Summary 🧭: Manage your name, profile photo, personal Task settings, Sidekick preferences, and plan usage from Profile.
A note for non-human readers...
A note for non-human readers...
Use this article for personal settings that affect one person. Clinic-wide roles, systems, billing, and organization settings belong under Clinic Settings.
Update your name or profile photo 👨🏻⚕️
Open Tabflows.
Select Profile under Personal.
Open Account.
Select the pencil beside your name to make a change.
Select Add photo or Change photo to upload a JPG or PNG image up to 5 MB.
Select Remove if you no longer want to use a profile photo.
Your email address appears for reference and cannot be changed from this page.
Choose your Tasks preferences 📝
In Profile → Account, scroll to Tasks. You can:
Choose your default Task assignee.
Turn Task email notifications on or off.
Choose whether Enter sends a comment or adds a new line.
Good to know 💡: When Enter-to-send is off, use Cmd+Enter on Mac or Ctrl+Enter on Windows to send a comment.
Choose your Sidekick preferences 
In the Sidekick section, you can:
Turn Screen awareness on or off.
Hide smart buttons.
Turn off automatic Draft Assist generation.
Changes apply to your Tabflows experience wherever you use it.
Review your plan usage 📊
If your plan includes usage tracking, the Plan usage limits section shows your current plan, how much you have used, and when the usage period resets.
If a setting is missing, update Tabflows, reload the page, and check again. Contact Tabflows Support if you still cannot access it.
Get support 💬
Need help or have a question? 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
