# Sign up: Clinic account setup

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

Markdown view of https://www.tabflows.com/university/library/admin-and-settings/sign-up-clinic-account-setup — the HTML page is canonical.

Product Library: Admin & Settings › Set up and sign in  
Part of Tabflows 101, Module 1: Set up your clinic (https://www.tabflows.com/university/tabflows-101/set-up-your-clinic)  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/15809927-sign-up-clinic-account-setup

> **Summary:** 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.*

---

## 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.

![](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/a2ee836b5ce72855.mp4)

> **Good to know:** Creating the account is the quick part. Give yourself a few additional minutes to verify your email, install Tabflows, and open your first clinic system.

---

## Create your clinic account

### 1. Sign up your clinic

1. Go to [app.tabflows.com/sign-up](https://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**.

---

### 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.

> **Note:** If the activation message does not arrive within a few minutes, check spam or junk, then use the support options at the end of this article.

### 3. Install the Tabflows Chrome extension

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

1. Go to [tabflows.com/extension](http://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.

> **Can't see the Tabflows icon?:** Click the puzzle piece in Chrome's top-right corner, find Tabflows, and pin it.

---

## 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](mailto: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](http://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

> **Important:** Only clinic **Admins** see Invite **team member**. Team members do not see invitation controls. If you are an Admin and the control is missing, contact Support.

![Inviting/adding a team member/user to an existing clinic account](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/bb0cb716cca5c800.mp4)

If you do not see the Team controls you expect, email **[nafeesa@tabflows.com](mailto:nafeesa@tabflows.com)** for help adding the member.

---

## Get support 💬

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
- [Sign up your clinic](https://www.tabflows.com/university/library/admin-and-settings/sign-up-your-clinic)
- [Join an existing clinic account](https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account)
- [Who can manage billing](https://www.tabflows.com/university/library/admin-and-settings/who-can-manage-billing)
- [How to open and sign in to Tabflows on your phone](https://www.tabflows.com/university/library/mobile/how-to-open-and-sign-in-to-tabflows-on-your-phone)

## 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)

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