets caught on a maintenance schedule, not during a patient visit. ~1 hr/month saved View prompt Compliance & admin Vaccine and supply inventory A workflow for tracking vaccine stock, expiration dates, and medical supplies in a small clinic, so a shortage or expired lot gets caught before it becomes a same-day scramble. ~30 min/week saved View prompt Compliance & admin Insurance denial appeals A workflow for tracking insurance denials and the appeal or peer-to-peer review process that follows, so a fixable denial doesn't quietly become a permanent one because an appeal window closed. ~20 min/denial saved View prompt Compliance & admin Software access list A workflow for tracking staff access across your EHR, messaging, labs, and billing tools, so onboarding grants the right access and offboarding actually revokes all of it. ~30 min/hire saved View prompt Team & staffing Shift handoff notes A workflow for structured shift handoffs between morning and afternoon clinic staff, so open tasks and in-progress work transfer cleanly instead of depending on a rushed hallway conversation. ~10 min/shift saved View prompt Team & staffing Staff call-out coverage A workflow for redistributing tasks when a CMA, nurse, or front desk staffer calls out sick, so their day's work is visible and reassignable instead of quietly waiting for them to come back. ~20 min/call-out saved View prompt Team & staffing Provider time-off coverage A workflow for covering patient messages, urgent needs, and open tasks when a solo or small-team DPC provider is out, so time off doesn't mean the practice quietly stalls until they're back. ~1 hr/absence saved View prompt Team & staffing Training and certification tracker A workflow for tracking individual staff certifications like CPR, BLS, and role-specific training, so an expired certification gets caught before it becomes a compliance gap or a scheduling scramble. ~1 hr/quarter saved View prompt Team & staffing IT issue tracker A workflow for logging and following up on clinic tech problems, a slow EHR, a broken printer, a portal login issue, so they get fixed instead of just mentioned in passing and forgotten. ~10 min/issue saved View prompt Team & staffing Monthly ops metrics A workflow for rolling up task completion, response times, and workload numbers across the team each month, so reporting on how the practice is running doesn't mean a last-minute data hunt. ~2 hrs/month saved View prompt [See all 45](https://www.tabflows.com/university/automations) [Need something custom? Book a call](https://go.team.tabflows.com/meetings/nafeesa) ## Playbooks Step-by-step plays for real clinic situations. [Visit Notes to Tasks with AI ScribesVisit notes become reviewed chart updates and follow-up tasks.](https://www.tabflows.com/university/playbooks/visit-notes-to-tasks) [Refill Coordination from Spruce to ElationRefill requests become reviewed drafts and chart-ready follow-up.](https://www.tabflows.com/university/playbooks/refill-coordination) [Lab Result Follow-ThroughLab results become reviewed triage and follow-up drafts.](https://www.tabflows.com/university/playbooks/lab-result-follow-through) [New Patient Onboarding from Hint to ElationMembership sign-ups become reviewed onboarding drafts.](https://www.tabflows.com/university/playbooks/new-patient-onboarding) [See all playbooks](https://www.tabflows.com/university/playbooks) [All customer stories](https://www.tabflows.com/case-studies) ## Learn from clinics already doing it Impact Family Wellness ### Impact Family Wellness ended lost follow-ups by giving the whole team one shared workflow. Read story Halcyon Health ### Halcyon Health stopped juggling Quest, Spruce, and Elation in their heads. Read story Salveo Direct Care ### Salveo Direct Care keeps growing its stack without workflows feeling more scattered. Read story Griffin Concierge Medical ### Griffin Concierge Medical keeps care consistent across all 3 Florida locations. Read story Dr. Brianna Wilson Thrive Direct Health Care ### Thrive's whole team now returns to one shared workflow every single day. Read story AmarilloMD ### AmarilloMD made Sidekick's AI part of daily care, not a separate browser tab. Read story [Open the ROI calculator](https://www.tabflows.com/roi) ## Free tools and templates [DPC break-even calculator](https://www.tabflows.com/tools/dpc-break-even-calculator) [DPC startup cost calculator](https://www.tabflows.com/tools/dpc-startup-cost-calculator) [DPC Finder](https://www.tabflows.com/dpc-finder) [First 100 DPC members worksheet](https://www.tabflows.com/templates/dpc-first-100-members) [DPC employer pitch kit](https://www.tabflows.com/templates/dpc-employer-pitch-kit) [DPC patient explanation templates](https://www.tabflows.com/templates/dpc-patient-explanation) [A one-time look at your clinic](https://www.tabflows.com/practice-x-ray) ## 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. [Book your Practice X-ray](https://go.team.tabflows.com/meetings/nafeesa) [Open the Product Library](https://www.tabflows.com/university/library) ## Explore the Library [TasksOne shared place for your team's work.](https://www.tabflows.com/university/library/tasks) [SidekickYour AI assistant for patient and clinic work.](https://www.tabflows.com/university/library/sidekick) [Magic ButtonsOne-click buttons that launch entire workflows.](https://www.tabflows.com/university/library/magic-buttons) [Practice BrainShared Documents, Practice Awareness, and personal Preferences.](https://www.tabflows.com/university/library/practice-brain) [Team ChatHow your team talks inside Tabflows.](https://www.tabflows.com/university/library/team-chat) [MobileSidekick and your work, on your phone.](https://www.tabflows.com/university/library/mobile) [IntegrationsThe systems Tabflows works with, and what it does in each.](https://www.tabflows.com/university/library/integrations) [MarketplaceThe actions available to your clinic, and how to use them.](https://www.tabflows.com/university/library/marketplace) [Admin & SettingsYour clinic account, team, roles, billing, and preferences.](https://www.tabflows.com/university/library/admin-and-settings) [Security & PrivacyHow Tabflows protects patient data and stays HIPAA compliant.](https://www.tabflows.com/university/library/security-and-privacy) [TroubleshootingQuick answers for when you're stuck.](https://www.tabflows.com/university/library/troubleshooting) Live from the Tabflows office, 24/7 ## 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. Watch the livestream ## Other popular resources Community ### Hear from clinic teams What teams using Tabflows actually say, in their own words. Go to community Hiring ### Find DPC talent See who's hiring and plan your next hire with real role benchmarks. Explore the job board [For AI assistantsEvery University page in one list, with its markdown copy and the notes we write for AI readers.](https://www.tabflows.com/university/for-ai-assistants) ## Explore, practice and master your clinic Want Sidekick to text you? Drop your number and say hi. **Text me** I agree to receive text messages from Tabflows Inc., including messages written by its AI assistant Sidekick, at the mobile number provided. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. [](https://www.linkedin.com/company/tabflows) [](https://www.youtube.com/@Tabflows) [](https://www.instagram.com/carewithtabflows/) ## Related markdown Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.