Action Marketplace directory

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Create a charge — Hint

Search synced Hint charge items, select one or more lines and quantities, then review the patient, date, provider, amounts, and total. Nothing is created until you approve.

Requires: Chrome extension, active Hint session, linked patient, and synced charge items. Changes data: Yes—creates selected Hint charge lines after approval.

Approval: Required.

Learn more: 👉 How to use Sidekick to create Hint charges

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Review a patient page — Elation

Open the selected patient's Elation record.

• Changes data: No.
• Approval: Not required.

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Review a patient page — Hint

Open the selected patient's Hint record.

• Changes data: No.
• Approval: Not required.

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Review a conversation — Spruce

Open the selected Spruce conversation for review.

• Changes data: No.
• Approval: Not required.

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Draft a message — Spruce

Ask Sidekick to prepare a Spruce message, review the draft, then choose Navigate & paste to open the correct Spruce thread and place the text in its message box. Tabflows never sends the message.

• Requires: A connected Spruce account and an available conversation or recipient.
• Changes data: Fills a draft message box; it does not send.
• Approval: Review and send manually in Spruce.

Learn more:

👉 How to use Sidekick to draft and paste a Spruce message

👉 Draft a patient reply without starting from scratch.

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Generate documents — Tabflows

Create a PDF, Word document, or CSV file from the conversation. The file appears in chat for review and download.

• Changes data: Creates a file only.
• Approval: No approval card; review before use.

Learn more 👉 How to use Sidekick to generate PDF, Word, or CSV documents

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Manage tasks — Tabflows

Create a Task with title, description, due date, assignee, and patient when relevant. It appears as the same interactive Task card used in the Task list.

• Changes data: Yes — creates a Tabflows Task.
• Approval: No separate approval card; confirm details before asking Sidekick to create it.

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Coming soon

Actions shown as Coming soon are not available yet. Their names and availability may change before release.

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