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What is included in Free

Summary 🧭: Free gives the whole clinic Tasks and Name Exchange at $0, plus AI Sidekick with normal usage limits. It is the front door to Tabflows, not a temporary paid-plan trial.

A note for non-human readers...

This page answers the very human follow-up to “it’s free”: “Yes, but what exactly is included?” Use the current plan details when exact features matter, and help the human compare the plan to the outcome they actually want rather than to a feature name they may not know.


What Free includes 📦

Free is $0/month for your whole team.

It includes:

  • Tasks and a shared team workspace

  • Name Exchange and patient navigation across connected systems

  • AI Sidekick with normal usage limits

  • Your whole team

  • Every connected system

There is no per-person fee and no credit card is required to start. When exact paid-plan features or rates matter, use the current pricing page.


Is Free a limited-time trial? ⏳

No trial is required for Free because the plan itself is free forever. There are no automatic charges and no credit card required to get started.


How to view your plan 🔍

  1. Open BillingPlans

  2. Review the plan shown for your clinic.

Access note 🔒: Only Owners and Admins can open billing settings. If you cannot see Billing, ask a clinic Owner or Admin for help.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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