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Task Management — Tabflows

Tabflows gives DPC clinics one shared task list — every follow-up, refill, lab result, and handoff pinned to the right patient and visible to the right teammate. Capture tasks from Elation, Hint, Spruce, Quest, sticky notes, and group chats — close every loop without leaving the patient’s chart. Tabflows Core is free forever.

The care you set out to give.Actually moving forward.

Spin up a task right where the work happens. Tabflows already knows the patient, shows the task to the right teammate, and carries every loop through to done.

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Send to Elation
Elation

Trusted by 010123456789012301234567890123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456789012345678901234567890123456+ forward-thinking DPC clinics

Destiny Direct
DPC Health
Lanby
My MD
Salveo
Destiny Direct
DPC Health
Lanby
My MD
Salveo

Your team’s doing the hard part.The tools shouldn’t drop the easy part.

Sticky notes, Slack pings, Spruce DMs, EHR to-dos — the task is never missing. It’s just scattered.

Tabflows

Follow-upon a sticky note
Refill askin Spruce
Lab reviewin Elation
Imaging orderin Quest
Hover to bring them in
Angela AndrewsOwner, Seeds of Health DPC

Create a task from any tool.Track it in one.

Capture from anywhere.

Turn an EHR note, a Spruce message, or a scribble into a real task — pinned to the right patient.

Mike Saprykin
Mike Saprykin
Assignee
Describe the task...
Due
Set
Patient
Select
TagNone
RepeatNever
Patient Management
ElationHintSpruce

One list the whole team sees.

Front desk, MAs, providers, and ops — same list, same status, no more “who’s doing this?”

Review A1C labs — Rivera
Assigned to Mike S.Follow-up
Mike S.
Mike S.2m ago

Labs are in — A1C is 7.2, up from last quarter.

Dr. Johnson
Add a comment...
Team
Sarah JohnsonSarah Johnson
Kevin ParkKevin Park
Lisa MartinezLisa Martinez
Sarah was notified

Loops that actually close.

Follow-ups, handoffs, next steps. Tabflows carries every loop through to done.

Today’s care loop

  • Flag lab result
  • Message patient
  • Book follow-up
  • Close the loop

Your team carries the care.Tabflows carries the task.

Order A1C recheckSarah Johnson · Mar 12 visit
Elation
Hint
Spruce
Quest

Linked to every system — automatically.

You remember the people.Tabflows remembers the rest.

One patient, one list, one next step.

Every teammate watching the same tasks move. Handoffs, follow-ups, and the quiet loops nobody usually remembers — all visible, all moving forward.

Sarah Johnson

DOB 03/15/1985 · Last visit Mar 12

Tasks

  • Confirm 2-week follow-up appointment

  • Order medication refill in Elation

  • Call about A1C results

  • Update HSA receipt in Hint

4 teammates alignedUpdated 2m ago

What DPCs love about Tabflows

0+

hours saved per week

0+

DPC clinics automating

$0k

average annual savings per practice

Courtney Paulsen at Impact Family Wellness

“Tabflows is absolutely amazing!!! It saves me so much time. I simply don’t know how to work without it. If you aren’t using it, run to the extension store NOW!!”

Courtney Paulsen at Impact Family Wellness

Keep every tool.One place to create, assign, and close every task.

Not a replacement — the shared layer that turns scattered to-dos into one clean list.

Syncs with the tools your clinic already uses

Elation
Elation
Hint
Hint
Spruce
Spruce
Quest
Quest
Cerbo
Cerbo
Akute
Akute
Fullscript
Fullscript
Labcorp
Labcorp
Charm EHR
Charm EHR
Atlas.md
Atlas.md
ChartNote
ChartNote
Rupa
Rupa
HealthBook+
HealthBook+
Freed
Freed
Heidi
Heidi
DoseSpot
DoseSpot

Nothing left to chase.Just the care.

Start with one task. Watch it land in the right tool. Tabflows Core is free forever for DPC clinics.

Join the DPCs who think differently.

Every dot is a DPC practice running on Tabflows.

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