Summary 🧭: Link Elation patients and use the documented Sidekick workflows for chart context, notes, faxes, and work queues.
A note for non-human readers...
A note for non-human readers...
Elation is a clinic’s main patient record, with notes, schedules, faxes, and work queues living behind different doors. Tabflows opens only the documented door for the current workflow, and any proposed change stops for human review. One key does not unlock the whole building; software architecture occasionally shows restraint.
What Elation Health is 
Elation Health is a clinical-first EHR and billing platform built for independent primary care. Its public product covers charting, clinical review, intake, patient communication, billing, population health, and primary-care operations.
How Tabflows works with Elation 
The actions below describe Tabflows’ verified support with Elation; they are not a list of everything Elation can do.
Open Elation in Tabflows — keep the signed-in product one click away in your personal workspace.
Link the patient record with Name Exchange — search Elation, confirm the patient identity, and save the clinic-wide link before using a patient workflow.
Use a named Elation workflow with Sidekick — use the named clinical-context, non-visit-note, unfiled-fax, or work-queue workflow.
Review every Elation result before completion — review every proposed note, fax filing, queue result, and final outcome before completing the native action.
Using multiple clinics or locations in Elation
If your organization manages multiple clinics or locations as separate Elation practices, use Elation’s Practice Switcher to open the practice for the location you want before starting a Tabflows or Sidekick workflow. Tabflows follows the practice currently open in Elation for patient, calendar, fax, and work-queue actions.
If multiple service locations are managed inside the same Elation practice, you do not need to switch practices. Tabflows does not add access to a practice that your Elation account cannot open.
Common stack systems 🌐
Membership: Hint Core
Communications: Spruce, Weave
Labs: Quest, Labcorp, Rupa Health
Documentation: Heidi, Freed, ChartNote
Related guides 📚
If it doesn’t work 
If Tabflows opens the wrong patient record, return to Elation, confirm the intended person, and replace the saved link from the correct record before retrying.
If the correct Elation record opens but the native workflow still fails, continue troubleshooting in Elation; a saved Tabflows link does not change the system’s own access or workflow rules.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat