# New Patient Onboarding from Hint to Elation > Membership sign-ups become reviewed onboarding drafts. Markdown view of https://www.tabflows.com/workflows/new-patient-onboarding — the HTML page is canonical. When an authorized clinic user starts onboarding from a new Hint membership, Tabflows prepares the Elation chart fields, Spruce welcome materials, intake-form follow-up, scheduling handoff, and team task for review. [Get Tabflows free](https://www.tabflows.com/) Free to start. No credit card required. ## Workflow snapshot Context in, prepared action out — what Tabflows reads in a user-started browser session, and what it stages for review. ### Initiation An authorized clinic user starts the workflow from a new Hint member record. User-initiated. Runs in the authorized clinic user's active browser session and uses the systems the user is already signed into. ### Apps connected Hint Elation Spruce ### Steps 1. 1Pulls the new patient 2. 2Prepares the chart in Elation 3. 3Prepares welcome and intake forms 4. 4Prepares the first-visit handoff 5. 5Prepares the team task ### Action out The first visit is prepared with reviewed chart fields, forms, scheduling context, and team tasks. Tabflows does not store EHR credentials, does not independently initiate EHR access, and prepares work for review rather than acting as an open-ended autonomous EHR agent. Saves ~15 minutes per signup ## How it runs Each step Tabflows prepares, from user initiation to clinic review. 1. 1Pulls the new patientGatheringTabflows captures the membership data — demographics, plan, payment, and any intake notes from Hint. 2. 2Prepares the chart in ElationThinkingDemographics, insurance (or DPC plan), and primary provider are pre-populated for review. No double entry. 3. 3Prepares welcome and intake formsDraftingThe Spruce welcome message and the right intake forms are drafted for the clinic to complete. 4. 4Prepares the first-visit handoffWaitingTabflows gathers the scheduling context so the clinic can offer the patient available slots and complete the appointment. 5. 5Prepares the team taskDoneMA, front-desk, or whoever runs onboarding gets a staged task with the patient context. ### Paste this into Assist Drop this into Tabflows Assist to set up the reviewed workflow. Hey Tabflows — set up user-initiated new patient onboarding from Hint to Elation. When I choose a new membership record, prepare the chart in Elation with demographics, plan, and primary provider pre-filled. Draft a welcome message and intake forms via Spruce, and prepare completed forms for the chart. Gather scheduling context so the clinic can offer available slots and complete the first visit appointment. Stage a task for whoever runs onboarding with the patient context. ### Get this workflow Tabflows lives in your browser, our team connects your tools, and the workflow quietly prepares the in-between work. [Get started free](https://www.tabflows.com/) ### Related workflows More workflows borrowed from the best DPC clinicians. Visit Notes to Tasks with AI Scribes Visit notes become reviewed chart updates and follow-up tasks. Refill Coordination from Spruce to Elation Refill requests become reviewed drafts and chart-ready follow-up. Lab Result Follow-Through Lab results become reviewed triage and follow-up drafts. ## How this workflow runs When an authorized clinic user starts onboarding from a new Hint membership, Tabflows prepares the Elation chart fields, Spruce welcome materials, intake-form follow-up, scheduling handoff, and team task for review. - Trigger: An authorized clinic user starts the workflow from a new Hint member record. - Initiation mode: User-initiated - Access model: Runs in the authorized clinic user's active browser session and uses the systems the user is already signed into. - Capability caveat: Tabflows does not store EHR credentials, does not independently initiate EHR access, and prepares work for review rather than acting as an open-ended autonomous EHR agent. - Outcome: The first visit is prepared with reviewed chart fields, forms, scheduling context, and team tasks. - Time saved: ~15 minutes per signup - Systems involved: Hint, Elation, Spruce 1. **Pulls the new patient** (context) — Tabflows captures the membership data — demographics, plan, payment, and any intake notes from Hint. 2. **Prepares the chart in Elation** (prepared_action) — Demographics, insurance (or DPC plan), and primary provider are pre-populated for review. No double entry. 3. **Prepares welcome and intake forms** (prepared_action) — The Spruce welcome message and the right intake forms are drafted for the clinic to complete. 4. **Prepares the first-visit handoff** (prepared_action) — Tabflows gathers the scheduling context so the clinic can offer the patient available slots and complete the appointment. 5. **Prepares the team task** (team_task) — MA, front-desk, or whoever runs onboarding gets a staged task with the patient context. Reported by Monica McKitterick, FNP-C, Impact Family Wellness. ## Related markdown Section index: [Workflows](https://www.tabflows.com/workflows.md) Alongside this page: - [Lab Result Follow-Through](https://www.tabflows.com/workflows/lab-result-follow-through.md) - [Refill Coordination from Spruce to Elation](https://www.tabflows.com/workflows/refill-coordination.md) - [Visit Notes to Tasks with AI Scribes](https://www.tabflows.com/workflows/visit-notes-to-tasks.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) - [DPC finder](https://www.tabflows.com/dpc-finder.md) - [Roi](https://www.tabflows.com/roi.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.