# New Patient Onboarding from Hint to Elation > Membership sign-ups land in the chart, ready for the first visit. Markdown view of https://www.tabflows.com/workflows/new-patient-onboarding — the HTML page is canonical. When a new membership signs up in Hint, Tabflows creates the chart in Elation, sends welcome materials and intake forms via Spruce, schedules the first visit, and notifies the right teammate — so the patient walks into a clinic that already knows them. [Get Tabflows free](https://www.tabflows.com/) Free to start. No credit card required. ## 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](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-hint.png&w=64&q=75) Hint ![Elation](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-elation.png&w=64&q=75) Elation ![Spruce](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-spruce.png&w=64&q=75) Spruce ### Steps 1. 1Pulls the new patient 2. 2Creates the chart in Elation 3. 3Sends welcome and intake forms 4. 4Schedules the first visit 5. 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. Saves ~15 minutes per signup ## How it runs Each step Tabflows takes, from the trigger to the final action. ![Sketch: intake forms flow through Tabflows into a patient profile, a welcome message and tasks](https://www.tabflows.com/_next/image?url=%2Fimages%2Funiversity%2Fintake-onboarding.webp&w=3840&q=75) 1. 1Pulls the new patientGatheringTabflows captures the membership data — demographics, plan, payment, and any intake notes from Hint. 2. 2Creates the chart in ElationThinkingDemographics, insurance (or DPC plan), and primary provider get pre-populated. No double entry. 3. 3Sends welcome and intake formsDraftingSpruce fires a welcome message with the right intake forms attached. Forms come back attached to the chart. 4. 4Schedules the first visitWaitingTabflows offers the patient available slots and books them — synced to your provider calendar. 5. 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. ### Get this workflow Tabflows lives in your browser, connects your tools, and quietly handles the in-between. [Get started free](https://www.tabflows.com/) ### Related workflows More workflows borrowed from the best DPC clinicians. Visit Notes to Tasks with AI Scribes Notes finish themselves into chart updates and follow-ups. ![Heidi](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-heidi.png&w=48&q=75) ![Freed](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-freed.png&w=48&q=75) ![Elation](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-elation.png&w=48&q=75) Refill Coordination from Spruce to Elation Refills go from message thread to charted action. ![Spruce](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-spruce.png&w=48&q=75) ![Elation](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-elation.png&w=48&q=75) ![DoseSpot](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-dosespot.png&w=48&q=75) Lab Result Follow-Through Abnormal results get triaged before the next visit. ![Quest](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-quest.png&w=48&q=75) ![Labcorp](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-labcorp.png&w=48&q=75) ![Elation](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-elation.png&w=48&q=75) ![Spruce](https://www.tabflows.com/_next/image?url=%2Fimages%2Flogo-spruce.png&w=48&q=75) ## How this workflow runs When a new membership signs up in Hint, Tabflows creates the chart in Elation, sends welcome materials and intake forms via Spruce, schedules the first visit, and notifies the right teammate — so the patient walks into a clinic that already knows them. - Trigger: A new member signs up through Hint (self-serve or after a discovery call). - Outcome: The patient's first visit isn't a scramble — the chart, forms, and team are ready before they walk in. - Time saved: ~15 minutes per signup - Systems involved: Hint, Elation, Spruce 1. **Pulls the new patient** — Tabflows captures the membership data — demographics, plan, payment, and any intake notes from Hint. 2. **Creates the chart in Elation** — Demographics, insurance (or DPC plan), and primary provider get pre-populated. No double entry. 3. **Sends welcome and intake forms** — Spruce fires a welcome message with the right intake forms attached. Forms come back attached to the chart. 4. **Schedules the first visit** — Tabflows offers the patient available slots and books them — synced to your provider calendar. 5. **Notifies the team** — MA, front-desk, or whoever runs onboarding gets a heads-up with the patient context — not just an empty calendar invite. 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 on this site 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://help.tabflows.com/ — append `.md` to any article URL for its raw markdown.