Magic Buttons · 11 of 12
How do I link a patient across your systems
On this page
Patient linking connects the same patient across supported systems for the entire clinic.
Quick checks before you link
- Open the correct patient in both systems.
- Compare name, date of birth, and other identifying details.
- Do not confirm the link if any detail is uncertain.
What the button colors mean
| Color | Meaning |
|---|---|
| Orange | A likely match was found. Click to confirm and link it. |
| Dark blue | This profile is linked and saved for your whole practice. |
| Light blue | A different patient is already linked on this screen. |
| Grey | No match was found in this system. |
| No color | You are signed out of that system. Sign in, and the button comes back. |
Link the profiles
- Open the patient in the primary system.
- Use Tabflows to open the matched patient in the second system.
- Verify that both profiles belong to the same patient.
- Hover over the system icon in Tabflows.
- Click the link (chain) icon to confirm
- The system button turns dark blue — the patient is now hard-linked
What hard linking changes
- The link is saved for your whole clinic
- Next time anyone opens that patient, Tabflows can jump to the right profile in one click
- You won’t need to reconfirm that match again
Get support 💬
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