Beginner course
Tabflows for Clinicians
Prep visits, review labs, draft replies and referrals, and turn visit plans into Tasks you can check.
Self-paced · 5 lessons · 23 min · Free
Start the courseBy the end you can
- Prep a visit and check the summary against the chart
- Confirm the date and source behind every lab answer
- Send patient replies that sound like you, after you review them
- Check who a referral letter names and goes to
- Give every action in a visit plan an owner and a due date
- For
- Clinicians
- Time
- 5 lessons · 23 min
Lessons
- 1 Prep a visit Get a visit-prep summary from AI Patient Summary or Sidekick, and check it against the chart before you rely on it. 5 min
- 2 Review labs and meds Ask Sidekick focused questions about labs and medications, check each answer's dates and sources, and explain confirmed results in plain language. 4 min
- 3 Reply in your voice Let the AI DRAFT bar write the first draft of a Spruce reply, teach Sidekick your style with Preferences, and review every word before you send. 5 min
- 4 Draft a referral letter Let Referral Assist draft a referral letter in Elation from the open chart, then check the letter, the specialist's name and the To contact before you send it. 4 min
- 5 Turn a note into Tasks Make every action in a visit plan a Task with one owner and a due date, and check each Task before it reaches the team. 5 min
Final checklist
- Your next visit was prepped from a summary you checked against the chart
- One lab review rests on dates and sources you confirmed in the record
- A patient reply went out from a draft you edited, and one saved preference holds your style
- A referral letter left Elation with its findings and placeholders checked, and the specialist it names matching its To contact
- Every action from one visit plan is done in the chart or has a Task with an owner and a due date
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