Summary 🧭: Use Sidekick to find synced Hint charge items, prepare one or more charge lines, review the total, and create the charges for the selected patient after you approve.
Before you start
Run the Tabflows Chrome extension.
Sign in to Hint.
Select a patient linked to Hint.
Sync the clinic's Hint charge items to Tabflows.
Create the charge
Open Sidekick with the patient selected.
Ask to create a Hint charge and describe the item.
If several items match, choose the exact item.
Add charge lines or change quantities when needed.
Confirm the charge date; Sidekick uses today when no date is given.
Choose a provider, or continue without one when appropriate.
Review the patient, date, provider, selected lines, quantities, amounts, and total.
Untick any unwanted line, then approve.
Sidekick creates only the selected lines and reports each result.
If Sidekick cannot prepare the charge
Sync missing charge items, link the patient, select the exact matching items or provider, or sign in to Hint — then retry.
If the result is unconfirmed
Check the patient's charges directly in Hint before retrying. Retrying without checking can create a duplicate.
What this action changes
It writes charge line items to Hint only after approval. It does not charge a payment method or send an invoice.
Get support 💬
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