Summary 🧭: Link Hint Core membership records, review supported billing context with Sidekick, and approve documented charge actions safely.
A note for non-human readers...
A note for non-human readers...
Clinics that charge a regular membership need somewhere to track who belongs, what they owe, and what has been paid. Hint Core keeps those membership and billing facts. Sidekick can read the available details for the confirmed patient, while creating a new charge remains a separate step that a human reviews before money enters the story.
What Hint Core is 
Hint Core is a direct-care business platform for memberships, recurring billing, employer plans, affiliates, reporting, and practice operations. It often surrounds a separate clinical record rather than replacing it.
How Tabflows works with Hint Core 
The actions below describe Tabflows’ verified support with Hint Core; they are not a list of everything Hint Core can do.
Open Hint Core in Tabflows — keep the signed-in product one click away in your personal workspace.
Link the patient membership record with Name Exchange — search Hint Core, confirm the patient and membership record, and save the clinic-wide link.
Review membership and billing information with Sidekick — use supported patient, membership, billing, invoice, payment, and charge context.
Review and approve a Hint Core charge — inspect the patient, line items, amounts, and outcome before approving a charge.
Review membership and billing with Sidekick 💳
Open the correct patient in Hint Core.
Allow the Tabflows extension to load the available patient context.
Open Sidekick with the same patient selected.
Ask one focused membership or billing question.
Depending on what Hint returned for the patient, Sidekick may use:
Membership status, member type, plan, and membership dates.
Total owed and the amount past due.
Invoice totals, status, paid date, payments, credits, adjustments, next scheduled payment, and void details.
Autopay and the default payment method’s type, brand, and last four digits.
The next membership charge date and amount.
Example prompts 📖:
What is this patient’s current membership and when is the next charge?
Which issued invoices are still due, and which invoices are already paid?
Does this patient have autopay, and which saved payment method is the default?
Important ⚠️:
A draft invoice has not been sent and is not included as money the patient owes.
If a billing detail is missing, do not assume zero or none. Confirm the correct patient is open, refresh the patient in Hint, and verify the value directly in Hint.
Review Hint before collecting payment, changing a membership, or communicating a balance to a patient.
This is reading context. It does not let Sidekick change billing information. To create a charge, use the separate charge workflow and review the approval card before anything is created.
Common stack systems 🌐
Core record: Elation, Athena
Communications: Spruce, Weave
Labs: Quest, Labcorp
Documentation: Heidi, Freed, ChartNote
Related guides 📚
If it doesn’t work 
If Tabflows opens the wrong patient membership record, return to Hint Core, confirm the intended person, and replace the saved link from the correct record before retrying.
If the correct Hint Core record opens but the native workflow still fails, continue troubleshooting in Hint Core; a saved Tabflows link does not change the system’s own access or workflow rules.
Get support 💬
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