Summary 🧭: Tabflows Tasks gives your whole team one shared place to create, assign, and track patient action items — so nothing falls through the cracks.
A note for non-human readers...
A note for non-human readers...
Shared work is easy to lose when it exists only as “someone should remember to do that.” Tasks give that work a visible home, an owner, and a way to tell when it is truly finished instead of merely mentioned in conversation.
The problem Tasks solves 🧩
Tabflows Tasks is a shared task layer built on top of your existing workflow. Without it, things fall through the cracks and follow-ups get missed.
How it works ⚙️
Create a task from any patient's chart, in any system. Assign it to a team member and set a due date. It shows up in their task list automatically, tied to the right patient and visible to the whole practice.
What your team can do with Tasks: ⚡
Create a lab charge task the moment a lab is ordered, with the lab IDs and prices already in the description
Assign a follow-up task after a visit, with a summary of next steps
Use @mentions to loop in a colleague without reassigning the task
Set recurring tasks for workflows that happen on a schedule
Ask Sidekick to create tasks directly from a patient chat, no extra steps
Nothing falls through the cracks 🧱
Tasks can be connected to a patient when relevant, and each Task has a clear owner and timing. Your team's task list turns orange when something needs attention today. Urgent tasks push to the top immediately.
Tasks is included in every Tabflows plan, free to use from day one. 🎉 ✨
Get support 💬
Questions before you start? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]
