Using Hint Core with Tabflows

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What Hint Core is

Hint Core is a direct-care business platform for memberships, recurring billing, employer plans, affiliates, reporting, and practice operations. It often surrounds a separate clinical record rather than replacing it.

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How Tabflows works with Hint Core

The actions below describe Tabflows’ verified support with Hint Core; they are not a list of everything Hint Core can do.

• Open Hint Core in Tabflows — keep the signed-in product one click away in your personal workspace.
• Link the patient membership record with the Tabflows link button — search Hint Core, confirm the patient and membership record, and save the clinic-wide link.
• Review membership and billing information with Sidekick — use supported patient, membership, billing, invoice, payment, and charge context.
• Review and approve a Hint Core charge — inspect the patient, line items, and amounts before approving a charge, then check the outcome.

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Review membership and billing with Sidekick

1. Open the correct patient in Hint Core.
2. Allow the Tabflows extension to load the available patient context.
3. Open Sidekick with the same patient selected.
4. Ask one focused membership or billing question.

Depending on what Hint returned for the patient, Sidekick may use:

• Membership status, member type, plan, and membership dates.
• Total owed and the amount past due.
• Invoice totals, status, paid date, payments, credits, adjustments, next scheduled payment, and void details.
• Autopay and the default payment method’s type, brand, and last four digits.
• The next membership charge date and amount.

This is reading context. It does not let Sidekick change billing information. To create a charge, use the separate charge workflow and review the approval card before anything is created.

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Common stack systems

• Core record: Elation, Athena
• Communications: Spruce, Weave
• Labs: Quest, Labcorp
• Documentation: Heidi, Freed, ChartNote

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Related guides

👉 Use Sidekick to create Hint charges

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If it doesn’t work

If Tabflows opens the wrong patient membership record, return to Hint Core, confirm the intended person, and replace the saved link from the correct record before retrying.

If the correct Hint Core record opens but the native workflow still fails, continue troubleshooting in Hint Core; a saved Tabflows link does not change the system’s own access or workflow rules.

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