How to use Sidekick to create Hint charges

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Before you start

• Run the Tabflows Chrome extension.
• Sign in to Hint.
• Select a patient linked to Hint.
• Sync the clinic's Hint charge items to Tabflows.

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Create the charge

1. Open Sidekick with the patient selected.
2. Ask to create a Hint charge and describe the item.
3. If several items match, choose the exact item.
4. Add charge lines or change quantities when needed.
5. Confirm the charge date; Sidekick uses today when no date is given.
6. Choose a provider, or continue without one when appropriate.
7. Review the patient, date, provider, selected lines, quantities, amounts, and total.
8. Untick any unwanted line, then approve.

Sidekick creates only the selected lines and reports each result.

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Try :

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If Sidekick cannot prepare the charge

Sync missing charge items, link the patient, select the exact matching items or provider, or sign in to Hint — then retry.

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If the result is unconfirmed

Check the patient's charges directly in Hint before retrying. Retrying without checking can create a duplicate.

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What this action changes

It writes charge line items to Hint only after approval. It does not charge a payment method or send an invoice.

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