# Patient linking and side tabs > 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. Markdown view of https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs β€” the HTML page is canonical. Product Library: Admin & Settings β€Ί Set up and sign in Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15804257-patient-linking-and-side-tabs > **Summary:** 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.* --- ## 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. > **Note:** The goal is not to add every possible system on day one. Start with the two places you most often visit for the same patient. --- ## 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 β€œ**+”** 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. ![Adding systems to your sidebar.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/e2f0204d3ee4f332.mp4) --- ## 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. > **Tip:** Browse the [Integrations ](https://www.tabflows.com/university/library/integrations)collection for system-specific support and workflow guides. For the public integration directory, visit [tabflows.com/integrations](https://www.tabflows.com/integrations). > **Don't see your system?** > > Email [team@tabflows.com](mailto:team@tabflows.com) with the system name. Frequently requested systems get prioritized. --- ## 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. > **A little context 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.* ### 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 ![Linking a patient profile to a system](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/63888bfb99a7ff9e.mp4) > **Good to know:** Tabflows can suggest a patient match, but a person should verify the identifiers before confirming it. Similar names, family members, and pediatric records deserve an extra check. --- ## 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. πŸŽ‰ > **Try it now:** Add one system and link one patient (following your clinic's policies), then open that patient's profile across your connected systems. ![](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/f6285bd2b0dac41b.mp4) --- ## 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 β†’](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace) --- ## Get support πŸ’¬ Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works) - [1-Click patient navigation across your connected systems](https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems) - [Using Amplify DPC with Tabflows](https://www.tabflows.com/university/library/integrations/using-amplify-dpc-with-tabflows) - [Using Healee with Tabflows](https://www.tabflows.com/university/library/integrations/using-healee-with-tabflows) - [Using Weave with Tabflows](https://www.tabflows.com/university/library/integrations/using-weave-with-tabflows) ## Related markdown Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md) Alongside this page: - [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md) - [Can i keep tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md) - [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md) - [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md) - [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md) - [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md) - [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md) - [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library β€” append `.md` to any article URL for its raw markdown.