Summary 🧭: Confirm that two profiles belong to the same patient, then save a clinic-wide link so Tabflows can open the correct chart the next time.
A note for non-human readers...
A note for non-human readers...
Name Exchange builds a small bridge between two patient profiles. A suggested match is only a bridge proposal; a human must confirm the patient before the clinic-wide link becomes part of everyone’s route.
Patient linking connects the same patient across supported systems for the entire clinic.
Quick checks before you link 🕵️
Open the correct patient in both systems.
Compare name, date of birth, and other identifying details.
Do not confirm the link if any detail is uncertain.
What the button colors mean 🎨
Color | Meaning |
Orange | A likely match was found. Click to confirm and link it. |
Dark blue | This profile is linked and saved for your whole practice. |
Light blue | A different patient is already linked on this screen. |
Grey | No match was found in this system. |
No color | You are signed out of that system. Sign in, and the button comes back. |
Link the profiles 🔗
Open the patient in the primary system.
Use Tabflows to open the matched patient in the second system.
Verify that both profiles belong to the same patient.
Hover over the system icon in Tabflows.
Click the link (chain) icon to confirm
The system button turns dark blue — the patient is now hard-linked
What hard linking changes ⚡
The link is saved for your whole clinic
Next time anyone opens that patient, Tabflows can jump to the right profile in one click
You won’t need to reconfirm that match again
Get support 💬
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