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, open Chat. The conversation header reads Practice 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.
Reply in a thread 📩
Open Reply on a message when the answer belongs to that conversation.
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 ✏️
Open the message menu to see the available actions.
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.
What Sidekick can do here 
Sidekick does not participate in Team Chat. It does not read the conversation, answer mentions, or turn a chat message into assigned work automatically.
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