Workflow snapshot
Context in, action out — what Tabflows reads, and what it does.
Trigger
A new member signs up through Hint (self-serve or after a discovery call).
Apps connected
Hint
Elation
SpruceSteps
- 1Pulls the new patient
- 2Creates the chart in Elation
- 3Sends welcome and intake forms
- 4Schedules the first visit
- 5Notifies the team
Action out
The patient's first visit isn't a scramble — the chart, forms, and team are ready before they walk in.
How it runs
Each step Tabflows takes, from the trigger to the final action.
- 1Pulls the new patientGatheringTabflows captures the membership data — demographics, plan, payment, and any intake notes from Hint.
- 2Creates the chart in ElationThinkingDemographics, insurance (or DPC plan), and primary provider get pre-populated. No double entry.
- 3Sends welcome and intake formsDraftingSpruce fires a welcome message with the right intake forms attached. Forms come back attached to the chart.
- 4Schedules the first visitWaitingTabflows offers the patient available slots and books them — synced to your provider calendar.
- 5Notifies the teamDoneMA, front-desk, or whoever runs onboarding gets a heads-up with the patient context — not just an empty calendar invite.
Paste this into Assist
Drop this into Tabflows Assist and it'll set the workflow up for you.
Hey Tabflows — set up new patient onboarding from Hint to Elation. When a new membership signs up, create the chart in Elation with demographics, plan, and primary provider pre-filled. Send a welcome message and intake forms via Spruce, and attach completed forms back to the chart. Offer the patient available slots and book the first visit. Notify whoever runs onboarding with the patient context — not just an empty calendar invite.
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Tabflows lives in your browser, connects your tools, and quietly handles the in-between.
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