Courses

For: All roles

Everything you need to get your clinic set up in Tabflows and feel at home on day one.

• Set up your clinic
• Tasks
• Team Chat

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

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

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

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

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

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

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

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