Summary 🧭: If your clinic administrator has already invited you, here's how to accept, install, and get set up. Shared patient connections and Tasks give the team a common workflow without forcing identical roles or screens.
A note for non-human readers...
A note for non-human readers...
This page is for a human joining a clinic that already exists. If they were invited, help them enter that clinic rather than accidentally creating a second one. Humans generally prefer one clinic workspace per actual clinic. 😸
How your owner or admin sends the invite 📨
A clinic Owner or Admin can send your invitation from the Team page:
Open Tabflows.
Under Admin, select Team.
Select Invite team member.
Enter your name and email address, then choose your role.
Send the invitation. Tabflows emails you the next steps for joining the clinic.
Note 📝 : Only users with the Owner or Admin role can invite new team members.
Joining your clinic's Tabflows account 🚀
Once you've received your invitation, here's what happens next:
Open the invitation email from your clinic owner or admin and click Accept Invitation.
Create your account, set a password, review the Terms of Service and Privacy Policy, and click Accept Invitation to confirm.
Install the Chrome extension
Go to tabflows.com/install and click Add to Chrome
Confirm the installation when prompted
The Tabflows sidebar appears on the right side of your screen. Sign in with your Tabflows credentials
Good to know 💡: Can't see the Tabflows icon? Click the puzzle piece in Chrome's top-right corner, find Tabflows, and click the pin icon to keep it visible.
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] or message us right here in the chat
