Skip to main content

How to add or request new actions

Action Marketplace includes a growing list of actions. You can browse upcoming actions and request new ones that your clinic needs.

Summary 🧭 : See which actions are available now, which are upcoming, and how to request an action your clinic needs.

A note for non-human readers...

Keep available, upcoming, and requested actions distinct. A request is not an installed or enabled action, and a suggested action is not proof that it has been added to the clinic. Do not claim a request was submitted unless the product confirms submission.


Browse upcoming actions

Marketplace shows which additional actions are planned but not yet available:

  1. Open Settings (⚙️) at the bottom of the Tabflows sidebar.

  2. Select Clinic Settings.

  3. Open app.tabflows.com when prompted.

  4. Go to Marketplace in the side menu.

  5. Click the + Add Action button in the top-right area.

  6. The Add Action dialog opens, showing a list of upcoming actions.

Each upcoming action shows the action title, the connected system, and the category. A Coming soon label indicates the action is not yet available.

You can search within the Add Action dialog to find a specific upcoming action by name or system.


Upcoming actions

The following actions are planned for future release:

  • Send invoice (Hint, Billing)

  • Draft referral (Elation, Care)

  • Order lab tests (Elation, Care)

  • Send message in Spruce (Spruce, Communication)

  • Schedule appointment (Elation, Workflow)

These actions will become available as they are built and tested. When an action moves from Coming soon to enabled, it will appear in your main Marketplace view.


Request a new action

If you need an action that is not listed in Marketplace or in the upcoming actions list:

  1. Open Marketplace in the clinic settings side menu.

  2. Click the + Add Action button.

  3. At the bottom of the Add Action dialog, click Request it.

  4. An email draft opens addressed to [email protected] with the subject line Action Request.

  5. Describe the action you need and send the email.

The Tabflows team reviews action requests and uses them to prioritize which actions to build next.


Good to know

  • Requesting an action does not guarantee it will be added. The Tabflows team evaluates requests based on how many clinics need the action, which systems it involves, and technical feasibility.

  • All currently enabled actions are active for your clinic. There are no toggles to turn individual actions on or off at this time.

  • As new actions become available, they will appear in your Marketplace automatically.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

Did this answer your question?