# Troubleshooting

> Quick answers for when you're stuck.

Markdown view of https://www.tabflows.com/university/library/troubleshooting — the HTML page is canonical.

Quick answers for when you're stuck.

## First steps and sign-in
- [How do I reinstall the Tabflows Chrome extension](https://www.tabflows.com/university/library/troubleshooting/how-do-i-reinstall-the-tabflows-chrome-extension): Reinstall Tabflows when the extension will not load, expected controls are missing, patient linking is not working, or a recent update does not appear.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/how-do-i-reinstall-the-tabflows-chrome-extension.md
- [How do I update the Tabflows Chrome extension](https://www.tabflows.com/university/library/troubleshooting/how-do-i-update-the-tabflows-chrome-extension): Update 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.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/how-do-i-update-the-tabflows-chrome-extension.md
- [I'm having trouble logging in to Tabflows](https://www.tabflows.com/university/library/troubleshooting/im-having-trouble-logging-in-to-tabflows): Most sign-in problems come from a missing or expired code, the wrong account email, or an extension session that needs refreshing.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/im-having-trouble-logging-in-to-tabflows.md
- [I can't log in to a system in the Tabflows side view](https://www.tabflows.com/university/library/troubleshooting/i-cant-log-in-to-a-system-in-the-tabflows-side-view): A connected system may show its own login page inside Tabflows when that system’s browser session expires.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/i-cant-log-in-to-a-system-in-the-tabflows-side-view.md
- [Why doesn't patient search work when legal and preferred names differ](https://www.tabflows.com/university/library/troubleshooting/why-doesnt-patient-search-work-when-legal-and-preferred-names-differ): Search by last name when supported systems store different first names for the same patient, then verify the correct record before continuing.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-doesnt-patient-search-work-when-legal-and-preferred-names-differ.md

## Tasks
- [Why can't I find my Task, or why is it acting strange?](https://www.tabflows.com/university/library/troubleshooting/why-cant-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.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-task-or-why-is-it-acting-strange.md
- [Why is the wrong patient linked to a task](https://www.tabflows.com/university/library/troubleshooting/why-is-the-wrong-patient-linked-to-a-task): Stop patient-specific work, correct the Task’s Patient field, and review the remaining details before continuing.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-is-the-wrong-patient-linked-to-a-task.md
- [Why didn't a team member receive a task email](https://www.tabflows.com/university/library/troubleshooting/why-didnt-a-team-member-receive-a-task-email): A Task can exist in Tabflows even when no assignment email arrives. Check the assignment, group membership, notification settings, and inbox delivery.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-didnt-a-team-member-receive-a-task-email.md
- [Why didn't an @ mention change task ownership](https://www.tabflows.com/university/library/troubleshooting/why-didnt-an-mention-change-task-ownership): A 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.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-didnt-an-mention-change-task-ownership.md
- [Why can't I find my saved task filter](https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-saved-task-filter): Saved Task filters live under Favorite filters. Search the exact name and check both pinned and unpinned entries.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/why-cant-i-find-my-saved-task-filter.md

## Sidekick and magic buttons
- [Sidekick or a magic button isn't showing up](https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up): Two different things can go missing — the Sidekick panel itself, or a single magic button. Use the section that matches what you're not seeing.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-or-a-magic-button-isnt-showing-up.md
- [Sidekick is using the wrong patient context](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-using-the-wrong-patient-context): Do not use the answer. Correct the linked patient, ask the question again, and review the replacement response from the beginning.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-is-using-the-wrong-patient-context.md
- [Sidekick is missing practice information](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-missing-practice-information): Check that the clinic source exists, is current, does not conflict with another source, and matches the question you are asking.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-is-missing-practice-information.md
- [Sidekick is not referencing a file or document](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-not-referencing-a-file-or-document): Confirm the file was added through a supported, clinic-approved method, is readable and current, and is being requested with a focused question.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-is-not-referencing-a-file-or-document.md
- [Sidekick is slow or gives an incomplete answer](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-slow-or-gives-an-incomplete-answer): Wait for generation to finish, then shorten broad requests, remove unrelated context, and ask for one outcome at a time.
  Markdown: https://www.tabflows.com/university/library/troubleshooting/sidekick-is-slow-or-gives-an-incomplete-answer.md

## Related markdown

Section index: [Library](https://www.tabflows.com/university/library.md)

Alongside this page:

- [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md)
- [Integrations](https://www.tabflows.com/university/library/integrations.md)
- [Magic buttons](https://www.tabflows.com/university/library/magic-buttons.md)
- [Marketplace](https://www.tabflows.com/university/library/marketplace.md)
- [Mobile](https://www.tabflows.com/university/library/mobile.md)
- [Practice brain](https://www.tabflows.com/university/library/practice-brain.md)
- [Security and privacy](https://www.tabflows.com/university/library/security-and-privacy.md)
- [Sidekick](https://www.tabflows.com/university/library/sidekick.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.
