First steps and sign-in5
- How do I reinstall the Tabflows Chrome extensionReinstall Tabflows when the extension will not load, expected controls are missing, patient linking is not working, or a recent update does not appear.
- How do I update the Tabflows Chrome extensionUpdate Tabflows from the in-page update prompt or the extension Settings menu. Updating reloads the extension without removing your clinic’s Tasks, settings, or account data.
- I'm having trouble logging in to TabflowsMost sign-in problems come from a missing or expired code, the wrong account email, or an extension session that needs refreshing.
- I can't log in to a system in the Tabflows side viewA connected system may show its own login page inside Tabflows when that system’s browser session expires.
- Why doesn't patient search work when legal and preferred names differSearch by last name when supported systems store different first names for the same patient, then verify the correct record before continuing.
Tasks5
- Why can't I find my Task, or why is it acting strange?Most Task problems come from ownership, visibility timing, patient linking, filters, or permission boundaries. Use the checks below to find the cause without rebuilding the Task.
- Why is the wrong patient linked to a taskStop patient-specific work, correct the Task’s Patient field, and review the remaining details before continuing.
- Why didn't a team member receive a task emailA Task can exist in Tabflows even when no assignment email arrives. Check the assignment, group membership, notification settings, and inbox delivery.
- Why didn't an @ mention change task ownershipA comment @mention gets someone’s attention. Mentioning @Sidekick requests help from the assistant, but the mention alone does not change Task ownership. Use Assigned to for a true handoff.
- Why can't I find my saved task filterSaved Task filters live under Favorite filters. Search the exact name and check both pinned and unpinned entries.
Sidekick and magic buttons5
- Sidekick or a magic button isn't showing upTwo different things can go missing — the Sidekick panel itself, or a single magic button. Use the section that matches what you're not seeing.
- Sidekick is using the wrong patient contextDo not use the answer. Correct the linked patient, ask the question again, and review the replacement response from the beginning.
- Sidekick is missing practice informationCheck that the clinic source exists, is current, does not conflict with another source, and matches the question you are asking.
- Sidekick is not referencing a file or documentConfirm the file was added through a supported, clinic-approved method, is readable and current, and is being requested with a focused question.
- Sidekick is slow or gives an incomplete answerWait for generation to finish, then shorten broad requests, remove unrelated context, and ask for one outcome at a time.