# How to find a group of patients with Smart Segments > Describe the patients you want in plain language, and Tabflows builds the list for you. Smart Segments live in the Patients tab, and you can also ask Sidekick for a one-off list in chat. Markdown view of https://www.tabflows.com/university/library/sidekick/how-to-find-a-group-of-patients-with-smart-segments — the HTML page is canonical. Product Library: Sidekick › Patient-care workflows Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/17033743-how-to-find-a-group-of-patients-with-smart-segments > **Summary:** Describe the patients you want in plain language, and Tabflows builds the list for you. Smart Segments live in the Patients tab, and you can also ask Sidekick for a one-off list in chat. > **A note for non-human readers:** > > *Clinics sometimes need a reusable list of patients who match a plain-language condition. A Smart Segment scans fully synced patient summaries, explains each match, and lets teammates add or remove people manually; later scans can change the list. It is a working list, not a diagnosis, registry, or completed action. Humans adore tidy groups, but a tidy group still owes every patient an identity check.* --- ## What a Smart Segment is A Smart Segment is a patient list that Tabflows keeps for you. You describe who belongs — “are 65 years old and older,” “have not had a visit in the last six months” — and Tabflows scans your patients and adds the ones that match, with a short reason for each. The list stays in the Patients tab so your team can come back to it, refresh it, and add or remove patients by hand. --- ## Create a Smart Segment 1. Open the Tabflows side panel and select Patients. 2. Select the Smart Segments tab, then New Segment. 3. Enter a Segment Name your team will recognize, such as Annual wellness due or Members over 65. 4. Under AI Inclusion Criteria, finish the sentence “Identify patients that…” in plain language. Be specific: “are over 65 and have not had a visit in the last 12 months” works better than “older patients.” 5. Select Create & find patients. Tabflows scans your patients and fills the segment. While it works, the segment shows Scanning; when it finishes, each patient appears with the reason they matched. ![Creating a new smart segments](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/b0b0dc30c05415dd.mp4) > **Good to know:** Scans look at patients whose information is fully synced — the segment shows how many indexed patients were scanned. A patient who is not synced yet will not be matched automatically, but you can add them by hand. --- ## Review the matches Open a segment to see its patients. Each match shows the patient’s name, date of birth, their connected systems, and why they matched. Select a patient to open their details, or select a system pill to jump to that patient in the connected system. Treat the list as a starting point. Confirm anything clinical in the chart before you act on it. --- ## Add or remove patients by hand - To add someone the scan missed, select the add-patient button (the person-plus icon) and search for the patient. Patients you add show an Added manually label. - To remove someone, open the patient’s menu, select Remove, and confirm. --- ## Keep a segment current - Select Scan to run the criteria again after new patients sync or records change. - If you edit the criteria, the segment shows Needs scan until you select Scan now. - To change the name or criteria, open the segment menu and select Edit. To delete the segment, select Delete and confirm. Deleting a segment removes the list only — it never changes patient records. --- ## Ask Sidekick instead For a one-off list, ask Sidekick in chat: “Which patients over 40 have not had a mammogram in the last year?” or “Who messaged us in the last month?” Sidekick returns the matching patients as a list to review in that conversation. Use a Smart Segment when your team needs the list again later. --- ## If you do not see Smart Segments Make sure you are using the latest version of Tabflows and reload the page. If the Patients tab or Smart Segments still does not appear, contact Tabflows Support. --- ## 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 - [How to turn smart buttons and auto-drafting on or off](https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off) - [Sidekick or a magic button isn't showing up](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up) - [How Tabflows handles patient data](https://www.tabflows.com/university/library/security-and-privacy/how-tabflows-handles-patient-data) - [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) - [How to connect the right patient in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick) ## Related markdown Section index: [Sidekick](https://www.tabflows.com/university/library/sidekick.md) Alongside this page: - [Create and run clinic workflows with sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick.md) - [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.md) - [How to control sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md) - [How to use sidekick for labs medications and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review.md) - [How to use sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md) - [How to use sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep.md) - [How to use sidekick to create an elation non visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note.md) - [How to use sidekick to draft and paste a spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message.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. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.