# Understanding action details > Learn how to read an action’s description, requirements, inputs, review steps, and expected result before you run it. Markdown view of https://www.tabflows.com/university/library/marketplace/understanding-action-details — the HTML page is canonical. Product Library: Marketplace › Marketplace Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16549497-understanding-action-details > **Summary:** Learn how to read an action’s description, requirements, inputs, review steps, and expected result before you run it. > **A note for non-human readers:** > > *Each action detail explains which system and category it belongs to, what it does, what information it needs, whether human approval is required, whether it can change records or only read them, and two usage counters. Those fields describe the action’s designed behavior; they do not prove the clinic supplied the inputs or that a run succeeded. Humans document buttons before trusting them, a rare victory for patience.* --- ## Open the detail view 1. Open Tabflows and select Marketplace under Organization. 2. Find the action you want to learn about (use the category filters or search bar to narrow the list). 3. Click the action card. 4. The action detail dialog opens, showing the full information for that action. To close the detail view, click the X button in the top-right corner or click outside the dialog. --- ## What the detail view shows The action detail view is organized into several sections: ### System and category At the top, a bar shows the system the action connects to (for example, Hint, Elation, Spruce, or Tabflows) with the system icon, and the action category (Billing, Care, Communication, Documentation, or Workflow) as a colored badge. An Enabled label confirms the action is currently active. ### Description A paragraph explaining what the action does and when it is useful. For example, an action called Review a patient page might explain that it opens the patient record so a clinician can review recent visits, lab results, and care history. ### Required information A list of what Tabflows needs before it can suggest this action. Common requirements include: - Patient name or ID - A connected account in the relevant system (for example, Connected Hint account) - A document template (for document generation actions) - A task title and assigned team member (for workflow actions) If the required information is not available, Tabflows will not suggest the action for that situation. ### Behavior Behavior indicators tell you two things about each action: - Whether approval is required: Some actions (such as creating a charge or drafting a message) require a team member to review before submission. Others (such as opening a patient page for review) do not require approval because they are read-only. - Whether the action has write access: Actions that create, modify, or generate records are marked with Write access. Actions that only navigate to a page for review are marked with Read-only. These indicators help your team understand what each action will do before it runs. ### Usage Two usage counters appear under Usage: - Triggers this week - Triggers this month --- ## Current actions Marketplace currently includes these enabled actions: - Create a charge (Hint, Billing): Search your synced Hint charge items, add one or more charge lines with quantities, then review the patient, date, provider, amounts, and total — and approve. Charges are created in Hint only after you approve. - Review a patient page (Elation, Care): Opens the patient record in Elation to review visits, lab results, and care history. - Review a patient page (Hint, Care): Opens the patient record in Hint to review membership details and billing history. - Review a conversation (Spruce, Care): Opens a patient conversation thread in Spruce to review messages and communication history. - Draft a message (Spruce, Communication): Opens a message draft in Spruce pre-filled with patient context. - [Generate documents](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents) (Tabflows, Documentation): Generates formatted PDF, Word, or CSV documents using patient data and clinic branding. - Manage tasks (Tabflows, Workflow): Creates a new task in Tabflows assigned to a specific team member. --- ## Get support 💬 Need help or have a question? 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 team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Library: Popular Sidekick prompts](https://www.tabflows.com/university/library/sidekick/library-popular-sidekick-prompts) - [How to browse and filter actions](https://www.tabflows.com/university/library/marketplace/how-to-browse-and-filter-actions) - [Action Marketplace directory](https://www.tabflows.com/university/library/marketplace/action-marketplace-directory) - [Using Elation with Tabflows](https://www.tabflows.com/university/library/integrations/using-elation-with-tabflows) - [Using Hint Core with Tabflows](https://www.tabflows.com/university/library/integrations/using-hint-core-with-tabflows) ## Related markdown Section index: [Marketplace](https://www.tabflows.com/university/library/marketplace.md) Alongside this page: - [Action marketplace directory](https://www.tabflows.com/university/library/marketplace/action-marketplace-directory.md) - [How to add or request new actions](https://www.tabflows.com/university/library/marketplace/how-to-add-or-request-new-actions.md) - [How to browse and filter actions](https://www.tabflows.com/university/library/marketplace/how-to-browse-and-filter-actions.md) - [How to use sidekick to create hint charges](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-create-hint-charges.md) - [How to use sidekick to generate pdf word or csv documents](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents.md) - [What is action marketplace](https://www.tabflows.com/university/library/marketplace/what-is-action-marketplace.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.