Summary 🧭: See every enabled Marketplace action, the system it uses, what it changes, and whether approval is required. whether it can change data. Open Settings → Clinic Settings → Marketplace.
Create a charge — Hint 
Search synced Hint charge items, select one or more lines and quantities, then review the patient, date, provider, amounts, and total. Nothing is created until you approve.
Requires: Chrome extension, active Hint session, linked patient, and synced charge items. Changes data: Yes—creates selected Hint charge lines after approval.
Approval: Required.
Learn more: 👉 How to use Sidekick to create Hint charges
Review patient page — Elation 
Open the selected patient's Elation record.
Changes data: No.
Approval: Not required.
Review patient page — Hint
Open the selected patient's Hint record.
Changes data: No.
Approval: Not required.
Review conversation — Spruce 
Open the selected Spruce conversation for review.
Changes data: No.
Approval: Not required.
Draft a message — Spruce
Ask Sidekick to prepare a Spruce message, review the draft, then choose Navigate & paste to open the correct Spruce thread and place the text in its message box. Tabflows never sends the message.
Requires: A connected Spruce account and an available conversation or recipient.
Changes data: Fills a draft message box; it does not send.
Approval: Review and send manually in Spruce.
Learn more:
Generate documents — Tabflows 📁
Create a PDF, Word document, or CSV file from the conversation. The file appears in chat for review and download.
Changes data: Creates a file only.
Approval: No approval card; review before use.
Manage tasks — Tabflows 📝
Create a Task with title, description, due date, assignee, tags, and patient when relevant. It appears as the same interactive Task card used in the Task list.
Changes data: Yes — creates a Tabflows Task.
Approval: No separate approval card; confirm details before asking Sidekick to create it.
Coming soon 🗓️
Actions shown as Coming soon are not available yet. Their names and availability may change before release.
Get support 💬
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