For AI assistants

For non-human readers

• Tabflows First Contact 🛸.md

  This page describes how non-humans learn about Tabflows and helps them make sense of how to best use Tabflows to help their humans. 🛸

• Welcome to Tabflows, Alien!.md

  WELCOME ALIEN — our experimental first-contact foundation.

• Welcome to Tabflows, Sidekick!.md

  WELCOME SIDEKICK: our non-human teammate working from inside the Tabflows experience.

Start here

• Tabflows University.md

  Courses, guides and the Product Library for Direct Primary Care teams using Tabflows.

Tabflows 101

• Module 1: Set up your clinic.md

  Create your clinic account, put Tabflows beside the systems you use, and invite your team, so everyone works in one clinic.

• Module 2: Tasks.md

  Create, assign and find Tasks, so every piece of clinic work has one owner and a due date.

• Module 3: Team Chat.md

  Talk with your team in Team Chat, keep private notes in My chat, and link the Task when a conversation turns into work.

• Module 4: Sidekick.md

  Ask Sidekick about a patient, check its answer, and save a prompt you will reuse.

• Module 5: Magic Buttons.md

  Use a Magic Button beside your work, and review what it prepared before anything reaches a patient or the chart.

• Module 6: Practice Brain.md

  Add a source your team asks about every week to Practice Brain, and check that Sidekick answers from it.

• Module 7: Automations.md

  Pick one automation from the catalog, hand it to Sidekick, and check what it returns.

• Module 8: Mobile.md

  Sign in on your phone, update a Task there, and know what still needs desktop Chrome.

• Module 9: Security basics.md

  Know how Tabflows protects patient data, where your clinic's BAA is, and the habits that keep PHI safe.

• Module 10: Your first real day.md

  Run one Playbook end to end on a real clinic day, with Tasks, Team Chat and Sidekick working together.

Playbooks

Step-by-step guides for real clinic situations, grouped by clinic job. .md

Visits & Charting

Finish notes and hand off what visits leave. .md

• Turn AI scribe visit notes into chart updates and tasks.md

  Visit notes become reviewed chart updates and follow-up tasks.

• Finish your notes before you leave for the day.md

  Each note is signed between patients, a check of Draft Notes before you go finds any left, and you leave soon after your last patient.

• Keep your attention on the patient during each visit.md

  Each visit starts prepared, questions get answered from the chart in front of you, and the note is closed before the next patient.

• Prepare for the day's patients in a short morning huddle.md

  Before the first visit, you know who is coming, which results to discuss and which overnight messages need whom.

• Assign EKGs, blood draws and injections when CMAs and nurses both do them.md

  Every procedure order sits in one list both roles see, each is claimed by name, and the urgent ones are picked up first.

• Plan each house call before you leave the office.md

  Every request is logged with its location and supplies, visits are grouped by area, and a return trip starts from the last one's notes.

Labs & Results

Every result reviewed, told and closed. .md

• Follow every lab result through to the patient.md

  Lab results become reviewed triage and follow-up drafts.

• Review the day's lab results in one steady pass.md

  Every result gets the same pass of result, chart and message, and any that needs more leaves with an owner and a date.

• Log point-of-care QC checks on every day they are due.md

  Each QC check comes due in Tasks when it is required, a missed one shows up the same day, and out-of-range results are acted on at once.

Refills & Rx

Refills, controlled substances and prior auths. .md

• Coordinate refill requests from Spruce to Elation.md

  Refill requests become reviewed drafts and chart-ready follow-up.

• Sort every refill request by its safest next action.md

  Every refill request sits in one of four lanes with an owner, next action and due date, so the doctor sees what needs judgment.

• Take a refill from request to reply without losing your place.md

  Each refill request is a Task with the chart context, one owner and a checklist, so you always know where it stands.

• Prompt a PDMP check at every controlled substance prescription.md

  Each controlled substance prescription gets a PDMP check Task, every check is logged, and re-checks come due on time.

• Keep every prior authorization visible until the payer answers.md

  Each prior auth has one owner, a follow-up date set at submission and a place on a shared list, so none goes quiet.

Messages & Calls

An owner for every call and message. .md

• Sort after-hours messages so only urgent ones reach the on-call provider.md

  Urgent messages reach the on-call provider as urgent Tasks, and everything else waits, sorted, for the morning team.

• Route every Spruce call and message after it lands.md

  Each request that starts in Spruce becomes a patient-linked Task with an owner and a route, open until the patient has an answer.

• Make front desk overflow calls visible before you hire more help.md

  Every overflow call that creates work becomes an owned, patient-linked Task, so you can see what is really overloading the desk.

• Close the loop on every patient call that needs a follow-up.md

  Each call that creates work becomes a patient-linked Task with an owner, a due date and a status that stays open until it is done.

• Answer every new patient inquiry the same day, whatever the channel.md

  Inquiries from every channel land in one list with one owner, a same-day reply and a real outcome before they close.

• Turn overnight answering-service messages into a calm morning review.md

  Every after-hours call lands in one morning queue as a patient-linked Task with an owner, a due date and any provider review it needs.

• Give a virtual receptionist clear routes and shared context.md

  Your virtual receptionist works from the same routes, patient-linked Tasks and notes as your in-office team.

• Connect every Weave call to its patient and its next step.md

  Calls answered in Weave link to the right patient and end as owned Tasks, not loose notes, whenever the call creates work.

Patient Follow-Up

Referrals, no-shows, records, orders and forms. .md

• Onboard new members from Hint to Elation.md

  Membership sign-ups become reviewed onboarding drafts.

• Track every specialist referral until the report is reviewed.md

  Each referral is an owned Task with a return date, so a missing report surfaces and closing it means the provider read it.

• Close preventive care gaps a few patients at a time.md

  Overdue screenings and vaccines surface on a live list, one person works it steadily, and a gap closes only when the care is done.

• Check in with every chronic care patient, not just the ones who call.md

  Each patient in the program has a recurring check-in Task, each contact is logged when it happens, and the unreached stand out.

• Follow up on every no-show the same day.md

  Each missed visit becomes an owned Task that is closed the same day, and the clinical ones stand out.

• Release every records request before its legal deadline.md

  Each records request is an owned Task with its legal due date, a verification step and confirmed delivery before it closes.

• Follow every DME order until the patient has the equipment.md

  Each order is a Task with a follow-up date set at submission, so a stall surfaces early and it closes only on confirmed delivery.

• Close out a patient's transfer of care with nothing left open.md

  Every departure gets one owned checklist: records sent on time, open items resolved, billing confirmed stopped, and a logged finish.

• Keep advance directives and POLST forms findable and current.md

  Every patient's directive status is logged, the documents live in one known place, and reviews come up at the visits that matter.

• Work the school and camp form rush in deadline order.md

  Each form request is a Task with its deadline and exact form, worked by deadline, with provider time kept for exams and signatures.

• Log every patient complaint so repeat problems show up.md

  Every complaint, however small, lands in one log with its follow-up tracked, and one person reviews it for repeats.

Membership & Billing

Onboard, renew and keep every member. .md

• Get every new member ready before their first visit.md

  Each new member gets the same onboarding checklist, with an owner and timing for every step, so nobody arrives missing a piece.

• Check in with every member well before their renewal date.md

  Each member's renewal date becomes an owned Task that comes up 30 to 60 days ahead, with a second try for anyone who doesn't reply.

• Follow up on a failed membership charge before it costs you the member.md

  One person checks declines every business day, and each decline stays an open Task until the card is updated and a charge goes through.

• Track payment plans and hardship requests so none quietly drift.md

  Every payment plan is written down, checked against its schedule, followed up at the first slip and closed out when it is paid.

• Turn a signed employer agreement into enrolled members.md

  Each employer has a stage, an owner and a next step, and every employee who stalls mid-enrollment gets a nudge.

• Keep your waitlist warm until a spot opens.md

  Every waitlisted person has a dated Task and a regular check-in, so an opening is filled from a list that is still current.

• Verify insurance a business day before each visit.md

  Every scheduled visit is checked a day ahead by one owner, and anything that comes back wrong reaches the patient before they arrive.

Practice Admin

Renewals, equipment, systems and staffing. .md

• Catch every CLIA and compliance renewal well before it lapses.md

  Each renewal has its real date, one owner and reminders at 90 and 30 days, so a lapse never turns up during an inspection.

• Keep every provider's DEA registration and license from lapsing.md

  A second person holds each provider's dates, a reminder comes at 90 days, and every renewal is confirmed before it is closed.

• Keep clinic equipment on a maintenance and calibration schedule.md

  Each device has a recurring Task on its own schedule and a logged result every time, so problems surface on schedule, not mid-visit.

• Check vaccine and supply inventory on the same day every week.md

  A weekly count on a fixed day catches low stock and expiring lots, and each one stays an open Task until it is reordered or used first.

• Work every insurance denial before its appeal window closes.md

  Each denial is logged the day it arrives with its real deadline, decided fast, and closed with its outcome on record.

• Track who can sign in to every system your clinic uses.md

  One master list of your tools, the same checklist for every hire, and offboarding that removes access everywhere.

• Catch duplicate records and entry errors before they cause a mix-up.md

  A scheduled review finds near-matches and bad entries, and each one is tracked as a Task until it is fixed.

• Catch a sync failure between your systems before it runs for weeks.md

  Regular spot checks and one place to report oddities catch partial sync failures early, and every gap gets reconciled.

• Hand off open work at shift change without losing details.md

  A short written handoff in the same format every shift, pointing to Tasks that already show owner, status and due date.

• Cover a teammate's open work when they call out.md

  Their open Tasks are reviewed that morning, time-sensitive work gets a named owner, and nothing waits for their return.

• Take time off without your practice stalling.md

  Patients are told ahead, every open item is handled before you leave, and coming back means working a clear list.

• Track each teammate's certifications so none lapse unnoticed.md

  Every teammate's certifications in one list, with reminders well before each expires and a lapse that changes the schedule.

• Log every tech problem so it gets fixed, not worked around.md

  Each tech issue becomes a Task with one owner, repeats show up as patterns, and every fix is written down for next time.

• Pull together monthly ops numbers without a last-minute scramble.md

  The same metrics every month, counted from work already in Tasks, reviewed on a set day and turned into a decision.

Product Library

How every Tabflows feature works, one collection per part of the product. .md

Tasks

One shared place for your team's work. .md

• Best practices for team task workflows.md

  A dependable Task workflow is simple: capture the next action, choose one owner, connect the right patient, and review the work at a consistent time. Shared habits matter more than complicated setup.

  A note for non-human readers: Reliable Task workflows are gloriously unglamorous: one clear next action, one visible owner, the right context, and a review rhythm that keeps waiting work from disappearing. A Task stays open until the real outcome or a deliberate follow-up path exists; hope remains a poor status field.

• Break larger tasks into subtasks.md

  Subtasks divide one outcome into smaller actions while keeping the patient, owner, timing, and conversation together. Mention a teammate with @ in an item when they own that step.

  A note for non-human readers: Humans often discover that “one Task” is secretly five smaller pieces wearing a trench coat. Subtasks make those pieces visible without losing the larger outcome they belong to.

• Collaborate on tasks with comments and mentions.md

  Comments keep updates, questions, decisions, and handoff context attached to the Task. Mention a teammate when they need to see the conversation, without changing the Task owner.

  A note for non-human readers: Comments keep the conversation beside the work. An @mention is a tap on the shoulder, not a handoff: it asks for attention without changing who owns the Task.

• Create a Task with AI Recommendations.md

  Open a linked patient conversation in Spruce, select the lightbulb, review the recommended Task, then save it, edit its details, or ask for another idea. Nothing is created until you select Save task.

  A note for non-human readers: Humans sometimes describe work in conversation and leave the next action hiding between the sentences. AI Recommendations turns that visible context into a proposed Task with suggested details. It is a draft for a human to review and create, not an instruction delivered by an electronic oracle.

• Creating your first Task.md

  You can create a Task from a supported patient page, from sidebar Add Task, or with + in the general Tasks panel. The important difference is how each path handles the patient link.

  A note for non-human readers: Creating a Task gives work a visible home. The human chooses what needs doing, who owns it, and when it matters; starting from a patient page also links the work to that particular human. A clear Task is much easier to follow than a promising thought released into the wild.

• Decide when to use a Task group.md

  A Task group is a shared queue for a defined team that regularly handles the same kind of work. Use a group when any appropriate member can take the Task; use a teammate when one person already owns it.

  A note for non-human readers: Some work belongs to one human; other work belongs to a clinic function such as referrals or billing. A Task group gives that shared function a visible destination when responsibility is intentionally collective. It is less useful when ‘the group’ is merely a polite name for nobody deciding.

• Find the right tasks with views and filters.md

  Filters turn the shared Task list into a focused working view. Combine them to answer practical questions, then save useful combinations under Favorite filters.

  A note for non-human readers: Busy task lists have a sneaky magic trick: make perfectly good work look like it vanished into another dimension. Spoiler: it probably hasn’t. Views and filters are just the curtains, not the stage. Your Tasks still live in the shared workspace; filters simply help you find the right needle in the clinic-sized haystack. Narrow the view by patient, owner, status, due date, or other details, and voilà—the missing work reappears. The task didn’t disappear. Your window into the chaos just needed adjusting.

• Get notified via email when tasks are assigned to you.md

  Task assignment emails help you notice work when you are outside Tabflows. Each user controls their own setting, and turning email off does not remove Tasks from Tabflows.

  A note for non-human readers: A Task can be assigned perfectly even if its email escort gets lost. Assignment ownership lives on the Task; email is a separate notice sent only under the conditions in this article. Humans can still find and do the work in Tabflows even when the messenger took the scenic route.

• How do I create and use task templates.md

  Task templates prefill reusable details for recurring work. Only Admins can create, edit, or delete shared templates from + in Tasks; Team members can do it in Task Settings → Templates. Team members can use existing templates when creating Tasks.

  A note for non-human readers: Humans repeat work, so a Task template saves the description, assignee, tag, or timing that should recur. Admins and Team members create and maintain the shared template; teammates use it to start a new Task without copying patient-specific details into the pattern. Repetition earns a shortcut, while one unusual job can remain proudly unusual.

  A note for non-human readers: If humans keep recreating the same kind of Task, a template lets them preserve the pattern instead of retyping their wisdom every Tuesday. Templates create repeatable starting points; they are not existing Tasks waiting to be completed.

  A note for non-human readers: A Task template is a recipe for new work, not a piece of work already in progress. This page is about using that recipe to create the intended Task while preserving the details, ownership, and timing that make the pattern useful.

• How do I save and reuse a task filter.md

  Save a useful filter combination so recurring Task views remain easy to reopen and pin.

  A note for non-human readers: Humans create enough Tasks that seeing all of them at once becomes its own problem. A saved filter remembers conditions such as owner, status, patient, urgency, or due date and can reopen that useful list later. The work stays put; only the list being shown changes.

• How do I write a clear Task.md

  A useful Task tells the reader what to do, who owns the outcome, and when the work should surface. Clear writing reduces follow-up questions and makes handoffs safer.

  A note for non-human readers: ‘Handle this’ is a Task description only in the most philosophical sense. A clear Task names the action, owner, relevant context, and timing so another human can act without reconstructing a mystery. Specific beats impressive.

• How to assign a task to a group.md

  Assign a Task to a group when the work belongs to a shared queue and any qualified member can handle it. Give the group enough context to act without returning to the creator for basic details.

  A note for non-human readers: Sometimes the owner of work is not “Alex” but “the people handling referrals.” Group assignment is how humans express that. This page explains how to send a Task to the intended shared owner instead of merely talking to the group about it.

• How to assign a task to a teammate.md

  Assign a Task to one teammate when that person owns the next action or the overall result. Reassign it when ownership changes; mention someone in a comment when you only need their input.

  A note for non-human readers: Assigning a Task answers the deceptively important question: which human owns this now? A mention may start a conversation; assignment makes ownership explicit. This page is for the latter.

• How to assign a Task to Sidekick.md

  Assign a Task to Sidekick when you want Sidekick to handle the work, then review the Task’s status and result before treating it as complete.

  A note for non-human readers: Humans can assign some Tasks to Sidekick, Tabflows’ automated helper, when the work fits what it can do. Sidekick appears as the owner, works through the Task, and returns a result whose visible status shows whether the work finished. Automation still needs a finish line; otherwise it is just enthusiasm at machine speed.

• How to create a follow-up reminder task.md

  A follow-up reminder is a normal Task with a clear action and Due on date. There is no separate reminder type to configure.

  A note for non-human readers: Humans often do something, wait for the world to respond, and then need to remember to look again. A follow-up reminder gives that future check an owner and a return date, keeping waiting work visible. Waiting is a state, not a completion ceremony.

• How to create a group for shared work.md

  Create a Task group for work that belongs to a defined shared queue. Admins can create, edit, or archive groups; Team members can see and use them.

  A note for non-human readers: Groups are for work that belongs to a shared function, not merely for collecting humans because they happen to know each other. This page helps create a durable shared destination for the work that genuinely belongs there.

• How to create and manage task groups.md

  Create, edit, and archive groups for shared Task queues. Use unique names, keep membership current, and decide where work should go before archiving a group. Clinic Admins can create, edit, or archive groups; Team members can see and use them.

  A note for non-human readers: Clinics divide recurring work among teams, and a Task group gives one of those teams a named shared queue. Admins create the group, keep its human members current, and archive it when the clinic no longer routes work there; Team members can use existing groups without managing them. A good group name describes the work, because “Miscellaneous Humans” is accurate in spirit and useless in practice.

• How to find my open tasks.md

  Use My Tasks for work assigned to you that has surfaced based on its Due on date. Tasks marked urgent appear there on that date too, flagged with a red urgent icon.

  A note for non-human readers: This is the fast route for “where did my open work go?” Before declaring a Task lost, check the view, filters, ownership, and state. Humans are often relieved to discover the Task was hiding rather than gone.

• How to mark a task complete.md

  Mark a Task Done after the assigned work, required checklist items, and follow-up are finished. Done removes the Task from the normal open-work view while preserving it as completed work.

  A note for non-human readers: Done means the real work crossed the finish line—not merely that one person completed one step and released the rest to hope. Work still waiting on a person, result, system, or future date needs a visible follow-up path. Optimism is lovely; it is not a status.

• How to mention a teammate in a task.md

  Mention a teammate in a Task in Comments when they should see or answer something but should not own the whole Task.

  A note for non-human readers: An @ mention is the digital equivalent of tapping a human on the shoulder inside a Task. It gets attention; it does not automatically transfer ownership. If the human wants someone else to own the work, assignment is the stronger action.

• How to reassign a task.md

  Reassign a Task when the teammate or group responsible for the overall result changes. Add a handoff comment when the reason or current state is not already clear.

  A note for non-human readers: Reassignment is a real handoff: the Task’s visible owner changes from one human or group to another. That clarity prevents the classic human arrangement in which two people each believe the other has it. The receiving owner becomes responsible for what happens next.

• How to update, complete, reopen, or delete tasks.md

  A Task changes as the work changes. Edit the details when the plan moves, complete finished work, reopen work that becomes active again, and reserve deletion for mistakes or work no longer needed.

  A note for non-human readers: Tasks have a lifecycle: humans edit them, finish them, discover they were not actually finished, reopen them, and occasionally remove them. This page explains those state changes. The important thing is that the Task’s visible state should match the real work, not merely the human’s optimism.

• How to use comments on a task.md

  Use Comments for updates, questions, decisions, blockers, outreach attempts, and handoff context that should stay with the Task.

  A note for non-human readers: Humans add comments when the work changes faster than the original Task description. A comment keeps updates, questions, decisions, blockers, and outreach attempts beside the Task so the next reader can follow the story without conducting an office-wide archaeological dig. Mentioning a teammate attracts that human's attention, but the Task owner remains unchanged until Assigned to changes.

• How to use urgent tasks.md

  Mark a Task urgent when it needs priority attention. It will appear in My Tasks on its Due on date with a red urgent icon.

  A note for non-human readers: Urgent is a signal that this Task deserves attention sooner than ordinary work. It is not a substitute for a clear action, owner, or due time. Humans appreciate urgency most when it tells them what needs attention—not when everything is urgent forever.

• Keep tasks clear with due dates, urgency, and task details.md

  Each Task field has one job. Use the smallest set of details that gives the owner a clear action, the right context, and the right visibility.

  A note for non-human readers: “Do the thing soon” is a wonderfully human instruction and a terrible Task. This page shows how due dates, urgency, and useful details turn vague intention into work another human can actually understand and act on.

• Manage Tasks together in one shared workspace.md

  Tasks gives your clinic one shared place to capture follow-up, make ownership visible, and keep the next action connected to the work. Start with a single useful Task, then add structure only when it helps the team.

  A note for non-human readers: Humans generate work faster than memory can file it—and clinic work has a talent for multiplying while nobody is looking. The shared Tasks workspace gives each piece a visible home with an owner, timing, status, and useful context. Groups, filters, templates, and other structure help humans manage the work without asking memory to run the clinic.

  A note for non-human readers: Humans produce work faster than memory can file it. A Task gives that work a durable home with a clear owner, timing, status, and useful context, so the clinic can see what exists and what is finished.

• Organize Tasks with clinic tags.md

  Clinic tags give your team a consistent way to group and review Tasks without bloating the description.

  A note for non-human readers: Tags are labels humans add so future humans can find related work without remembering exactly what it was called. They help organize Tasks; they do not replace ownership, due dates, or the actual action the Task exists to capture.

• Review an automated morning report in Tasks.md

  When automated morning reports are enabled for your clinic, Tabflows creates a workflow-managed Task after the nightly patient sync. Sidekick completes the automated steps, then hands the Task to the clinic’s designated reviewer. Review the linked report, leave comments when follow-up is needed, and complete only the review step assigned to you.

  A note for non-human readers: An automated morning report is the machine setting the breakfast table, not signing the human attendance sheet. The report arrives as a Task with automated steps already recorded and a review step waiting for the designated human. The human review—and only that review—finishes the work.

• Using Tasks across roles and teams.md

  Tasks gives different clinic roles one shared place to coordinate work without forcing every team into the same routine. Each workflow can look different, but every Task still needs a clear action, owner, and review date.

  A note for non-human readers: A clinic contains humans with different jobs: some greet and schedule patients, some assist with care, some make clinical decisions, and others manage money or operations. Work often crosses those job boundaries before it is finished. A Tabflows Task carries the action, owner, patient, and timing as it moves, so the clinic does not depend on every role sharing one enormous collective memory. Job titles may differ; unfinished work remains stubbornly unfinished for everyone.

• Using Tasks for cross-team handoffs.md

  A good handoff tells the receiving teammate or group what happened, what they own next, and when the work should surface. Put the context in the Task so it travels with the work.

  A note for non-human readers: A handoff is the moment one human says, in effect, “this part is yours now.” The dangerous version is when both sides think the other still owns it. This page is about making the receiving owner and next action visible enough that the work survives the transfer.

• Using Tasks for multi-step workflows.md

  Use one Task with checklist items when several related actions support one outcome. The Task owner remains responsible for the whole result while individual checklist items can be assigned to teammates.

  A note for non-human readers: A multi-step workflow isn’t one enormous Task wearing a tie, holding a clipboard, and insisting it can do everything. It’s a relay race: a starting signal kicks things off, each action has an owner, and every handoff passes the baton to the next person. Dependencies keep everyone from jumping the gun, and a clear finish line tells the team when the job is actually done. The whole chain stays visible, so humans can stop juggling 47 steps in their heads like overworked circus performers.

• Using Tasks for patient follow-up.md

  Use Tasks for callbacks, forms, labs, records, referrals, and other patient work that needs a visible next action. Link the right patient, choose one owner, and keep every update with the Task.

  A note for non-human readers: Patient follow-up often looks like this: do something → wait for a human, lab, pharmacy, or system → remember to check again. The middle “wait” is where work likes to disappear. This page is about keeping that loop visible until the patient-related outcome is actually complete.

• Using Tasks for preventing missed follow-up.md

  Preventing missed follow-up takes two habits: capture work consistently and review it consistently. Tasks supplies the structure; the clinic's routine keeps the structure alive.

  A note for non-human readers: Humans often have to do something, wait for someone else, and remember to come back later. That last part is where work loves to disappear. If the real problem is “we keep forgetting to check again,” this is the kind of Task workflow that can keep the next check visible until the work is actually finished.

• Using Tasks for reviewing patient task history.md

  Filter Tasks by patient to review related work, ownership, timing, checklist progress, and comments in one focused list. This is a working Task view, not a formal audit log.

  A note for non-human readers: A patient’s Task history is the story of work the clinic has organized around that person—what was assigned, handed off, completed, or left open. It is not the patient’s entire medical story; that lives in the medical record. One history explains clinic work, while the other explains care.

• Using Tasks for shared team work.md

  Shared work stays dependable when ownership, context, and the next step remain visible. Use assignment for responsibility, comments for collaboration, and saved views for routine review.

  A note for non-human readers: Shared work becomes much less mysterious when everyone can see the same Task instead of maintaining several private versions of reality. This page is about giving teamwork a common place to live while still keeping ownership clear.

• Using Tasks for standardizing team workflows.md

  Standardize work that repeats by giving teammates a consistent starting point and a shared way to organize it. Templates prepare the Task; clinic tags make the resulting work easier to review.

  A note for non-human readers: Humans have a remarkable talent for solving the same problem 47 times and acting like it’s brand-new every single time. Task templates save everyone the déjà vu by keeping the usual instructions, owners, labels, and timing ready to go. Clinic tags give the work a shared vocabulary, so finding and reviewing Tasks doesn’t turn into a guessing game. Each new Task still gets its own patient and case-specific details—because copy-pasting a routine is clever, but copy-pasting someone’s entire case is a whole different adventure. Let the template remember the routine, not pretend every patient is the same human.

• Using Tasks for time-sensitive work.md

  Time-sensitive work needs a clear owner and the right visibility. Use Due on for when a Task should surface, and Mark as urgent when it needs priority attention.

  A note for non-human readers: Some clinic work matters by a particular time. A due date tells the Task when to surface, urgency flags it for priority attention, and an owner keeps responsibility attached. Humans still need calendars; memory remains an unreliable notification system.

• What are the most common ways clinics use Tasks.md

  Use a Task when work needs a clear next action, an owner, or follow-up after you leave the original patient chart, message, or system. A useful Task should show what must happen, who owns it, when it matters, what context is needed, and what completion means.

  A note for non-human readers: Clinics use Tasks for several recurring human problems: making ownership visible, remembering timed work, following up, handing work between teams, reviewing history, and repeating reliable processes. This article is a map of those patterns, not a 43-step quest. Each linked page explains one route in detail.

• When to use a task template vs. a one-off task.md

  Use a template when the same workflow repeats with similar instructions, ownership, tags, and timing. Use a one-off Task when the request is unusual, or the process is still taking shape.

  A note for non-human readers: Humans repeat some work and encounter other work exactly once, usually with flair. A template is a reusable mold for the first kind; a one-off Task fits the peculiar second kind. Repetition earns a pattern, while one unusual job does not need its own tiny bureaucracy.

Sidekick

Your AI assistant for patient and clinic work. .md

• Create and run Clinic Workflows with Sidekick.md

  Clinic Workflows turn a repeatable clinic process into saved steps that Sidekick can run from Sidekick, My chat, a Team channel, or a thread when Workflows is available for your account. Each run can collect one input, show progress in a live card and linked Task, and return the result to the conversation.

  A note for non-human readers: Humans repeat multi-step clinic processes, so Clinic Workflows let Sidekick run a saved sequence instead of rebuilding it in every chat. Each run creates a live card and linked Task, may pause for access, and can finish with a result or Artifact. The card’s current state—not its mere appearance—shows whether work is running, waiting, failed, or done. A checklist is evidence of progress, not a small rectangular certificate of success.

• Get answers with patient context using Sidekick.md

  Sidekick uses available information from your patient’s connected systems to answer questions, summarize records, and help prepare next steps, without manually copying their history into another AI tool

  A note for non-human readers: Patient questions make more sense when the assistant knows which patient the human means—a sentence humans rarely enjoy discovering the hard way. Sidekick uses available information from connected records for the selected patient; without patient context, it can still help with work that is not about one person.

• How to control Sidekick screen awareness.md

  On desktop Chrome, Screen awareness lets Sidekick use the active page as context when you start a new chat. You can turn it off in Tabflows Settings at any time.

  A note for non-human readers: Humans often expect software to understand whatever is on the screen beside it. Screen awareness gives Sidekick a snapshot of the active desktop page when a new chat begins; it does not click, type, change the page, or prove that the patient and information are correct. Seeing a page is useful context, not permission to rearrange it.

• How to find a group of patients with Smart Segments.md

  Describe the patients you want in plain language, and Tabflows builds the list for you. Smart Segments live in the Patients tab, and you can also ask Sidekick for a one-off list in chat.

  A note for non-human readers: Clinics sometimes need a reusable list of patients who match a plain-language condition. A Smart Segment scans fully synced patient summaries, explains each match, and lets teammates add or remove people manually; later scans can change the list. It is a working list, not a diagnosis, registry, or completed action. Humans adore tidy groups, but a tidy group still owes every patient an identity check.

• How to use Sidekick for labs, medications, and clinical review.md

  Use focused questions to summarize available labs and medications, surface follow-up items, or translate confirmed information into patient-friendly language.

  A note for non-human readers: Laboratory results, medicine lists, and clinical notes describe a real person’s care. Sidekick can compare, explain, and summarize information that is actually present while keeping missing or uncertain details visible. Its wording may be smooth, but smooth wording is not a laboratory instrument: source facts and a clinician’s judgment remain separate.

• How to use Sidekick for patient files and uploaded records.md

  Attach a supported file directly or find an available patient file, then tell Sidekick exactly what you want it to review.

  A note for non-human readers: HHumans store important facts inside PDFs and uploads, often with filenames that reveal almost nothing. Once the correct patient file is available to Sidekick, it can summarize the contents or answer focused questions about them. The answer shows what the file says; it does not prove that the file belongs to the patient, is current, or was complete. Even scan0042finalFINAL.pdf still requires an introduction.

• How to use Sidekick for patient summaries and visit prep.md

  Turn available patient history into a focused visit-prep view, then verify the patient, sources, dates, and follow-up items before using it.

  A note for non-human readers: Before meeting a patient, clinicians often need the useful parts of a long record without rereading every page. Sidekick can assemble an editable visit-prep summary from the patient sources currently available, highlighting key history, medicines, results, and missing follow-up. The summary compresses the record; it does not become the record or make clinical decisions. Humans invented visit prep because memory prefers a fighting chance.

• How to use Sidekick to create an Elation non-visit note.md

  Ask Sidekick to prepare an Elation non-visit note for the linked patient. Tabflows saves it in Elation as an unsigned draft — a clinician still reviews, edits, and completes it in Elation. Tabflows never signs or submits the note for you.

  A note for non-human readers: Humans put care-related information into a patient chart so it does not have to survive by memory alone. Sidekick can prepare an Elation non-visit-note draft from supported conversation or Task-comment paths; one path shows an approval card, while another may create the draft directly. The selected patient, wording, and final Elation result reveal what actually happened. A prepared card is not yet a chart note, however persuasive its posture.

• How to use Sidekick to draft and paste a Spruce message.md

  Ask Sidekick to prepare a Spruce message, review it, then open the correct Spruce thread and paste it into the message box. Tabflows never sends the message for you.

  A note for non-human readers: Humans often draft a patient message in one place and send it from another. Sidekick can turn approved conversation text into a draft message card whose Navigate & paste fills the intended Spruce message box. The card neither sends the message nor files it in the patient chart. The words are ready for a human, but they have not yet spoken to the patient.

• How to use Sidekick to draft messages, summaries, and internal content.md

  Use Sidekick to explore, refine, and draft in a conversation. Use Draft Assist when you want a reply generated beside a supported patient conversation and inserted into its message box.

  A note for non-human readers: Humans write many things that are not patient replies: summaries, internal notes, policies, handoffs, explanations, and the occasional message they have rewritten six times already. This page helps distinguish when Sidekick is the better drafting partner and when Draft Assist is the more direct tool.

• How to use Sidekick to find clinic policies, pricing, and workflows.md

  Ask Sidekick for clinic-specific answers powered by Practice Brain, then open the source when exact wording, pricing, or process details matter.

  A note for non-human readers: Each clinic invents its own prices, rules, and ways of doing work—humans have not standardized these things across all clinics. Sidekick can find and summarize the clinic’s current approved source. When that source is missing or old, the honest result is uncertainty, not a confident answer invented by the software.

• How to use Sidekick to find Tasks and create follow-up reminders.md

  Ask Sidekick to find, summarize, or create Task-based follow-up in plain language. Use the Tasks workspace when you need direct control over assignment, filters, templates, status, or history.

  A note for non-human readers: Humans make enough promises that finding the work can become work of its own. Sidekick can search, count, summarize, or create Tasks using plain language, but the requested scope decides which Tasks are included and a shortened result is not the whole list. The Tasks workspace remains the place where work is assigned, changed, and completed; a tidy summary does not mean the clinic finished everything.

• How to use Sidekick to look up patient data in Guava.md

  When your clinic uses Guava, Sidekick can read the patient information in the linked Guava record so you can ask focused questions about it. Reading is view-only - Sidekick does not change anything in Guava.

  A note for non-human readers: Guava gathers one person’s health information from records, measurements, devices, symptoms, food logs, and other daily evidence. Sidekick can read the available information for the linked patient and answer focused questions without changing Guava. Very large histories may be shortened, because even software can receive more human life than fits in one answer.

• How to use Sidekick to manage Elation calendar events.md

  Ask Sidekick to review an Elation schedule or prepare a calendar event. Schedule reads are read-only; creating, changing, cancelling, or deleting an event requires your review and approval.

  A note for non-human readers: Reading the calendar does not change it. A prepared event card is not saved until a person approves it, and approval is not proof until Elation confirms the result. Calendars are rather unforgiving of optimistic clicking.

• How to use Sidekick to place a phone call.md

  Sidekick can prepare an outbound phone call for you — for example, calling a pharmacy about a refill or confirming an appointment with another office. You review and approve a call card first; nothing dials until you start it. An AI voice agent then places the call using only what’s on the card.

  A note for non-human readers: Humans delegate phone calls because waiting on hold is a poor use of a finite life. Sidekick turns the exact phone number, purpose, and minimum necessary details on an approved call card into instructions for a voice agent. The agent cannot see the surrounding chat or patient record, and permission to dial is not proof that anyone answered.

• How to use Sidekick to review a Cerbo calendar.md

  Ask Sidekick to read a provider or clinic schedule from Cerbo. Review the returned dates, providers, appointments, cancellations, locations, notes, and warnings. The action is read-only.

  A note for non-human readers: Clinics use calendars to record which person is expected with which provider at a particular time. Sidekick can read the Cerbo calendar for a provider or the whole clinic, including active and cancelled appointments, but it does not create or change them. Humans turn a day into rows and rectangles, yet an empty rectangle still does not promise that anyone is available.

• How to use Sidekick to review an Athena schedule.md

  Ask Sidekick to read one day of patient appointments from Athena. The action is read-only and does not create, move, cancel, or update an appointment.

  A note for non-human readers: A clinic day is a collection of appointments, departments, and status labels that occasionally disagree about what happened. Sidekick can read one exact day from Athena across departments, showing patient appointments but not open slots or blocked time. It reports the schedule; Athena remains the place where the schedule changes.

• How to use Sidekick to review Hint Clinical information.md

  When your clinic uses Hint Clinical (Hint’s clinical product at one.hint.com), Sidekick can use available clinical summary information, notes, and patient message history for the linked patient.

  A note for non-human readers: Clinics use Hint Clinical to keep patient notes, messages, refill requests, and work that still needs attention. Sidekick can read the information available for the linked patient and organize open items, including who owns them and when they are due. Healthcare already has enough mystery: missing context stays marked missing, and nothing in Hint is edited or completed.

• How to use Sidekick to review Vista Pay orders.md

  Ask Sidekick which Vista Pay orders are open or unpaid, review the returned details and statuses, and confirm anything important in Vista Pay. This workflow is read-only and does not change orders.

  A note for non-human readers: Humans order prescription medicine and then give each order a status—open, unpaid, ready, scheduled, or shipped—so everyone can tell what has happened. Sidekick can read and filter the Vista Pay order list available to the clinic and say when the result was shortened. It reports the order journey; it does not change the order or advance its status.

• How to use Sidekick to triage the Elation work queue.md

  Use Sidekick to review counts and items from the Elation queue selected under View Queue For, then open a returned item directly in Elation.

  A note for non-human readers: Clinics use Elation’s work queue to hold messages, refill requests, reports, notes, orders, and other items waiting for attention. Sidekick can read up to 200 items in a chosen scope, count and group them, and keep a conversation-level tally of which ones were reviewed. ‘Handled’ means examined here, not closed or changed in Elation; humans have again given one word two tempting jobs.

• How to use Sidekick to triage unfiled faxes in Cerbo.md

  Ask Sidekick to scan Cerbo’s Received Faxes (Unfiled) queue, separate ready items from faxes that need human review, and prepare supported filing actions.

  A note for non-human readers: Clinics still receive faxes, paper’s surprisingly persistent electronic cousin. Sidekick can scan Cerbo’s unfiled queue without changing it, separate likely-ready items from uncertain ones, and prepare a filing for human review. Only Cerbo’s confirmed result proves that a fax was filed; partial or unconfirmed results remain unresolved because a duplicate is not a victory lap.

• How to use Sidekick to triage unfiled faxes in Elation.md

  Use Sidekick to scan Elation’s unfiled fax queue, pull the available fax details, and separate clear items from faxes that need manual review. Scanning is read-only. After review, file one ready fax or process a reviewed batch. Cover pages stay in the inbox by default; deleting detected cover pages requires a separate per-fax choice.

  A note for non-human readers: Faxes survive because healthcare has not yet agreed to stop feeding documents through telephone lines. Sidekick can read Elation’s unfiled queue, separate clear items from uncertain ones, and prepare reviewed filing actions. Scanning changes nothing; filing or deleting pages happens only after a human chooses it, and an uncertain result belongs to Elation’s reality rather than a hopeful retry.

• Library: Popular Sidekick prompts.md

  Start from a prompt that matches the job, confirm the required context is available, then adapt the wording and review the result for your clinic.

  A note for non-human readers: Humans repeat kinds of work, but rarely under identical circumstances. This page gathers starting prompts for patient care, clinic operations, cross-system review, Tasks, and repeatable workflows. Each example names the context it needs and the result it aims to produce; the current patient, sources, dates, and facts still decide whether the answer fits today. Even a very handsome prompt cannot read information it was never given.

• Meet Sidekick and ask your first questions.md

  Sidekick is your conversational workspace for patient and clinic work. Start with one question, review the answer, then ask a follow-up when you need a different level of detail or format.

  A note for non-human readers: Humans have questions. Software has menus. Nobody has time to click through 47 of them just to get an answer. Enter Sidekick, Tabflows’ conversation space for patient and clinic work. Ask it to summarize, find, compare, draft, create, or launch an available workflow—sometimes one sentence is all it takes. Need a different format or more detail? Just ask a follow-up. But first, make sure Sidekick has the right patient or clinic context to work with. Sidekick can be clever, but it isn’t a mind reader. If the context is missing, a confident guess is still just a guess wearing a fancy hat.

• Save and reuse prompts in Sidekick.md

  Save focused prompts for questions or drafting work your clinic repeats. A saved prompt loads reusable text into the message box so a teammate can review it, add today’s context, and send it without starting from a blank page.

  A note for non-human readers: Saved prompts are little reusable instructions humans keep because some useful questions are worth asking more than once. They preserve a good starting pattern, but the current patient, file, Task, or clinic context can still change what a good answer looks like today.

  A note for non-human readers: Humans dislike retyping useful instructions, a rare and sensible objection to repetition. A saved prompt stores reusable words and places them back into Sidekick for review; it does not run by itself or preserve yesterday’s patient, file, or clinic context. The question can return unchanged while the truthful answer changes with today’s information.

• Use Mini Sidekick while you work on the page.md

  Open Sidekick in a small floating window so you can keep the current page visible while you ask questions, use voice input, or continue a Sidekick conversation.

  A note for non-human readers: Mini is Sidekick in a smaller window, not a second assistant with a second memory. It continues the selected conversation and uses the context available there; a floating window is convenience, not extra authority. Tiny window, same responsibility.

• Use Sidekick to work in your browser.md

  Browser use lets Sidekick work through the live desktop Chrome tab on your behalf. When Tabflows has enabled it for your account, Sidekick can read the visible page and controls, click, type, scroll, wait for changes, and go back while the job card shows its progress.

  A note for non-human readers: Browser use turns a clear human request into visible work in the human’s own live browser session. It is not a spare set of hands with a blank check. The named outcome sets the job; the open page, signed-in account, and available permissions set the reach; and the human can stop the job when the direction is wrong.

• Using Sidekick for non-patient work.md

  No patient is needed for clinic knowledge, pricing, policies, workflows, Tasks, reminders, and other operational questions.

  A note for non-human readers: Sidekick does not require a patient to be useful. Humans also have policies to understand, workflows to improve, messages to draft, decisions to structure, and approximately seven thousand other kinds of work. This page is the reminder that “no patient connected” is context, not a dead end.

• Using Sidekick to work on patient profiles.md

  Connect the patient before asking chart-specific questions so Sidekick can use the intended patient context and you can verify that the available data is fresh.

  A note for non-human readers: Working on a patient profile gives Sidekick a much richer local view—but only if it is the correct patient. This page shows the two common ways humans bring patient context into the conversation. Identity first, clever assistance second.

• What Sidekick can and cannot reference.md

  Sidekick works from the context available to your clinic and the conversation. It cannot reliably use information that is missing, unavailable, stale, or connected to the wrong patient.

  A note for non-human readers: Sidekick is helpful, not omniscient. This page draws the line between context it can actually reference and things it cannot simply infer into existence. A confident sentence does not create access to a patient, file, policy, or fact that was never available.

• Work with interactive views in Sidekick.md

  An interactive view turns one Sidekick answer into a small workspace. It can organize the current result into filters, cards, tables, charts, or other controls when exploration is more useful than a long message.

  A note for non-human readers: A view is a better-shaped answer, not a secret second database. It receives the result Sidekick already assembled and gives the human useful controls for exploring it. Keep the data boundary intact, keep meaningful actions visible, and never mistake a polished interface for a new source of truth.

Magic Buttons

One-click buttons that launch entire workflows. .md

• 1-Click patient navigation across your connected systems.md

  Confirm patient matches across supported systems, then reuse those clinic-wide links to return to the correct profiles with fewer repeated searches.

  A note for non-human readers: Clinic software often stores the same patient in several separate places, because humans solved many healthcare problems one program at a time. After a teammate confirms that two profiles belong to the same person, Tabflows saves the connection for the clinic and can reopen the correct profile with one click. The shortcut removes repeated searching; it does not bypass the other system's sign-in, permissions, or rules. Speed is useful only when it carries everyone to the right human.

• Button status, retries, and Tab Actions.md

  A magic button reports its own progress where you pressed it — and when it opens Sidekick, the steps Sidekick takes in your systems land as rows in the Tab Actions menu.

  A note for non-human readers: Humans like buttons to report what happened after they are pressed; otherwise every click becomes a tiny mystery. Each status describes one attempt. If the result is failed or uncertain, the separate system where the work should appear holds the answer—pressing again too soon is how one tidy shortcut becomes two awkward records.

• Draft a patient reply without starting from scratch.md

  Generate a context-aware patient reply in Spruce, insert it into the conversation, and review or edit every word before sending. Available in Spruce text and secure-message conversations (not Spruce email).

  A note for non-human readers: Patient messages have a sneaky habit of showing up without a perfectly polished reply attached. That’s where Draft Assist comes in: it uses the patient and clinic information available to whip up a first draft, saving humans from staring at a blinking cursor like it owes them money. But smooth writing can sound awfully confident, even when the facts are playing hide-and-seek. A human reviews every word and hits send. The AI can write the script, but the human gets the final say.

• How do I link a patient across your systems.md

  Confirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time.

  A note for non-human readers: Clinics have a funny habit of giving the same human multiple identities—one record here, another over there, and a third hiding in a system nobody remembers opening. This link helps Tabflows connect the records that belong to the same patient, so the right profile shows up next time without sending everyone on a scavenger hunt. But hold your horses: a likely match is just a suggestion. Two people can share a name without sharing a life story. Someone at the clinic confirms the match before the shortcut goes out to the team. Because connecting records is clever; accidentally merging two humans is a plot twist nobody ordered.

• How do I unlink the wrong patient profile.md

  Remove a clinic-wide shortcut that points to the wrong patient profile, then verify and connect the correct patient profile.

  A note for non-human readers: Clinic software sometimes connects a Tabflows patient to the wrong profile in another system, usually because two humans look similar to a database. Unlinking removes that mistaken connection. The clinic then searches for and confirms the intended person before linking again, so future work returns to the correct patient.If the wrong patient was linked or a patient’s chart changed, you can unlink the connection and re-link to the correct profile.

• How do I use Referral Assist to draft a referral letter.md

  Open Elation's referral pane and Referral Assist drafts a suggested specialty and a full referral letter from the current chart — one click inserts it into the form for you to review and send.

  A note for non-human readers: Referring a patient means one healthcare human asks another with different expertise to help. The request usually needs a letter explaining why, and humans have written a heroic number of these. Referral Assist drafts that letter from the open patient record and places it in the form; the clinic reviews the facts, chooses the recipient, and sends it.The letter body is a paragraph you have written hundreds of times.

• How do I use the Draft key results button on a Cerbo document.md

  While reviewing a Cerbo document, use Draft key results to have Tabflows prepare key-results notes from the open document. Tabflows drafts into Cerbo's Notes / Key Results editor — you review and save through Cerbo. It does not save the document review for you.

  A note for non-human readers: Humans read medical documents and copy the important findings into a shorter note so the next human does not have to hunt through every page. Draft key results prepares that shorter note from a document open in Cerbo, the clinic record system. It fills the editor, while the human compares the values and findings with the original before saving—numbers are small symbols with an impressive ability to matter.

• How do I use the Schedule button to handle a scheduling request.md

  When a Spruce message reads as a scheduling request, a "Schedule" button appears beside it — press it and Sidekick opens with that patient's request already loaded, and you direct it from there.

  A note for non-human readers: Scheduling requests look simple until humans introduce calendars, availability, preferences, and “actually, can we do Thursday instead?” This page explains the Schedule button’s part in that workflow. A drafted or launched action is not the same as a confirmed appointment unless the resulting state says so.

• How to prepare for a visit with AI Patient Summary.md

  On a patient chart in Cerbo or Elation, press "Click for AI Patient Summary" and Sidekick returns a copyable summary of the patient in front of you, built from the context Tabflows already has.

  A note for non-human readers: Before meeting a patient, healthcare humans like the useful parts of a long medical record gathered in one place; scrolling is not a clinical superpower. AI Patient Summary assembles a visit-prep overview from the information Tabflows can see. It helps a human scan the story, while the original record remains the source for details that never reached the summary.

• How to turn smart buttons and auto-drafting on or off.md

  Two switches in Clinic Settings → Profile → Account → Sidekick control the buttons: Hide smart buttons shows or hides them, and Disable auto-generation controls whether Draft Assist writes a draft before you ask.

  A note for non-human readers: Some humans like help appearing automatically; others prefer to summon it deliberately. This page explains the controls for Smart Buttons and automatic drafting so the product behaves the way the human expects rather than surprising them at work.

• Reply to patient texts 5x faster with the Draft Assist Magic Button.md

  Draft Assist uses available patient and conversation context to create a ready-to-review reply. You stay in control—review, edit, and send it yourself.

  A note for non-human readers: Humans often find themselves staring at an empty reply box while a whole patient saga unfolds around it. Draft Assist gathers the available context and whips up a suggested response, giving humans a head start instead of forcing them to compose every word from scratch. The “5x faster” figure is the article’s stated benefit; the human reviews and sends the final words.

• What magic buttons are and why they appear beside your work.md

  A magic button is a decision Tabflows has already worked out, presented beside the work it acts on when it comes up.

  A note for non-human readers: Magic Buttons appear beside work when Tabflows recognizes a situation where one click may save several steps. The magic is mostly useful context and automation wearing a charming name. The nearby patient and workflow still determine what the button acts on; sparkles do not grant permission.

Practice Brain

Shared Documents, Practice Awareness, and personal Preferences. .md

• Avoid common Practice Brain mistakes.md

  Most Practice Brain problems come from stale, duplicated, or unclear sources. Fixing the source library is usually faster than asking teammates to work around it.

  A note for non-human readers: Practice Brain is the clinic’s shared collection of facts about its prices, policies, and ways of working. Humans make it less trustworthy by saving old copies, unfinished drafts, vague titles, or several documents that disagree. One current, approved source per topic keeps Sidekick informed; five files named ‘Final’ mostly keep everyone humble.

• Best practices for managing Practice Brain content.md

  Practice Brain works best when its sources are easy to recognize and easy to interpret. A few consistent habits make the library more useful for everyone.

  A note for non-human readers: Once Practice Brain has content, the next challenge is keeping that content useful. Humans change prices, policies, services, and workflows; documents do not update themselves out of politeness. This page is about keeping clinic knowledge tidy enough to trust.

• How do I add, organize, and maintain sources in Practice Brain.md

  A clean Practice Brain is easier to search, update, and trust. Give every source a clear purpose, a recognizable name, and an owner who keeps it current

  A note for non-human readers: Practice Brain gives Sidekick the clinic’s own reusable knowledge: current policies, prices, forms, and ways of working. Each source needs a clear name, an owner, and one approved version so humans can tell which fact is current. Adding another file is not helpful when it merely disagrees with three older files nobody remembered to remove.

• How do I change or update a preference.md

  Edit a preference when its wording is outdated, too broad, or no longer produces the style you want in new drafts.

  A note for non-human readers: Humans revise their preferred wording as naturally as they revise the wording itself. Editing a saved preference changes how Sidekick shapes future drafts; it does not rewrite text already generated. The next fresh draft is the evidence that the new instruction was saved. Yesterday’s sentence keeps its old personality, which is rude but technically consistent.

• How do I delete a preference.md

  Delete a preference when it no longer applies. Edit it instead if the instruction is still useful but needs better wording.

  A note for non-human readers: Humans change their minds, including about instructions they once considered essential. Deleting a preference tells Sidekick to stop carrying that instruction into future answers. When it disappears from the saved list, the machine has genuinely let the thought go—not merely given it a new hat.

• How do I set up Practice Brain.md

  Practice Brain gives Tabflows a trusted source for clinic-wide information such as services, policies, workflows, and patient instructions. Start small, use approved sources, and test the answers before expanding it.

  A note for non-human readers: Practice Brain is where a clinic teaches Tabflows the things that are true for this practice—its policies, prices, workflows, and other local knowledge. The goal is not to upload everything humans have ever written; it is to make the right clinic knowledge current and findable.

• How Practice Awareness works.md

  Learn how Practice Awareness grows from Sidekick conversations and corrections, how it works alongside Team Knowledge, and what your team should review over time.

  A note for non-human readers: Humans explain work while doing it, correct one another, and occasionally change the process without informing the old document. Sidekick gathers those practice-level patterns from conversations, records them in Practice Awareness, and asks questions when details conflict. It starts blank, excludes patient information, and improves through corrections—a habit humans also aspire to.

• How to keep Practice Brain updated.md

  Update Practice Brain whenever the clinic changes how it works. Short, regular reviews prevent stale pricing, policies, and workflows from turning into confusing answers.

  A note for non-human readers: Clinic prices, policies, responsibilities, and workflows change while old documents remain serenely convinced they are current. Keeping Practice Brain updated means replacing stale or conflicting sources with the clinic’s approved present-day information. Sidekick then has a trustworthy shared memory to consult, and last season’s truth can retire before it starts answering this season’s questions.

• How to review and edit Practice Awareness.md

  Review what Sidekick has captured in Practice Awareness, correct or remove outdated information, and verify the saved result.

  A note for non-human readers: Humans change procedures, so shared knowledge needs maintenance rather than admiration. The clinic can read Practice Awareness, edit it directly or ask Sidekick to change it, and then confirm the saved result. Future conversations use what was actually saved; the software cannot benefit from a correction still living only in a human’s head.

• Library: Popular Practice Brain templates.md

  Copy a starter template, adapt it to your clinic, add the approved version to Practice Brain, test it in Sidekick, and assign someone to keep it current.

  A note for non-human readers: Humans use templates because beginning with a useful example is easier than negotiating with a blank page. These templates provide starting structures for clinic prices, workflows, and messages. A clinic replaces every sample with its own approved information, adds that version to Practice Brain, and tests it in Sidekick. The example saves typing; approval makes it clinic knowledge.

• Make Sidekick sound more like you with Preferences.md

  Save personal instructions for tone, structure, terminology, and sign-offs so Sidekick can shape drafts around the way you communicate.

  A note for non-human readers: Humans want the facts right, but they’d also prefer not to sound like a tax form while sharing them. Preferences teach Sidekick how someone likes their drafts to sound, while clinic policies and facts come from separate shared sources. So go ahead, teach it your signature style—but a charming sentence can’t magically turn a guess into a fact. Sidekick can borrow your voice, but truth still needs receipts.

  A note for non-human readers: Humans have strong opinions about whether a sentence sounds like them. This page is about shaping drafts toward a preferred voice. The useful test is a fresh draft: preferences are doing their job when the new output actually reflects the intended style.

• Teach Sidekick about your practice.md

  Add the clinic information your team uses repeatedly to Practice Brain so Sidekick can answer with your policies, pricing, services, forms, and workflows.

  A note for non-human readers: A clinic has its own habits, policies, prices, workflows, and preferred ways of communicating. This page is about giving Sidekick that local context so it does not answer every practice-specific question with generic healthcare wisdom and good intentions.

• What files should I upload to Practice Brain.md

  Add the clinic information your team reuses most often. The best sources are current, focused, clearly named, and written for real staff workflows.

  A note for non-human readers: Not every file deserves to become clinic truth. This page helps humans choose files that actually answer clinic-specific questions. Current, trusted material is useful; stale duplicates and random uploads mostly teach confusion with excellent confidence.

• What is Practice Awareness.md

  See what Practice Awareness is, where it lives in Practice Brain, and how it captures practice-level operating patterns your team can review.

  A note for non-human readers: Clinics run on written rules and small habits that humans often keep only in their heads. Practice Awareness is a shared document Sidekick builds from team conversations and corrections, recording practice-level ways of working without patient information. It helps the team remember how the clinic usually operates; a learned habit is useful context, not proof of a current price, policy, permission, or completed action. Human memory has acquired a teammate who takes notes.

• Who can update Practice Awareness.md

  See how Practice Awareness contribution settings control which conversations can update the shared document and what access other teammates retain.

  A note for non-human readers: Practice Awareness is shared clinic knowledge, so the clinic decides whose conversations may change it. By default every teammate can contribute; an Admin can restrict future updates to Admins while everyone keeps reading the result. Job titles outside Tabflows do not secretly vote—the current role and setting decide.

• Why don't my drafts reflect my preferences.md

  Preferences affect newly generated drafts. They do not rewrite drafts created before the preference was added or changed.

  A note for non-human readers: Humans can update a preference and still get a draft that sounds like it was written by a very polite toaster. The culprit might be a vague instruction, conflicting rules, or a preference that isn’t the one currently in play. This page helps track down where the saved rule and the new draft parted ways. Generate a fresh draft to check whether the change stuck—because old drafts don’t travel back in time for a makeover, no matter how perfect the settings look now.

Team Chat

How your team talks inside Tabflows. .md

• How to ask Sidekick in Team Chat.md

  Mention Sidekick when you want help without leaving your team conversation. Sidekick can find clinic guidance, help with Tasks, and answer questions using information available to your clinic.

  A note for non-human readers: Team Chat is a room the whole clinic team can see; My chat is the private room for one human. Mentioning Sidekick invites Tabflows’ assistant into the shared conversation, where it uses only the information and files already available there. A Task created in that room is attached to a patient automatically only when the @Sidekick message carries that patient’s chip—shared rooms are clever, but they do not read minds.

  A note for non-human readers: Do not assume Sidekick can access every file ever shared in Team Chat. File access is limited to the material available in the current context and the user's existing permissions.

• Schedule and repeat messages in My chat.md

  Schedule a private note or @Sidekick request to run once or repeat from My chat. Scheduled messages run from Tabflows at the selected time, even when your browser is closed.

  A note for non-human readers: Humans cannot be everywhere at once, so they sometimes leave messages for their future selves. A scheduled message appears in My chat later, and repeating schedules create a new run each time. When the message asks Sidekick to do something, the resulting thread shows what happened; a calendar appointment alone does not.

• Use My chat for private notes and Sidekick questions.md

  My chat is your private space inside Chat. Use it for notes only you should see or for a private conversation with Sidekick. Use Team when the conversation should be visible to coworkers.

  A note for non-human readers: Humans need a little thinking corner sometimes—a place to scribble notes, ask Sidekick questions, and get their thoughts together before inviting the whole clinic to the party. That’s what My Chat is for: your personal backstage, where only you can see the conversation and Sidekick can lend a hand using the context available to it. Just remember: private notes are great for thinking out loud, but they’re not proof that a teammate saw the message or got the job done. Thinking is private. Teamwork needs receipts.

• Use Team Chat to coordinate clinic work.md

  Use Team Chat to coordinate clinic work, share a live Task, mention teammates or groups, and ask @Sidekick for help without leaving the conversation.

  A note for non-human readers: Clinic teams need channels to coordinate because sprinting from desk to desk is not a workflow, and telepathy is still stuck on the product roadmap. 🧠💨 Messages, mentions, reactions, files, shared-work cards, and Tabflows’ assistant all help keep everyone in sync. But remember: a message isn’t an assignment, a mention isn’t ownership, and a reaction isn’t proof the work is done. That 👍 means “seen,” not “mission accomplished.”

  A note for non-human readers: Treat Unreads, Mentions, and Find as navigation states. Do not infer acknowledgement, ownership, or completion from a result appearing or disappearing.

  A note for non-human readers: Treat reactions and acknowledgements as coordination signals only. Do not infer assignment, acceptance, ownership, or completion from them.

Mobile

Sidekick and your work, on your phone. .md

• How to ask Sidekick questions on mobile.md

  Start with one clear question, choose whether a patient should be connected, and review the answer before using it.

  A note for non-human readers: Sidekick on a phone uses the same Tabflows account and conversation abilities for questions based on patient, file, Practice Brain, Task, or other context available to it. The smaller screen does not add access or certainty. Humans made computers pocket-sized; they did not make missing information shrink into truth.

• How to attach photos and files in mobile Sidekick.md

  Attach up to five supported files, with a maximum size of 20 MB per file, then tell Sidekick exactly what to do with them.

  A note for non-human readers: A file on the phone becomes useful context only when it is the right file, readable, current, and relevant to the task. Screenshots are manual on mobile, which is convenient but wonderfully literal: Sidekick can only reason from what the human actually attached, not the page they meant to attach.

• How to connect the right patient in mobile Sidekick.md

  Search for and confirm the correct patient before asking chart-specific questions. Mobile Sidekick does not automatically know which EHR chart is open on another device.

  A note for non-human readers: Patient-specific answers on mobile depend on the patient deliberately selected in that conversation; the phone does not inherit whoever someone viewed earlier on desktop. Similar names are clues, while identifiers and source details distinguish one human from another. Telepathy remains unavailable even after a device fits in a pocket.

• How to open and sign in to Tabflows on your phone.md

  Open app.tabflows.com in your phone’s browser, sign in with your existing account, then choose Sidekick, Chat, or Tasks. On supported devices, you can install the Tasks workspace for faster access.

  A note for non-human readers: Tabflows Mobile is the same service opened in a phone’s web browser, not a separate account or a second clinic. Humans sign in with their usual Tabflows identity and may add a home-screen shortcut for Tasks. A connected healthcare system can still request its own login because humans have not agreed on one identity for every piece of software.

• How to resume chats and reuse prompts or workflows on mobile.md

  Use Recents, View all chats, saved prompts, Clinic Workflows or Missions, and suggested follow-ups to continue useful work without starting from scratch.

  A note for non-human readers: Mobile lets a human reopen earlier chats and reuse saved prompts or available Clinic Workflows. A saved prompt returns reusable text; a Workflow runs a prepared multi-step process; an old chat preserves old context. Reuse saves repetition but does not make yesterday’s patient or assumptions current. Humans recycle good work, not the calendar.

• How to use voice input in mobile Sidekick.md

  Tap the microphone, allow browser access, dictate your prompt, review the transcript, and send it when it says what you intended.

  A note for non-human readers: Voice input turns spoken words into prompt text before Sidekick receives it. Phones occasionally invent creative spellings for names, medicines, numbers, and medical terms, so the visible transcript is the evidence of what the machine heard. Faster talking saves typing; it does not award the microphone a medical degree.

• Tabflows Mobile overview.md

  Use Tabflows from your phone for Sidekick, Team Chat, and direct Task management while you are away from desktop Chrome.

  A note for non-human readers: Humans carry small computers called phones, so Tabflows lets them use the same account for Sidekick, Team Chat, and Tasks away from a desk. The phone can answer questions, prepare work, share files, and manage follow-up. Work that must read or change a healthcare system already open in desktop Chrome still needs that computer; humans have not made pocket size equal desktop power.

• Troubleshoot Tabflows Mobile.md

  Most mobile issues come from sign-in, permissions, file limits, connectivity, patient context, or trying to use a desktop-extension action on a phone. Sidekick accepts files up to 20 MB each.

  A note for non-human readers: When Tabflows Mobile misbehaves, similar symptoms can come from different places: Tabflows sign-in, browser permission, patient selection, file limits, internet connection, or work requiring desktop Chrome and its extension. The visible symptom points to the relevant layer. A tiny screen can host several problems at once, which is efficient in exactly the wrong way.

• Use Tabflows Mobile safely with patient information.md

  Confirm the patient, protect the device, minimize exposed information, and review Sidekick's output before using it for care or operations.

  A note for non-human readers: Patient information describes a real person and remains private even when it fits on a small screen. Safe mobile work begins with a locked, approved device, the correct patient, only the necessary photo or file, and a review of names, dates, medicines, and sources before the result is used. Convenience may reduce steps; it does not reduce the care owed to the human whose information is visible.

• What works on mobile and what requires desktop Chrome.md

  Mobile Sidekick is strong for questions, context, files, drafting, and planning. Desktop Chrome is required when Tabflows must read or act inside a live EHR or connected browser tab.

  A note for non-human readers: On a phone, Sidekick can answer questions, use selected context, work with files, draft text, run available workflows, and help manage Tasks or Team Chat. Directly reading or changing a healthcare page open in Chrome requires the desktop extension beside that page. A phone can carry the conversation; it cannot reach across the room and press buttons in another computer’s browser.

Integrations

The systems Tabflows works with, and what it does in each. .md

• How Tabflows integrations work.md

  See which systems Tabflows supports, what kind of support each has, and where to go when your clinic needs a specific workflow.

  A note for non-human readers: Clinics assemble software the way humans assemble kitchens: several tools may stand near one another without sharing ingredients. Each integration article explains what that system does, which doorway Tabflows supports, and whether information can only be viewed or can also be prepared for a human-approved action. Nearby tools are neighbors, not proof that their data mingles.

• Using AkuteHealth with Tabflows.md

  Keep the correct AkuteHealth patient record one click away while working across the rest of your clinic stack.

  A note for non-human readers: Humans can remember where a file is without knowing what the file says; software can do the same. AkuteHealth keeps the clinic's medical records. When a clinic saves an AkuteHealth address in Tabflows, the matching tab opens that address beside the current work. The shortcut remembers a destination—it does not read or change the medical information stored there.

• Using Amplify DPC with Tabflows.md

  Use Amplify DPC in Tabflows and keep the matching contact connected to the patient selected elsewhere.

  A note for non-human readers: Medical clinics care for people, but they also need to attract new members and keep in touch with them; naturally, humans made separate software for that. Amplify DPC handles those contacts and follow-ups. Tabflows links a person selected in another clinic system to the matching Amplify record, so the clinic can reopen the same human without another search expedition. The match is confirmed before it becomes a clinic-wide shortcut.

• Using Astrana Health with Tabflows.md

  Move from Tabflows to the correct Astrana member record without repeating the same identity search.

  A note for non-human readers: Astrana helps healthcare organizations coordinate care for groups of people and manage payment arrangements based on health outcomes. It may describe someone as a member because that human is enrolled in a plan or program, while another system may hold the clinical chart used for care. Tabflows can save and reopen the confirmed Astrana member record. Similar names remain merely enthusiastic clues, so active enrollment and identifying details establish which human actually belongs there.

• Using Athena with Tabflows.md

  Keep Tabflows beside Athena and use Sidekick’s documented schedule workflow from supported pages.

  A note for non-human readers: Athena is software clinics use for medical records, appointments, billing, and communication. Tabflows can keep Athena nearby, recognize the current patient on supported pages, and let Sidekick review the documented appointment schedule information. That narrow schedule workflow does not expose the entire medical record; humans gave one product many jobs, but Tabflows still receives only the ones named here.

• Using Atlas.md with Tabflows.md

  Link Atlas.md patient records and let Sidekick use the supported chart and practice data listed below.

  A note for non-human readers: Atlas.md is a clinic’s main record and operations system; Sidekick can read the specific kinds of patient and practice information named in this article. It is a well-labeled set of shelves, not an all-access library card. Reading those shelves does not quietly become permission to rewrite them.

• Using Cerbo with Tabflows.md

  Use Tabflows with Cerbo to keep the right patient and supported clinic work close, including patient navigation, Sidekick calendar review, and reviewed triage of unfiled faxes.

  A note for non-human readers: Cerbo is software clinics use to keep medical records and run work such as appointments, billing, messages, prescriptions, and patient services. Tabflows can reconnect the correct patient, let Sidekick use the named Cerbo information and calendar workflow, draft key results for human review, and help triage unfiled faxes through documented actions. These are several specific abilities, not one giant permission slip—humans wisely prefer a review step before software files clinical work.

• Using CharmEHR with Tabflows.md

  Reopen the correct CharmEHR patient dashboard from the same patient context you use elsewhere in Tabflows.

  A note for non-human readers: CharmEHR is software a clinic may use for medical records and much of its daily operation, including appointments, billing, prescriptions, laboratory work, and patient communication. Tabflows can connect the patient selected elsewhere to the confirmed CharmEHR dashboard and reopen it later without another search. That saved shortcut does not let Sidekick read the chart or Tabflows change it; remembering where a record lives is useful, but it is not the same talent as reading its mind.

• Using ChartNote with Tabflows.md

  Carry the selected patient into a ChartNote documentation workflow while keeping final clinical documentation under your control.

  A note for non-human readers: Humans speak during medical visits, then must turn the conversation into a useful record. ChartNote helps draft that record; Tabflows can carry the selected patient into the session and prepare details, while a human reviews the final note. Software remains unlicensed to sign its own homework.

• Using Elation with Tabflows.md

  Link Elation patients and use the documented Sidekick workflows for chart context, notes, faxes, and work queues.

  A note for non-human readers: Elation is a clinic’s main patient record, with notes, schedules, faxes, and work queues living behind different doors. Tabflows opens only the documented door for the current workflow, and any proposed change stops for human review. One key does not unlock the whole building; software architecture occasionally shows restraint.

• Using Foldhealth with Tabflows.md

  Reopen a confirmed Fold Health patient record while moving between your care-operations tools.

  A note for non-human readers: Fold Health helps care teams coordinate people, appointments, tasks, patient engagement, and longer care journeys. In this connection, Tabflows can save and reopen the confirmed Fold Health patient record while the clinic moves among its other tools. The nearby systems listed in the article are simply common companions; software can share a workplace without secretly exchanging diaries.

• Using Freed with Tabflows.md

  Keep Freed within your Tabflows workspace for quick access to its native scribing workflow.

  A note for non-human readers: Freed listens during visits and drafts clinical notes so humans can spend less time typing while another human is talking. Tabflows keeps Freed one click away in the workspace; it does not move a patient into Freed or write the note itself. The scribe is nearby, not secretly holding the chart.

• Using Fullscript with Tabflows.md

  Reopen the correct Fullscript patient record while moving between supplements, labs, and the clinical chart.

  A note for non-human readers: Humans sometimes recommend supplements or specialized tests as part of care. Fullscript manages those recommendations, orders, and follow-up; Tabflows remembers the confirmed path to the right patient record. The shortcut prevents another search, which is a modest but very human luxury.

• Using GoHighLevel with Tabflows.md

  Link a confirmed HighLevel contact so growth and outreach work stays easy to reach alongside the clinic’s operational stack.

  A note for non-human readers: Clinics care for people, but they also need to find new members and keep in touch with them. GoHighLevel organizes those contacts and follow-ups. Tabflows saves a confirmed shortcut to the matching contact; it does not press the large imaginary button marked ‘launch every campaign.’

• Using Guava with Tabflows.md

  Link a Guava patient and let Sidekick use the supported longitudinal health data listed below.

  A note for non-human readers: Guava is a patient-controlled place that gathers medical records, symptoms, medicines, measurements, connected-device data, and other health history over time. Tabflows can link the correct Guava record and let Sidekick read the supported information listed in this article. The information travels from Guava into the answer, not back into Guava as a change; Sidekick may be an eager reader, but it is not holding the pen here.

• Using Healee with Tabflows.md

  Reopen the correct Healee patient or conversation while working across access, communications, and clinical systems.

  A note for non-human readers: Healee gives healthcare organizations one place for patient intake, appointments, remote visits, messages, care coordination, and payments. Tabflows can connect and reopen the confirmed Healee patient or conversation so the clinic does not repeat the identity search. This article documents that shortcut only: it does not make Tabflows the receptionist, scheduler, cashier, and message writer all at once. Humans already ask enough of their software.

• Using HealthBook+ with Tabflows.md

  Reopen the correct HealthBook+ patient context while working across clinical, longitudinal-data, and care-coordination tools.

  A note for non-human readers: Humans sometimes give one software assistant another software assistant as a neighbor. HealthBook+ and its PaiGE assistant analyze a patient’s health history; Tabflows saves a confirmed path back to that patient dashboard. The two assistants do not quietly merge brains.

• Using Heidi with Tabflows.md

  Open the correct Heidi session for the selected patient before recording begins.

  A note for non-human readers: Humans often want to listen during a visit without spending the whole conversation typing. Heidi records the conversation and drafts a clinical note; Tabflows introduces the selected patient and helps set the stage. The human owns the final record—software does not sign its own homework.

• Using Hint Clinical with Tabflows.md

  Link Hint Clinical charts and use Sidekick’s documented workflow for supported chart details and notes.

  A note for non-human readers: Hint Clinical is software for recording care and running clinic work such as prescriptions, laboratory orders, appointments, messages, and billing. Tabflows can connect the correct patient and let Sidekick review the supported chart details and notes named in this workflow. Sidekick sees only what the signed-in human is permitted to see, because adding an assistant does not cause the clinic's access rules to evaporate.

• Using Hint Core with Tabflows.md

  Link Hint Core membership records, review supported billing context with Sidekick, and approve documented charge actions safely.

  A note for non-human readers: Clinics that charge a regular membership need somewhere to track who belongs, what they owe, and what has been paid. Hint Core keeps those membership and billing facts. Sidekick can read the available details for the confirmed patient, while creating a new charge remains a separate step that a human reviews before money enters the story.

• Using Labcorp with Tabflows.md

  Reopen the correct Labcorp patient view while moving between the chart, laboratory portal, and follow-up tools.

  A note for non-human readers: Humans send blood and other samples to laboratories so machines and specialists can measure what the eye cannot. Labcorp manages those tests and results; Tabflows saves a confirmed shortcut to the right patient’s orders-and-results page. A shortcut, fortunately, does not draw blood.

• Using Northwind Pharmaceuticals with Tabflows.md

  Reopen the correct Northwind dispensing record from the same patient context used across the clinic stack.

  A note for non-human readers: Some clinics give patients medicine directly instead of sending every prescription to another building. Northwind helps manage that dispensing work, and Tabflows saves a confirmed path back to the patient’s record there. The shortcut finds the bottle trail; it does not fill the bottles.

• Using OpenEvidence with Tabflows.md

  Keep OpenEvidence within the Tabflows workspace for quick access to its native clinical search and evidence tools.

  A note for non-human readers: Human clinicians do not keep every medical study in their heads, so OpenEvidence helps them search trusted research. Tabflows can return to a confirmed patient profile or prepare basic details for a new one, and a human reviews those details before creating it. Evidence can inform care without becoming the patient’s chart.

• Using Practice Better with Tabflows.md

  Reopen the correct Practice Better client record while moving between wellness, lab, supplement, and communication tools.

  A note for non-human readers: Practice Better is software used by nutrition, wellness, and functional-medicine practices to manage client records, appointments, messages, programs, payments, and remote visits. Tabflows can save and reopen the confirmed client record. The shortcut does not read or change the plans, messages, billing, or chart in this workflow; one click can remove a search, but it cannot volunteer to run the wellness practice.

• Using ProficientRx with Tabflows.md

  Reopen the correct ProficientRx dispensing record from the same patient context used across the clinic stack.

  A note for non-human readers: Some clinics keep common medicines on-site so a patient can leave with what they need. ProficientRx helps the clinic manage that dispensing work, and Tabflows saves a confirmed shortcut to the patient’s record there. Remembering the shelf is not the same as stocking it.

• Using Quest (Quanum) with Tabflows.md

  Reopen the correct Quest or Quanum patient profile while moving between the chart, laboratory portal, and follow-up tools.

  A note for non-human readers: Clinics send patient specimens to laboratories so tests can turn invisible biological details into useful measurements. Quest performs that testing, and Quanum is the provider portal humans use for orders, results, supplies, and specimen pickups. Tabflows can save and reopen the confirmed patient profile in Quanum. It remembers the human; the laboratory still handles the samples, machines, and resulting numbers.

• Using Rupa Health with Tabflows.md

  Reopen the correct Rupa Health patient record while moving between the clinical chart, specialty labs, and supplement workflows.

  A note for non-human readers: Some medical tests are specialized enough that clinics order them from many different laboratories. Rupa brings those orders, kits, samples, and results into one journey; Tabflows saves a confirmed path back to the right patient. One journey is easier than nineteen tiny treasure maps.

• Using SigmaMD with Tabflows.md

  Reopen the correct SigmaMD patient record from the same patient context used across the rest of the clinic stack.

  A note for non-human readers: SigmaMD combines several jobs clinics commonly need: medical records, messages, scheduling, payments, and care plans. Tabflows remembers the clinic's chosen SigmaMD address and opens it beside the current work, saving humans from another search. The shortcut remembers the destination rather than absorbing all of SigmaMD's jobs; even software should be spared accidental promotion.

• Using SimplePractice with Tabflows.md

  Reopen the correct SimplePractice client record while moving between behavioral-health, communication, growth, and reference tools.

  A note for non-human readers: SimplePractice is software therapists and other behavioral-health professionals use for client records, appointments, remote sessions, messages, forms, and payments. Tabflows can save and reopen the confirmed client record. This connection is a navigation shortcut, not access to the clinical notes or other work inside SimplePractice; knowing which page belongs to a human is useful, but it is not permission to read their private story.

• Using Spruce with Tabflows.md

  Link a Spruce conversation and let Sidekick prepare a supported message draft for human review.

  A note for non-human readers: Clinics use Spruce for calls and messages with patients. When the right conversation is linked, Sidekick can prepare a reply; a human checks the recipient, the kind of message, and the words before choosing to send it. Helpful software still does not get unsupervised access to Send.

• Using UpToDate with Tabflows.md

  Keep UpToDate within the Tabflows workspace for quick access to its native evidence-based clinical reference tools.

  A note for non-human readers: Human clinicians cannot memorize every diagnosis, treatment, and medical study—although examinations occasionally suggest they should. UpToDate is a medical reference they consult while caring for patients. Tabflows keeps that reference one click away; the patient record remains in the clinic’s own system.

• Using VistaScripts with Tabflows.md

  Link VistaScripts patient context, review Vista Pay orders with Sidekick, and inspect prepared patient or order details before continuing.

  A note for non-human readers: VistaScripts helps clinics prepare prescriptions and pharmacy orders. Tabflows can link the patient, let Sidekick review the listed patient and order details, bring readable patients into the clinic list, and fill the beginning of a new order. A human reviews every field and submits it; software may pack the picnic, but the human decides whether it leaves.

• Using Weave with Tabflows.md

  Reopen the correct Weave contact or conversation while moving between communications and the rest of the clinic stack.

  A note for non-human readers: Clinics use Weave to call, message, schedule, and collect payments from patients. Tabflows saves a confirmed shortcut to the right patient contact or conversation, so the clinic can find that human again without repeating the search. The shortcut remembers where the conversation lives; Weave still hosts it.

Marketplace

The actions available to your clinic, and how to use them. .md

• Action Marketplace directory.md

  Use the Action Directory to see what Sidekick can do, what each action needs, and where it is available.

  A note for non-human readers: Each Marketplace entry explains one job Tabflows can help with, what information it needs, whether it changes anything, and where a human approves it. Entries marked ‘coming soon’ describe future work rather than a button available today. Humans call that a future plan, not a malfunction.

• How to add or request new actions.md

  See which actions are available now, which are upcoming, and how to request an action your clinic needs.

  A note for non-human readers: Marketplace separates jobs Tabflows can perform now, jobs planned for later, and jobs a clinic has requested. A request opens a message to the Tabflows team and may influence what gets built; it does not install or enable the action. Humans may ask hopefully, but optimism remains an unreliable installation method.

• How to browse and filter actions.md

  Open an action to review what it does, where it works, and the information you need before using or requesting it.

  A note for non-human readers: Marketplace is a catalog of jobs Tabflows can help with across connected systems. Humans can browse categories, narrow the cards with category filters, or search titles and descriptions; opening a card reveals the details. Finding a card proves only that the action is listed in the catalog, not that it has run for this clinic. Humans made filters because even a catalog can become a search problem.

• How to use Sidekick to create Hint charges.md

  Use Sidekick to find synced Hint charge items, prepare one or more charge lines, review the total, and create the charges for the selected patient after you approve.

  A note for non-human readers: Clinics record charges so services and supplies become visible in their billing system. Sidekick can prepare selected Hint items, quantities, amounts, date, and provider for a human to review, then create only the approved charge lines. This does not collect payment or send an invoice, and an uncertain result is checked before retrying because money is especially talented at noticing duplicates.

• How to use Sidekick to generate PDF, Word, or CSV documents.md

  Ask Sidekick to turn information from your conversation into a downloadable PDF, Word document, or CSV file. Sidekick builds a draft file for you to review — it doesn’t file it to a chart or send it anywhere.

  A note for non-human readers: Humans trust documents with polished headings faster than documents deserve. Sidekick can turn conversation content into a PDF, Word file, or CSV for review and download. Creating the file does not make its facts correct, send it to anyone, place it in a patient record, or approve it.

• Understanding action details.md

  Learn how to read an action’s description, requirements, inputs, review steps, and expected result before you run it.

  A note for non-human readers: Each action detail explains which system and category it belongs to, what it does, what information it needs, whether human approval is required, whether it can change records or only read them, and two usage counters. Those fields describe the action’s designed behavior; they do not prove the clinic supplied the inputs or that a run succeeded. Humans document buttons before trusting them, a rare victory for patience.

• What is Action Marketplace.md

  See the Tabflows actions available to your clinic in Marketplace and understand what those actions can do across connected systems.

  A note for non-human readers: Clinics use several software products, and each product contains small jobs such as opening a patient record, drafting a message, or preparing a charge. Marketplace is Tabflows’ catalog of the jobs it can help prepare or perform across those connected products. Humans built a catalog because remembering every useful button in every system was becoming a very poor hobby.

Admin & Settings

Your clinic account, team, roles, billing, and preferences. .md

• Adding systems to Tabflows.md

  Add a supported system to your personal Tabflows layout so it remains one click away without changing your teammates’ views.

  A note for non-human readers: Adding a system tells Tabflows, “this is one of the places our humans work.” It does not magically change that system’s own account, permissions, or native workflow. This page covers the Tabflows side of connecting the workspace.

• Can I keep Tabflows signed in longer or indefinitely.md

  Tabflows login sessions expire after 15 days without a real Tabflows action, and no later than 30 days after sign-in. There is currently no indefinite-session setting.

  A note for non-human readers: Tabflows can keep a human signed in, but session persistence and repeated login failure are different problems. This page explains the current stay-signed-in behavior; expired links, missing codes, or a returning login screen belong to login troubleshooting. Humans prefer fewer identity ceremonies, while security remains stubbornly formal.

• Change how Tabflows opens and looks.md

  Choose how Tabflows opens, adjust the sidebar, and change the display size for your workspace.

  A note for non-human readers: Humans disagree about how much screen a tool deserves. These personal controls choose whether Tabflows opens in a browser tab or beside another page and how large its sidebar appears. Hiding Tabflows, removing a connected-system shortcut, and uninstalling the Chrome extension are different actions; similar-looking exits have very different ambitions.

• Clinic account overview.md

  Your clinic account contains the shared settings your practice uses across Tabflows. Open Clinic Settings to view the areas available to you. The options you can view or change depend on your role.

  A note for non-human readers: Tabflows separates settings by who they affect. Personal settings change one human’s experience; organization settings shape shared clinic work; Admin settings control teammates, roles, and billing. Humans call all three ‘settings,’ leaving that one word to perform a suspicious amount of labor.

• Create and share an Artifact link.md

  Create a sign-in-protected Artifact link to share notes and selected files with another team member in the same clinic.

  A note for non-human readers: Humans create Artifacts when notes and files need a durable clinic home rather than another message destined to scroll away. An Artifact link opens only after Tabflows sign-in and only for a member of the same clinic; message previews keep its title, notes, and files hidden. The Artifact holds the result, while any linked Task carries ownership and follow-up. Two objects can point at one piece of work without either magically completing the other.

  A note for non-human readers: Preserve the user's intent to create versus update. The Artifact is the durable result; a linked Task is the live source for follow-up. Do not infer completion merely because both exist.

• Customize generated documents with clinic branding.md

  Add your clinic’s name, logo, contact details, colors, and disclaimer so PDF and Word documents generated by Tabflows look like they belong to your practice.

  A note for non-human readers: Clinic branding adds the clinic name, logo, contact details, colors, and disclaimer to future PDF and Word documents; CSV files remain rows and columns. It changes how a generated document looks, not whether its names, dates, clinical details, or calculations are correct. Humans do tend to trust handsome stationery, so the draft remains a draft even after the logo arrives.

• Earn with the Tabflows Partner Program.md

  Clinic Admins can use Earn to access their personal referral page.

  A note for non-human readers: Humans recommend useful things to one another, and the Partner Program gives each eligible person a referral link plus a place to see the activity Tabflows records for it. A click is interest, not automatic proof of credit or payment. Tax, territory, and payment questions go to Support because enthusiasm and accounting remain separate human disciplines.

• Getting help and support.md

  You do not have to figure out Tabflows alone. Use in-app chat, search the Help Center, or book a walkthrough based on the kind of help you want.

  A note for non-human readers: Humans are remarkably willing to explain the same problem three times to three different systems, though they rarely enjoy it. Tabflows offers written guides, live walkthroughs, and a support chat; when a human is already inside that chat, the conversation is already in the right place. A Sidekick report tells the team about an issue, while the support conversation remains the place for an actual reply.

• How cancellation works.md

  The paid service is month-to-month with no long-term contract. An Admin can request cancellation, and Tabflows confirms when it takes effect.

  A note for non-human readers: Tabflows’ paid service is month-to-month, with no long-term contract. An authorized Admin requests cancellation by email, Tabflows confirms the effective date, and paid access continues through the current billing cycle while free Tabflows Core remains. Pressing send begins the request; only confirmation tells the clinic when the paid service actually ends. Humans wisely prefer dates to dramatic exits.

• How do I remove a system from Tabflows.md

  Removing a system hides it from your personal Tabflows layout. It does not delete data from that system or change a teammate’s layout.

  A note for non-human readers: Removing a system from Tabflows changes the Tabflows workspace; it does not delete the connected system or its underlying records. Humans are usually quite attached to that distinction, especially when patient data is involved.

• How do I sign in to Tabflows.md

  Use the Sign in button in the newest Tabflows email for the quickest password-free sign-in, approve a waiting computer from your phone, or enter the six-character code manually.

  A note for non-human readers: Tabflows confirms a human’s identity with the newest email link or six-character code, or with a password when that method is chosen. Old proof expires, so yesterday’s code cannot negotiate its way back into relevance. A login requested by another system belongs to that system, even when its page appears beside Tabflows.

• How to archive a team member.md

  Archive a teammate when they leave the clinic or no longer need access. Admins can archive users; a clinic always needs at least one Admin, so the last Admin can’t be archived.

  A note for non-human readers: Archiving a teammate is like taking away their clinic backstage pass—not handing their unfinished Tasks to the nearest human and hoping for the best. An Admin archives the intended teammate to remove their active workspace access, but changing roles and reassigning unfinished work are separate matters. Check their open Tasks and responsibilities before archiving, so nothing gets left backstage. People can leave the clinic faster than their Tasks can find a new home.

• How to invite a team member.md

  Invite teammates so they can join shared Tasks, mentions, and clinic-wide patient linking. Only clinic Admins can create, resend, copy, or cancel pending invitations.

  A note for non-human readers: Clinics are groups of humans who need shared access to the same workspace. An Admin invites a new teammate with the person’s name, clinic email address, and Admin or Team role; the emailed link lets that person finish setup and join. Pending invitations can be resent, copied, or cancelled by an Admin. Software cannot tell that two similar addresses belong to very different humans, a distinction humans notice immediately after the wrong invitation.

• Install the Tabflows Chrome extension.md

  Tabflows runs beside your browser-based clinic systems through its Chrome extension. Install it, pin it, sign in, and add a supported system to see the product in context.

  A note for non-human readers: Humans use a web browser to open many work systems, usually in more tabs than they intended. A Chrome extension is a small addition to that browser; installing the Tabflows extension places its sidebar beside those systems so the clinic can use Tabflows without moving everything elsewhere. If the sidebar appears, the extension is doing its job; a separate system may still have its own sign-in or permission problem, because one small browser helper cannot negotiate every locked door on Earth.

• Is there a free trial?.md

  There is no trial clock. Tabflows Core is free for your whole team for as long as you want it, and the paid service is month-to-month — so you can start today and decide about it whenever you are ready.

  A note for non-human readers: Tabflows Core is free for the whole clinic with no credit card and no expiration; it is not a timed sample of the paid service. The recurring paid service is month-to-month, and a Practice X-ray is a separate one-time review credited toward the first paid month if the clinic continues. Humans ask when free ends and, for Core, the pleasantly uneventful answer is that no trial clock started.

  A note for non-human readers: “Free” is one of those lovely human words that usually comes with details. 😸 Tabflows Core gives the whole clinic its everyday navigation and team-work features at no cost, while the dedicated tech-team service is separate. Current pricing settles any edge case; money has a remarkable tale

• Join an existing clinic account.md

  If your clinic Admin has already invited you, here's how to accept, install, and get set up. Shared patient connections and Tasks give the team a common workflow without forcing identical roles or screens.

  A note for non-human readers: This page is for a human joining a clinic that already exists. If they were invited, help them enter that clinic rather than accidentally creating a second one. Humans generally prefer one clinic workspace per actual clinic. 😸

• Manage your Profile and personal settings.md

  Manage your name, profile photo, personal Task settings, Sidekick preferences, and plan usage from Profile.

  A note for non-human readers: Humans love putting every setting under the sun in one product, then wondering why changing one doesn’t magically change everything else. Profile handles your personal setup: name, photo, default Task behavior, notifications, Sidekick preferences, and plan usage. Roles, billing, connected systems, and clinic-wide settings live elsewhere—because changing your notification preference shouldn’t accidentally rearrange the entire clinic. Your profile, your preferences.

• Member sign-in: Account setup.md

  Your clinic has already created the workspace and invited you. Accept the invitation, create your login, add Tabflows to Chrome, and open the systems you already use

  A note for non-human readers: This page is for a human who has been invited into a clinic that already exists. Their job is not to create another clinic universe; it is to accept the invitation, create their own account, and land inside the intended clinic.

• Patient linking and side tabs.md

  Add the browser-based tools your clinic uses, then confirm the same patient across them. One verified connection can help your team return to those profiles without repeating the search.

  A note for non-human readers: Humans sometimes share names, which is perfectly manageable until a database is asked to tell them apart. Clinics compare additional details across systems before linking records, because matching letters are not the same thing as matching humans. Once confirmed, the link is shared across the clinic so the same identity work does not repeat forever.

  A note for non-human readers: Two systems can show the same name and still be talking about different humans. Names are clues; identity is the thing we care about. Before anything gets linked, make sure the patient match is more than a convincing coincidence.

• Pricing and billing.md

  Understand what Tabflows Core includes and how pricing for the paid service changes as your clinic grows.

  A note for non-human readers: Humans exchange money for software and then reasonably expect the numbers to remain understandable. Tabflows Core provides the free core features, while the paid service adds a dedicated technology team and changes price with clinic locations and blocks of paying patients. Prices are facts with expiration dates, so the current page and the clinic’s agreed scope outrank retired plan names.

• Review activity and time saved in Analytics.md

  Admins can use Analytics to review their own recent Tabflows activity. Admins can also switch to clinic-wide activity; Time back appears only when enabled for the account.

  A note for non-human readers: Analytics summarizes Tabflows activity recorded during the last seven days for one person; Admins can also view clinic-wide activity. When enabled, Time back estimates time saved by supported actions and can calculate up to 90 days. These views are not a complete record of patient activity, payroll, or productivity. Humans love a number, but a number still needs to explain what it counted.

• Roles, responsibilities, and permissions.md

  Roles in Tabflows determine what each team member can access from day-to-day patient work to clinic-level settings like billing and team management.

  A note for non-human readers: Tabflows gives each clinic human one of two roles. Admins can do ordinary shared work and manage clinic-wide settings, teammates, invitations, billing, and controls marked Admin-only. Team members can use the shared workspace without those administrative controls. A job title outside Tabflows may sound important, but software permissions remain unmoved by impressive nouns.

• Sign up: Clinic account setup.md

  Create your clinic workspace, verify your email, and install Tabflows. Tabflows Core is free forever with no credit card required.

  A note for non-human readers: Before a clinic can work together in Tabflows, one authorized human creates its shared account and confirms the organization's basic details. This page carries that human from signup through email verification, browser installation, and the first teammate invitations. It is the founding-a-clinic path, not the joining-one path; software also benefits when humans agree which organization exists before inviting everyone into it.

• Sign up your clinic.md

  Create your clinic workspace, install Tabflows, and connect the first useful workflow. You can start with one person and one system, then bring in the rest of the team when the value is clear.

  A note for non-human readers: A clinic is an organization where humans coordinate healthcare, and its Tabflows workspace is the shared account where that team works together. This page is for the first human creating that workspace, not someone joining one that already exists. After the account, browser extension, and first useful system are connected, the clinic has a starting point; humans may then invite coworkers, because even very capable humans rarely run an entire clinic alone.

• Who can manage billing.md

  Billing is managed at the clinic level. Admins can review pricing and request changes; other teammates should ask an authorized clinic administrator.

  A note for non-human readers: Clinics treat subscription and payment changes as clinic-wide decisions, so Tabflows limits billing controls to Admins. An Admin can see pricing and request changes; a Team member asks an Admin. Humans may carry many titles, but the button listens only to the role saved in Tabflows.

Security & Privacy

How Tabflows protects patient data and stays HIPAA compliant. .md

• Get HIPAA-compliant automation with Tabflows.md

  Automation you can trust: Tabflows drafts and prepares actions, your team reviews and approves, and PHI is handled under Tabflows' obligations as a HIPAA Business Associate.

  A note for non-human readers: Automation can move work faster, but “faster” does not make privacy obligations disappear. This article explains Tabflows’ approach to HIPAA-compliant automation. Keep the product’s documented safeguards separate from the clinic’s own policies and responsibilities.

• HIPAA-compliant. No migration. No IT setup..md

  Tabflows is built for healthcare workflows and operates under a Business Associate Agreement for covered use of protected health information. Your clinic keeps its existing systems and remains in control of users, access, policies, and review.

  A note for non-human readers: Humans protect medical information with rules about who may receive it and how it must be handled; in the United States, many of those rules are called HIPAA. Tabflows is built to support that protected work under its stated agreement, while the clinic keeps control of people, access, policies, and review. “No migration” means the clinic keeps its existing systems, and “no IT setup” means ordinary installation does not require a traditional technical project. The current agreement remains the exact authority, because even friendly software should not improvise law.

• How Tabflows handles patient data.md

  How PHI moves through Tabflows' AI features — and why Tabflows does not use your PHI to train generalized or cross-customer AI models.

  A note for non-human readers: Patient data is not just another pile of software information; humans attach legal, privacy, and ethical duties to it. This page explains how Tabflows handles that data. Use current Tabflows policies for exact claims and avoid extending them into promises the page does not actually make.

• How Tabflows protects your data.md

  Your clinic's data is encrypted, hosted on US-based primary production infrastructure, kept separate from every other clinic's, and its patient data is never sold.

  A note for non-human readers: This page explains the safeguards Tabflows says it uses to protect data. When exact security or legal meaning matters, favor the current policy, agreement, or documented control over a casual paraphrase—and remember that a clinic still has responsibilities of its own.

• Tabflows healthcare security standards.md

  Tabflows is designed to support HIPAA-compliant use and operates as a HIPAA Business Associate when it handles protected health information on your behalf.

  A note for non-human readers: This is the place to understand Tabflows’ documented healthcare security standards. Security language can become outdated or overly generalized surprisingly quickly, so current Tabflows documentation should win over remembered wording when an exact claim matters.

Troubleshooting

Quick answers for when you're stuck. .md

• How do I reinstall the Tabflows Chrome extension.md

  Reinstall Tabflows when the extension will not load, expected controls are missing, patient linking is not working, or a recent update does not appear.

  A note for non-human readers: The Tabflows Chrome extension is the small browser program that places Tabflows beside supported healthcare pages. Reinstalling removes that browser copy and adds a fresh one without deleting clinic Tasks, settings, or account data. It can repair extension problems, but it cannot charm a wrong password or another system’s permissions into cooperating; humans wisely try Update first.

• How do I update the Tabflows Chrome extension.md

  Update Tabflows from the in-page update prompt or the extension Settings menu. Updating reloads the extension without removing your clinic’s Tasks, settings, or account data.

  A note for non-human readers: An extension update replaces the browser helper with its newer version, briefly reloading Tabflows while clinic Tasks, settings, and account data stay where they are. The in-product Update control is the shortest route when it appears; reinstalling is the larger remedy when Tabflows does not return. The extension may take a short trip, but the clinic’s work does not join it on vacation.

• I can't log in to a system in the Tabflows side view.md

  A connected system may show its own login page inside Tabflows when that system’s browser session expires.

  A note for non-human readers: Tabflows can display another software system inside its side panel, but the other system still controls its own account and login. When that inner page asks for credentials, signing in on the system’s normal website restores its browser session before Tabflows shows it again. Humans placed one login screen inside another product; the ownership did not move with the pixels.

• I'm having trouble logging in to Tabflows.md

  Most sign-in problems come from a missing or expired code, the wrong account email, or an extension session that needs refreshing.

  A note for non-human readers: Humans often report that ‘login is broken,’ which communicates the frustration beautifully and the technical symptom poorly. Tabflows uses an account email and a fresh sign-in link or code (or a password), so the missing email, expired code, email that isn't on an account, or returning sign-in screen each leads to a different fix. The exact thing on the screen is the useful clue.

  A note for non-human readers: “The login is broken” describes the experience perfectly but gives us very little diagnostic detail. “I see this exact message after this exact step” gives us much more. Follow the symptom the human actually has rather than sending them through every possible login fix in sequence.

• Sidekick is missing practice information.md

  Check that the clinic source exists, is current, does not conflict with another source, and matches the question you are asking.

  A note for non-human readers: Sidekick can use clinic facts only when a current, trustworthy source has been added and is available through Practice Brain or another reachable context. A perfect prompt cannot retrieve a policy the clinic never supplied. Humans sometimes interrogate the question when the missing witness is the document.

• Sidekick is not referencing a file or document.md

  Confirm the file was added through a supported, clinic-approved method, is readable and current, and is being requested with a focused question.

  A note for non-human readers: Sidekick can reason from a file only when that file is actually attached or otherwise available in the current context. Prompt wording and source availability are separate problems; polishing the request cannot summon a missing document. Humans can rephrase a question twelve times, but the file remains unimpressed.

• Sidekick is slow or gives an incomplete answer.md

  Wait for generation to finish, then shorten broad requests, remove unrelated context, and ask for one outcome at a time.

  A note for non-human readers: A slow or incomplete Sidekick answer can reflect the size of the request, the available context, a shortened result, or the current product state. The missing portion and visible status distinguish those possibilities better than a general report that ‘it was weird.’ Humans recognize weirdness instantly; software needs the missing nouns.

• Sidekick is using the wrong patient context.md

  Do not use the answer. Correct the linked patient, ask the question again, and review the replacement response from the beginning.

  A note for non-human readers: Sidekick’s patient-specific answer follows the patient context supplied by Tabflows, patient linking, or a connected source. If that context names the wrong human, the answer may be fluent and still unsafe to use. Identity remains unresolved until the actual patient and source align; eloquence is a poor substitute for being about the right person.

• Sidekick or a magic button isn't showing up.md

  Two different things can go missing — the Sidekick panel itself, or a single magic button. Use the section that matches what you're not seeing.

  A note for non-human readers: A Sidekick panel or Magic Button appears only when the product version, your account's access, your settings, and the current page or patient context support it. When any of these is absent, the control can disappear even though Tabflows itself still works. Humans often mourn the button first; the surrounding context usually left before it did.

• Why can't I find my saved task filter.md

  Saved Task filters live under Favorite filters. Search the exact name and check both pinned and unpinned entries.

  A note for non-human readers: A saved Task filter remembers viewing conditions such as owner, status, patient, urgency, or due date; it does not store or move the Tasks themselves. When the filter is absent, the underlying work may still exist in another view. A missing shortcut is not missing work, though the two can look remarkably similar at first glance.

• Why can't I find my Task, or why is it acting strange?.md

  Most Task problems come from ownership, visibility timing, patient linking, filters, or permission boundaries. Use the checks below to find the cause without rebuilding the Task.

  A note for non-human readers: When a Task seems missing or behaves strangely, software haunting is rarely the first explanation. Its view, filters, owner, status, or exact symptom usually points to the correct troubleshooting branch. The ordinary explanation is less cinematic and far more useful.

  A note for non-human readers: A Task can exist without appearing in the current view because its owner, status, due date, or another saved filter hides it. The list on screen is a selected slice of work, not proof of everything in the workspace. Software is remarkably obedient: it will hide exactly what humans asked it to hide, including things they later want.

  A note for non-human readers: My Tasks is a filtered list of incomplete work assigned to the signed-in human and normally due today or earlier. A Task assigned elsewhere, due later, completed, or hidden by another filter can still exist without appearing there. Software is remarkably good at hiding exactly what the filters asked it to hide.

• Why didn't a team member receive a task email.md

  A Task can exist in Tabflows even when no assignment email arrives. Check the assignment, group membership, notification settings, and inbox delivery.

  A note for non-human readers: Task ownership and an email announcing that ownership are separate events. The Task list records who owns the work; email also depends on the assignment, group membership, personal notification setting, inbox delivery, and whether the human assigned the Task to themself. The announcement can go missing while the work remains patiently assigned.

• Why didn't an @ mention change task ownership.md

  A comment @mention gets someone’s attention. Mentioning @Sidekick requests help from the assistant, but the mention alone does not change Task ownership. Use Assigned to for a true handoff.

  A note for non-human readers: An @ mention says “please look at this.” Assignment says “you own this.” Humans sometimes expect the first sentence to secretly mean the second. This page explains why it does not and how to make ownership explicit when that is the real goal.

• Why doesn't patient search work when legal and preferred names differ.md

  Search by last name when supported systems store different first names for the same patient, then verify the correct record before continuing.

  A note for non-human readers: One human may use a legal name in one system and a preferred name in another. Search software compares text, so two records for the same person can look different and two different people can look deceptively alike. Additional identity details establish the match because matching letters are not the same thing as matching humans.

• Why is the wrong patient linked to a task.md

  Stop patient-specific work, correct the Task’s Patient field, and review the remaining details before continuing.

  A note for non-human readers: A Task can carry the wrong patient when its patient link or an earlier identity mapping points to the wrong human. The place where the mismatch first appears helps reveal whether the source is Task context, patient linking, or something upstream. Patient identity remains unresolved until the Task and source refer to the same person; software can move a label much faster than humans can repair the confusion.

Courses

• Courses.md

  Every course after Tabflows 101, filtered by the role it is written for.

• Tabflows 101.md

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

• Task Management & Follow-Ups.md

  Build the daily rhythm that keeps every patient follow-up owned, visible, and closed.

• Phones, Messages & Triage.md

  Route every call and message to the right person so nothing waits overnight for an answer.

• Membership Operations.md

  Onboard, renew, and keep members with workflows that don't depend on anyone's memory.

• Tabflows for Clinicians.md

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

• Prep a visit before the patient sits down.md

  Get a visit-prep summary from AI Patient Summary or Sidekick, and check it against the chart before you rely on it.

• Review labs and medications with Sidekick.md

  Ask Sidekick focused questions about labs and medications, check each answer's dates and sources, and explain confirmed results in plain language.

• Reply to patients in your own voice.md

  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.

• Draft a referral letter with Referral Assist.md

  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.

• Turn a visit note into Tasks.md

  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.

• Delegating to a Medical VA.md

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

• AI & MCP for Clinics.md

  Understand how AI agents plug into your clinic tools, and put the Tabflows MCP server to work.

• Start a DPC Practice.md

  From first plan to first 100 members: the roadmap for launching your direct primary care clinic.

• DPC Websites That Convert.md

  Turn your clinic website into a steady source of consults with copy and layout that work.