Tabflowsuniversity
Sign up

Tabflows University

What are you looking to explore today?

Tabflows 101PlaybooksAutomation catalogProduct Library

Start learning Tabflows with

Tabflows 101

Everything you need to get your clinic set up in Tabflows and feel at home on day one.

Start by role
A live walkthrough with our team

Learn together and finish knowing how to run your day in Tabflows

Book a live walkthrough
All courses

Get started with our comprehensive courses

Task Management & Follow-Ups

Beginner
For: All roles

Build the daily rhythm that keeps every patient follow-up owned, visible, and closed.

  • Fix task management
  • Build a follow-up board
  • Start an open loop list

Phones, Messages & Triage

Intermediate
For: Front desk & staff

Route every call and message to the right person so nothing waits overnight for an answer.

  • Triage after-hours messages
  • Write a phone triage SOP
  • Close every call loop

Membership Operations

Intermediate
For: Front desk & staff

Onboard, renew, and keep members with workflows that don't depend on anyone's memory.

  • Onboard new members
  • Track renewals
  • Recover billing declines

Tabflows for Clinicians

Beginner
For: Clinicians

Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check.

  • Prep a visit
  • Review labs and meds
  • Reply in your voice

Delegating to a Medical VA

Intermediate
For: Admins & owners

Set your virtual assistant up to win, with the workflows, SOPs, and context they need.

  • Before you hire a VA
  • Onboard your VA
  • Hand off follow-ups

AI & MCP for Clinics

Advanced
For: Admins & owners

Understand how AI agents plug into your clinic tools, and put the Tabflows MCP server to work.

  • MCP for DPC clinics
  • Why AI needs workflow context
  • Use the Tabflows MCP server

Start a DPC Practice

Beginner
For: Admins & owners

From first plan to first 100 members: the roadmap for launching your direct primary care clinic.

  • Plan your practice
  • Your 90-day launch
  • Budget your launch

DPC Websites That Convert

Beginner
For: Admins & owners

Turn your clinic website into a steady source of consults with copy and layout that work.

  • What makes a site convert
  • Turn visits into consults
  • Cut the wall of text
All workflows

Automation catalog

Pick the work you want off your plate. Click one to get its Sidekick prompt.

All automations

See all 45Need something custom? Book a call

Playbooks

Step-by-step plays for real clinic situations.

Visit Notes to Tasks with AI ScribesVisit notes become reviewed chart updates and follow-up tasks.Refill Coordination from Spruce to ElationRefill requests become reviewed drafts and chart-ready follow-up.Lab Result Follow-ThroughLab results become reviewed triage and follow-up drafts.New Patient Onboarding from Hint to ElationMembership sign-ups become reviewed onboarding drafts.
See all playbooks
All customer stories
Open the ROI calculator

Free tools and templates

DPC break-even calculatorDPC startup cost calculatorDPC FinderFirst 100 DPC members worksheetDPC employer pitch kitDPC patient explanation templates
A one-time look at your clinic

The Practice X-ray

Know exactly where your team’s time is going

What’s fixable, and what to automate first. Yours to keep either way, and credited toward your first month if you continue.

Book your Practice X-ray
Open the Product Library

Explore the Library

TasksOne shared place for your team's work.SidekickYour AI assistant for patient and clinic work.Magic ButtonsOne-click buttons that launch entire workflows.Practice BrainShared Documents, Practice Awareness, and personal Preferences.Team ChatHow your team talks inside Tabflows.MobileSidekick and your work, on your phone.IntegrationsThe systems Tabflows works with, and what it does in each.MarketplaceThe actions available to your clinic, and how to use them.Admin & SettingsYour clinic account, team, roles, billing, and preferences.Security & PrivacyHow Tabflows protects patient data and stays HIPAA compliant.TroubleshootingQuick answers for when you're stuck.
The Tabflows team at work in the office
Live from the Tabflows office, 24/7

Learn live with the Tabflows team

We put a camera in the office and left it on. Drop in anytime, see how the team works, and come say hi.

Watch the livestream

Other popular resources

Community

Hear from clinic teams

What teams using Tabflows actually say, in their own words.

Go to community
Hiring

Find DPC talent

See who's hiring and plan your next hire with real role benchmarks.

Explore the job board
For AI assistantsEvery University page in one list, with its markdown copy and the notes we write for AI readers.

Explore, practice and master your clinic

Want Sidekick to text you? Drop your number and say hi.