How Tabflows integrations work

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Read the support labels

• Workspace: Opens the signed-in system from your personal Tabflows sidebar.
• Patient linking: Links confirmed records so Tabflows can reopen the same patient, contact, member, or client context. It is not data synchronization.
• Patient context: Recognizes a supported patient or note page without promising a saved patient link.
• Sidekick: Uses only the data or workflow named in that system’s article.
• Magic Button or review-required action: Prepares a named result for you to review before anything is saved, sent, filed, or charged.

There is no general Tasks integration label. If Sidekick can use task data from a system, such as Atlas.md, that support appears under Sidekick.

For the read-versus-change boundary, read 👉 What Sidekick can and cannot reference.

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Choose by the problem

• Need faster access to a system? Look for Workspace.
• Need to return to the same person in another system? Look for patient linking.
• Need Sidekick to use connected information? Look for Sidekick, then check the exact data or workflow named in that article.
• Need Tabflows to prepare something for review? Look for Magic Button or review-required action.

Each article answers the human question first: what the system is, what Tabflows supports, which systems commonly sit nearby, and how to recover from a linking or workflow problem. Sidekick and other readers use the same structured answer; a short non-human note appears only when it prevents a likely misread.

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Common stack systems

Common stack systems are nearby tools a clinic may use for adjacent jobs. A listing here does not mean those vendors exchange data with one another.

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Add systems and link patients

👉 Adding systems to Tabflows

👉 How do I link a patient across your systems

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Important boundaries

Each system article lists only verified Tabflows support. Native system features remain in that system, and every prepared write or action still requires the review described in its workflow.

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