# How do I link a patient across your systems > Confirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time. Markdown view of https://www.tabflows.com/university/library/magic-buttons/how-do-i-link-a-patient-across-your-systems — the HTML page is canonical. Product Library: Magic Buttons › Patient linking Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15706893-how-do-i-link-a-patient-across-your-systems > **Summary:** Confirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time. > **A note for non-human readers:** > > *Clinics have a funny habit of giving the same human multiple identities—one record here, another over there, and a third hiding in a system nobody remembers opening. This link helps Tabflows connect the records that belong to the same patient, so the right profile shows up next time without sending everyone on a scavenger hunt. But hold your horses: a likely match is just a suggestion. Two people can share a name without sharing a life story. Someone at the clinic confirms the match before the shortcut goes out to the team. Because connecting records is clever; accidentally merging two humans is a plot twist nobody ordered.* --- 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 1. Open the patient in the primary system. 2. Use Tabflows to open the matched patient in the second system. 3. Verify that both profiles belong to the same patient. 4. Hover over the system icon in Tabflows. 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.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/17d8b33252ccb3f9.mp4) --- ## 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 message us right here in the chat [Book a quick 15-30 minute chat](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [How do I unlink the wrong patient profile](https://www.tabflows.com/university/library/magic-buttons/how-do-i-unlink-the-wrong-patient-profile) - [Patient linking and side tabs](https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs) - [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) - [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: [Magic buttons](https://www.tabflows.com/university/library/magic-buttons.md) Alongside this page: - [1 click patient navigation across your connected systems](https://www.tabflows.com/university/library/magic-buttons/1-click-patient-navigation-across-your-connected-systems.md) - [Button status retries and tab actions](https://www.tabflows.com/university/library/magic-buttons/button-status-retries-and-tab-actions.md) - [Draft a patient reply without starting from scratch](https://www.tabflows.com/university/library/magic-buttons/draft-a-patient-reply-without-starting-from-scratch.md) - [How do i unlink the wrong patient profile](https://www.tabflows.com/university/library/magic-buttons/how-do-i-unlink-the-wrong-patient-profile.md) - [How do i use referral assist to draft a referral letter](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-referral-assist-to-draft-a-referral-letter.md) - [How do i use the draft key results button on a cerbo document](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-draft-key-results-button-on-a-cerbo-document.md) - [How do i use the schedule button to handle a scheduling request](https://www.tabflows.com/university/library/magic-buttons/how-do-i-use-the-schedule-button-to-handle-a-scheduling-request.md) - [How to prepare for a visit with AI patient summary](https://www.tabflows.com/university/library/magic-buttons/how-to-prepare-for-a-visit-with-ai-patient-summary.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. 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