# Tabflows 101

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

Markdown view of https://www.tabflows.com/university/courses/tabflows-101 — the HTML page is canonical.

[](https://www.tabflows.com/university)

1. [University](https://www.tabflows.com/university)

Beginner course

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

All roles · Self-paced · 10 modules · 1 h · 10 modules · 46 min · Free

[Start with Module 1](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic)

Pick your path to start

Your path

I’m the Adminabout 1 hI’m on the Teamabout 46 min

You set up and run the clinic: the account, the team and the clinic’s settings.

You were invited to a clinic that’s already set up, and you’re here to do the work.

## Modules

1. [1 Set up your clinic Create your clinic account, put Tabflows beside the systems you use, and invite your team, so everyone works in one clinic.Get into Tabflows You've joined your clinic, installed Tabflows in Chrome, and signed in. 15 min9 min](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic)
2. [2 Tasks Create, assign and find Tasks, so every piece of clinic work has one owner and a due date. 7 min6 min](https://www.tabflows.com/university/tabflows-101/tasks)
3. [3 Team Chat Talk with your team in Team Chat, keep private notes in My chat, and link the Task when a conversation turns into work. 4 min](https://www.tabflows.com/university/tabflows-101/team-chat)
4. [4 Sidekick Ask Sidekick about a patient, check its answer, and save a prompt you will reuse. 6 min5 min](https://www.tabflows.com/university/tabflows-101/sidekick)
5. [5 Magic Buttons Use a Magic Button beside your work, and review what it prepared before anything reaches a patient or the chart. 5 min4 min](https://www.tabflows.com/university/tabflows-101/magic-buttons)
6. [6 Practice Brain Add a source your team asks about every week to Practice Brain, and check that Sidekick answers from it. 6 min5 min](https://www.tabflows.com/university/tabflows-101/practice-brain)
7. [7 Automations Pick one automation from the catalog, hand it to Sidekick, and check what it returns. 5 min4 min](https://www.tabflows.com/university/tabflows-101/automations)
8. [8 Mobile Sign in on your phone, update a Task there, and know what still needs desktop Chrome. 3 min](https://www.tabflows.com/university/tabflows-101/mobile)
9. [9 Security basics Know how Tabflows protects patient data, where your clinic's BAA is, and the habits that keep PHI safe. 4 min3 min](https://www.tabflows.com/university/tabflows-101/security-basics)
10. [10 Your first real day Run one Playbook end to end on a real clinic day, with Tasks, Team Chat and Sidekick working together. 5 min3 min](https://www.tabflows.com/university/tabflows-101/your-first-real-day)

[Practice with us Book a live walkthrough](https://go.team.tabflows.com/meetings/nafeesa)

## Related markdown

Section index: [Courses](https://www.tabflows.com/university/courses.md)

Alongside this page:

- [AI and mcp](https://www.tabflows.com/university/courses/ai-and-mcp.md)
- [DPC websites that convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert.md)
- [Medical VA delegation](https://www.tabflows.com/university/courses/medical-va-delegation.md)
- [Membership operations](https://www.tabflows.com/university/courses/membership-operations.md)
- [Patient communication](https://www.tabflows.com/university/courses/patient-communication.md)
- [Start a DPC practice](https://www.tabflows.com/university/courses/start-a-dpc-practice.md)
- [Tabflows for clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians.md)
- [Task management follow ups](https://www.tabflows.com/university/courses/task-management-follow-ups.md)

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.