Sign up: Clinic account setup

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Before you start

Have these details ready:

• Your clinic or practice name.
• Your work email address.
• The primary EHR your clinic uses.
• Any additional systems you want to connect first.
• Authority to accept the current Terms, Privacy Policy, and clinic BAA statement shown during signup.

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Create your clinic account

1. Sign up your clinic

1. Go to app.tabflows.com/sign-up
2. Enter your practice name, work email, and your full name.
3. Select your EHR from the list. If your system isn't listed, select Other and enter its name.
4. Select any additional systems your clinic uses. (Optional)
5. Review and accept the Terms of Service and Privacy Policy.
6. Confirm that you have the authority to sign a Business Associate Agreement (BAA) on behalf of your clinic.
7. Click Start free with Core.

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2. Verify your email

Tabflows sends an activation email to the address you provided.

1. Open the verification email.
2. Click the verification link to activate your account.

3. Install the Tabflows Chrome extension

Once your account is verified, add the extension to Chrome:

1. Go to tabflows.com/extension, which opens the Chrome Web Store
2. On the Chrome Web Store page, click Add to Chrome and confirm
3. Open any system you normally work in — Elation, Hint, Spruce, or any other
4. The Tabflows sidebar appears on the right side of your screen. Sign in with your Tabflows credentials.

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Add your team

Once your clinic is set up, you can bring the rest of your team into the same Tabflows clinic.

Invite a team member yourself

If you are a clinic Admin:

1. Open Tabflows and select Team under Admin.
2. Select Invite team member.
3. Enter the teammate’s email and name, then select Admin or Team.
4. Select Send invite to their email. They will receive an email to create their account.

Only clinic Admins see Invite team member. If you are an Admin and the control is missing, contact Support.

Ask Tabflows to add a team member

If you would rather have Tabflows help, email team@tabflows.com with the team member’s name, work email, and role (Admin or Team). The Tabflows team can create the member account and send the welcome email directly.

Roles at a glance

• Admin: Billing and team management.
• Team: Standard access and task management.

Branding is a shared clinic setting. Anyone who can open the Branding page can update it, and changes apply to future PDF and Word documents generated for the clinic.

If self-serve team invites are available for your clinic

You may also be able to add a team member from the Team page:

1. Go to app.tabflows.com and click Team in the left menu
2. Click Invite team member
3. Enter their email and name, and select Admin or Team
4. Click Send invite to their email. They'll receive an email to create their account

If you do not see the Team controls you expect, email nafeesa@tabflows.com for help adding the member.

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