Patient linking and side tabs

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Start with one patient

Every system you add to the Tabflows sidebar becomes one-click accessible from any screen. Once your systems are in place, you can link patient profiles across them so your whole clinic sees the same connected view.

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Add a system to your sidebar

Your sidebar (also called a side tab) is where all your connected systems live. The more you add, the more Tabflows can do automatically.

1. Open the Tabflows sidebar (or side tab)
2. Click the “+” button
3. Find the system you want to add (for example, Elation, Hint, or Spruce)
4. Click the system to add it to your Tabflows

The system you selected will appear immediately in your list. A green checkmark indicates the system has been added to your Tabflows and will appear in your Sidebar or Side Tab view.

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Supported systems

Tabflows currently recognizes 30+ connected systems, including Elation, Hint Core, Hint Clinical, Spruce, Northwind, HealthBook+, Freed, Cerbo, Fullscript, Rupa Health, Quest Diagnostics, ProficientRx, Weave, Athena, ChartNote, Heidi, Labcorp, Akute, Atlas, OpenEvidence, Fold Health, UpToDate, SigmaMD, Practice Better, CharmEHR, Amplify DPC, GoHighLevel, Guava, Healee, Astrana, SimplePractice, and VistaScripts.

Exact capabilities differ by system: some support a side view or patient navigation, some provide patient data to Sidekick, and some support specific actions.

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Linking patients across systems

When you open a patient in one system, Tabflows automatically suggests a match in your other connected systems. You confirm the match once, and the link stays in place for your entire clinic.

How to Link a Patient Profile?

1. Open the patient in your primary system (for example, Elation)
2. In the Tabflows sidebar, click an orange system button to open the matched patient in the second system
3. Verify the patient details match (name, DOB, etc.)
4. Hover over the system icon in the Tabflows sidebar
5. Click the link (chain) icon to confirm
6. The system button turns dark blue. The patient is now hard-linked

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Linking is clinic-wide

When anyone on your team links a patient, that link applies to everyone. No one else needs to link the same patient again.

That is how Tabflows becomes more useful through normal work: one verified patient, one repeated workflow, and one teammate at a time. 🎉

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Next: Manage Tasks together in one shared workspace

Once the patient is connected, give the next action a visible home. Tasks helps your team capture follow-up, choose an owner, set the right timing, and keep the work connected to the patient.

Manage Tasks together in one shared workspace →

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