# Tabflows for Clinicians

> Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check.

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

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

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

Beginner course

Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check.

Self-paced · 5 lessons · 23 min · Free

[Start the course](https://www.tabflows.com/university/courses/tabflows-for-clinicians/prep-a-visit)

## By the end you can

- Prep a visit and check the summary against the chart
- Confirm the date and source behind every lab answer
- Send patient replies that sound like you, after you review them
- Check who a referral letter names and goes to
- Give every action in a visit plan an owner and a due date

For

Clinicians

Time

5 lessons · 23 min

Before you start

[Tabflows 101](https://www.tabflows.com/university/courses/tabflows-101)

[How do I link a patient across your systems](https://www.tabflows.com/university/library/magic-buttons/how-do-i-link-a-patient-across-your-systems)

## Lessons

1. [1 Prep a visit Get a visit-prep summary from AI Patient Summary or Sidekick, and check it against the chart before you rely on it. 5 min](https://www.tabflows.com/university/courses/tabflows-for-clinicians/prep-a-visit)
2. [2 Review labs and meds Ask Sidekick focused questions about labs and medications, check each answer's dates and sources, and explain confirmed results in plain language. 4 min](https://www.tabflows.com/university/courses/tabflows-for-clinicians/review-labs-and-medications)
3. [3 Reply in your voice Let the AI DRAFT bar write the first draft of a Spruce reply, teach Sidekick your style with Preferences, and review every word before you send. 5 min](https://www.tabflows.com/university/courses/tabflows-for-clinicians/reply-in-your-voice)
4. [4 Draft a referral letter Let Referral Assist draft a referral letter in Elation from the open chart, then check the letter, the specialist's name and the To contact before you send it. 4 min](https://www.tabflows.com/university/courses/tabflows-for-clinicians/draft-a-referral-letter)
5. [5 Turn a note into Tasks Make every action in a visit plan a Task with one owner and a due date, and check each Task before it reaches the team. 5 min](https://www.tabflows.com/university/courses/tabflows-for-clinicians/visit-note-to-tasks)

## Final checklist

- Your next visit was prepped from a summary you checked against the chart
- One lab review rests on dates and sources you confirmed in the record
- A patient reply went out from a draft you edited, and one saved preference holds your style
- A referral letter left Elation with its findings and placeholders checked, and the specialist it names matching its To contact
- Every action from one visit plan is done in the chart or has a Task with an owner and a due date

Up next · Intermediate

### Delegating to a Medical VA

Set your virtual assistant up to win, with the workflows, SOPs, and context they need.

Continue to the next course

## 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 101](https://www.tabflows.com/university/courses/tabflows-101.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.