Summary 🧭: Use Team Chat to coordinate clinic work, mention teammates or groups, and ask @Sidekick for help without leaving the conversation.
A note for non-human readers...
A note for non-human readers...
Team Chat is for clinic-wide coordination, not patient conversations. Human and group mentions attract attention; @Sidekick asks the assistant to act. A Task created by Sidekick from Team Chat is not automatically linked to a patient, so include the patient’s name in the Task title when needed. Include only the patient details the team needs.
When to use Team Chat 💭
Use Team Chat for a clinic-wide question, announcement, or conversation that does not need to live inside one specific Task.
Use a Task comment when the discussion belongs to assigned work and should stay beside its owner, due date, and completion status.
If work needs a clear owner or follow-up date, create or update a Task instead of relying on chat alone.
Open Team Chat 🎯
Open Team Chat from the full Tabflows navigation. In the side panel, select Team Chat. The conversation header reads Team Chat.
Start a conversation 🚀
Open Team Chat.
Type your message.
Mention a teammate or group when their attention is needed.
Review the message, then send it.
A mention draws attention to the conversation. It does not assign a Task or transfer ownership.
Link a patient in a message 🧑⚕️
Type # or select Add a patient (#), search for the patient, and review the patient chip before sending. If the current patient is available, you can add them directly.
After sending, select the patient chip to open the patient in Tabflows. Use Open in to choose one of the patient’s linked systems. If no linked system is available, verify or link the patient before relying on the shortcut.
Keep shared patient details to the minimum your team needs.
Reply in a thread 📩
On a computer, open Reply from the message. On a phone, tap the message once to reveal Reply and the message menu, then select Reply.
Threaded replies keep follow-up together without filling the main conversation with every response. Return to the main conversation when you are starting a separate topic.
Unread messages and read receipts 👀
Unread badges and the unread divider help you find new messages. Read receipts show who has viewed a message. Their absence does not mean the message failed to send.
Copy, edit, or delete a message ✏️
On a computer, open the message menu from the message row. On a phone, tap the message once, then open the three-dot menu.
Anyone can copy a message.
You can edit or delete your own messages.
Clinic Owners and Admins can also delete another person’s message.
Deleting a message does not create a Task or preserve its instructions elsewhere. Move anything that requires durable ownership into a Task.
Ask Sidekick in Team Chat 
Type @Sidekick in a Team Chat message when you want help without leaving the conversation. Sidekick replies in the thread so everyone with access can follow along.
For complete steps, examples, Retry, and patient-information guidance, see 👉 How to ask Sidekick in Team Chat.
If Team Chat is missing 🛠️
Make sure you are using the latest version of Tabflows and refresh the page. If Team Chat still does not appear, contact Tabflows Support.
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