Set up your clinicGet into Tabflows

Create your clinic account, put Tabflows beside the systems you use, and invite your team, so everyone works in one clinic.You've joined your clinic, installed Tabflows in Chrome, and signed in.

15 min9 min

Everything in Tabflows happens inside your clinic's account, so one person sets it up and brings the team in. That is usually a clinic Admin, who manages the team and billing. Team members do the day's work in Tasks, Team Chat and Sidekick, the AI assistant inside Tabflows.

Tabflows runs as a Google Chrome extension beside your EHR and other systems. Nothing moves out of them, and Tabflows never stores their logins. Signing up accepts the Terms of Service, Privacy Policy and BAA for your clinic, so whoever signs up needs the authority to do that.

Everything in Tabflows happens inside your clinic's account. Your clinic is already set up, so you don't create a new one: your invitation connects your own sign-in to it.

Tabflows runs as a Google Chrome extension beside your EHR and other systems. Nothing moves out of them, and Tabflows never stores their logins.

Topics

Create your clinic account One Admin creates the shared clinic account that everyone else joins. Have your practice name, work email and main EHR ready.
1. Go to app.tabflows.com/sign-up and enter your practice name, work email, and first and last name.
2. Select your EHR (or Other), plus any additional systems your clinic uses.
3. Accept the Terms of Service and Privacy Policy, and confirm you have the authority to sign the Business Associate Agreement (BAA) for your clinic.
4. Click Start free with Core, then open the verification email and click the link.
Tip: If the verification email doesn't arrive within a few minutes, check spam or junk.
More detail
- Sign up: Clinic account setup
- Sign up your clinic
Add Tabflows to Chrome and sign in Tabflows runs as a Chrome extension. Its sidebar appears on the right side of your screen, beside the systems you already use.
1. Go to tabflows.com/extension, click Add to Chrome, and confirm.
2. Click the puzzle piece in Chrome's top-right corner, find Tabflows, and click the pin icon.
3. Open a system you work in, such as Elation, Hint or Spruce, and sign in to the Tabflows sidebar.
Tip: When your clinic's name shows in the sidebar, you're signed in to the right clinic.
More detail
Invite your team Only Admins can invite people. Each person gets an email to create their own sign-in and join your clinic.
1. Open Tabflows and, under Admin, select Team.
2. Select Invite team member.
3. Enter the teammate's name and email address, choose Admin or Team, and tick the confirmation box.
4. Select Send invite to their email.
Tip: Prefer help? Email team@tabflows.com with each person's name, work email and role, and the Tabflows team can create the accounts.
More detail
- How to invite a team member
- Sign up: Clinic account setup
Choose Admin or Team for each person Admin can do everyday work and also manage team members, invitations, billing and clinic-wide settings. Team can use Tasks, Chat and the clinic's shared setup, without the admin controls.
Tip: To change someone's role later, email team@tabflows.com with their name, email and the role you want.
More detail
- Roles, responsibilities, and permissions
- Who can manage billing
Fix an invite or remove someone who left An Admin can resend, copy or cancel an invite that has not been accepted, and archive people who leave. A clinic always keeps at least one Admin.
1. For a pending invite, open Clinic Settings → Team, open the invitation's menu, and choose Resend invitation, Copy invitation link or Cancel invitation.
2. Before removing someone, check their open Tasks and reassign anything that still needs an owner.
3. Select Team under Admin, click the three dots (⋯) beside their name, choose Archive user, and confirm.
Tip: Never send one person's invitation link to someone else.
More detail
- How to invite a team member
- How to archive a team member
Know where clinic settings live Clinic Settings holds your clinic's shared setup. As an Admin you also see team, billing and clinic-wide activity.
1. Under Organization: Practice Brain, Tasks and Task Settings, Branding for generated documents, and Marketplace.
2. Under Admin: Team for people and roles, and Analytics, where you can switch from My stats to Clinic.
3. Under Admin, open Billing to see current pricing. Only Admins can manage billing or request changes.
More detail
Accept your invitation Your clinic is already set up, so you don't create a new one. Your invitation connects your own sign-in to it.
1. Open the invitation email from your clinic Admin and click Accept Invitation.
2. Create your account, set a password, review the Terms of Service and Privacy Policy, and click Accept Invitation.
Tip: If Tabflows created your account for you, follow the link in the welcome email instead. There's no separate invitation to accept.
More detail
- Join an existing clinic account
- Member sign-in: Account setup
Add Tabflows to Chrome Tabflows runs as a Chrome extension. Its sidebar appears on the right side of your screen, beside the systems you already use.
1. Go to tabflows.com/extension, click Add to Chrome, and confirm.
2. Click the puzzle piece in Chrome's top-right corner, find Tabflows, and click the pin icon.
More detail
- Install the Tabflows Chrome extension
- Join an existing clinic account
Sign in Use the email address connected to your Tabflows account. You can sign in with a one-time code from email or with a password.
1. Open the Tabflows sidebar or go to app.tabflows.com, enter your email, and select Get Code.
2. Open the newest Tabflows email, select Sign in, then select Continue on Finish signing in.
3. Or type the six-character code into Code and select Sign in with code. For a password, click Sign in with password.
Tip: When your clinic's name shows in the sidebar, you're in the right clinic.
More detail
- How do I sign in to Tabflows
- Member sign-in: Account setup
Put your everyday systems in the sidebar Add the systems you use most so they're one click away. Your sidebar is personal: adding a system doesn't change anyone else's view.
1. Open the Tabflows sidebar and click the + button.
2. Search for the system, such as Elation, Hint or Spruce, and click it.
3. A green checkmark means it's been added.
Tip: Start with the two places you visit most for the same patient.
More detail
- Adding systems to Tabflows
- Patient linking and side tabs
Link a patient across your systems When you open a patient, Tabflows suggests the matching profile in your other systems. Confirm it once and the link is saved for your whole clinic.
1. Open the patient in your main system.
2. In the sidebar, click an orange system button to open the suggested match.
3. Check that the name, date of birth and other details match.
4. Hover over the system icon and click the link (chain) icon. The button turns dark blue.
Tip: Don't confirm a link if any detail is uncertain. Similar names and family members need an extra check.
More detail
- How do I link a patient across your systems
- Patient linking and side tabs
Choose how Tabflows opens Tabflows can sit beside the page you're working in or open in its own browser tab. This only changes your view.
1. In app.tabflows.com, select Appearance under Personal.
2. Choose Tab view or Sidebar view, and change Sidebar zoom if text is too small or too large.
Tip: The gear in the extension has quick options: Clinic settings, Clear cache, Update extension and Logout.
More detail
- Change how Tabflows opens and looks
Adjust your own settings Profile → Account holds settings that affect only you.
1. Select Profile under Personal, then open Account.
2. Under Tasks, choose your default assignee, turn Email notifications for tasks on or off, and choose whether Enter sends a comment.
3. Under Sidekick, turn Screen awareness on or off, hide smart buttons, or turn off automatic Draft Assist generation.
Tip: Turning Task emails off doesn't remove anything. Your Tasks still appear in your list.
More detail
- Manage your Profile and personal settings
- Get notified via email when tasks are assigned to you
Get help when you're stuck The Support button at the bottom right of the sidebar opens a chat with the Tabflows team. Your chat history is saved.
1. Click Support, describe the problem, and attach a screenshot if it helps.
2. Or email team@tabflows.com.
Tip: You can also ask Sidekick to report a bug or feature request. Leave out patient names and details.
More detail
- Getting help and support

Do it in Tabflows

Set up your clinic and invite one teammate.

Sign up your clinic at app.tabflows.com/sign-up and select the link in the activation email.
Install the extension from tabflows.com/extension, pin it in Chrome, and sign in with the email you signed up or were invited with.
Open your EHR. In the side tabs, select + (Add systems) and choose the systems to show beside it.
Under Admin, select Team, then Invite team member.
Enter their email and name, choose Admin or Team, tick the confirmation box, and select Send invite to their email.

Do it in Tabflows

Join your clinic and sign in.

Accept the invitation from your clinic Admin and set your password.
Install Tabflows from tabflows.com/extension and pin it.
Open a clinic system you use every day, sign in to the sidebar, and check that your clinic's name appears.
Add the two systems you use most with the + button.

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