# Your first real day

> Run one Playbook end to end on a real clinic day, with Tasks, Team Chat and Sidekick working together.

Markdown view of https://www.tabflows.com/university/tabflows-101/your-first-real-day — the HTML page is canonical.

Tabflows 101, Module 10 · Admin track 5 min · Team track 3 min

Run one Playbook end to end on a real clinic day, with Tasks, Team Chat and Sidekick working together.

You have the pieces now. Tasks hold the work, Team Chat coordinates it, Sidekick finds and drafts, and Practice Brain knows your clinic. A Playbook puts them together for one real clinic situation.

Start with no-show follow-up. It needs no particular system, and it shows the whole loop: each missed visit becomes a Task with an owner, the outreach happens the same day, and nothing depends on someone remembering. Want to practice with us first? [Book a live walkthrough](https://go.team.tabflows.com/meetings/nafeesa).

## Topics

### Start the day in My Tasks

Open **Tasks** first. **My Tasks** shows your unfinished work that's due today or overdue, and urgent work may appear right away.

1. Open **Tasks** and work through **My Tasks**.
2. Open your **Favorite filters** for anything else you watch, such as a group's Tasks.
3. Read the comments on each Task for blockers or handoffs.

- [Manage Tasks together in one shared workspace](https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace)
  Markdown: https://www.tabflows.com/university/library/tasks/manage-tasks-together-in-one-shared-workspace.md
- [Best practices for team task workflows](https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows)
  Markdown: https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows.md
- [How do I save and reuse a task filter](https://www.tabflows.com/university/library/tasks/how-do-i-save-and-reuse-a-task-filter)
  Markdown: https://www.tabflows.com/university/library/tasks/how-do-i-save-and-reuse-a-task-filter.md

### Turn each follow-up into a Task

Callbacks, forms, labs, records and referrals each get a patient-linked Task with one owner.

1. Create the Task from the patient's page so the patient is linked.
2. Write the next action, choose an owner, and set **Due on**.
3. Log each outreach attempt in **Comments**, and set **Waiting** while you wait on the patient.

- [Using Tasks for patient follow-up](https://www.tabflows.com/university/library/tasks/using-tasks-for-patient-follow-up)
  Markdown: https://www.tabflows.com/university/library/tasks/using-tasks-for-patient-follow-up.md
- [How to create a follow-up reminder task](https://www.tabflows.com/university/library/tasks/how-to-create-a-follow-up-reminder-task)
  Markdown: https://www.tabflows.com/university/library/tasks/how-to-create-a-follow-up-reminder-task.md

### Agree on a few team habits (Admin track)

A dependable Task workflow comes from shared habits, not complicated setup. Agree on a few with your team.

1. Every Task gets an action-focused description, the right patient, one owner and a useful due date.
2. Agree on tag names and which group owns which kind of work.
3. Pick a regular time to review open Tasks.

- [Best practices for team task workflows](https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows)
  Markdown: https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows.md

### Close out the day

Before you leave, make sure finished work is completed and open work has an owner and a date.

1. Complete finished work and update Tasks whose plan changed.
2. Filter by **Due on** and **Status** to check nothing due today is still open.
3. Sort by **Completed (recent first)** to review what got done.

- [Best practices for team task workflows](https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows)
  Markdown: https://www.tabflows.com/university/library/tasks/best-practices-for-team-task-workflows.md
- [Find the right tasks with views and filters](https://www.tabflows.com/university/library/tasks/find-the-right-tasks-with-views-and-filters)
  Markdown: https://www.tabflows.com/university/library/tasks/find-the-right-tasks-with-views-and-filters.md

## Read
- [Follow up on every no-show the same day](https://www.tabflows.com/university/playbooks/no-show-follow-up)
  Markdown: https://www.tabflows.com/university/playbooks/no-show-follow-up.md

## Do it in Tabflows

At the end of the day, pull up the day's no-shows from your schedule and follow up on each.

1. Create a Task for each: the patient in **Patient**, the outreach in **Description**, an owner in **Assigned to**, today in **Due on**.
2. Select **Mark as urgent** on any that can't wait, like a missed follow-up on an abnormal result, then **Save task**.
3. Ask Sidekick to draft the outreach message for one patient, review it, and send it yourself.
4. In Team Chat, share the Tasks with **Link task**, up to three per message, so everyone sees each owner.
5. Before the day closes, comment contacted, rebooked or escalated on each Task, then mark it done. A voicemail keeps it open for tomorrow.

## Related markdown

Alongside this page:

- [Automations](https://www.tabflows.com/university/tabflows-101/automations.md)
- [Magic buttons](https://www.tabflows.com/university/tabflows-101/magic-buttons.md)
- [Mobile](https://www.tabflows.com/university/tabflows-101/mobile.md)
- [Practice brain](https://www.tabflows.com/university/tabflows-101/practice-brain.md)
- [Security basics](https://www.tabflows.com/university/tabflows-101/security-basics.md)
- [Set up your clinic](https://www.tabflows.com/university/tabflows-101/set-up-your-clinic.md)
- [Sidekick](https://www.tabflows.com/university/tabflows-101/sidekick.md)
- [Tasks](https://www.tabflows.com/university/tabflows-101/tasks.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)

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